Insider Trading February 2, 2026

Nextpower Director Disposes $592,850 in Stock; Shares Trade Near Yearly High

William D. Watkins sold 5,000 shares as analysts lifted targets following strong fiscal Q3 results

By Hana Yamamoto NXT
Nextpower Director Disposes $592,850 in Stock; Shares Trade Near Yearly High
NXT

Nextpower Inc director William D. Watkins sold 5,000 shares on January 30, 2026, for $118.57 per share, a transaction totaling $592,850. The sale, reported in a Form 4 filing with the Securities and Exchange Commission, occurred with the stock trading close to its 52-week high and after the company posted fiscal third-quarter results that outperformed consensus. Several brokerages have since revised price targets higher.

Key Points

  • Director William D. Watkins sold 5,000 Nextpower shares on January 30, 2026, for $118.57 each, totaling $592,850.
  • The sale was disclosed in a Form 4 filing; Watkins now directly owns 11,777 shares.
  • Nextpower reported fiscal Q3 revenue of $909 million (+12% vs. consensus) and EBITDA of $214 million (+19% vs. expectations), prompting multiple analyst price-target increases.

Director William D. Watkins of Nextpower Inc (NASDAQ: NXT) executed a sale of 5,000 common shares on January 30, 2026, at $118.57 per share, resulting in a total transaction value of $592,850. The disposition was disclosed in a Form 4 filing with the Securities and Exchange Commission.

Following the sale, Watkins is recorded as directly owning 11,777 shares of Nextpower. The share price at the time of the transaction was close to the company’s 52-week high of $131.59. Over the past year, NXT has advanced 137.9%, and it has risen 104.4% in the last six months.

Market data reported alongside the filing indicates that NXT is trading above its Fair Value according to InvestingPro, with a relative strength index showing the stock in overbought territory. The company trades at a price-to-earnings ratio of 28.9, a level described as high relative to near-term earnings growth in the InvestingPro analysis. Investors who want additional background can reference NXT’s Pro Research Report available on InvestingPro.


Nextpower’s recent operating results contributed to the stock’s strength. In the fiscal third quarter, the company reported revenue of $909 million, which exceeded consensus estimates by 12%. EBITDA for the quarter came in at $214 million, surpassing expectations by 19%.

Those results prompted several analyst teams to revise their outlooks and increase price targets. BMO Capital raised its target to $104 from $93, describing the quarter as "well ahead of consensus" and citing an improved fiscal year 2026 outlook. Jefferies uplifted its target to $122 and maintained a Buy rating, attributing the move in part to strong demand from the United States. UBS increased its price target to $140, pointing to Nextpower’s leadership in solar trackers and strong customer relationships as justification for its Buy rating.

KeyBanc moved the stock to Overweight with a $142 price target, noting a favorable risk-reward profile underpinned by visible multi-year growth drivers. JPMorgan also raised its price target to $125 and kept an Overweight rating, highlighting the company’s solid performance, a book-to-bill ratio greater than 1.0, and record bookings in Europe.

Taken together, the insider sale and the string of analyst upgrades paint a picture of a company that has delivered better-than-expected quarterly results and attracted heightened analyst attention. The filing with the SEC makes the insider transaction public, while the valuation metrics and investor tools noted by InvestingPro provide additional context for market participants weighing the stock.


This report presents the details of the insider transaction, the company’s recent financial performance, and the subsequent analyst actions. It does not offer investment advice and reflects the information disclosed in the referenced filings and analyst updates.

Risks

  • Valuation risk - NXT trades at a P/E of 28.9, described as high relative to near-term earnings growth; this affects equity valuation considerations in the energy and industrial equipment sectors.
  • Momentum risk - InvestingPro data indicates the stock is trading above Fair Value with an RSI in overbought territory, which may imply elevated short-term volatility in the market for renewable-energy equipment companies.
  • Concentration risk - The insider sale reduces a director’s direct holding; changes in insider ownership can influence investor perception and may affect stock liquidity dynamics in the energy equipment sector.

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