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    Nextpower (NXT) Faces A Patent Suit After A Sharp Pullback, But Is The Stock A Bargain

    Simply Wall St·09/20/2026 07:17:09
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    Patent dispute puts Nextpower under the legal spotlight

    Nextpower (NXT) is in focus after GameChange Solar Corp., a subsidiary of GameChange Energy, filed a patent infringement lawsuit in the U.S. District Court for the District of Delaware.

    The complaint centers on GameChange's high tilt stow technology used in single axis solar trackers. It alleges that certain Nextpower products infringe U.S. Patent 12,449,161 and seeks both injunctive relief and monetary damages.

    The lawsuit follows a difficult period for Nextpower's stock, with the share price down 37.7% over the past 90 days and 6.6% over the past month. Over a 1-year period, however, the total shareholder return is 12.8%, and over 3 years the total shareholder return is about 2x. This indicates that recent legal headlines are affecting near-term momentum more than the longer-term track record.

    Scan how other solar and energy hardware players are reacting to legal and market pressure with a curated shortlist of list of solid balance sheet and fundamentals (23 results).

    After a sharp pullback on the lawsuit news but a near 2x total return over three years, is most of the easy money in Nextpower already gone, or does the current valuation still offer meaningful upside potential?

    Most Popular Narrative: 43% Undervalued

    Nextpower last closed at $80.47, while the most followed narrative pegs fair value at $140.61. As a result, the lawsuit headlines sit against a backdrop of a stock that some investors already view as materially underpriced.

    The record backlog exceeding $4.5 billion, with continued strong demand and bookings indicates excellent visibility and confidence in future revenue growth, providing a solid foundation for future financial performance.

    See why 64 investors see Nextpower as 43% undervalued.

    Result: Fair Value of $140.61 (UNDERVALUED)

    Still, the GameChange lawsuit and heavy reliance on U.S. demand both sit as real swing factors that could upset the current Nextpower narrative.

    Find out about the key risks to this Nextpower narrative.

    Next Steps

    Mixed signals on Nextpower and the lawsuit headlines can feel messy. Move quickly, review the full picture, and weigh the 4 key rewards and 1 important warning sign.

    Looking for more investment ideas beyond Nextpower?

    If the Nextpower story feels crowded, consider broadening your watchlist with fresh opportunities that match different risk levels, income goals, and balance sheet strength.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.