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Craig-Hallum bullish on Nextracker, initiates with a Buy

As previously reported, Craig-Hallum analyst Christian Schwab initiated coverage of Nextracker with a Buy rating and $41 price target. The firm sees Nextracker as well positioned for strong multi-year growth and EBITDA margin expansion. The company has "impressive visibility" with a backlog of $2.1 billion in firm orders, which is up over 50% from the end of fiscal 2022, Craig-Hallum says. With a "robust" revenue CAGR of 26% from 2021 through the firm’s 2023 estimate, Craig-Hallum believes Street growth expectations of a 15%-18% CAGR from 2023 through 2025 could prove conservative.

Published first on TheFly

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