太阳能跟踪器制造商NEXTracker Inc（股票代码：NXT）周三盘中大跌5.73%，引发市场关注。尽管公司最新财报业绩超预期，但2026财年收入指引不及分析师预期，这可能是导致股价下跌的主要原因。
根据公司公布的财报，NEXTracker第一季度调整后每股收益和收入均超出分析师预期。然而，公司对2026财年的收入指引为32亿美元至34.5亿美元，区间中值低于分析师预期的33.5亿美元，这引发了投资者对公司未来增长前景的担忧。
值得注意的是，尽管股价下跌，但多家投行仍看好NEXTracker的发展前景。摩根大通将该公司目标价从65美元上调至69美元，美国银行全球研究也将目标价从66美元上调至69美元。不过，杰富瑞略显谨慎，将目标价从77美元小幅下调至74美元。分析师普遍认为，NEXTracker在太阳能跟踪器市场的领先地位将继续支撑其长期增长。
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