NXT (Nextracker) 2026 stock outlook. A deep qualitative look at the world's leading utility-scale solar tracker maker, its TrueCapture software and TCS foundation-services attach model, exposure to the US solar boom and IRA domestic-content bonus, and the risks around backlog conversion, tariffs, steel, and policy.
HD Hyundai Energy Solutions (KOSPI 322000) stock outlook for 2026. A qualitative deep dive into high-efficiency N-type modules, US residential and commercial demand, IRA and AMPC policy sensitivity, Chinese oversupply and price erosion, and the non-China US premium for foreign investors.
Canadian Solar (CSIQ) 2026 stock analysis: solar module oversupply and price-decline downcycle, e-STORAGE energy-storage growth engine, Recurrent Energy project pipeline and asset recycling, US tariffs, IRA policy, China supply-chain exposure, thin margins, high volatility, and no dividend.
Array Technologies (ARRY) 2026 stock analysis: utility-scale solar tracker demand, IRA domestic-content tailwinds, the Nextracker duopoly, steel-cost and backlog dynamics, STI Norland international expansion, margin volatility, and its no-dividend growth profile.
A qualitative deep-dive into CS Wind (KRX 112610) for 2026: how the world's leading wind-tower manufacturer leverages the U.S. IRA advanced-manufacturing credit (45X AMPC) and U.S. capacity expansion, extends its offshore value chain through the Bladt acquisition, and faces risks from U.S. wind policy, steel-plate costs, project delays, and FX.