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NextEnergy Solar Fund Limited ( (GB:NESF) ) has shared an update.
NextEnergy Solar Fund has flagged a modest negative impact from the UK government’s decision to switch indexation of Renewable Obligation Certificates and Feed‑in Tariffs from RPI to CPI from April 2026, estimating a reduction of around 2p per ordinary share, or about 2% of net asset value as at 30 September 2025. While the company welcomed officials’ engagement and noted that the chosen option is less disruptive than alternatives, its management warned the policy change risks undermining investor confidence in UK infrastructure at a time when significant private capital is needed to support the energy transition, with a fuller assessment due alongside its Q3 NAV and operating update in February.
The most recent analyst rating on (GB:NESF) stock is a Buy with a £65.00 price target. To see the full list of analyst forecasts on NextEnergy Solar Fund Limited stock, see the GB:NESF Stock Forecast page.
Spark’s Take on GB:NESF Stock
According to Spark, TipRanks’ AI Analyst, GB:NESF is a Neutral.
The score is primarily held back by sharply deteriorating operating results (collapsing revenue and two years of net losses) and weak technical momentum (below key moving averages with negative MACD). These negatives are partly offset by strong, improving operating cash flow, a debt-free balance sheet in 2025, and a very high dividend yield, but not enough to outweigh the earnings and trend weakness.
To see Spark’s full report on GB:NESF stock, click here.
More about NextEnergy Solar Fund Limited
NextEnergy Solar Fund Limited is a London-listed specialist investment company focused on utility-scale solar energy and energy storage infrastructure. Its objective is to deliver attractive risk-adjusted returns, primarily via regular dividends, by investing in a diversified portfolio of inflation-linked assets, largely backed by UK government subsidies. As at 30 September 2025, it reported an unaudited gross asset value of £1.03bn and is classified as an Article 9 fund under the EU Sustainable Finance Disclosure and Taxonomy Regulations, managed by solar-focused asset manager NextEnergy Capital within the broader NextEnergy Group.
Average Trading Volume: 2,674,465
Technical Sentiment Signal: Sell
Learn more about NESF stock on TipRanks’ Stock Analysis page.