Northland Power Inc (NPI.TO) Buy, Sell or Hold

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Northland Power Inc (NPI.TO)

21.72

+0.09 (0.42%)

as of Jul 28, 2026, 8:00:00 pm Market Open.

631 watching

Investor Insights

Jul 28, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

Northland Power Inc (NPI-T) has received mixed reviews from various experts following a significant dividend cut that has caused unease among investors. Despite this setback, some analysts see potential in the company based on upcoming projects in Taiwan and Poland, which are projected to generate significant cash flow by 2027-2028. While the stock has shown some consolidation and a potential for technical breakouts, there are concerns regarding its execution and the impact of recent delays on overall sentiment. New management is viewed with cautious optimism, yet many investors remain skeptical about the stock's trajectory, preferring to see a more cohesive strategy and consistent execution before committing to long-term holdings. The general sentiment reflects a cautious outlook on the company's recovery and a strong emphasis on project completions and new leadership's capability to regain investor trust.

Consensus

Cautious

Valuation

Undervalued

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BEP.UN

WEAK BUY

He owns more of AQN. The companies in this space are pricey, because investors are moving away from fossil fuels and buying these renewables. Yes, these stocks can get pricey, so don't buy at the top and buy more than one like AQN or BLX, which are better than NPI.

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COMMENT

NPI vs. AQN NPI is fine, but she prefers AQN. Nothing wrong with NPI. NPI's recently pullback was due to the CEO dumping a lot of stock on the market, which was a buying opportunity/entry point. AQN has a regulated side in renewable side, pays a good dividend and can growth outside Canada.

WEAK BUY

Has watched it. Owns the competitors in the space. Overhang on the stock. Good dividend, good assets. Well managed. Likes the sector. Not a bad investment at this point if you want to get into the space.

COMMENT

Today, the chairman did a secondary offering of $750 million at $23.35/share. The stock dropped 9.5% today. Should I be worried or will this be accretive? Because the chairman is doing the offering, the company is not getting the proceeds, so this is the worst kind of seconday offering, because it's going to him--the Chairman. So, you got to absorb $750 million that is going to estate planning. It's fine; the chairman has a right to do it, but the market has to absorb $750 million in the market. It got absorbed today--barely. That's why the stock is soft. Eventually, the offering will get absorbed and that's fine.

BUY

It has been interesting with a lot of these renewable power utilities. They bounce back a lot better than the rest of the market. He only owns this kind of quality for the dividend. His only concern is that it is part of a historically high price. They are very, very clean in term of energy. (Analysts’ price target is $26.42)

TOP PICK

A good start to the year. They have brought on 3 wind projects and one in the North Sea. They have a 20 year agreement in Taiwan. He does not expect a dividend increase this year. They are trying to finance growth internally. His largest holding. Yield 4.86% (Analysts’ price target is $26.42)

TOP PICK

A renewal energy company with a $4 billion market cap. A dividend payout ratio of 58%. Forecast earnings growth of 40% is expected. They have created free cash flow of $325 million. A PE of 15.5, which drops to 10.5 in 2020 and higher earnings growth. Yield 5.3%. (Analysts’ price target is $25.73)

BUY

AQN vs. NPI He likes and owns them both. They offer steady cash flow. Likes their dividends which should continue for quite a while. The downside to these and other utilities is that pension funds own them. So if there's a downturn, these will come down in price from a sell-off.

PAST TOP PICK

(A Top Pick Jan 04/18, Up 3%) They had a good 2018. Pays a solid 5% dividend and has good development projects in Taiwan and Korea. They brought on their big projects in Europe on time and on budget. They're now producing, so there's good cash flow to increase dividends and reinvest in the company. The end game could be as a tuck-in business for a larger infrastructure provider.

BUY

He is looking at it. The dividend is a little low. But they have some wind farms coming online in the North Sea and this should move the needle. It is a good solid company to own at this stage.

BUY

They've expanded a lot into offshore wind in Europe with two farms with another in Germany, plus one in Taiwan, plus a letter of understanding in Korea. They won't increase their dividend 5% a year, but will as projects come on.

HOLD

This is a significant holding for them. They just spoke with management yesterday and received some good information on their dividend policy. They have been slowing their dividend growth relative to the growth in free cash flow to ensure the company does not have to go into the equity market to dilute shareholder value – a smart move he believes. He thinks it is undervalued at this value.

PAST TOP PICK

(A Top Pick June 27/17 Up 3%) Basically the return has been the dividend. He does not mind being paid to wait. They have had some good success in a couple of international ventures. It is trading at a cheaper valuation relative to its US peers. He continues to hold it. Yield 3%

BUY

Likes it. There was concern they didn't have enough growth in the next few years, but NPI thenwent out and secured contracts in Taiwan. Buut that was too far, so then signed contracts in Germany. It pays a safe, decent yield. Conservative balance sheet. They've proved they can bring projects on time and under budget.

BUY

Renewable energy is down these days. Before, investors wanted the yield (bonds were paying so little). But now there's more risk-on and a move towards growth stocks, not dividends. So, now is a buying opportunity in NPI and this sector. He would own this for the long term.

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Northland Power Inc (NPI.TO)