TSE:NPI

Northland Power Inc (NPI.TO)

21.30
+0.05 (0.24%)
as of Aug 18, 2026, 8:00:00 pm Market Open.
631 watching
0
Investor Insights
star iconAug 18, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Northland Power Inc. (NPI-T) has faced challenges in recent months, notably with a significant dividend cut that led to investor disappointment and volatility in its stock price. Despite this setback, many experts recognize that the company has solid growth potential, particularly with key offshore wind projects nearing important milestones. This optimism is coupled with a belief that as these projects come online, the stock may see reduced risks and improved cash flows. While there are concerns about past management decisions and the recent cuts, analysts see potential for recovery and growth in a sector that, though currently out of favor, holds long-term promise driven by increasing global energy demand. Investors are urged to remain cautious and observant as new management's strategies unfold, particularly regarding execution and cash flow generation in the coming years.

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Consensus
Neutral
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Valuation
Undervalued
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BEP.UN
BUY
The whole sector hasn't done well in the past year. But this current pullback is an opportunity. NPI is a leader in offshore wind energy. She owns other names in green energy. This is a decent investment, though.
BUY
Sensational performer in 2020, as was the entire renewable sector. Hit by winter storms in Texas last year. Back seat to more traditional energy names. For the next decade, you have to have a core position in some of the renewable energy names. A leader in the space. Pullback is buyable.
BUY
Attractive entry point right now. Upside. Offshore wind is riskier, but mitigated by NPI's track record. Best offshore wind developer in the world.
STRONG BUY
They had a big run at end-2020, but have come off this year. Long term, NPI remains very attractive. They produce offshore wind power globally and are a potential take-out candidate given their scope. ESG is a strong tailwind. It's one of his largest holdings and he's buying at current levels.
BUY ON WEAKNESS
Holds some for their income portfolio. Was the biggest contributor for their performance last year. A secular growth potential story. A consistent performer and the pullback is buyable. The pullback is due to exposure and earnings disappointments due to storms in Texas. Likes the geographic exposure with roots in Canada. Clean natural gas, long tenure and great allocators of capital. 3% yield and has been a good capital appreciator.
BUY
Big fan. If you're a long-term investor, still tremendous opportunity. Growth pipeline of double EBITDA is not reflected in the valuation. Short term, it could be choppy. Long term, excellent name to own, One of the leaders in offshore wind, robust track record of execution.
BUY ON WEAKNESS
They operate well in renewables, though the entire space has pulled back this. So, now is a good entry point. They just issued equity to buy an onshore-wind Spanish company, which diversifies NPI beyond offshore wind.
TOP PICK
It is his second largest position. They are one of the few global players and they have these off-shore wind sites, which is the big frontier in this. He thinks this is a good entry point into this company. It could be a goo take-over candidate and there should be good growth as well. (Analysts’ price target is $53.12)
BUY
Buy now after the Spanish wind farm purchase and equity raise? The market is concerned, but the market misses that the Spanish deal is a platform for growth in Spain for NPI. Spain will invest in a lot of renewable projects in the next 5-7 years. The current lack of attention for renewables now creates a buying opportunity now. NPI can double its EBITDA in the next 5 years across its diverse growth profile. Management has executed very well in the past decade. Risks: technical like offshore wind is always possible in this sector, or even noise concerns that effect the local population, but NPI has always solved these problems and delivered projects on time and on budget. All this makes him confident in their execution. Regulation risk/intervention is also possible, but a rule of law in countries like Spain allows companies to fight issues in courts.
BUY
It has done really well. They are now having a bit of a hiccup in their growth. They did equity financing for a recent acquisition. He likes the story. He would not make it a big position, however, if you already have one.
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They announced an acquisition and financing for the deal. The acquisition looks good, but it is not a huge deal compared to the company’s market cap. It adds more diversity and renewable assets. Attractive at current levels following the market selling off with the financing. Unlock Premium - Try 5i Free

PARTIAL SELL
Very well run. Outlook for renewable power is very strong over the next 5-10 years. NPI has opportunities to grow further. Stock's run up. Bond yields moving up tends to put pressure on utilities that have a strong dividend yield. If you've had a gain, consider taking money off the table and selling 1/3 of your position. It won't get back to last year's lows.
BUY
Great company. One of his favourite renewables. #4 in offshore wind. Growth pipeline is pretty robust for the next 5-10 years. The whole space has been under pressure, as utilities are rate sensitive, but this provides an opportunity in many names.
HOLD
Allan Tong’s Discover Picks Meanwhile, its Canadian peer, Northland Power, has risen around 18%, but has been enjoying stronger momentum lately. Read 6 Promising Green Energy Stocks for our full analysis.
BUY
Renewable energy juggernaut. Expanding into Poland, though returns won't be seen for years. He'd trust them above all to execute flawlessly in a new jurisdiction. Has faith in management. Long-term, more projects and M&A announcements.
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