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

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Northland Power Inc (NPI.TO)

21.92

+0.21 (0.97%)

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

631 watching

Investor Insights

Jul 8, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

Northland Power Inc (NPI) has faced notable challenges recently, particularly with a significant dividend cut that disappointed many investors. However, analysts are recognizing that the completion of major projects in Taiwan and Poland could lead to improved cash flow by 2027-28. Some experts highlight the supportive technical chart patterns and an overall positive sentiment toward the renewable energy sector, suggesting that NPI could benefit from its recent project developments. Nevertheless, there are differing opinions about the effectiveness of the new management and concerns regarding the company's previous leadership issues and asset risks. As the company strives for a cohesive strategy moving forward, many agree on the importance of monitoring its execution in the coming quarters.

Consensus

Cautious

Valuation

Undervalued

Similar

BEP.UN

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.

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The Biden win was probably fully priced in so that accounts for the slight pullback recently. The stocks are up 50% this year. Sector rotation is also a factor and investors may be switching out for underperforming stocks. No real concern and both companies remain a buy. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Oct 24/19, Up 69%)Educational Segment. He's owned this since day one. Still likes it. It has run up a lot, so he's trimmed a bit. The business is resilient and cash flow is fine. They a had few issues with Project Gemini, but other parts of the business show strength. They continue to make in-roads with their Taiwan offshore project an closing their Colombian utility. Managers have done an excellent job building this company, but it'll take a few more years for things to materialize. ESG investing has gained a lot of steam. He'd buy more on a better entry point.

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Northland Power Inc (NPI.TO)