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

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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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Trudeau's announcement of a green fund will lift renewable power stocks like this one, at least indirectly. Stockchase staffers like renewables and we've recommended this one before. They pay safe, juicy dividends (2.98% for NPI and projected to rise), with revenues fuelled by locked-in, long-term contracts. NPI has beaten in its last fourth reports. Also, more investors are pouring money into ESG stocks in a trend that will continue to accelerate. Northland makes primarily wind power as well as solar and hydro in Europe, Asia and North America, so it's geographically diversified. Also, on sell-off days as we've recently seen, this green utility stocks surge. The only caveat is that NPI has run up so much this year, hitting all-time highs as you read this. You may have to be nimble, but entering on weakness is a good idea, or buying a tranche now and adding later if it declines. (An alternative pick is Northland's peer, Algonquin Power.) Note: Stockchase staff own Northland Power.

BUY

He's overexposed in Boralex, Innergex and AQN, so he doesn't own this one, but he would buy this. A good company. NPI has more overseas and offshore wind operations than its peers. Offshore wind energy is riskier given saltwater erosion. NPI's dividend should rise over time. Money is moving into renewable energy as a whole. All are expensive now, but as institutional money continues to flow in, this will become even more expensive. A great sector.

BUY

A safe dividend payer. ENB also. Likes its stable contracts and cash flows, and is a leader in renewable projects in Asia, Europe and North America so it's geographically diverse. Good. Also pays a healthy dividend around 3-4%. In the past year, renewable stocks have been a bullseye for investors as ESG gathers strength.

WATCH

He would consider it infrastructure. They have solar and wind facilities. It saw a great move, and it is on their watchlist. You must know the regulatory issues and understand the pieces. There may be too much money going into the space too fast.

HOLD

In the grand scheme of things, a good yield with a decent strategy. Keep holding, though he prefers growthier names with corresponding dividend growth. Appealing because it's more renewable than the rest. Bit more quarter to quarter earnings risk, but no so that the dividend is in danger.

PAST TOP PICK

(A Top Pick Jun 26/19, Up 53%) In the sweet spot. Friendly energy sources. Scores high on valuation, price momentum, high ROE. Balance sheet relatively levered like all its peers. If we start to see a more meaningful rotation, may come under pressure. Payout ratio of 70%, with a yield of 3.2%.

BUY

They have been executing quite well. It has had a few bumps but been steady otherwise. It is high quality and can continue to grow through some of their projects.

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TOP PICK

Pays a 3.5% yield at a modest payout. Boasts 26% YOY sales growth and 44% earnings. 6.4% free cash flow yield. Earnings to grow 6% in 2020 and 4% in 2021. A large 31% ROE for 2021 is expected. (Analysts’ price target is $33.58)

PAST TOP PICK

(A Top Pick Jul 26/19, Up 33%) It benefited from a couple of themes. Green power has been a large driver that isn’t going way any time soon. It survived the March carnage well and is back to all time highs. It is in the top 2% on valuation. Decent price to earnings; 4% yield with a reasonable payout ratio.

BUY

It is a great buy right now. The yield is just over 4% and it is essentially a wind power company. They have expertise for offshore wind farms and signed contracts with Taiwan recently. They consistently come in on time and under budget on their projects. He thinks this is a great company to own.

PAST TOP PICK

(A Top Pick Feb 27/19, Up 35%) This was better than his expectations. A year ago the Founder was selling off a sizable stake in the company and the share price recovered quickly thereafter. They have a strong presence in the ESG space. A renewable power position. He would have a hard time buying more at this level.

BUY

Nice long-term breakout. A great base. It has moved into an uptrend, but it went parabolic where it was over bought. However, it has corrected and is at a very attractive price now.

PAST TOP PICK

(A Top Pick Oct 24/19, Up 19%) This is a renewable power company. Since October they had a good Q3 print. They reaffirmed guidance. They are buying back shares.

HOLD

His intrinsic value is about $34 with a 14% upside and that would take you to a technical resistance point. Renewable is one of the 'the things' and of course the stocks are doing very well. Be careful about buying into something 'hot' that has already had a good move. It could be ahead of what it can actually do in terms of earnings.

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Northland Power Inc (NPI.TO)