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

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Northland Power Inc (NPI.TO)

21.39

+0.14 (0.64%)

as of Aug 18, 2026, 7:45:19 pm Market Open.

631 watching

Investor Insights

Aug 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 experienced a tumultuous period, primarily marked by a significant dividend cut that surprised many investors, leading to a temporary dip in confidence. Despite these challenges, there is optimism about the company's future, driven by two major offshore wind projects in Taiwan and the Baltic Sea expected to contribute positively to cash flow by 2027-2028. While some experts highlight the potential for the stock to recover as it de-risks with project completions, others remain cautious due to the company's previous execution challenges and current volatile market conditions. Analysts see a good long-term growth trajectory for renewables but emphasize that management must demonstrate consistent performance moving forward to regain investor trust and ensure price appreciation.

Consensus

Cautious

Valuation

Undervalued

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BEP.UN

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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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%.

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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.

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.

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Northland Power Inc (NPI.TO)