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Weekly 52-Week Low (or 52-Week High): BB-T, AEM-T, DOO-T, TSU-T and More 52-Week Highs and Lows (Jan 29-Feb 04)Weekly 52-Week Low (or 52-Week High): BB-T, AEM-T, DOO-T, TSU-T and More 52-Week Highs and Lows (Jan 29-Feb 04)Weekly 52-Week Low (or 52-Week High): BAM-T, ATRL-T, NPI-T, SVA-X and More 52-Week Highs and Lows (Jan 22-28)This summary was created by AI, based on 20 opinions in the last 12 months.
Northland Power Inc. has faced a challenging year, reflected in its 30% decline in stock price. Despite these obstacles, including performance issues with its wind projects and management changes, several analysts believe the company's assets and dividend yield present a compelling case for investment. The recent appointment of a new CEO from a reputable background brings hope for navigating future growth and financing challenges. The dividend yield, currently around 6-7%, along with positive expectations for earnings growth, positions NPI as a hold for income with some growth potential. Concerns surrounding external factors like interest rates and geopolitical tensions may affect stock performance, but long-term prospects remain cautiously optimistic as projects continue to unfold on schedule.
The bar wasn't high for them last year, but they still didn't exceed it. Wind performance remains an issue and the ambiguous management change caused unrest. Also, they had a problem with a sub-contractor in Taiwan where a death (not their fault) created bad press. They just hired a new CEO, who came from CNQ's board and Total, who will maintain the 7.3% dividend and will hit milestones in offshore wind (not exposed to the US, which is good). He likes the new CEO. They are in the building/development cycle, which they are good at. It's very positive. He would make this a top pick.
NPI has struggled a bit in the past year, down 24%. But overall we would see it today as a decent income investment at 16X earnings and a 6.85% dividend, with good earnings growth expected this year and in 2026. If it can execute on expected growth the stock should respond accordingly. Lower interest rates should also help here. 12-month payout ratio is less than 30% so there is room for a dividend hike. The dividend has not been raised since 2017. We would see it as a hold for income, and some growth. Most of its exposure is outside of the US, but Trump may still have a 'sentiment' impact on the sector.
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Q3 was a bit below on generation and pricing headwinds. More importantly, offshore continues to track on time and on budget. Mirrored 2024 guidance. De-risked a lot of their buildout. Part of the solution for the power problem in Europe.
Nice dividend, but it's still pretty pricey as a power company. Probably getting hit by tax-loss selling. Instead, he'd put new $$ into BEP.UN.
Higher interest rates were really punitive for most companies in clean energy. Injuries in Taiwan and cable issues, but these are not reasons to sell. Decent value here. Projects will be accretive to revenue and earnings. Fears of Trump not being friendly to clean energy, but that's just one segment of the administration's total purview.
Its poor performance may make it a favourite target for tax-loss selling, which may actually provide a buying opportunity.
Uncertainty of China next door is probably the most important issue, potential hotspot. He's been adding recently. Likes the dividend yield. Valuations in the sector have come down a long way, won't get US government support. Has a lot of international growth assets. Really good operators.
Chart's shown weakness. Cost overruns on 2 projects. Sub-contracts out work, worker fatality in Taiwan. Without a full-time CEO and CFO. Lots of uncertainty around it, so lots of investors are putting it in the "too hard" pile. As projects come online, earnings growth and dividend will be secure. Great entry point for a great company. Great yield of 5.9%.
(Analysts’ price target is $29.36)Had owned this a long time. He still likes their assets, offshore in Europe and Taiwan, but the market dislikes the latter. Is an attractive take-out candidate. They can divest assets in Europe or Colombia. Bad managers before, but now good, but their assets matter more and they are good. Collect the over 5% dividend and see what happens.
(Analysts’ price target is $29.79)Loves renewable energy, the future is going green. Didn't like it a few years ago when it was trading above $40 -- too risky, multiple too high. Loves it down here, great dividend, lots of value now. He's buying on weakness.
Who's going to win the election? Green movement is out of favour now. But that's where value comes in for a value-tilt investor like himself.
Rattled by high interest and high inflation. Concerns over stability of Taiwanese Strait. Recent pullback is a chance to add. Fundamentals are sound in terms of windfarm buildout, doing an incredibly good job. Not breaking through recent lows. Have to be comfortable with certain levels of risk that aren't in other names in that space.
Performance has diverged from others due to where it's developing. For example, workers being injured in Taiwan puts investors off. Have to look through that, bit of a leap of faith.
Northland Power Inc is a Canadian stock, trading under the symbol NPI-T on the Toronto Stock Exchange (NPI-CT). It is usually referred to as TSX:NPI or NPI-T
In the last year, 15 stock analysts published opinions about NPI-T. 5 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Northland Power Inc.
Northland Power Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Northland Power Inc.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
15 stock analysts on Stockchase covered Northland Power Inc In the last year. It is a trending stock that is worth watching.
On 2025-04-01, Northland Power Inc (NPI-T) stock closed at a price of $19.57.
Not sure if tariffs would be applied to this type of cross-border energy. Hit along with all the other clean energy. Likes it here. Nibbling on weakness. Compelling yield. Doesn't see a lot of upside, capped in mid-$20s for next 3-5 years.