Net Power outlines below $100/MWh LCOE for Project Permian amid new integrated gas turbine approach

Written by Emily J. Thompson, Senior Investment Analyst

NPWR-1.25%

Source: SeekingAlpha

Updated: Aug 12 2025

0mins

Source: SeekingAlpha

Management Insights: NET Power's CEO highlighted the unprecedented demand in the energy market driven by AI and data center growth, positioning their technology as a reliable, lower-emission power solution. The company reported significant cost reductions for Project Permian and emphasized the importance of tax benefits and operational progress.
Outlook and Risks: Management expressed confidence in achieving a levelized cost of electricity below $100 per megawatt hour while focusing on disciplined execution and securing offtake agreements. They acknowledged potential supply chain constraints but are optimistic about leveraging flexible gas turbine solutions to mitigate risks.

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NPWR

$2.37+Infinity%1D

Analyst Views on NPWR

Wall Street analysts forecast NPWR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NPWR is 4.00 USD with a low forecast of 3.00 USD and a high forecast of 5.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

3 Analyst Rating

2 Buy

1 Hold

0 Sell

Moderate Buy

Current: 2.400

Low

3.00

Averages

4.00

High

5.00

Current: 2.400

Low

3.00

Averages

4.00

High

5.00

Citi

Buy

downgrade

$6 -> $4

2025-11-18

Reason

Citi

Price Target

$6 -> $4

AI Analysis

2025-11-18

downgrade

Buy

Reason

Citi lowered the firm's price target on Net Power to $4 from $6 and keeps a Buy rating on the shares. The company is slowing investment in its power plant development after taking a write-down, the analyst tells investors in a research note.

Barclays

Betty Jiang

Underweight -> Equal Weight

upgrade

$2 -> $3

2025-11-17

Reason

Barclays

Betty Jiang

Price Target

$2 -> $3

2025-11-17

upgrade

Underweight -> Equal Weight

Reason

Barclays analyst Betty Jiang Friday afternoon upgraded Net Power to Equal Weight from Underweight with a price target of $3, up from $2. The company is impairing the oxy-combustion technology due to slow market adoption and is pausing development on the first utility-scale plant, the analyst tells investors in a research note. However, the firm believes New Power's new partnership to develop gas power with CCS is "promising" and improves its long-term outlook even as long-term financing uncertainties remain.

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About NPWR

NET Power Inc. is an energy technology company developing its proprietary NET Power Cycle, which transforms natural gas into power. The NET Power Cycle is designed to inherently capture carbon dioxide (CO2) while producing virtually no air pollutants, such as sulfur oxides (SOX), nitrogen oxide (NOX) and other particulates. The NET Power Cycle is designed to achieve electricity generation through its highly recuperative oxy-combustion process. This process involves the combination of two technologies: oxy-combustion and supercritical CO2 (sCO2) power cycle. In the Net Power Cycle, CO2 produced in oxy-combustion is immediately captured in a sCO2 cycle that produces electricity. As CO2 is added through oxy-combustion and recirculated, excess captured CO2 is siphoned from the cycle at high purity for export to permanent storage or utilization. Its customers include electric utilities, oil and gas companies, midstream oil and gas companies, technology companies, and industrial facilities.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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Top News

Net Power outlines below $100/MWh LCOE for Project Permian amid new integrated gas turbine approach

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Analyst Views on NPWR

About NPWR

About the author

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