Should You Buy NET Power Inc (NPWR) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Hold
Latest Price
2.370
1 Day change
-1.25%
52 Week Range
8.980
Analysis Updated At
2026/01/30
NPWR is not a good buy right now for an impatient investor. The trend is still bearish (stacked bearish moving averages and negative MACD), fundamentals deteriorated sharply in 2025/Q3, and there are no proprietary Intellectia buy signals today to override those negatives. A short-term bounce is possible near support (~2.31–2.19), but the setup is not strong enough to justify a fresh buy pre-market at ~2.37.
Technical Analysis
Price/Trend: Bearish trend structure with SMA_200 > SMA_20 > SMA_5, indicating sustained downside pressure.
Momentum: MACD histogram at -0.0222 (below zero) but negatively contracting—bearish momentum is easing, not reversing.
RSI: RSI_6 at 40.79 (neutral-to-weak), not showing an oversold rebound signal.
Levels: Pivot 2.508 is overhead resistance; price (pre-mkt ~2.37) is below pivot. Key support S1 2.309 (near-term) then S2 2.186. Resistance levels at R1 2.706 and R2 2.829.
Near-term odds (pattern-based): Model suggests ~60% chance of -0.64% next day, but +7.38% next week and +18.84% next month—i.e., possible choppy basing after a drawdown rather than a clean uptrend.
Intellectia Proprietary Trading Signals
- [AI Stock Picker](module://ai_stock_pick): No signal on given stock today.
- [SwingMax](module://swingmax): No signal on given stock today.
Options Data
Bullish
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
Sentiment: Put/Call ratios are low (OI PCR 0.22; Volume PCR 0.4), implying call-heavy positioning (bullish skew).
Activity: Today’s options volume is light vs recent norms (today vs 30-day avg volume ~29.53%), so the bullish skew is not strongly confirmed by heavy participation.
Volatility: Very high IV (30D IV ~135% vs HV ~143%), with IV percentile ~53—options are expensive and the market is pricing big moves, but not at extreme relative levels.
Positioning note: Calls dominate open interest (33,884 calls vs 7,383 puts), suggesting more upside speculation/hedging than downside protection.
Technical Summary
Sell
8
Buy
5
Positive Catalysts
Options positioning is call-skewed (low put/call ratios), which can support short-term upside if buyers step in.
Barclays upgrade to Equal Weight (from Underweight) and a higher target ($3 from $
improves near-term sentiment versus prior bearishness.
Potential longer-term optimism tied to the mentioned partnership to develop gas power with CCS (as cited by Barclays).
Earnings date on 2026-02-12 (after hours) could become an event catalyst if guidance/updates improve expectations.
Fundamental deterioration in 2025/Q3 (revenue to 0; large net loss), reinforcing uncertainty around commercialization.
Analyst commentary highlights impaired/paused development and slow market adoption; Citi cut PT to $4 from $6 despite maintaining Buy.
No supportive recent news flow in the last week—no fresh catalyst to reverse the downtrend.
High volatility regime (HV/IV both very high) reflects elevated uncertainty.
Financial Performance
Latest reported quarter: 2025/Q3.
Growth/Profitability: Revenue dropped to 0 (-100% YoY). Net income fell to -$411.5M (massive YoY deterioration), with EPS at -5.28 (large decline YoY). Gross margin dropped to 0.
Takeaway: The quarter shows severe operational/asset-impairment type damage and no meaningful revenue base, which weakens the fundamental case for an immediate buy.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Recent changes:
- Barclays upgraded NPWR to Equal Weight from Underweight and raised PT to $3 (from $2), citing impairment/paused plant development but a more promising outlook from a new CCS-related partnership.
- Citi kept a Buy but cut PT to $4 (from $6), citing slower investment after a write-down.
Wall Street pros: Improving sentiment at Barclays; partnership narrative could support a longer-term thesis.
Wall Street cons: Technology adoption appears slow; development is being paused/slowed; financing uncertainty remains; targets were cut/kept relatively low.
Influential/Politician trading: No recent congress trading data available. Hedge funds and insiders show neutral activity with no significant recent trend.
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 USD with a low forecast of 3 USD and a high forecast of 5 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
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 USD with a low forecast of 3 USD and a high forecast of 5 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.
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 2.400
Low
3
Averages
4
High
5
Current: 2.400
Low
3
Averages
4
High
5
Citi
Buy
downgrade
$6 -> $4
AI Analysis
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.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for NPWR
