TickerTalks
Browse all tickers →
TickerTalks›$NPWR
NPNPWR

NET Power Inc.

$NPWR·$138M·Industrial - Machinery·Industrials
$1.54-0.6%YTD-33.6%1Y-46.2%
Mentions · last 7 days
2026-07-10: 0 posts2026-07-11: 1 posts2026-07-12: 1 posts2026-07-13: 2 posts2026-07-14: 2 posts2026-07-15: 2 posts2026-07-16: 1 posts9-29%
Price updated 5h ago·X counts updated 4h ago
NPNPWR
$NPWRNET Power Inc.
$1.54-0.65%9 posts-29%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $NPWR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Too early to tellSelling offAI verdict · as of 2026-07-15

Falling on heavy selling — points lower unless it turns around.

Oxy-combustion natural-gas power developer at 0.5% of 52-week range with a Jul 14 'delays are inevitable' note — but whales loaded Jan 2027 $5 calls at 129% OTM.

NET Power is a pre-revenue clean-energy developer commercializing oxy-combustion natural gas technology — $1.47, -37% YTD, -53% T12M, 0.5% of 52w range — reflecting persistent delays in the commercial timeline.

  • Recent narrative: Jul-14 SA piece 'NET Power: Some Delays Are Inevitable' — the market is pricing continued execution risk.
  • Fundamentals: zero revenue Q1 (as expected), EPS -$0.12, FCF -$59M/qtr; consensus FY26 EPS -$0.29 with $2M revenue, FY27 EPS -$0.25 with $5M revenue — commercial ramp remains multi-year out.
  • Insider filings empty apart from routine May-27 Form 3.
  • Structure: float_missing flag, beta_missing, -20% vs 50d MA, -37% vs 200d, volume mult 1.22x — still trading but pinned near the bottom.
  • X bullish framing: whales in Jan 2027 $5 calls at 129% OTM ($366K-$682K notional), rounded-base breakout — options-speculation, not near-term thesis.
  • Aug 10 Q2 earnings.

Long-dated clean-tech option — the whale option positioning bets on a 2027 commercial print; the equity meanwhile is priced for continued delays.

What to watch: Aug 10 Q2 earnings — commercial project timeline, cash runway, La Porte project updates.

On the calendar: 2026-08-10 — Q2 earnings

float missingbeta missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-05-19

NET Power attracts bullish positioning as whales bought $366K-$682K in Jan 2027 $5 calls roughly 129% OTM, with unusual leap activity on the clean-energy thesis. The chart shows a huge volume-confirmed breakout out of a rounded base with a low-volume inside-bar print on the daily. Open interest data shows whales holding more than half their position. Tone is positive.

Read the AI verdict + X sentiment for $NPWR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Licenses the Allam-Fetvedt Cycle technology enabling natural gas combustion with 100% CO2 capture for zero-emission power generation.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $NPWR.

Industrial - Machinery · Industrials

No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.

What this means for $NPWR

Neutral — Licenses the Allam-Fetvedt Cycle technology enabling natural gas combustion with 100% CO2 capture for zero-emission power generation; this business's revenue is largely decoupled from the AI power density capex and robotic warehouse automation demand.

Industry benchmark

23-name peer basket
+31.3%YTD
+71.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-0.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-47.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-125%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-160%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 11, 2026$-0.12$-0.07-69.3%
Q4 2025Mar 9, 2026$-0.20$-0.09-117.2%
Q3 2025Nov 13, 2025$5.84$-0.16+3850.8%
Q2 2025Aug 11, 2025$-0.36$-0.12-208.1%
Next earningsMon, Aug 10·consensus EPS $-0.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.12$-59.4M
Q4 FY25$0———$-0.23$-44.9M
Q3 FY25$0-100.0%——$-5.28$-51.3M
Q2 FY25$0-100.0%——$-0.36$-28.0M

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0M$2.0M – $2.0M-$0.29-$0.29 – -$0.291
FY27$5.0M$5.0M – $5.0M-$0.25-$0.26 – -$0.231
FY28$0$0 – $0-$0.26-$0.26 – -$0.260

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-15.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-33.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 43.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.065-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 138 Rivers Capital, Llc10% owner35.0K sh$85KSellMay 13Llc Npeh,10% owner35.0K sh$85KSellMay 12Llc Npeh,10% owner400.0K sh$976KSellMay 128 Rivers Capital, Llc10% owner400.0K sh$976KSellMar 3Llc Npeh,10% owner100.0K sh$204KSellMar 38 Rivers Capital, Llc10% owner100.0K sh$204KSellMar 2Llc Npeh,10% owner79.9K sh$164KSellMar 28 Rivers Capital, Llc10% owner79.9K sh$164KSellFeb 27Llc Npeh,10% owner4.7K sh$9KSellFeb 278 Rivers Capital, Llc10% owner4.7K sh$9K
1–10 of 34
+ 6 other (4 conversions · 2 others) in window

See when $NPWR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

NPWR (NPWR) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

3New insider — initial holdingsMay 273
AI summary

Ned Leland Shuman filed an initial Form 3 for NET Power Inc. (NPWR) as of May 18, 2026, reporting initial beneficial ownership upon becoming a Section 16 reporting insider. This is a routine compliance filing for the clean energy company developing oxy-combustion natural gas power technology.

SC 13D/AActivist amendmentMay 14SC 13D/A
AI summary

NPEH, LLC filed an amended Schedule 13D on NPWR disclosing beneficial ownership (20,694,880.00 shares) as of 2026-05-14. The filer's stated intent is passive investment with no plan to influence control of the company.

8-KOfficer or director changeApr 138-K — Item 5.02: Officer or director change
AI summary

NPWR disclosed a personnel change (8-K Item 5.02, dated 2026-04-13). An executive departure and a new appointment are both reported. Chief Financial Officer of Net Power Inc. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

SC 13D/AActivist amendmentJan 28SC 13D/A
+ 7 other (2 earnings 8-Ks · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

NET Power: Some Delays Are Inevitableseekingalpha.com·3d agoNET Power Inc. (NPWR) Q1 2026 Earnings Call Transcriptseekingalpha.com·66d agoNet Power Reports First Quarter 2026 Results and Provides Business Updatebusinesswire.com·66d agoNet Power Schedules First Quarter 2026 Earnings Release and Conference Callbusinesswire.com·87d agoNET Power: The Journey Continuesseekingalpha.com·88d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

More in Industrial - Machinery

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$OKLO$SERV$EMR$XE$RR$VELO$SYM$BW
Voices on X · last 7 days

No standout posts about $NPWR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport