TickerTalks
Browse all tickers →
TickerTalks›$NPWR
NPNPWR

NET Power Inc.

$NPWR·$109M·Industrial - Machinery·Industrials
$1.06-3.6%YTD-48.7%1Y-77.3%
Price updated 15m ago·X counts updated 5d ago
NPNPWR
$NPWRNET Power Inc.
$1.06-3.64%1 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $NPWR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1X posts · last 7 days
Sep 28Oct 11
Bullish sentimentAI analysisGenerated by AI from underlying data10 posts analyzed · as of 2026-08-31

The chatter is narrowly focused and upbeat, centered on NET Power's announcement securing rights to 123 MW of additional gas-fired capacity, lifting potential first-phase Project Permian output toward ~200 MW, backed by a $20M deposit on a third-party EPC position. Posters frame it as the "Power-First" pivot finally materializing for AI data centers, with one flagging Occidental's 40.3% stake. Technicians note stiff resistance at the $2.07-$2.13 Fib and trendline zone that "likely triggers a pullback or at best consolidation."

Read what X is saying about $NPWR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $NPWR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storyWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

NET Power indefinitely suspended its Baker Hughes partnership — the Allam-Fetvedt Cycle commercialization just lost its lead sponsor.

NET Power is in the deepest leg of a clean-energy pivot — the September 11 indefinite suspension of all utility-scale oxy-combustion plant development with Baker Hughes removes the biggest institutional partner, even as management announced the September 3 Power-First acquisition of EMPower's EPC position for 123 MW of Permian capacity.

  • Q2 EPS of -$0.91 missed the -$0.07 estimate by 1,157%; revenue remains at zero across all four reported quarters, with sell-side 2026 revenue of just $2M and 2027 of $5M — this is a cash-burn story on an unproven technology.
  • 8 Rivers Capital and NPEH LLC together sold 500,000 shares across September 8-9 at $1.84-$1.94 for $939K combined — the biggest insider distribution in the dataset at prices now above today's $1.39.
  • At $1.39 and 1% of the 52-week range after a 40% YTD decline, the stock is pricing abandonment of the Allam-Fetvedt Cycle thesis; the Power-First strategy requires Project Permian execution with a new EPC partner, which the current cash position can't fund.

The November 12 Q3 earnings is the critical test — any update on EPC partner replacement, Project Permian funding, or Baker Hughes-adjacent discussions could reset the equity; without those, the stock remains in capital-structure uncertainty.

Differs from X sentimentX is bullish on the Power-First strategy and 123 MW Permian capacity securement; the TickerTalks read disagrees in the near term — the Baker Hughes suspension is the dominant structural signal, and the insider sales confirm the position is being de-risked.

What to watch: November 12 Q3 earnings and EPC partner replacement for Project Permian; any update on the suspended Baker Hughes agreement or new strategic partnership; follow-on 8 Rivers Capital and NPEH 13D/A activity.

On the calendar: Q3 earnings scheduled 2026-11-12

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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 — GE Vernova gas turbines remain a gating input for hyperscaler power procurement as data-center buildout accelerates.

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.

Industry benchmark

32-name peer basket
+18.6%YTD
-10.2%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
Q2 2026Aug 13, 2026$-0.91$-0.07-1157.1%
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%
Next earningsThu, Nov 12·consensus EPS $-0.05

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

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.0M$2.0M – $2.0M-$0.90-$0.90 – -$0.902
FY27$5.0M$5.0M – $5.0M-$0.16-$0.16 – -$0.162
FY28$0$0 – $0-$0.20-$0.20 – -$0.200
FY29$70.5M$70.5M – $70.5M$0.00$0.00 – $0.001
FY30$205.0M$205.0M – $205.0M$0.00$0.00 – $0.001

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.1.3×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.-32.7%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.-40.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 45.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% 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.β1.175-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

SellSep 98 Rivers Capital, Llc10% owner150.0K sh$276KSellSep 9Llc Npeh,10% owner150.0K sh$276KSellSep 88 Rivers Capital, Llc10% owner100.0K sh$194KSellSep 8Llc Npeh,10% owner100.0K sh$194KSellAug 268 Rivers Capital, Llc10% owner41.4K sh$79KSellAug 26Llc Npeh,10% owner41.4K sh$79KSellAug 25Llc Npeh,10% owner201.6K sh$384KSellAug 258 Rivers Capital, Llc10% owner201.6K sh$384KSellAug 14Llc Npeh,10% owner507.1K sh$991KSellAug 148 Rivers Capital, Llc10% owner507.1K sh$991K
1–10 of 42
+ 4 other (4 awards) 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-KMaterial agreementSep 118-K — Item 1.01: Material agreement
AI summary

Net Power Inc. announced the indefinite suspension of all utility-scale oxy-combustion power plant development and commercialization agreements with Baker Hughes (Nuovo Pignone International), effective September 8, 2026. This is a transformative and highly negative strategic reversal — Net Power is halting commercialization of its core proprietary zero-carbon combustion technology, the entire basis of the company's value proposition. The suspension terminates near-term revenue pathways from commercial deployments and raises fundamental questions about Net Power's go-forward business model and viability as an operating company.

8-KAcquisition completedSep 38-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
AI summary

Net Power Inc. (NPWR) filed an 8-K on August 31, 2026, reporting a material definitive agreement (Item 1.01) and completion of an acquisition or disposition of assets (Item 2.01), alongside a Regulation FD disclosure (Item 7.01). Items 1.01 and 2.01 together signal a completed strategic transaction — likely a licensing deal, technology agreement, or asset acquisition — for the zero-emissions natural gas power technology company. Counterparty identity, deal size, and terms are not visible in the available excerpt, but the dual items indicate this is a transformative or materially significant event.

SC 13D/AActivist amendmentAug 17SC 13D/A
AI summary

8 Rivers Capital LLC (Durham, NC, managed by Min Lee) filed an amended Schedule 13D (Amendment No. 12) reporting its beneficial ownership stake in Net Power Inc. (NPWR). The triggering event occurred on August 13, 2026, with funds sourced from working capital and other sources. 8 Rivers is the technology developer behind Net Power's Allam-Fetvedt Cycle, a natural gas power generation process with inherent carbon capture.

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.

+ 7 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 ARS) in window

Recent news

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

NET Power: The Agility Needed To Survive Is Evidentseekingalpha.com·17d agoNet Power Closes Acquisition of EMPower's Position Under EPC Agreement for 123 MW of Power Generationbusinesswire.com·43d agoNet Power Signs Agreements for Additional Power Generation to Advance its Power-First Strategybusinesswire.com·53d agoNET Power Q2 Earnings Call Highlightsmarketbeat.com·63d agoNET Power Inc. (NPWR) Q2 2026 Earnings Call Transcriptseekingalpha.com·63d 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.

$GEV$VELO$PFAI$ATS$MOD$XE$SERV$RR
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