NET Power (NPWR)

• Market cap: $198M
• 1 day: -5.51%
• 5 days: -14.62%
• 1 month: -64.55%
• 3 months: -76.99%
• 6 months: -63.34%
• Year to date: -76.18%
• 1 year: -77.44%
• 5 years: -73.91%
• 10 years: -73.91%
• Sector: Industrials
• Industry: Electrical Industrial Apparatus

About: NET Power Inc is a clean energy technology company that has developed a novel power generation system, which it refers to as the NET Power Cycle, designed to produce clean, reliable, and low-cost electricity from natural gas while capturing virtually all atmospheric emissions. The company's business model is to license its technology to customers and enable them to build, own, and operate facilities that utilize the Net Power Cycle. It has conducted a successful demonstration of its technology at the La Porte Demonstration Facility and is developing a utility-scale power plant in Texas named Project Permian.

Employees: 68

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

1,582% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $1.09M

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

77% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 22

56% more capital invested

Capital invested by funds: $215M [Q3] → $336M (+$120M) [Q4]

26% more funds holding

Funds holding: 88 [Q3] → 111 (+23) [Q4]

0.19% more ownership

Funds ownership: 41.94% [Q3] → 42.12% (+0.19%) [Q4]

67% less funds holding in top 10

Funds holding in top 10: 6 [Q3] → 2 (-4) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $3 17% upside
• Avg. target: $4.50 75% upside
• High target: $6 133% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Barclays Betty Jiang 59% 1-year accuracy 20 / 34 met price target	17% upside $3	Equal-Weight Maintained	12 Mar 2025
Citigroup Ryan Levine 60% 1-year accuracy 3 / 5 met price target	133% upside $6	Buy Upgraded	11 Mar 2025