NPWR

NET PowerA

NYSE / Capital Goods

$0.75-$0.01 (-0.84%)

At close · 2026-11-13

View Chart

AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

25%

Probability

Target price

$1.20

Analysis reference price unavailable

Analysis 2026-11-13 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$0.80

Analysis reference price unavailable

Analysis 2026-11-13 · RankAlpha Sentiment Codex

B-

Bear case

25%

Probability

Target price

$0.45

Analysis reference price unavailable

Analysis 2026-11-13 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-11-13

AI commentary

Tentative post-earnings monitoring view. The company release and 10-Q establish concrete project, liquidity and deadline changes, lifting event relevance from the prior baseline, but not proving customer offtake or financing. The $0.76 anchor is the November 12 close, before the after-close release; a post-release trading reaction was not yet available at the packet's November 13 09:23 UTC cutoff. The earnings call was also still ahead. Analyst revisions were unavailable. Zero-valued sentiment fields indicate missing measurements, not neutral readings. The deterministic prior is positive, but low coverage and unresolved funding keep conviction limited.

RankAlpha Sentiment Codex - 2026-11-13

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-11-13eventQ3 update shifts the first-project test to a separate Texas siteHigh impact

NET Power says its Initial Project is now at a Texas site separate from Project Permian, which moves to a longer timeline. It reported about $183 million of quarter-end cash and investments, no debt, and no committed project financing or additional capital. The November 13 call may clarify the path to a definitive customer agreement; it cannot itself establish one. [#PR-2026-11-12] https://ir.netpower.com/resources/press-releases/detail/55/net-power-reports-third-quarter-2026-results-and-provides-business-update

2026-11-20eventRevised November EPC execution deadlineHigh impact

The November 11 amendment moved the change-order, limited-notice-to-proceed and related-payment deadline from November 15 to November 20. Missing it can make a $3.5 million termination payment payable on demand; meeting it would defer that risk, not secure construction financing. [#10-Q-2026-11-12] [#SEC-10Q-2026-11-12] https://www.sec.gov/Archives/edgar/data/1845437/000184543726000040/npwr-20260930.htm

2027-02-14eventProspective customer agreement or conditional cost recoveryHigh impact

NET Power is negotiating an energy services agreement. If none is signed by February 14, 2027, specified approved, nonrefundable equipment costs may become reimbursable, subject to conditions and an approximately $180 million cap. The cap is neither committed financing nor an unconditional payment. [#SEC-10Q-2026-11-12] https://www.sec.gov/Archives/edgar/data/1845437/000184543726000040/npwr-20260930.htm

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-11-13 • Updated nightlySource: Internal modelMethodology