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NRG Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
152.800
Open
145.850
VWAP
150.45
Vol
3.18M
Mkt Cap
32.43B
Low
145.850
Amount
478.93M
EV/EBITDA(TTM)
11.96
Total Shares
212.38M
EV
44.22B
EV/OCF(TTM)
23.12
P/S(TTM)
0.96
NRG Energy, Inc. is an energy and home services company. The Company’s businesses are the sale of electricity and natural gas to residential, commercial, and industrial and wholesale customers, supported by its wholesale electric generation, as well as the sale of smart home products and services. Across the United States and Canada, the Company delivers sustainable solutions, predominately under brand names such as NRG, Reliant, Direct Energy, Green Mountain Energy, and Vivint. Its segments include Texas, East, West/Services/Other, Vivint Smart Home and Corporate activities. It sells a variety of products to residential and small commercial customers, including retail electricity and energy management, natural gas, line and surge protection products and home protection products, repair and maintenance, and carbon offsets. It owns and leases a diversified wholesale generation portfolio with approximately 13 gigawatts of fossil fuel and renewable generation capacity at 18 plants.
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Events Timeline

(ET)
2026-03-04
18:40:00
NRG Energy Appoints Caroline Golin as Chief Growth and Policy Officer
select
2026-03-03 (ET)
2026-03-03
08:00:00
Barclays and Citi Increase Common Stock Offering to 14.3M Shares
select
2026-03-02 (ET)
2026-03-02
16:30:00
NRG Energy Launches Underwritten Public Offering of 12.3M Shares
select

News

stocktwits
9.5
03-26stocktwits
NRG CEO Highlights Early Stages of Demand Supercycle
  • Emerging Demand Supercycle: NRG's CEO Larry Coben highlighted that the industry is witnessing a significant shift in electricity demand, driven by growth in data centers, electrification trends, and onshoring of manufacturing, transitioning from 0% to mid- to high-single-digit growth.
  • Analyst Optimism: Morgan Stanley raised NRG's price target from $153 to $157 while maintaining an 'equal weight' rating, indicating that utilities have outperformed the S&P 500, which reflects a shift in investor positioning.
  • Acquisition Expands Capacity: NRG's acquisition of 18 natural gas and dual-fuel facilities from LS Power, totaling 13 gigawatts, has doubled its generation capacity, enhancing its ability to serve customers during the demand supercycle, according to the CEO.
  • Market Sentiment Shift: Despite a 6% decline in NRG's stock as Q1 2026 approaches, analysts remain optimistic, with 11 out of 17 rating it a 'Buy' and an average price target of $202.1, indicating strong future potential.
Yahoo Finance
8.5
03-23Yahoo Finance
NRG CEO Discusses AI Data Center Energy Demand
  • Tight Power Markets: NRG CEO Larry Coben highlighted that the current tight power markets prevent significant electricity diversion to data centers, which could leave consumers and businesses facing exorbitant electricity costs, thereby impacting overall power supply stability.
  • Data Center Investment Scale: Coben noted that the cost of building large data centers can reach $30 billion, while new power plants only cost around $3 billion, illustrating the immense impact of data centers on electricity demand and the pressure they exert on the power market.
  • Future of BYOB Programs: Coben emphasized that Bring Your Own Battery (BYOB) programs will be crucial moving forward, as they allow for power supply flexibility across different locations on the same grid, enhancing reliability and potentially alleviating upward pressure on electricity prices.
  • Electricity Price Impact: Coben stated that while increased demand from data centers could drive up electricity prices, a balanced approach to supply and demand through BYOB initiatives can help mitigate this trend, ensuring stability in the power market.
seekingalpha
6.0
03-18seekingalpha
BNP Initiates Outperform Ratings for CEG, NRG, and TLN
  • Rating Upgrade: BNP Paribas Exane initiated Outperform ratings for Constellation Energy (CEG), NRG Energy (NRG), and Talen Energy (TLN), resulting in respective share price increases of 4.1%, 3.2%, and 3.2%, indicating renewed market confidence in independent power producers.
  • AI Trade Opportunity: BNP emphasized that as the U.S. enters the 'golden age' of independent power producers, investors should not miss the resurgence of AI trade opportunities, with significant electricity demand expected to rise in the coming decade despite new baseload supply lagging behind.
  • Financial Expectations: Analysts at BNP noted that CEG's FY 2028 and 2030 EBITDA estimates are well above Wall Street consensus, with an upcoming business update on March 31 expected to provide new guidance, presenting a strong buying opportunity for catalyst-focused investors.
  • Market Outlook: BNP forecasts that PJM power prices will reach $77/MWh by 2030, up from $57/MWh in 2026, with Talen positioned as the biggest beneficiary of this trend, as its EBITDA estimates for 2028 and 2030 are projected to exceed market estimates by 57%.
seekingalpha
6.0
03-18seekingalpha
NRG Energy Upgraded, Shares Rise 4.2%
  • Rating Upgrade: Wolfe Research upgraded NRG Energy from Peer Perform to Outperform with a $190 price target, indicating improvements in diversification and power generation while the stock offers an attractive double-digit free cash flow yield.
  • New Project Outlook: Analyst Steve Fleishman anticipates NRG will announce its first 1 GW-plus gas plant by mid-year, projecting over $2.5 billion in EBITDA from approximately 6 GW of gas builds, suggesting the company is nearing its goals.
  • Transformative Acquisitions: The acquisitions of LS Power and Rockland Capital are seen as transformative, moving NRG back towards a traditional long power generator with significant leverage to tightening supply and demand, positively impacting all financial metrics including EBITDA, EPS, and FCF.
  • Credit Metrics Lag: Despite demonstrating growth opportunities through Vivint, Fleishman noted that NRG lags in credit metrics, requiring debt paydown from 2026-2028 to reach a 3x leverage target, while peers Constellation and Vistra maintain sub-3x leverage and investment-grade ratings.
CNBC
6.0
03-18CNBC
Major Wall Street Rating Changes on Wednesday
  • Starbucks Downgrade: RBC downgraded Starbucks from Outperform to Sector Perform, citing a slower-than-expected turnaround in the U.S. business, which has not yielded the anticipated small investments, making it difficult to justify an Outperform rating and negatively impacting stock performance.
  • NRG Energy Upgrade: Wolfe upgraded NRG Energy from Peer Perform to Outperform, highlighting its strong positioning as a data center beneficiary with over 6 GW of gas new build potential, which enhances the company's diversification and long-term power generation capabilities.
  • Block Stock Outlook: Truist upgraded Block from Hold to Buy, noting that after a ~40% reduction in workforce, the stock has significantly de-rated, and improving free cash flow could lead to unexpected capital returns, boosting market confidence.
  • Netflix Reinstatement: Citi reinstated Netflix as Buy, forecasting an increase in FY26 EBIT guidance and a U.S. price hike in Q4 2026, with these catalysts expected to drive a stock price increase of 5% to 17%.
NASDAQ.COM
2.0
03-13NASDAQ.COM
Market Capitalization Comparison: NRG vs. FICO
  • Market Cap Comparison: NRG Energy Inc has a market capitalization of $32.58 billion compared to Fair Isaac Corp's $25.94 billion, indicating NRG's relative strength in the market, which may attract more large-scale investors.
  • Investor Misconceptions: Many novice investors mistakenly believe that a higher stock price indicates greater value, but market capitalization provides a more accurate comparison of company value, aiding investors in making informed decisions.
  • Market Positioning Impact: A company's market cap determines its size tier among peers, directly influencing which mutual funds and ETFs are willing to hold the stock, particularly as large funds tend to favor companies with market caps over $10 billion.
  • Stock Performance: At Friday's close, NRG's stock rose approximately 0.4%, while FICO increased by about 3.4%, reflecting a more optimistic short-term market sentiment towards FICO, which could affect investor capital flows.
Wall Street analysts forecast NRG stock price to rise
4 Analyst Rating
Wall Street analysts forecast NRG stock price to rise
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
150.00
Averages
189.50
High
221.00
Current: 0.000
sliders
Low
150.00
Averages
189.50
High
221.00
Barclays
Nicholas Campanella
Overweight
downgrade
$203 -> $200
AI Analysis
2026-03-31
New
Reason
Barclays
Nicholas Campanella
Price Target
$203 -> $200
AI Analysis
2026-03-31
New
downgrade
Overweight
Reason
Barclays analyst Nicholas Campanella lowered the firm's price target on NRG Energy to $200 from $203 and keeps an Overweight rating on the shares.
Morgan Stanley
Equal Weight
maintain
$153 -> $157
2026-03-23
Reason
Morgan Stanley
Price Target
$153 -> $157
2026-03-23
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on NRG Energy to $157 from $153 and keeps an Equal Weight rating on the shares. The firm is updating the price targets for Regulated & Diversified Utilities / IPPs in North America under its coverage, the analyst tells investors. In February, utilities outperformed the S&P's return. Additionally, recent discussions in the space were broadly constructive, with companies highlighting growth opportunities as well as optimism on load growth and signing deals with data centers, the firm adds.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for NRG
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Valuation Metrics

The current forward P/E ratio for NRG Energy Inc (NRG.N) is 17.18, compared to its 5-year average forward P/E of 10.80. For a more detailed relative valuation and DCF analysis to assess NRG Energy Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
10.80
Current PE
17.18
Overvalued PE
15.66
Undervalued PE
5.94

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
7.92
Current EV/EBITDA
16.89
Overvalued EV/EBITDA
9.89
Undervalued EV/EBITDA
5.94

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.55
Current PS
0.87
Overvalued PS
0.77
Undervalued PS
0.34

Financials

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Whales Holding NRG

M
Merewether Investment Management LP
Holding
NRG
+18.88%
3M Return
K
Kayne Anderson Capital Advisors, L.P.
Holding
NRG
+18.49%
3M Return
T
Tortoise Capital Advisors, L.L.C.
Holding
NRG
+17.58%
3M Return
C
Cushing Asset Management, LP
Holding
NRG
+15.54%
3M Return
A
Aventail Capital Group, LP
Holding
NRG
+14.95%
3M Return
V
Value Aligned Research Advisors, LLC
Holding
NRG
+14.11%
3M Return

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Frequently Asked Questions

What is NRG Energy Inc (NRG) stock price today?

The current price of NRG is 152.69 USD — it has increased 1.86

What is NRG Energy Inc (NRG)'s business?

NRG Energy, Inc. is an energy and home services company. The Company’s businesses are the sale of electricity and natural gas to residential, commercial, and industrial and wholesale customers, supported by its wholesale electric generation, as well as the sale of smart home products and services. Across the United States and Canada, the Company delivers sustainable solutions, predominately under brand names such as NRG, Reliant, Direct Energy, Green Mountain Energy, and Vivint. Its segments include Texas, East, West/Services/Other, Vivint Smart Home and Corporate activities. It sells a variety of products to residential and small commercial customers, including retail electricity and energy management, natural gas, line and surge protection products and home protection products, repair and maintenance, and carbon offsets. It owns and leases a diversified wholesale generation portfolio with approximately 13 gigawatts of fossil fuel and renewable generation capacity at 18 plants.

What is the price predicton of NRG Stock?

Wall Street analysts forecast NRG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NRG is189.50 USD with a low forecast of 150.00 USD and a high forecast of 221.00 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.

What is NRG Energy Inc (NRG)'s revenue for the last quarter?

NRG Energy Inc revenue for the last quarter amounts to 7.76B USD, increased 13.20

What is NRG Energy Inc (NRG)'s earnings per share (EPS) for the last quarter?

NRG Energy Inc. EPS for the last quarter amounts to 0.26 USD, decreased -91.33

How many employees does NRG Energy Inc (NRG). have?

NRG Energy Inc (NRG) has 16702 emplpoyees as of April 03 2026.

What is NRG Energy Inc (NRG) market cap?

Today NRG has the market capitalization of 32.43B USD.