NRG Share Price Performance
US$163.54
64.83 (65.68%)
19.4% undervalued intrinsic discount
US$202.85
Fair Value
Price US$163.54
AnalystConsensusTarget US$202.85
AnalystHighTarget US$312.69
AnalystLowTarget US$145.00
Fair ValueUS$202.85
Share Pricen/a
NRG Energy, Inc. Stock Price
- 3 Narratives written by author
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- 102 Fair Values set on narratives written by author
NRG Community Narratives
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Fair Value US$202.85 19.4% undervalued intrinsic discount
Future Positioning Will Rely On Energy Transition And Data Center Demand
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Fair Value US$312.69 47.7% undervalued intrinsic discount
Electrification And Decentralized Energy Solutions Will Drive Long-Run Value
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Fair Value US$145 12.8% overvalued intrinsic discount
Fossil Portfolios Will Struggle Yet Renewables May Lift Margins
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Future Positioning Will Rely On Energy Transition And Data Center Demand
Key Takeaways Strong positioning for long-term recurring revenue growth through data center demand, electrification trends, and premium-margin power agreements. Integration of smart home and virtual power plant technologies is driving higher customer retention, operational efficiency, and incremental revenue opportunities.Read more
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US$202.85
19.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
14.19% p.a.
Profit Margin
5.76%
Future PE
17.51x
Price in 2029
US$247.68
Electrification And Decentralized Energy Solutions Will Drive Long-Run Value
Key Takeaways Expansion in data center power agreements, virtual power platforms, and residential VPPs could drive recurring, high-margin revenue growth and increased market share. Supportive policy incentives and grid shifts enhance financing, reduce capital risk, and position NRG for outperformance as electrification and distributed energy trends accelerate.Read more
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US$312.69
47.7% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
29.98% p.a.
Profit Margin
4.18%
Future PE
24.21x
Price in 2029
US$381.55
Fossil Portfolios Will Struggle Yet Renewables May Lift Margins
Key Takeaways Expansion into natural gas and reliance on legacy assets increase long-term risk as renewables, distributed energy, and regulatory pressures intensify. Volatile earnings and pressured shareholder returns result from slow data center contract execution, growing competition, and high capital outlays for modernization and acquisitions.Read more
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US$145
12.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
2.84% p.a.
Profit Margin
5.24%
Future PE
18.09x
Price in 2028
US$176.82
Trending Discussion
Recently Updated Narratives
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NRG: Future Cash Returns From Gas Assets And Dividends Will Matter
Fair Value: US$202.85 19.4% undervalued intrinsic discount
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NRG: Future Earnings Power From LS Power Assets May Reprice Shares
Fair Value: US$312.69 47.7% undervalued intrinsic discount
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NRG: Power Price Optimism Will Likely Overstate Long Term Data Center Upside
Fair Value: US$145 12.8% overvalued intrinsic discount
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Snowflake Analysis
NRG Energy, Inc. Key Details
About NRG
- Founded
- 1989
- Employees
- 16702
- CEO
- WebsiteView website
NRG Energy, Inc., together with its subsidiaries, operates as an energy and home services company in the United States and Canada. It operates through the Texas, East, West/Other, Vivint Smart Home, and Corporate Activities segments. The company offers retail electricity, energy management, demand response and virtual power plant programs, carbon offsets, smart home security, and automation services. It also offers system power, distributed and backup generation, energy storage, energy management, renewable and low-carbon products, and carbon management solutions for large business and commercial customers; a cloud-based home platform, including hardware, software, sales, installation, customer service, technical support, and professional monitoring solutions; and generation portfolio includes fossil fuel and renewable generation assets diversified by fuel type and dispatch level, with ongoing development of new natural gas and renewable projects. In addition, the company trades in power, natural gas, and related products; environmental products; weather products; and financial products, including forwards, futures, options, and swaps. It offers its products and services under the NRG, Reliant, Direct Energy, Green Mountain Energy, and Vivint. It serves residential, commercial, government, industrial, data center, and wholesale customers. NRG Energy, Inc. was founded in 1989 and is headquartered in Houston, Texas.
