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Future Positioning Will Rely On Energy Transition And Data Center Demand

Published
21 Aug 24
Updated
07 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
79.4%
7D
0.4%

Author's Valuation

US$207.2316.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 07 Nov 25

Fair value Increased 6.39%

NRG: Future Data Center Demand Will Drive Significant Upside Potential

NRG Energy's analyst price target has increased from $194.77 to $207.23. Analysts cite rising cash flows, stronger data center demand, and a favorable industry outlook as key drivers for the upward revision.

Shared on 24 Oct 25

Fair value Increased 1.47%

Analysts have increased their price target for NRG Energy, raising the estimate by nearly $3 to $194.77. They cite resilient cash flows, strong execution, and rising profitability, despite slightly lower revenue growth expectations.

Shared on 10 Oct 25

Fair value Increased 8.48%

Electrification And Digital Integration Will Shape Future Position

Analysts have raised their price target for NRG Energy from $176.95 to $191.95 per share, citing stronger revenue growth forecasts, as well as heightened expectations for datacenter power deals and continued sector momentum. Analyst Commentary Bullish Takeaways Bullish analysts are raising price targets for NRG Energy, citing accelerating cash flows for thermal independent power producers.

Shared on 24 Sep 25

Fair value Increased 2.25%

Electrification And Digital Integration Will Shape Future Position

Analysts have raised NRG Energy’s price target to $176.95, citing attractive relative valuation, strong operational execution, and expected tailwinds from rising AI-driven power demand and hyperscaler contracts. Analyst Commentary Bullish analysts highlight NRG’s attractive valuation relative to peers, noting its portfolio offers significant optionality despite not having the highest-quality assets or business mix.

Shared on 29 Jul 25

Fair value Increased 6.30%

Electrification And Digital Integration Will Shape Future Position

The upward revision in NRG Energy’s consensus price target primarily reflects improved net profit margin expectations, while revenue growth forecasts remain stable, raising fair value from $162.79 to $172.65. What's in the News NRG Energy was dropped from several Russell indexes, including the Russell 1000 Value, 2500 Value, 2500 Growth, 3000E Value, Midcap Value, and related indices.

Shared on 21 Jul 25

Fair value Increased 34%

Partnerships With GE Vernova And Kiewit Will Accelerate Capacity Expansion

Despite lower revenue growth forecasts and a higher future P/E multiple, the consensus analyst price target for NRG Energy has been notably raised from $121.52 to $162.79. What's in the News NRG Energy was dropped from multiple Russell indexes and benchmarks, including the Russell 1000 Value, 2500 Growth, 2500 Value, 3000 Value, 3000E Value, and Midcap Value indexes.

Shared on 07 May 25

Fair value Increased 1.51%

Partnerships With GE Vernova And Kiewit Will Accelerate Capacity Expansion

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 30 Apr 25

Fair value Increased 0.16%

Partnerships With GE Vernova And Kiewit Will Accelerate Capacity Expansion

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Partnerships With GE Vernova And Kiewit Will Accelerate Capacity Expansion

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 8.53%

Partnerships With GE Vernova And Kiewit Will Accelerate Capacity Expansion

AnalystConsensusTarget has increased revenue growth from 3.5% to 6.0%, decreased profit margin from 4.8% to 4.1% and increased shares outstanding growth rate from -0.1% to -0.0%.

Shared on 09 Apr 25

Fair value Increased 11%

Legacy Fossil Exposure And Electrification Trends Will Define Industry Dynamics

AnalystConsensusTarget has decreased revenue growth from 6.1% to 3.5%, increased profit margin from 3.9% to 4.8% and decreased shares outstanding growth rate from -0.0% to -0.1%.

Shared on 02 Apr 25

Fair value Increased 8.66%

Partnerships With GE Vernova And Kiewit Will Accelerate Capacity Expansion

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 3.25%

Partnerships With GE Vernova And Kiewit Will Accelerate Capacity Expansion

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Partnerships With GE Vernova And Kiewit Will Accelerate Capacity Expansion

AnalystConsensusTarget has decreased revenue growth from 7.5% to 6.6%.

Shared on 10 Mar 25

Fair value Increased 4.40%

Partnerships With GE Vernova And Kiewit Will Accelerate Capacity Expansion

AnalystConsensusTarget has increased revenue growth from 5.8% to 7.5%.