NRG Energy, Inc.

NYSE:NRG Rapport sur les actions

Capitalisation boursière : US$21.8b

NRG Energy Croissance future

Future contrôle des critères 3/6

NRG Energy devrait augmenter ses bénéfices et son chiffre d'affaires de 19.8% et de 4% par an respectivement. Le BPA devrait croître de de 24% par an. Le rendement des capitaux propres devrait être 42.6% dans 3 ans.

Informations clés

19.8%

Taux de croissance des bénéfices

24.02%

Taux de croissance du BPA

Electric Utilities croissance des bénéfices10.4%
Taux de croissance des recettes4.0%
Rendement futur des capitaux propres42.65%
Couverture par les analystes

Good

Dernière mise à jour18 Sep 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Sep 21

NRG: Texas Power Price Risk Matters More, Contracted Load Must Deliver

The thesis on NRG Energy has been reviewed and reaffirmed, with the updated view sharpening its focus on project level contract quality, power price sensitivity and policy costs, rather than changing the overall stance on the company’s risk and return profile. What’s Changed Previously, NRG Energy was framed around long term structural pressure on fossil assets and grid demand.
Seeking Alpha • Sep 10

NRG Energy: Customer Relationship Is Worth More Than Another AI Headline

Summary NRG Energy is a buy at $119.02, with a valuation target of $154, reflecting disciplined execution and incremental earnings growth from existing assets and customers. NRG's dual retail and generation model, enhanced by the CPower acquisition, provides flexibility and customer stickiness, but profitability hinges on prudent capital allocation and operational discipline. Near-term earnings growth is forecasted at $8.80 per share this year and $10.25 next year, with management prioritizing debt repayment over aggressive share repurchases. NRG trades at a discount to peers on EV/EBITDA and P/E, but execution risks around new developments, Texas demand, and cost overruns must be closely monitored. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 03

NRG: Future Retail Cash Flows From LS Power And AI Demand Will Matter

NRG Energy's updated analyst price target now points to fair value of about $188.75, a reduction of roughly $9 from the prior $198.06, as analysts factor in slightly higher discount rates, more cautious revenue growth and profit margin assumptions, and a modestly lower future P/E multiple after a series of mostly trimmed but still constructive Street targets. Analyst Commentary Recent research on NRG Energy shows a mix of optimism about long term growth drivers and caution about nearer term policy and power market headlines.
Mise à jour du récit • Aug 20

NRG: Data Center Policy Risks And Texas Power Projects Will Shape Returns

NRG Energy's updated analyst price target, now framed around a fair value estimate of $120.58 compared to the prior $129.07, reflects analyst caution around election related data center policy risks, even as they continue to reference tighter power market fundamentals and ongoing large load growth initiatives in Texas and other key regions. Analyst Commentary Recent Street research on NRG Energy highlights a split view.
Mise à jour du récit • Aug 06

NRG: Texas Data Center Demand And LS Power Integration Will Recast Earnings

Analysts have trimmed the fair value estimate for NRG Energy to about $260 from roughly $266 as lower Street price targets cluster around $204 to $216. This reflects ongoing support for the company’s growth initiatives, while also factoring in recent concerns around Texas data center headlines and power market trends.
Mise à jour du récit • Jul 22

NRG: Texas Data Center Deals And Power Market Uncertainty Will Drive Returns

The updated fair value estimate for NRG Energy moves from $132.39 to $129.07 as analysts factor in slightly softer revenue expectations, a modestly higher profit margin outlook, and recent Street price target revisions ranging from $165 to $226 that reflect both enthusiasm for potential Texas data center deals and caution around long term power pricing. Analyst Commentary Recent Street commentary on NRG Energy highlights a mix of optimism on potential Texas data center deals and caution around power market fundamentals and valuation.
Mise à jour du récit • Jul 07

NRG: Future Retail Cash Flows From LS Power Assets Will Matter

The analyst price target for NRG Energy has been revised to $198.06 from $202.12 as analysts factor in a slightly higher discount rate, more measured revenue growth assumptions, and a modestly lower future P/E multiple, while still highlighting the scale and earnings stability of the retail business as a key support for valuation. Analyst Commentary Recent Street research on NRG Energy highlights both optimism and caution, with analysts weighing the value of its large retail platform against changing assumptions on discount rates, growth, and P/E multiples.
Mise à jour du récit • Jun 23

NRG: LS Power Acquisition Will Recast Margin Mix And Future Earnings

NRG Energy's updated fair value estimate has shifted modestly lower to about $266 from roughly $275 as analysts refine their targets, reflecting higher assumed revenue growth, a slightly lower profit margin outlook, and updated P/E expectations across the utilities sector. Analyst Commentary Recent Street research on NRG Energy shows a mixed but generally constructive tone, with several bullish analysts adjusting price targets while keeping a close eye on execution and sector trends.
Article d’analyse • Jun 20

NRG Energy (NRG) Stock Could Be 33.2% Undervalued on Its Electricity Demand Narrative

NRG Energy (NRG) has drawn fresh attention after recent share price moves, with the stock up 2.2% on the day and 7.6% over the past week, despite weaker returns over the past month and the past three months. See our latest analysis for NRG Energy. Stepping back from the latest bounce, NRG Energy’s share price has seen momentum cool over recent months, with the stock down over the year to date, even though the 3 year and 5 year total shareholder returns are very large. If this kind of...
Mise à jour du récit • Jun 06

NRG: LS Power Deal And Mixed Outlook Will Shape Future Earnings

NRG Energy's updated fair value estimate has moved from $124.23 to $132.39 as analysts factor in recent price target revisions, including Morgan Stanley's lift to $162 and other Street updates, while also reflecting revised expectations for revenue growth, profit margins, and future P/E assumptions. Analyst Commentary Recent research shows a mix of optimistic and cautious views on NRG Energy, with several firms refreshing price targets and ratings in a short span.
Mise à jour du récit • May 23

NRG: LS Power Capacity Shift Will Reshape Future Margin And Earnings Mix

Analysts have adjusted the fair value estimate for NRG Energy to $274.77 from $282.66 as they factor in updated sector price targets, mixed revisions across firms, and the impact of the LS Power assets acquisition on growth assumptions and valuation inputs. Analyst Commentary Recent research points to a generally constructive stance on NRG Energy, with several bullish analysts highlighting the LS Power assets acquisition, changes in generation capacity, and shifts in the retail and wholesale mix as key factors in their updated views.
Mise à jour du récit • May 07

NRG: LS Power Acquisition Will Likely Inflate Long Term Earnings Expectations

NRG Energy's updated analyst price target has shifted, alongside a fair value estimate moving to $124.23, as analysts weigh recent price target changes across firms and factor in revised assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E of 24.52x. Analyst Commentary Recent research on NRG Energy shows a mixed backdrop, with some firms lifting price targets and others trimming them as they reassess valuation, the impact of acquisitions, and execution risks around the updated business mix.
Mise à jour du récit • Apr 21

NRG: LS Power Capacity Shift Will Drive Future Margin Repricing

NRG Energy's updated analyst price target shifts modestly, reflecting mixed Street research that includes recent target cuts and raises as analysts reassess the impact of the LS Power acquisition, updated margin assumptions, and revised forward P/E expectations. Analyst Commentary Recent Street research on NRG Energy points to a split view, but with a clear cluster of bullish analysts who are leaning into the LS Power acquisition and its impact on capacity, margin mix, and valuation frameworks.
Mise à jour du récit • Apr 05

NRG: LS Power Acquisition And Margin Expansion Will Drive Future Repricing

NRG Energy's updated analyst price target has edged lower to $282.26 from $312.69, as analysts factor in assumptions of slower revenue growth along with higher expected profit margins and a richer future P/E multiple. Analyst Commentary Recent Street research around NRG Energy points to a mix of views, but several high profile firms highlight potential upside tied to execution on recent acquisitions and expectations for stronger profitability.
Mise à jour du récit • Mar 22

NRG: Future Cash Returns From LS Power Assets And Dividends Will Matter

Analysts have nudged their fair value estimate for NRG Energy slightly lower to about $202 per share. This reflects updated views on more moderate revenue growth, a somewhat higher profit margin, and a richer future P/E, driven in part by recent research citing the impact of LS Power acquisitions and a more balanced retail and wholesale mix.
Mise à jour du récit • Mar 07

NRG: LS Power Deal Will Likely Overstate Long Term Earnings Upside

Narrative Update: NRG Energy The updated analyst price target for NRG Energy has shifted from about $145 to about $113 as analysts factor in the LS Power acquisition, which they say doubles generation capacity, reshapes the retail and wholesale mix, and adds potential benefits to key financial metrics. Analyst Commentary Recent Street research around NRG Energy focuses on the LS Power asset acquisition, with several firms updating coverage and targets as they incorporate this deal into their models.
Mise à jour du récit • Feb 21

NRG: Future Cash Returns From Gas Assets And Dividends Will Matter

Analysts have nudged their blended price target for NRG Energy higher to $153, reflecting updated assumptions that pair a slightly higher fair value estimate with modest tweaks to revenue growth, profit margin, discount rate, and future P/E expectations. Analyst Commentary Recent Street research around NRG Energy shows a mix of optimism and caution, with price targets moving in both directions and ratings holding steady in the middle of the range.
Mise à jour du récit • Feb 07

NRG: Future Earnings Power From LS Power Assets May Reprice Shares

Analysts have modestly lifted their fair value estimate for NRG Energy to about $313, even as recent price target tweaks from firms like Jefferies, Wells Fargo and Morgan Stanley reflect ongoing debate over growth, margins and an updated future P/E near 24x. Analyst Commentary Recent Street research around NRG Energy highlights a mix of caution and optimism, with several bullish analysts focusing on where execution and valuation may still offer room for upside relative to their fair value work and updated P/E assumptions.
Mise à jour du récit • Jan 24

NRG: Future Earnings Power And Policy Tailwinds May Reprice Shares

Analysts have lifted their price targets on NRG Energy, with one recent move of US$1 and another of US$4, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that contribute to a higher overall valuation framework. Analyst Commentary Recent research has leaned positive on NRG Energy, with bullish analysts revisiting their models and adjusting fair value assumptions.
Mise à jour du récit • Jan 10

NRG: Data Center Pipelines And Buybacks Will Drive Future Upside

Analysts have slightly raised their fair value estimate for NRG Energy to about $201.96 from $201.58 and increased their price target to $145, reflecting updated views on long term profit margins and future P/E assumptions across regulated and diversified utilities and IPPs. Analyst Commentary Recent Street research around NRG Energy highlights a mix of optimism and caution as analysts update their views across the broader Regulated and Diversified Utilities and IPP group. Bullish Takeaways Bullish analysts are comfortable reaffirming a neutral stance while still lifting their price targets to US$145, which signals confidence that updated P/E assumptions and margin expectations support a higher fair value anchor for the stock.
Mise à jour du récit • Dec 21

NRG: Expanding Data Center Power Deals Will Drive Future Free Cash Flow Upside

Analysts have modestly trimmed their blended fair value estimate for NRG Energy to approximately $201.58 from about $208.14 per share, citing improving revenue growth expectations, slightly lower projected profit margins, and a recalibration of valuation multiples amid rising price targets across the independent power producer peer group. Analyst Commentary Recent Street research highlights a broadly constructive stance on NRG Energy, with multiple price target increases and a new positive initiation reinforcing confidence in the company’s valuation and cash flow outlook.
Mise à jour du récit • Dec 10

NRG: Power Price Optimism Will Likely Overstate Long Term Data Center Upside

The updated analyst price target for NRG Energy has increased to $145, up from a prior fair value of about $106. Analysts attribute this change to stronger expected profitability, improved cash flow visibility from rising power and capacity prices, and growing upside from data center driven demand and portfolio optionality.
Mise à jour du récit • Dec 07

NRG: Expanding Data Center Power Deals Will Drive Future Earnings Upside

Analysts have modestly raised their price target for NRG Energy, citing improving cash flow visibility for thermal independent power producers, supportive power and capacity pricing, and growing upside from potential data center power deals and M&A activity. Analyst Commentary Recent Street research on NRG Energy remains broadly constructive, with several firms lifting price targets and highlighting improving fundamentals across the independent power producer landscape.
Mise à jour du récit • Nov 22

NRG: Expanding Data Center Agreements Will Drive Long-Term Earnings Upside

NRG Energy’s analyst price target has increased modestly, rising from $207.23 to $208.14. Analysts cite improving profitability, stronger expected revenue growth, and positive outlooks for independent power producers due to favorable utility sector trends.
Mise à jour du récit • Nov 07

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.
Mise à jour du récit • Oct 24

Future Positioning Will Rely On Energy Transition And Data Center Demand

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.
Mise à jour du récit • Oct 10

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.
Mise à jour du récit • Sep 24

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.

Prévisions de croissance des bénéfices et des revenus

NYSE:NRG - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202838,2212,3513,6954,3548
12/31/202736,8882,1323,4323,9108
12/31/202635,5351,7093,1183,1478
6/30/202633,1257823571,555N/A
3/31/202632,384172-336889N/A
12/31/202530,7137977651,913N/A
9/30/202529,7791,3741,6992,742N/A
6/30/202529,3674551,3802,289N/A
3/31/202529,2861,2972,2622,894N/A
12/31/202428,1301,0581,8162,306N/A
9/30/202428,1188971,1891,595N/A
6/30/202428,8412,0071,6742,130N/A
3/31/202428,5301,5771,0841,644N/A
12/31/202328,823-256-843-221N/A
9/30/202329,871-1,817-2,497-1,860N/A
6/30/202330,435-2,076-4,410-3,857N/A
3/31/202331,369-1,854-3,369-2,914N/A
12/31/202231,5431,221-13360N/A
9/30/202230,7341,88986396N/A
6/30/202228,8333,4403,0093,305N/A
3/31/202226,7944,0052,8073,086N/A
12/31/202126,9892,187224493N/A
9/30/202121,9702,4412,0352,306N/A
6/30/202118,1701,0721,2601,522N/A
3/31/202115,165307478712N/A
12/31/20209,0935101,5971,837N/A
9/30/20209,2614,1441,6721,902N/A
6/30/20209,4484,2691,4511,680N/A
3/31/20209,6754,144N/A1,712N/A
12/31/20199,8214,117N/A1,413N/A
9/30/20199,618564N/A1,207N/A
6/30/20199,582455N/A1,289N/A
3/31/20199,578270N/A936N/A
12/31/20189,478460N/A1,377N/A
9/30/20189,314-788N/A1,941N/A
6/30/20189,094-860N/A2,049N/A
3/31/20188,757-748N/A2,027N/A
12/31/20179,074-1,161N/A1,610N/A
9/30/20179,430-644N/A1,083N/A
6/30/201710,111-700N/A1,351N/A
3/31/201710,235-895N/A1,467N/A
12/31/20168,915-766N/A1,908N/A
9/30/201611,339-6,289N/A1,658N/A
6/30/201612,352-6,365N/A1,662N/A
3/31/201613,504-6,304N/A1,603N/A
12/31/201512,328-6,297N/A1,349N/A
9/30/201515,855-13N/A1,788N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de NRG ( 19.8% par an) est supérieure au taux d'épargne ( 3.7% ).

Bénéfices vs marché: Les bénéfices de NRG ( 19.8% par an) devraient croître plus rapidement que le marché US ( 17.5% par an).

Croissance élevée des bénéfices: Les bénéfices de NRG devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de NRG ( 4% par an) devrait croître plus lentement que le marché de US ( 13.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de NRG ( 4% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de NRG devrait être très élevé dans 3 ans ( 42.6 %).

Découvrir les entreprises en croissance

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1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/21 18:13
Cours de l'action en fin de journée2026/09/21 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

NRG Energy, Inc. est couverte par 28 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Daniel FordBarclays
Nicholas CampanellaBarclays
James ThalackerBMO Capital Markets Equity Research