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NRG Energy, Inc. Stock Price

NYSE:NRG Community·US$25.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 123 Fair Values set on narratives written by author
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NRG Share Price Performance

US$115.37
-45.84 (-28.43%)
​
US$188.75
Fair Value
US$115.37
-45.84 (-28.43%)
38.9% undervalued intrinsic discount
US$188.75
Fair Value
Price US$115.37
AnalystConsensusTarget US$188.75
AnalystLowTarget US$120.58
AnalystHighTarget US$260.25
Thu, 3 Sep 26
Fair ValueUS$188.75
Share Pricen/a

NRG Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$188.75 38.9% undervalued intrinsic discount

Future Positioning Will Rely On Energy Transition And Data Center Demand

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$120.58 4.3% undervalued intrinsic discount

Fossil Portfolios Will Struggle Yet Renewables May Lift Margins

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1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$260.25 55.7% undervalued intrinsic discount

Electrification And Decentralized Energy Solutions Will Drive Long-Run Value

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5users have followed this narrative
NRG logo
NRG Energy
38.9% undervalued intrinsic discount

Future Positioning Will Rely On Energy Transition And Data Center Demand

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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NRG logo
NRG Energy
4.3% undervalued intrinsic discount

Fossil Portfolios Will Struggle Yet Renewables May Lift Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 20 Aug
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NRG logo
NRG Energy
55.7% undervalued intrinsic discount

Electrification And Decentralized Energy Solutions Will Drive Long-Run Value

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AN
AnalystHighTarget
AnalystHighTarget
Updated 6 Aug
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
NRG logo

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

Fair Value: US$188.75 38.9% undervalued intrinsic discount
57 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystLowTarget
NRG logo

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

Fair Value: US$120.58 4.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
NRG logo

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

Fair Value: US$260.25 55.7% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
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Snowflake Analysis

Proven track record average dividend payer.

2 Risks
3 Rewards
View Full Analysis

NRG Energy, Inc. Key Details

US$33.1b

Revenue

US$26.9b

Cost of Revenue

US$6.2b

Gross Profit

US$5.4b

Other Expenses

US$782.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.72
18.80%
2.36%
478.1%
View Full Analysis

About NRG

Founded
1989
Employees
16702
CEO
Robert Gaudette
WebsiteView website
www.nrg.com

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.

Recent NRG News & Updates

Seeking Alpha • 12h

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
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.

Recent updates

No updates

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