NRG Energy Yönetim
Yönetim kriter kontrolleri 3/4
NRG Energy CEO'su Rob Gaudette, Jan2026 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 12.86M olup, şirket hissesi ve opsiyonları dahil olmak üzere 5.7% maaş ve 94.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.03% ine doğrudan sahiptir ve bu hisseler $ 8.76M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.7 yıl ve 4 yıldır.
Anahtar bilgiler
Rob Gaudette
İcra Kurulu Başkanı
US$12.9m
Toplam tazminat
| CEO maaş yüzdesi | 5.66% |
| CEO görev süresi | less than a year |
| CEO sahipliği | 0.03% |
| Yönetim ortalama görev süresi | 2.7yrs |
| Yönetim Kurulu ortalama görev süresi | 4yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.Seeking Alpha • May 04
NRG Energy: Too Cheap Into Q1 Earnings, But There's A Technical Risk (Upgrade)
Summary NRG Energy is upgraded to a "Buy," capitalizing on AI-driven electrification and robust long-term growth guidance. NRG posted record FY 2025 results, with adjusted EBITDA of $4.1 billion and EPS of $8.24, exceeding guidance and supporting a 14%+ EPS CAGR target through 2030. Valuation is attractive: assuming $11 normalized EPS and a 17x multiple, shares could trade above $190, well below sector P/E norms. Key risks include integration of recent acquisitions, natural gas exposure, and the need to maintain technical support near $140 after Q1 earnings. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • Jul 18
Is NRG Energy (NYSE:NRG) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Jun 23
At US$152, Is NRG Energy, Inc. (NYSE:NRG) Worth Looking At Closely?
Let's talk about the popular NRG Energy, Inc. ( NYSE:NRG ). The company's shares saw a significant share price rise of...Seeking Alpha • Mar 11
NRG Energy: Attractively Priced As Demand Ratchets Up
Summary NRG Energy has pulled back ~15% since my last coverage, improving its risk/reward profile. The company has reaffirmed 2025 guidance, and while Q4 revenue missed, adjusted EPS far exceeded analyst expectations. AI-driven power demand, Vivint's strong performance, and aggressive capital returns bolster the investment thesis. NRG trades at a discount to peers like Vistra, while offering a 7.65% total shareholder yield. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
NRG Energy: Soaring Consumer Demand Sees Its Upside Potential
Summary I am bullish on NRG Energy stock due to soaring consumer demand, increased gross margins, and strategic partnerships with Renew Home and Google Cloud. NRG's financial performance is robust, with significant growth in adjusted EBITDA, free cash flow, and subscriber counts, driven by consumer-centric strategies. The company is undervalued with a P/S ratio of 0.74, indicating potential for at least 50% upside and strong shareholder returns. Investment risks include competition, changing market dynamics, and technological risks related to AI-enabled devices and data privacy issues. Read the full article on Seeking AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$172m |
| Dec 31 2025 | US$13m | US$728k | US$797m |
| Sep 30 2025 | n/a | n/a | US$1b |
| Jun 30 2025 | n/a | n/a | US$455m |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$4m | US$618k | US$1b |
| Sep 30 2024 | n/a | n/a | US$897m |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$4m | US$594k | -US$256m |
| Sep 30 2023 | n/a | n/a | -US$2b |
| Jun 30 2023 | n/a | n/a | -US$2b |
| Mar 31 2023 | n/a | n/a | -US$2b |
| Dec 31 2022 | n/a | n/a | US$1b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$3b |
| Mar 31 2022 | n/a | n/a | US$4b |
| Dec 31 2021 | US$2m | US$534k | US$2b |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$1b |
| Mar 31 2021 | n/a | n/a | US$307m |
| Dec 31 2020 | US$2m | US$543k | US$510m |
| Sep 30 2020 | n/a | n/a | US$4b |
| Jun 30 2020 | n/a | n/a | US$4b |
| Mar 31 2020 | n/a | n/a | US$4b |
| Dec 31 2019 | US$1m | US$508k | US$4b |
Tazminat ve Piyasa: Rob 'ın toplam tazminatı ($USD 12.86M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.84M ).
Tazminat ve Kazançlar: Rob şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.
CEO
Rob Gaudette (52 yo)
less than a year
Görev süresi
US$12,857,208
Tazminat
Mr. Robert J. Gaudette, also known as Rob, has been the President of NRG Energy, Inc. since January 06, 2026 and also serves as its Chief Executive Officer and Director since April 30, 2026. He had been an...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | less than a year | US$12.86m | 0.030% $ 8.8m | |
| EVP & CFO | 2.9yrs | US$14.55m | 0.029% $ 8.3m | |
| Executive VP of Legal & General Counsel | 8.2yrs | US$11.08m | 0.022% $ 6.3m | |
| Advisor | less than a year | US$21.79m | 0.055% $ 16.0m | |
| Executive Vice President & President of NRG Consumer | less than a year | US$12.09m | Veri yok | |
| Senior VP & Chief Accounting Officer | 2.4yrs | Veri yok | 0.0013% $ 364.0k | |
| Executive VP & CTO | 4.3yrs | Veri yok | 0.030% $ 8.7m | |
| Executive VP & Chief Administrative Officer | 1.4yrs | Veri yok | 0.026% $ 7.6m | |
| Head of Investor Relations | no data | Veri yok | Veri yok | |
| Executive VP and Head of Competitive Markets & Policy | 4.1yrs | US$2.11m | Veri yok | |
| Senior VP of Program Office & Head of NRG Services | 4.4yrs | Veri yok | Veri yok | |
| SVP, Chief Sustainability Officer & Head of Strategy Implementation | no data | Veri yok | Veri yok |
2.7yrs
Ortalama Görev Süresi
51yo
Ortalama Yaş
Deneyimli Yönetim: NRG 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.7 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | less than a year | US$12.86m | 0.030% $ 8.8m | |
| Independent Director | 2.5yrs | US$329.11k | Veri yok | |
| Independent Director | 2.5yrs | US$309.13k | 0% $ 0 | |
| Independent Director | 2.5yrs | US$309.13k | Veri yok | |
| Independent Director | 6.6yrs | US$344.09k | 0.000040% $ 11.6k | |
| Independent Director | less than a year | Veri yok | Veri yok | |
| Independent Director | 5.6yrs | US$329.11k | 0.0018% $ 508.4k | |
| Independent Director | 8.2yrs | US$329.11k | Veri yok | |
| Chairman of the Board & Lead Independent Director | 6.6yrs | US$354.08k | 0.011% $ 3.1m | |
| Independent Director | 8.2yrs | US$309.13k | 0.0078% $ 2.2m |
4.0yrs
Ortalama Görev Süresi
60.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: NRG 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/22 04:22 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
NRG Energy, Inc. 27 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |
| James Thalacker | BMO Capital Markets Equity Research |