NRG Energy (NRG) Stock Overview
Operates as an energy and home services company in the United States and Canada. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 4/6 |
| Past Performance | 1/6 |
| Financial Health | 1/6 |
| Dividends | 4/6 |
NRG Community Fair Values
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Analyst Price Targets
NRG Energy, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$153.37 |
| 52 Week High | US$189.96 |
| 52 Week Low | US$114.00 |
| Beta | 1.34 |
| 1 Month Change | 0.45% |
| 3 Month Change | 2.86% |
| 1 Year Change | 31.49% |
| 3 Year Change | 390.31% |
| 5 Year Change | 341.23% |
| Change since IPO | 1,493.45% |
Recent News & Updates
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.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.Recent updates
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.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.
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.
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.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.NRG Energy: Positioned To Monetize The AI Power Boom
Feb 19NRG: 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.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.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.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.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.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.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.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.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.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.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.Is NRG Energy (NYSE:NRG) A Risky Investment?
Jul 18
At US$152, Is NRG Energy, Inc. (NYSE:NRG) Worth Looking At Closely?
Jun 23Results: NRG Energy, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
May 15NRG Energy, Inc.'s (NYSE:NRG) Shares Leap 40% Yet They're Still Not Telling The Full Story
May 04NRG Energy: Attractively Priced As Demand Ratchets Up
Mar 11NRG Energy: Soaring Consumer Demand Sees Its Upside Potential
Jan 14NRG Energy: Electrifying Growth, But Overvalued
Dec 18NRG Energy: I'm Buying The Growth In Texas And Beyond
Nov 09Shareholder Returns
| NRG | US Electric Utilities | US Market | |
|---|---|---|---|
| 7D | -4.0% | 0.8% | 0.8% |
| 1Y | 31.5% | 20.3% | 27.8% |
Return vs Industry: NRG exceeded the US Electric Utilities industry which returned 20.3% over the past year.
Return vs Market: NRG exceeded the US Market which returned 27.8% over the past year.
Price Volatility
| NRG volatility | |
|---|---|
| NRG Average Weekly Movement | 7.2% |
| Electric Utilities Industry Average Movement | 3.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: NRG has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: NRG's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1989 | 16,702 | Rob Gaudette | 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.
NRG Energy, Inc. Fundamentals Summary
| NRG fundamental statistics | |
|---|---|
| Market cap | US$32.85b |
| Earnings (TTM) | US$797.00m |
| Revenue (TTM) | US$30.71b |
41.2x
P/E Ratio1.1x
P/S RatioIs NRG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NRG income statement (TTM) | |
|---|---|
| Revenue | US$30.71b |
| Cost of Revenue | US$24.76b |
| Gross Profit | US$5.95b |
| Other Expenses | US$5.16b |
| Earnings | US$797.00m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
May 06, 2026
| Earnings per share (EPS) | 3.72 |
| Gross Margin | 19.38% |
| Net Profit Margin | 2.60% |
| Debt/Equity Ratio | 977.0% |
How did NRG perform over the long term?
See historical performance and comparisonDividends
1.2%
Current Dividend Yield44%
Payout RatioDoes NRG pay a reliable dividends?
See NRG dividend history and benchmarks| NRG Energy dividend dates | |
|---|---|
| Ex Dividend Date | May 01 2026 |
| Dividend Pay Date | May 15 2026 |
| Days until Ex dividend | 3 days |
| Days until Dividend pay date | 11 days |
Does NRG pay a reliable dividends?
See NRG dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/03 12:54 |
| End of Day Share Price | 2026/05/01 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
NRG Energy, Inc. is covered by 27 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Daniel Ford | Barclays |
| Nicholas Campanella | Barclays |
| James Thalacker | BMO Capital Markets Equity Research |