Added to YB: 2026-09-09
Pitch date: 2026-09-06
NRG [bullish]
NRG Energy, Inc.
-1.07%
current return
Author Info
Company Info
NRG Energy, Inc., together with its subsidiaries, operates as an energy and home services company in the United States and Canada.
Market Cap
$25.0B
Pitch Price
$120.93
Price Target
N/A
Dividend
1.60%
EV/EBITDA
13.88
P/E
30.77
EV/Sales
1.48
Sector
Electric Utilities
Category
turnaround
NRG Energy Inc (NRG): Power scarcity, data centers and the capital-allocation arbitrage
NRG: NRG is entering a second strategic transformation. Following the January 2026 LS Power acquisition, it owns materially more dispatchable gas generation, a 6 GW commercial-and-industrial virtual power plant platform, scarce turbine/EPC development positions and growing long-duration data-center power opportunities. At $119, the shares trade at an approximately 12.2% yield on midpoint 2026 FCF before Growth Investments; management targets >14% annual adjusted EPS and FCFbG-per-share growth through 2030, reaching >$14 and >$22 per share, respectively, before large data-center new-build opportunities.
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