NRG Energy Inc. ($NRG) Stock Forecast: Up 6.9% Today

What is NRG Energy Inc.?

NRG Energy (NRG) is a leading integrated power company operating in the United States, providing electricity to millions of customers.

Why is NRG Energy Inc. going up?

NRG stock is up 6.9% on Feb 25, 2026 14:43

• NRG Energy had a strong bullish movement.
• The company reported impressive Q4 earnings and revenues, surpassing expectations and providing an optimistic outlook for 2026.
• The surge in power demand, particularly from data centers, contributed to NRG Energy beating profit estimates.
• Magellan Asset Management Ltd's increased stake in NextEra Energy, Inc. may have signaled positive sentiment towards the energy sector, benefiting companies like NRG Energy.

NRG Price Chart

NRG Technical Analysis

NRG News

Magellan Asset Management Ltd Purchases 59,575 Shares of NextEra Energy, Inc. $NEE

Magellan Asset Management Ltd increased its stake in NextEra Energy, Inc. (NYSE:NEE) by 12.8% in the third quarter, acquiring an additional 59,575 shares and bringing their total holdings to 526,245 shares valued at $39.73 million. Other institutional investors also adjusted their positions in NEE, with hedge funds and institutional investors collectively owning 78.72% of the company's stock. NextEra Energy reported Q4 2025 earnings of $0.54 EPS, beating analyst estimates, and declared an increased quarterly dividend of $0.6232 per share, yielding 2.6% annually.

https://www.marketbeat.com/instant-alerts/filing-magellan-asset-management-ltd-purchases-59575-shares-of-nextera-energy-inc-nee-2026-02-25/

NRG Energy Q4 Earnings and Revenues Surpass Expectations

NRG Energy reported strong fourth-quarter 2025 results, beating Zacks Consensus Estimates for both earnings and revenues. The company's revenues grew 13.7% year-over-year, and it returned $1.6 billion to shareholders through buybacks and dividends. NRG Energy also provided an optimistic outlook for 2026, projecting higher adjusted net income and EPS, and maintains a Zacks Rank #3 (Hold).

https://www.tradingview.com/news/zacks:44da321ef094b:0-nrg-energy-q4-earnings-and-revenues-surpass-expectations/

NRG: Q4 Earnings Snapshot

NRG Energy Inc. reported earnings of $66 million, or 26 cents per share, for its fourth quarter, with adjusted earnings reaching $1.03 per share. The company posted revenue of $7.75 billion for the period and expects full-year earnings between $7.90 and $9.90 per share. For the entire year, NRG reported a profit of $864 million, or $4.01 per share, on revenues of $30.71 billion.

https://www.theheraldreview.com/business/article/nrg-q4-earnings-snapshot-21938075.php

NRG Energy beats quarterly profit estimates on strong power demand

NRG Energy exceeded Wall Street's fourth-quarter profit estimates, driven by a significant surge in power demand, particularly from data centers. The company's shares rose 1.7% in premarket trading following the announcement. NRG Energy is expanding its generation capacity, especially in Texas, to capitalize on this growing demand and has completed a $12 billion acquisition of power generation assets.

https://www.reuters.com/business/energy/nrg-energy-beats-quarterly-profit-estimates-strong-power-demand-2026-02-24/

NRG Energy Reports $660 Million Net Income for 2025

NRG Energy reported a GAAP net income of $660 million for 2025, a decrease from 2024, mainly due to unrealized non-cash market losses. However, adjusted net income increased to $1.6 billion, driven by improved operational efficiency and cost control. The company also returned $1.6 billion to shareholders through repurchases and dividends and expanded its generation capacity with a recent acquisition.

https://intellectia.ai/news/stock/nrg-energy-reports-660-million-net-income-for-2025

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NRG Energy Inc. Price History

15.00.2026 - NRG Stock was up 5.0%

• A prominent investment management firm increased its stake in Edison International, a utilities provider, potentially boosting investor sentiment across the sector and benefiting NRG.
• Despite recent negative publicity, NRG's strong financial performance and strategic acquisitions appear to have overshadowed any potential damage.
• NRG Energy's outperformance in the market, despite recent setbacks and negative ratings, suggests optimism towards the company's future earnings and revenue growth.
• A significant issuance of secured notes by another energy company to support acquisitions and contracts, along with favorable analyst outlooks, likely contributed to NRG's stock surge.

15.00.2026 - NRG Stock was up 6.1%

• NRG Energy's bullish movement can be attributed to its undervaluation, suggesting potential for further growth.
• The company's positive performance amid a declining market reflects resilience and strong investor confidence in its future prospects.
• The acquisition news of Vistra Corp. expanding its gas-fired fleet highlights industry consolidation trends, potentially boosting investor interest in energy companies like NRG.
• The incident involving a former Aramark employee at NRG Stadium is unrelated to NRG Energy's stock movement and should not impact the company's financials or operations.

24.01.2026 - NRG Stock was down 2.0%

• NRG Energy experienced a decline in GAAP net income for 2025 due to unrealized non-cash market losses, resulting in a bearish market trend.
• Despite the drop in net income, the company's adjusted net income rose, driven by improved operational efficiency and cost-saving initiatives.
• The company's expectation of full-year 2026 adjusted EPS falling below analyst predictions may have contributed to the bearish market trend as investors express concerns about future earnings performance.
• Market response is also influenced by the anticipation of the Q4 earnings release, with analysts forecasting positive impacts on earnings from factors like customer retention and synergies from acquired assets. However, the negative Earnings ESP might have prompted investor caution.

06.01.2026 - NRG Stock was up 5.4%

• The upward movement in NRG's stock price could be linked to Senator George Borrello's support for the repowering of the Dunkirk NRG power plant, potentially using natural gas or nuclear power. This development likely bolstered investor confidence in the company's future outlook and its impact on New York's energy strategy.
• The proposed repowering effort comes in response to concerns about grid reliability in New York City and Long Island, underscoring NRG's potential role in addressing these challenges.
• In contrast to Vistra Corp's recent market difficulties, marked by declining share prices due to skepticism about artificial intelligence trends and selling pressure in the U.S. power generation sector, NRG has garnered positive market sentiment. This contrast underscores the significance of NRG's strategic measures and growth potential within the energy industry.

08.00.2026 - NRG Stock was down 5.2%

• The stock underperformed on Wednesday, falling by 6.72%, which marked its third consecutive day of losses. This decline was in line with the broader market trend, where both the S&P 500 Index and Dow Jones Industrial Average also recorded losses.
• The announcement of a planned CEO succession for 2026, with Robert J. Gaudette taking over from Lawrence Coben, might have introduced uncertainty and led to a 5% drop in the stock price. Investor sentiment could be reacting to the leadership transition and the potential impact on the company's future direction.
• Despite the negative market movement, analysts maintain a "Moderate Buy" rating on NRG Energy's stock, citing strong wholesale margins, robust retail results, and growth initiatives like the planned acquisition of LS Power generation assets as drivers of long-term EPS growth.
• The stock's recent performance could also be influenced by broader market conditions and investor reactions to news about the company's leadership changes, highlighting the importance of monitoring both internal developments and external market factors when assessing stock movements.

25.01.2026 - NRG Stock was up 6.9%

• NRG Energy had a strong bullish movement.
• The company reported impressive Q4 earnings and revenues, surpassing expectations and providing an optimistic outlook for 2026.
• The surge in power demand, particularly from data centers, contributed to NRG Energy beating profit estimates.
• Magellan Asset Management Ltd's increased stake in NextEra Energy, Inc. may have signaled positive sentiment towards the energy sector, benefiting companies like NRG Energy.

16.00.2026 - NRG Stock was down 5.5%

• The bearish movement in NRG Energy's stock price could be attributed to concerns about the company's valuation after its significant share price gains over the past five years. Investors might be taking profits or reevaluating their positions based on the analysis provided.
• The positive news about Vistra Corp. acquiring Cogentrix Energy and bolstering its gas-fired fleet by 5.5 GW for $4 billion could have also impacted NRG Energy's stock negatively. This acquisition highlights the competitive landscape in the energy sector, potentially diverting investor attention and funds away from NRG.
• The unfortunate incident involving a former Aramark employee at NRG Stadium might have created negative sentiment around the venue and indirectly affected NRG Energy's stock price due to its association with the stadium.
• Despite positive news about Edison International's strong Q3 earnings and dividend increase, the overall sentiment in the energy sector might have been influenced by broader market trends or sector-specific challenges, contributing to NRG Energy's bearish movement.

12.01.2026 - NRG Stock was up 5.5%

• NRG Energy's strategic shift towards retail customers and smart home integration, coupled with increasing interest from AI and data center energy demand, has led to its recent strong bullish performance.
• The company's robust financial results, surpassing industry peers in the utilities sector, and positive price targets from Wall Street analysts are driving investor optimism.
• Recent initiatives by NRG, such as appointing Sanjay Kapoor to its Board, conducting a shelf registration for common shares, and generating savings from its RED program, have been well-received. These actions provide financial flexibility and support its evolving business strategy.
• Envestnet Asset Management Inc.'s notable increase in stake, alongside NRG's share buyback program and dividend hike, indicates confidence in the company's potential and likely contributed to the positive investor sentiment.

13.01.2026 - NRG Stock was up 5.0%

• Despite significant insider selling by major asset management firms, NRG Energy experienced a strong bullish movement today.
• The company's announcement of a $3.0 billion share buyback program and an increased quarterly dividend to $0.475 per share has instilled confidence in investors and analysts, reflected in the consensus "Moderate Buy" rating with an average price target of $184.91.
• The increase in institutional holdings, such as the notable stake rise by ING Groep NV, further supports the positive market sentiment towards NRG Energy.
• The overall market movement suggests that despite insider selling, the strategic financial decisions and positive outlook of NRG Energy have outweighed concerns, driving the stock price higher.

04.01.2026 - NRG Stock was down 5.2%

• The appointment of Sanjay Kapoor, a seasoned professional, to NRG's Board of Directors may have initially instilled confidence in investors, but the market reaction suggests a different sentiment.
• The increase in holdings of Edison International by Allianz Asset Management GmbH might have diverted some investor attention away from NRG, impacting its stock price negatively.
• Despite the positive evaluations and comparisons with NextEra Energy, the recent share price pullback and the recommendation to sell NRG in favor of NEE could have contributed to the bearish movement.
• The overall bullish sentiment on NRG Energy in the past year, despite the recent dip, indicates that today's bearish movement might be a short-term correction rather than a long-term trend.

04.01.2026 - NRG Stock was down 5.2%

• The appointment of Sanjay Kapoor, a seasoned professional with extensive experience in financial and operational leadership, to NRG Energy's Board of Directors did not seem to positively impact investor sentiment, possibly indicating concerns about the company's future direction.
• Despite recent evaluations suggesting NRG Energy is undervalued and has shown strong gains over the years, the market may have reacted to uncertainties surrounding the company's strategic decisions or industry challenges.
• The comparison with NextEra Energy in terms of performance and investment potential, along with recommendations to sell NRG and buy NEE, could have influenced traders to shift their positions, contributing to the bearish movement in NRG's stock price today.

09.00.2026 - NRG Stock was up 5.0%

• NRG Energy's stock had a strong bullish movement today, likely driven by several factors:
• The company's strategic transformation into an integrated energy and technology platform, leveraging AI infrastructure and smart-home services, has positioned it well to meet the increasing electricity demands of data centers and AI technologies.
• Despite an insider sell-off by the Executive Vice President & CFO, the company's overall performance and growth initiatives, such as the planned acquisition of LS Power generation assets, have instilled confidence in investors.
• NRG Energy's outperformance in the market, with a significant surge in stock price over the past year, has attracted investor interest, especially with the expected boost in long-term EPS growth from the acquisition and other expansion plans.
• The stock's bullish movement also contrasts with the broader market decline, showcasing NRG Energy's resilience and potential for growth amidst challenging market conditions.