Nrg Energy, Inc. (NRG)
NYSE · Price as of · Nasdaq Real Time Price
- Profitability13/20
Profitable but shrinking: $849.0M over the last four reported quarters, down from $1.93B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 2 sells worth $4.1M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 3 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings6/15
Share count up 8.7% in a year plus 3 offering-related filings. Real dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts16
- Implied upside+69.9%
- Target range$104.00 to $270.00
- EPS expected$2.87 +3.2%
- A year ago$2.78
- Revenue expected$9.48B +24%
- Estimate range$1.78 to $4.05
NRG closed at $111.12 on Aug 28, down 17.1% since Jul 30. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 0% of the 52-week range ($111.12 to $184.03).
SEC filings
| Form | Filed | Description |
|---|---|---|
| 3 | August 13, 2026 | View on EDGAR |
| 3 | August 13, 2026 | View on EDGAR |
| 3 | August 13, 2026 | View on EDGAR |
| 4 | August 5, 2026 | View on EDGAR |
| 4 | August 5, 2026 | View on EDGAR |
| 4 | August 5, 2026 | View on EDGAR |
| 4 | August 5, 2026 | View on EDGAR |
| 4 | August 5, 2026 | View on EDGAR |
Articles that mention Nrg Energy without it being the main subject.
GE Vernova (GEV) is booking turbines years out. Data centers are buying Bloom Energy (BE) fuel cells instead.
Heavy-duty gas turbines are booked years out, so AI data centers are paying for onsite power instead. What GE Vernova, Bloom Energy, Power Solutions International, NRG and EQT each sell into that gap.
Texas froze new data center grid connections pending an audit of 474 gigawatts in requests. Bernstein says Cipher (CIFR) and CleanSpark (CLSK) are the most exposed.
Governor Greg Abbott ordered the PUCT and ERCOT to audit every data center seeking a grid connection, and new approvals are frozen until it is done. Bernstein says already-approved megawatts just got more valuable, and named Cipher (CIFR), CleanSpark (CLSK) and Core Scientific (CORZ) as the most exposed.
Frequently asked questions
When does NRG report earnings?
Nrg Energy, Inc. (NRG) is scheduled to report quarterly results on November 5, 2026 (estimated). The 5-analyst consensus is $2.87 per share on revenue of $9.48B for the quarter ending September 30, 2026, against $2.78 and $7.63B a year earlier. It has beaten the consensus EPS estimate in 2 of the last four quarters. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for NRG?
16 analysts cover Nrg Energy, Inc. (NRG). The consensus rating is Buy. The average price target is $188.75, in a range of $104.00 to $270.00.
Are insiders buying or selling NRG?
We have no qualifying Form 4 insider purchases or sales on record for Nrg Energy, Inc. (NRG). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see NRG SEC filings?
Recent filings are listed on this page, newest first. The latest is a 3 filed August 13, 2026.