NRG Energy

NRG

Market cap $37.7B

LS Power is seeking ​as much as $2.1 billion from the ‌sale of a stake in power producer NRG Energy after the stock market ​brushed aside concerns about the ​conflict in Iran, Bloomberg News reported ⁠on Monday, citing sources familiar ​with the matter.

HOUSTON--(BUSINESS WIRE)--NRG Energy, Inc. (NYSE: NRG) announced today the launch of an underwritten public offering of 12,300,000 shares of its common stock held by certain affiliates of LS Power (the “Selling Stockholders”), subject to market and other conditions (the “Secondary Offering”). These shares are part of the consideration the Selling Stockholders received from NRG in connection with the recently closed acquisition of the LS Power portfolio entities on January 30, 2026. NRG will not.

NRG Energy edges out Vistra with stronger ROE, higher yield and better recent performance.

NRG Energy, Inc. (NRG) Q4 2025 Earnings Call Transcript

NRG Energy (NRG) came out with quarterly earnings of $1.03 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $1.52 per share a year ago.

NRG tops Q4 EPS estimates, delivers a 45.9% revenue beat, boosts shareholder returns, and issues 2026 earnings and cash flow guidance.

NRG Energy ( NYSE:NRG ) reported Q4 2025 earnings before the open this morning, posting a strong full-year performance headlined by a 21% jump in adjusted EPS.

HOUSTON--(BUSINESS WIRE)--NRG Energy, Inc. (NYSE: NRG) today reported GAAP Net Income of $66 million for the three months ended December 31, 2025 and $0.9 billion for the full year 2025. GAAP EPS — basic was $4.09, Cash Provided by Operating Activities was $1.9 billion, Adjusted Net Income was $1.6 billion, Adjusted EPS was $8.24, Adjusted EBITDA was $4.1 billion, and Free Cash Flow before Growth (FCFbG) was $2.2 billion for the full year 2025. “We've doubled our generation footprint, advanced.

NRG Energy gears up for Q4 results amid falling EPS estimates, strong ROE and data center growth.

NRG Energy is well-positioned to capitalize on surging U.S. power demand, driven by structural grid transformation and AI-related consumption. NRG's acquisition of LS Power nearly doubles its generation capacity to 25 GW, supporting updated 2026 guidance of $5.32–$5.82B adjusted EBITDA and $2.8–$3.3B FCF before growth. At $173/share, NRG trades below fair value based on 11–13x FCF multiples, suggesting further upside if cash conversion remains consistent.