NRGUtilities · Utilities - Independent Power ProducersThe 16 Wall Street analysts covering NRG Energy, Inc. hold a median 12-month price target of $182 — +67.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 26 of 100 as at 6 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores NRG Energy, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (88): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Volatility (9): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on NRG, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +67.6% from it.
Of the 20 most recent actions, 3 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 18 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $162 → $159 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $165 → $162 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 5 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $215 → $195 |
| 5 Aug 2026 | Scotiabank | Maintains | Sector Outperform | — |
| 5 Aug 2026 | Scotiabank | Maintains | Sector Outperform | $226 → $211 |
| 28 July 2026 | Barclays | Maintains | Overweight | — |
| 28 July 2026 | Barclays | Maintains | Overweight | $200 → $204 |
| 28 July 2026 | BMO Capital | Maintains | Market Perform | $213 → $212 |
| 28 July 2026 | BMO Capital | Maintains | Market Perform | — |
| 28 July 2026 | UBS | Maintains | Buy | $221 → $216 |
| 28 July 2026 | UBS | Maintains | Buy | — |
| 16 July 2026 | Wells Fargo | Maintains | Overweight | $203 → $209 |
| 16 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 15 July 2026 | Scotiabank | Maintains | Sector Outperform | $223 → $226 |
| 15 July 2026 | Scotiabank | Maintains | Sector Outperform | — |
| 21 Apr 2026 | Morgan Stanley | Maintains | Equal-Weight | $157 → $154 |
| 21 Apr 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 31 Mar 2026 | Barclays | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. NRG appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 7 Oct 2026, NRG Energy, Inc. returned −32.4% against +17.7% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 30% of US stocks
Cheaper than 78% of US stocks
Cheaper than 21% of US stocks
Cheaper than 26% of US stocks
Higher than 55% of US stocks
Higher than 49% of US stocks
Higher than 30% of US stocks
Higher than 69% of US stocks
Higher than 54% of US stocks
Higher than 84% of US stocks
Higher than 71% of US stocks
Higher than 78% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
NRG Energy, Inc. has a market value of $20.3B and an enterprise value of $44.3B.
Revenue in the twelve months to 30 June 2026: $33.1B. The latest quarter grew 11.0% year on year.
Net income over the same four quarters: $849.0M, a 2.6% net margin.
Free cash flow in the twelve months to 30 June 2026: $316.0M, after $1.2B of capital spending.
NRG Energy, Inc. spent $1.8B on share buybacks and $439.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 25.3×; forward P/E: 8.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.96%, paying out 48% of earnings.
NRG Energy, Inc. employs 16,702 people — $2.0M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| NRGNRG Energy, Inc. | $20.3B | 26 |
| TLNTalen Energy Corp. | $17.0B | 26 |
| VSTVistra Corp. | $54.4B | 27 |
| OKLOOklo, Inc. | $7.2B | 2 |
| CEGConstellation Energy Corp. | $108.9B | 32 |
| KENKenon Holdings Ltd. | $3.2B | 21 |
| EIXEdison International* | $20.9B | 68 |
* Nearest Utilities names by size — few utilities - independent power producers companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own NRG Energy, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
NRG Energy shares closed at $95.23 in the latest trading session, reflecting a -1.75% decline from the prior day, even as the broader market improved.
Why it matters — The decline indicates NRG underperformed the wider market in this session, which a stock watcher would note as a sign of weakness relative to broader conditions.
NRG Energy (NRG) closed its recent trading session at $96.93, up +1.34% from the prior day's close, outperforming the broader market. Zacks Investment Research reported on this price movement.
Why it matters — A NRG watcher would note the stock gained ground on the day relative to the broader market, reflecting a positive daily price performance for the company.
NRG Energy's stock closed at $100.40, up 2.61% from the prior day's close, outperforming broader market gains.
Why it matters — The move indicates NRG stock outperformed the wider market in the latest session, which a NRG watcher would note as a sign of momentum.
NRG Energy (NRG) closed its most recent trading day at $100.72, down 1.98% from the prior session. The stock fell more steeply than the broader market during the day.
Why it matters — NRG watchers would note the shares underperformed the broader market on the day, reflecting weaker relative trading momentum for the company.
Zacks.com users have recently been paying close attention to NRG Energy (NRG), prompting the investment research platform to examine what the stock has in store for investors.
Why it matters — Increased investor attention on NRG suggests growing interest in the company that watchers may want to monitor.
The 16 Wall Street analysts covering NRG Energy, Inc. have a median 12-month price target of $182, with estimates ranging from $104 to $270. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 16 analysts covering NRG Energy, Inc., 13 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks NRG Energy, Inc. 26 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, NRG Energy, Inc. ranks 26 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (88 of 100).
No one can know that. What the data says: the median 12-month target from 16 analysts implies +67.6% from the last close, and Ticker Nerd's factor model ranks NRG Energy, Inc. 26 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering NRG Energy, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NRG are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $104 to $270 over the next 12 months.
NRG Energy, Inc. returned -32.4% over the 12 months to 7 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
NRG Energy, Inc. is an energy and home services company that supplies electricity, natural gas, and related energy solutions across the United States and Canada.
The most recent item we track (Zacks Investment Research, 2 Oct 2026): "NRG Energy (NRG) Stock Declines While Market Improves: Some Information for Investors". NRG Energy shares closed at $95.23 in the latest trading session, reflecting a -1.75% decline from the prior day, even as the broader market improved.
NRG Energy, Inc. is an energy and home services company that supplies electricity, natural gas, and related energy solutions across the United States and Canada. The company serves residential, commercial, industrial, governmental, and wholesale customers through a portfolio of retail energy brands and service offerings. Its operations include power generation, energy management, demand response, virtual power plant programs, carbon offsets, and trading in power and natural gas. NRG Energy also provides smart home security, automation, monitoring, and other connected home services through its Vivint operations. The company combines retail supply, generation, and home technology services to support both everyday energy needs and broader customer energy management, making it an important integrated participant in the North American utility and services market.
CEO Mr. Robert J. Gaudette · 16,702 employees · United States · https://www.nrg.com
