NRG Energy Hits 52-Week Low Despite Analyst Upside Targets

Earnings
โดย Insider Monkey·Read original
Summary · why it matters

NRG Energy hit a 52-week low of $120.11 on June 10, 2026, even as over 80% of covering analysts maintain a constructive view with a median price target of $200. The stock has fallen more than 20% year-to-date and nearly 17% over the past year. Morgan Stanley raised its price target to $162 from $159 on May 21, keeping an Equal Weight rating, while first-quarter results showed revenue of $10.26 billion but adjusted EPS of $1.49 missing the $1.78 consensus, with operating costs up 33.4% and interest expenses rising to $285 million tied to the $12 billion LS Power acquisition. Texas adjusted EBITDA fell 27.8% to $216 million amid a nearly 30% drop in heating degree days, and East segment EBITDA slipped 2% to $464 million due to higher power supply costs during Winter Storm Fern.

Impact on stocks 2

Energy Transition & Power Demand▼ · 1 stocks
NRG Energy Inc.
NRG
▼ NegativeCapitalrelevance

NRG Energy missed Q1 adjusted EPS consensus, operating costs surged 33.4%, interest expenses rose due to LS Power acquisition, and Texas EBITDA fell 27.8% on lower heating demand.

Financials▲ · 1 stocks

Off-coverage companies 1

LS PowerPrivate± Mixed
Capitalrelevance

LS Power is mentioned as the target of NRG's $12 billion acquisition, which is increasing NRG's interest expenses; the impact on LS Power itself is not discussed.

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