NRG

Over the past six months, NRG Energy's stock price declined by 33.26%, reaching $100.37 on September 25, 2026, down from $165.34 on September 29, 2025, after hitting an all-time high of $189.96 on February 24, 2026. In Q2 2026, NRG reported an EPS of $1.49, missing estimates, but quarterly revenue rose 11.0% year-over-year to $7.48 billion, exceeding expectations. Shares traded lower after the Federal Energy Regulatory Commission (FERC) accepted but suspended PJM's one-time Reliability Backstop Procurement plan until February 28, 2027, impacting potential near-term capacity revenue and introducing regulatory risk. Scotiabank cut its price target for NRG Energy to $162 from $211, while Morgan Stanley trimmed its target to $159 from $162. Over the past 12 months, there has been substantial insider selling amounting to $5,326.3 million, with no reported insider buying. In January 2026, NRG completed the acquisition of 13 GW of power generation assets and CPower from LS Power, doubling its generation footprint and expanding demand response capabilities, which was reflected in updated guidance for 2026. In Q1 2025, NRG announced a $2.5 million investment in Equilibrium Energy, a company specializing in AI to optimize energy systems, aiming to gain market intelligence and address grid volatility.