NRG Energy

NRG Energy shares rose 6.4% as the company advances a BYOP deal with a hyperscaler for a 1.2 GW combined-cycle gas project in Texas, brought a 415 MW facility into commercial operation, and reported $1.03 billion of Q2 free cash flow before growth investments. The move reflects investor interest in dispatchable power for AI/data‑center load, with the bull case driven by speed to market and contracted demand. Key risks include project execution, fuel exposure, financing and the possibility that forecasted data‑center load does not materialize. » More on finance.yahoo.com

NRG Energy’s stock fell to a 52‑week low of $108.61 and is down about 30% year to date and 38% over six months; the decline over one year is 24.94%. For Q2 2026 NRG reported adjusted earnings of $1.49 per share, missing estimates of $1.82, while revenue of $7.48 billion beat expectations and adjusted EBITDA rose 34%. The company launched a major power-supply project for data centers in Texas; analysts point to increased implied volatility among utilities, and InvestingPro sees the stock close to its fair value (PEG 0.39). » More on de.investing.com

NRG Energy reported adjusted EPS of $1.49 for Q2 2026, well below the consensus of about $1.82. Higher interest and depreciation costs related to the acquisition of the LS Power portfolio weighed on profitability, even though adjusted EBITDA rose 34% to $1.217 billion. Management reaffirmed the full-year range of $7.90–9.90 per share but expects results below the midpoint, citing weaker power demand/prices in Texas, higher supply and winter storm costs, and roughly $70 million in RGGI charges. Financing of a $3.2 billion gas‑and‑steam project with a hyperscaler pushes the target leverage ratio of 3.0x from 2028 to 2029; Scotiabank cut its price target to $211. » More on de.investing.com