NRG Energy Option Alert: Mar 21 $100 Calls Sweep (5) near the Bid: 436 vs 2052 OI; Earnings 2/26 Before Open 

NRG Energy Option Alert: Mar 21 $100 Calls Sweep (5) near the Bid: 436 @ $12.938 vs 2052 OI; Earnings 2/26 Before Open Ref=$110.68

NRG Energy (NYSE:NRG) 株価情報

NRG ENERGY INC

NRG Energy

NRG Energy is one of the largest retail energy providers in the us, with 6 million customers. Vivint Smart Home, which NRG acquired in 2023, has 2 million home services customers. NRG also is one of the largest us independent power producers, with 13 gigawatts of coal, gas, and oil power generation capacity primarily in Texas. NRG exited Chapter 11 bankruptcy as a stand-alone entity in December 2003.

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エヌアールジー・エナジーは過去５年間の年次ベースで市場を3.9%上回り、平均年間収益は16.37%を達成した。現在NRGエナジーの時価総額は154.7億ドルにまで成長した。

NRGエネルギー　過去5年間の投資成績は

NRGエナジー（NYSE：NRG）は、過去5年間に年率で株価を17.83％上昇させるなど、市場を4.52％上回る業績を上げました。現在、NRGエナジーの時価総額は166.6億ドルです。

5年前に100ドルを投資していたら？　NRGエナジー

NRG Energy Inc

Energi

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Narragansett Electric Co 4.50% PRF PERPETUAL USD 50

Energy Today Inc

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New Energy Metals Corp Ordinary Shares

NEW ENERGY METALS CORP by New Energy Metals Corp.

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Goldman Sachs analyst Carly Davenport initiates coverage on NRG Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) with a Buy rating and announces Price Target of $129.

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Goldman Sachs Initiates Coverage On NRG Energy with Buy Rating, Announces Price Target of $129

The artificial intelligence boom is now colliding with America's aging energy infrastructure, but natural gas may be the unexpected wildcard that keeps the AI revolution <a href="https://www.benzinga.com/topic/artificial-intelligence">from overheating—literally.</a>
OpenAI CEO Sam Altman issued a blunt warning Thursday on social media X: "Our GPUs are melting." The comment came as OpenAI imposed temporary usage limits amid surging demand for image generation in ChatGPT. 
As tools like ChatGPT become integral to business operations, the data centers powering them are drawing electricity at unprecedented rates. Now, the race is on to secure reliable electricity supplies.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">it&#39;s super fun seeing people love images in chatgpt. but our GPUs are melting. we are going to temporarily introduce some rate limits while we work on making it more efficient. hopefully won&#39;t be long! chatgpt free tier will get 3 generations per day soon.
&mdash; Sam Altman (@sama) <a href="https://twitter.com/sama/status/1905296867145154688?ref_src=twsrc%5Etfw">March 27, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h3 class="wp-block-heading">AI Sends US Electricity Demand Soaring: Could Natural Gas Step In To Fill The Gap?</h3>
Surging AI adoption is poised to add unprecedented pressure to the U.S. power grid, with data centers emerging as the primary energy guzzlers, according to a report released this week by Natural Gas Intelligence titled &#8216;AI Rising: How Will Natural Gas Markets Evolve to Fuel the Demand Surge?&#8217;
The International Energy Agency projects that electricity demand in the United States through 2027 will rise by an amount equivalent to California's entire current power usage. That's a surge of roughly 400 terawatt-hours (TWh) in just three years.
Wood Mackenzie estimates total U.S. electricity consumption will soar from 4,000 TWh in 2024 to 6,000 TWh by 2050. Of that, between 395 and 660 TWh could be consumed by data centers alone by 2035—more than 10% of total power usage.
The fast pace of AI deployment is leaving little room for slow build-outs of renewable energy or long-term infrastructure upgrades. That's where natural gas steps in.
"Gas will certainly get its share of the new AI-driven power demand given its reliability, which is a must for these facilities," said Patrick Rau, senior vice president of strategy and research at Natural Gas Intelligence, according to the report.
Natural gas provides firm and flexible power, a critical advantage for hyperscale data centers that operate 24/7. Rau said the key bottleneck is how quickly new gas-fired capacity can come online.
<h3 class="wp-block-heading">Utilities And Oil Giants Jump In</h3>
Power producers are already rushing to meet the call. NRG Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) is fast-tracking 1.5 gigawatts (GW) of gas-fired projects in Texas. CEO Larry Coben said the company has signed multiple letters of intent with data center developers and is advancing 10 natural gas plants totaling about 8 GW in generation capacity.
In February, NRG also partnered with GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) and construction firm Kiewit Corp. to develop up to 5.4 GW of new capacity explicitly linked to AI data centers.
Other utilities are following suit. American Electric Power Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEP#NASDAQ">AEP</a>) is weighing $10 billion in potential investments to meet what it calls "incremental load," largely driven by AI, manufacturing reshoring and general economic development. The company already has customer commitments for 20 GW of additional load by 2030 across its 11-state footprint.
Oil giant Chevron Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) is another unexpected entrant in the AI race. In partnership with investor Engine No. 1 and GE Vernova, the energy giant plans to build co-located power plants across the Midwest, Southeast and West to support data centers with dedicated energy generation.
<h3 class="wp-block-heading">Will DeepSeek Reduce AI Data Centers Demand?</h3>
Chinese AI company DeepSeek has introduced a platform that claims to rival current models in performance—at a fraction of the power cost. That innovation, while promising, may add another twist to the AI power narrative.
"DeepSeek's improved computational efficiency may provide a pathway to quell hyperscalers' power requirement," according to a recent report by Rystad Energy experts.
"But it could also escalate the AI arms race and compel companies toward more power-intensive innovation."
For now, the message from the grid is clear: keep the pipelines flowing and the turbines spinning at full throttle.
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Tech

'Our GPUs Are Melting,' OpenAI's Altman Warns — Could US Natural Gas Power AI Revolution?

NRG Energy's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) short percent of float has fallen 7.21% since its last report. The company recently reported that it has 7.44 million shares sold short, which is 4.25% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.82 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>NRG Energy Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1743016521_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for NRG Energy has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing NRG Energy's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, NRG Energy's peer group average for short interest as a percentage of float is 2.19%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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What Does the Market Think About NRG Energy?

NRG Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) has outperformed the market over the past 5 years by 12.2% on an annualized basis producing an average annual return of 30.52%. Currently, NRG Energy has a market capitalization of $19.77 billion. 
Buying $1000 In NRG: If an investor had bought $1000 of NRG stock 5 years ago, it would be worth $4,403.45 today based on a price of $97.58 for NRG at the time of writing.
<h3>NRG Energy's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1742396410_0_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning NRG Energy Stock In The Last 5 Years

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/03/14/final-trades-uber-nrg-energy-franco-nevada-corp-and-meta.html">Halftime Report Final Trades</a>,&#8221; Joshua Brown of Ritholtz Wealth Management said Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) is sitting right on top of its 200-day and its <a href="https://www.benzinga.com/quote/UBER/analyst-ratings">50-day moving averages</a>.
Supporting his view, Truist Securities analyst Youssef Squali, on March 6, maintained Uber Technologies with a Buy rating and raised the price target from $90 to $92.
Rob Sechan of NewEdge Wealth named NRG Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) as his final trade.
NRG Energy, on March 12, entered into a definitive agreement to acquire six power generation facilities from Rockland Capital, LLC for $560 million.
 Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Amy Raskin of Chevy Chase Trust picked Franco-Nevada Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FNV#NYSE">FNV</a>).
On the earnings front, Franco-Nevada, on March 10, reported fourth-quarter results. Revenue rose 6% year over year (+30% Y/Y excluding Cobre Panama) to $321.0 million, beating the consensus of $305.85 million. The company saw strong production from Candelaria, new assets, and benefiting from record gold prices.
Stephen Weiss of Short Hills Capital Partners named Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) as his final trade.
President Donald Trump has indicated that Meta Platforms could invest up to $60 billion in the United States by the end of the year.
Price Action:
<ul>
<li>Uber shares gained 2.9% to close at $71.55 on Friday.</li>
<li>NRG Energy rose 4.9% to settle at $95.39 during Friday's session.</li>
<li>Franco-Nevada rose 2.1% to close at $153.35 on Friday.</li>
<li>Meta shares gained 3% to close at $607.60 on Friday.</li>
</ul>
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<li><a href="https://www.benzinga.com/25/03/44326690/top-3-materials-stocks-that-may-collapse-in-march">Top 3 Materials Stocks That May Collapse In March</a></li>
</ul>
Image: Shutterstock

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UBER

Uber, Meta, NRG Energy And A Basic Materials Stock On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Uber Technologies, NRG Energy, Meta Platforms, Franco-Nevada

On Wednesday, NRG Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) disclosed that it inked definitive deal to acquire six power generation facilities from Texas-based Rockland Capital, LLC. <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44291390/nrg-to-acquire-738-mw-of-natural-gas-generation-in-texas" rel="noreferrer noopener">for $560 million or $760 per kW</a>.
The company said that the purchase price is significantly below the cost of new construction. The deal will further boost NRG&#8217;s presence in the energy market.
This acquisition adds 738 MW of flexible natural gas-fired capacity, including one combined-cycle unit and five peaker units.
The buyout is projected to be earnings-accretive and expected to be primarily funded through corporate debt.
The acquisition, which is subject to Hart-Scott-Rodino (HSR) regulatory approval, is expected to conclude in the second quarter of 2025.
Robert J. Gaudette, Executive Vice President, President of NRG Business and Wholesale Operations, stated, &#8220;Expanding our natural gas generation portfolio with modern, flexible assets enhances our integrated platform as Texas experiences record electricity growth driven by electrification, onshoring, population growth, and data centers – creating long-term value for our shareholders.&#8221;
The company also announced a $2.5 million investment in Equilibrium Energy to enhance market intelligence and address grid volatility caused by load growth, <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44282175/nrg-energy-announces-2-5-mm-investment-in-equilibrium-energy" rel="noreferrer noopener">renewables, and extreme weather</a>.
As of Dec. 31, NRG&#8217;s unrestricted cash was $1.0 billion, and $4.5 billion was <a target="_blank" href="https://www.benzinga.com/news/earnings/25/02/43977188/nrg-energy-beats-q4-eps-estimates-unveils-ai-power-expansion-and-reaffirms-2025-growth-outlook" rel="noreferrer noopener">available under the credit facilities</a>.
Investors can gain exposure to the stock via SPDR Galaxy Transformative Tech Accelerators ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEKX#NASDAQ">TEKX</a>) and Northern Lights Fund Trust IV Inspire Momentum ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLRY#NYSE">GLRY</a>).
Price Action: NRG shares are down 0.29% at $92.20 premarket at the last check Thursday.
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</ul>
Photo via Shutterstock.

Equities

Northern Lights Fund Trust IV Inspire Faithward Mid Cap Momentum ESG ETF

GLRY

TEKX

NRG Energy's $560 Million Acquisition Adds 738 MW of Flexible Gas-Fired Power: Details

The acquisition includes one combined-cycle unit and five peaker units, further strengthening NRG's position in the rapidly growing market.
The acquisition is earnings-accretive and will be primarily funded through corporate debt, with no impact on the Company's stated capital allocation plan.
The acquisition is subject to Hart-Scott-Rodino (HSR) regulatory approval and is expected to close in the second quarter of 2025. &nbsp;

Management

NRG Energy Enters Definitive Deal To Acquire Six Power Generation Facilities From Texas-based Rockland Capital For $560M Or $760 Per kW

Investment supports NRG through advanced planning technology
NRG Energy Inc. today announced a $2.5 MM investment in Equilibrium Energy, an energy technology platform that leverages AI to enhance energy portfolio optimization capabilities. With this investment, NRG aims to gain market intelligence and explore solutions to address grid volatility created by load growth, intermittent renewable generation, and extreme weather events.
&nbsp;
The investment comes from NRG's corporate venture capital fund, designed to create strategic opportunities that align with the company's long-term vision. The $50 MM fund will deploy capital over the next 5 to 7 years and focus primarily on investment opportunities in early- and mid-stage companies. Initial investments will range in size from $0.5 MM to $2.5 MM and the fund will maintain reserves for follow-on investments. Cerity Partners Ventures, a firm specializing in corporate venture capital, will help NRG manage the fund.

Contracts

NRG Energy Announces $2.5M Investment In Equilibrium Energy' Will Deploy Capital Over The Next 5-7 Years And Focus Primarily On Investment Opportunities In Early- And Mid-Stage Companies

WIIM

CBRE

EQIX

WELL

WHLR

Shares of REIT and utility stocks are trading lower amid overall market weakness. Rising Treasury yields may be driving a rotation out of income-paying sectors.

NRG Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) has outperformed the market over the past 5 years by 9.69% on an annualized basis producing an average annual return of 24.84%. Currently, NRG Energy has a market capitalization of $19.87 billion. 
Buying $100 In NRG: If an investor had bought $100 of NRG stock 5 years ago, it would be worth $325.54 today based on a price of $98.08 for NRG at the time of writing.
<h3>NRG Energy's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741207509_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In NRG Energy 5 Years Ago Would Be Worth Today

BMO Capital analyst James Thalacker maintains NRG Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) with a Market Perform and raises the price target from $100 to $115.

BMO Capital Maintains Market Perform on NRG Energy, Raises Price Target to $115

Live On CNBC, Rob Sechan Announces Bought More NRG Energy

Guggenheim analyst Shahriar Pourreza maintains NRG Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) with a Buy and raises the price target from $134 to $145.

Guggenheim Maintains Buy on NRG Energy, Raises Price Target to $145

Wells Fargo analyst Neil Kalton maintains NRG Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) with a Overweight and raises the price target from $140 to $165.

Wells Fargo Maintains Overweight on NRG Energy, Raises Price Target to $165

U.S. stocks were mixed, with the Dow Jones falling over 150 points on Wednesday.
Shares of Workday, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) rose sharply during Tuesday's session after the company reported better-than-expected fourth-quarter <a href="https://in.benzinga.com/news/earnings/25/02/43958373/workday-shares-climb-after-q4-report-heres-why">financial results</a>.
Workday reported quarterly earnings of $1.92 per share which beat the analyst consensus estimate of $1.78. Quarterly revenue clocked in at $2.21 billion which beat the analyst consensus estimate of $2.18 billion and is an increase over revenue of $1.92 billion from the same period last year.
Workday shares jumped 6.3% to $271.06 on Wednesday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>Porch Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PRCH#NASDAQ">PRCH</a>) shares jumped 63% to $6.18 following fourth-quarter results.</li>
<li>Gaotu Techedu Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GOTU#NYSE">GOTU</a>) gained 32.1% to $3.3450 after the company reported better-than-expected quarterly financial results.</li>
<li>CommScope Holding Company, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COMM#NASDAQ">COMM</a>) jumped 22.8% to $6.01 after the company reported better-than-expected quarterly financial results.</li>
<li>ASP Isotopes Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASPI#NASDAQ">ASPI</a>) jumped 22.6% to $5.16 after the company announced the start of its commercial production of enriched Carbon-14 at its first aerodynamic separation process enrichment facility.</li>
<li>ACM Research, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACMR#NASDAQ">ACMR</a>) rose 20.2% to $27.57 after the company reported better-than-expected fourth-quarter financial results.</li>
<li>Madrigal Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDGL#NASDAQ">MDGL</a>) shares surged 19.7% to $370.61 after the company reported better-than-expected quarterly EPS and sales.</li>
<li>ZoomInfo Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZI#NASDAQ">ZI</a>) gained 19.7% to $11.40 after the company reported better-than-expected fourth-quarter financial results and issued first-quarter revenue guidance above estimates.</li>
<li>CEVA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEVA#NASDAQ">CEVA</a>) gained 19.5% to $38.82.</li>
<li>Lantheus Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LNTH#NASDAQ">LNTH</a>) rose 18.4% to $94.76 after reporting quarterly adjusted EPS and sales above estimates.</li>
<li>Huron Consulting Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HURN#NASDAQ">HURN</a>) shares gained 18% to $147.96 after the company reported better-than-expected quarterly financial results. Also, multiple firms raised their respective price targets on the stock.</li>
<li>Axon Enterprise, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AXON#NASDAQ">AXON</a>) rose 17.5% to $583.32 after the company reported better-than-expected fourth-quarter financial results and issued FY24 revenue guidance with its midpoint above estimates.</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) gained 16.4% to $53.01 after the company filed its quarterly report.</li>
<li>XPeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) rose 14.6% to $21.92.</li>
<li>Intuit Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTU#NASDAQ">INTU</a>) shares gained 11.7% to $620.86 after the company reported better-than-expected second-quarter financial results.</li>
<li>NRG Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) rose 11.3% to $114.04 after the companies announced a venture with TIC to develop rapid electricity generation capacity to support GenAI demand.</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) gained 9.5% to $161.53 following quarterly results.</li>
<li>Anheuser-Busch InBev SA/NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BUD#NYSE">BUD</a>) rose 8.5% to $59.42 after the company reported better-than-expected quarterly earnings and revenues.</li>
<li>Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) shares gained 7.3% to $49.31.</li>
</ul>
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GOTU

HOOD

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MDGL

PRCH

SMCI

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XPEV

Workday, ACM Research, ZoomInfo Technologies, CEVA, Intuit And Other Big Stocks Moving Higher On Wednesday

NRG Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NRG#NYSE">NRG</a>) stock is trading higher after the company reported <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/b43969270/nrg-energy-inc-reports-full-year-2024-financial-results" rel="noreferrer noopener">mixed fourth-quarter 2024 results</a>.
NRG reported a revenue increase of 1.3% year-over-year to $6.858 billion, missing the consensus of $7.59 billion. Adjusted EPS stood at $1.52, beating the consensus of $1.29.
&#8220;NRG had a stellar year, executing across all our strategic priorities. Our Adjusted EPS exceeded the top end of raised guidance, we announced the first-of-its-kind residential VPP of scale through our Renew Home and Google Cloud partnerships, and we delivered on our capital allocation commitments,&#8221; said Larry Coben, NRG Chair, President and Chief Executive Officer.
Operating cash flow for the quarter was $952 million, compared to $241 million a year ago. Free Cash Flow Before Growth Investments was $624 million, and the fiscal year totaled $2.065 billion.
Adjusted EBITDA rose 4.7% YoY to $902 million, and the margin expanded 43 bps YoY to 13.2%.
As of Dec. 31,, NRG&#8217;s unrestricted cash was $1.0 billion, and $4.5 billion was available under the credit facilities. Total liquidity was $5.4 billion.
In 2024, the company returned $1.263 billion to shareholders, including $925 million in share repurchases—$100 million above target—and $338 million in dividends.
NGR executed $342 million in liability management and achieved its 2.50x &#8211; 2.75x Net Debt to Adjusted EBITDA target a full year ahead of schedule.
Additionally, NRG Energy, GE Vernova, and TIC – The Industrial Company launched a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/b43969448/nrg-energy-ge-vernova-and-kiewit-accelerating-new-generation-capacity-to-support-demand-growth" rel="noreferrer noopener">U.S.-based venture</a> to accelerate electricity generation for the growing computing and GenAI demand. This collaboration leverages expertise in power generation, manufacturing, and construction to streamline development and expand capacity.
The venture plans to develop 4+ projects totaling 5GW of natural gas power for ERCOT &amp; PJM, with 1.2GW set to launch in 2029 using GE Vernova 7HA turbines. Additional projects will come online through 2032, with potential expansion to 10-15GW nationwide.
NRG also signed LOIs with Menlo Equities and PowLan to provide 400MW of retail power, scalable to 6.5GW, starting in 2026. Pricing will reflect site value and NRG&#8217;s supply optimization expertise.
2025 Guidance: The company reaffirmed its 2025 guidance, reinforcing its growth strategy and capital allocation framework.
NRG sees Adjusted EPS of $6.75-$7.75 versus the $7.37 consensus and Adjusted EBITDA of $3.725 billion—$3.975 billion.
Price Action: NRG shares are trading higher by 7.13% at $109.74 at Wednesday&#8217;s last check.
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Earnings

Guidance

NRG Energy Beats Q4 EPS Estimates, Unveils AI Power Expansion, And Reaffirms 2025 Growth Outlook

GE Vernova and NRG Energy shares are trading higher after the companies announced a venture with TIC to develop rapid electricity generation capacity to support GenAI demand.

Initially, the venture will work to advance four projects totaling over 5 gigawatts (GW) of efficient, new natural gas combined cycle power plants for the ERCOT &amp; PJM markets. The first 1.2GW is expected to commence commercial operation in 2029 with two (2) 7HA gas turbines secured under a slot reservation agreement with GE Vernova. Subsequent projects will be targeted to come online through 2032. The model is replicable and scalable, with the potential to fill a future pipeline of 10-15GW and expand to other areas across the U.S.
 &nbsp;

NRG Energy Partners With GE Vernova And TIC To Launch Venture For Rapid Electricity Generation Capacity To Support Growing GenAI Demand

Appendix Table A-10: 2025 Guidance Reconciliation
The following table summarizes the 2025 Guidance calculations of Adjusted EBITDA, Adjusted Net Income and Adjusted EPS and provides a reconciliation from Net Income1:
<figure class="table"> 
<table>
<tbody>
<tr>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">2025</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">($ in millions, except per share amounts)</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">Guidance</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Net Income2</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">$</td>
<td colspan="2" rowspan="1">1,025 - 1,225</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Interest expense, net</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">635</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Income tax expense3</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">390-440</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Depreciation and amortization1</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">1,400</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">ARO expense</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">25</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Stock-based compensation</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">100</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Acquisition and divestiture integration and transaction costs</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">20</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Other4</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">130</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted EBITDA</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">$3,725 - $3,975</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted interest expense, net5</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">(635</td>
<td colspan="1" rowspan="1">)</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Depreciation and amortization</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">(1,400</td>
<td colspan="1" rowspan="1">)</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted Income before income taxes</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">$1,690 - $1,940</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted income tax expense6</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">(293) - (343</td>
<td colspan="1" rowspan="1">)</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted Net Income before Preferred Stock dividends</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">$1,397 - $1,597</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Cumulative dividends attributable to Series A Preferred Stock</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">(67</td>
<td colspan="1" rowspan="1">)</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted Net Income7</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">$1,330 - $1,530</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Weighted average number of common shares outstanding - basic</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="1" rowspan="1">197</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td>&nbsp;</td>
</tr>
<tr>
<td colspan="1" rowspan="1">Adjusted EPS</td>
<td colspan="1" rowspan="1">&nbsp;</td>
<td colspan="2" rowspan="1">$6.75 - $7.75</td>
<td>&nbsp;</td>
</tr>
</tbody>
</table>
</figure>

NRG Energy Affirms FY2025 Adj EPS Guidance Of $6.75-$7.75 vs $7.37 Est

Press Releases

Eight Pennsylvania and New Jersey Nonprofits Share $100K in Donations from "NRG Gives" Program

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NRG Energy, Inc. to Report Full Year and Fourth Quarter 2024 Financial Results on February 26, 2025

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NRG Energy, Inc. Reports Full Year 2024 Financial Results

NRG Energy, GE Vernova and Kiewit Accelerating New Generation Capacity to Support Demand Growth

NRG Energy Announces $2.5 MM Investment in Equilibrium Energy

NRG to Acquire 738 MW of Natural Gas Generation in Texas

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