NRG Energy stock trades near its 52-week low after EPS miss

Published on 09/28/2026 at 16:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

NRG Energy stock stood at USD 98.64 on September 28, 2026, 1.17 percent above its 52-week low. Q2 revenue reached USD 7.48 billion, but adjusted EPS missed by USD 0.20.

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NRG Energy stock was trading at USD 98.64 on the NYSE on September 28, 2026, 1.17 percent above its 52-week low of USD 97.50. The latest earnings picture combines 11.00 percent revenue growth with an adjusted EPS miss that continues to shape the valuation debate.

Revenue grows as EPS misses

NRG Energy, Inc. generated USD 7.48 billion in second-quarter 2026 revenue, up 11.00 percent from the prior-year period, according to MarketBeat in its September 26, 2026 report. The result exceeded the USD 7.31 billion consensus revenue estimate.

The weaker point was adjusted EPS of USD 1.49, compared with the USD 1.69 consensus estimate. That USD 0.20 shortfall contrasts with adjusted EPS of USD 1.73 in the prior-year quarter, while NRG reaffirmed fiscal 2026 adjusted EPS guidance of USD 7.90-9.90, MarketBeat reported.

Analyst target moves lower

On September 18, 2026, MarketBeat reported that Morgan Stanley reduced its NRG Energy price target from USD 162.00 to USD 159.00 while keeping an equal-weight rating. The new target stands 61.19 percent above the September 28 intraday price, making the gap between current trading and analyst valuation a central market reference.

MarketBeat also described a Moderate Buy consensus based on 15 analysts, with 10 buy ratings, four holds and one strong buy rating and an average 12-month target of USD 198.21. The broad consensus remains constructive, but the latest target reduction and the quarterly EPS comparison show that earnings execution is the immediate counterweight.

NRG Energy stock stays near yearly low

NRG Energy stock had traded between USD 97.50 and USD 189.96 over the prior 52 weeks. On September 28, the intraday range was USD 97.75 to USD 100.01, volume was 284,800 shares and market capitalization was USD 20.8 billion; the stock was down 1.72 percent from the prior close of USD 100.37.

For investors, the key distinction is between revenue scale and per-share profitability. NRG's second-quarter revenue expanded by USD 0.74 billion versus the USD 6.74 billion prior-year figure implied by the reported 11.00 percent growth, while adjusted EPS moved from USD 1.73 to USD 1.49. The guidance range of USD 7.90-9.90 keeps the full-year earnings framework visible as the next test of that gap.