Summer Sale
50% off Premium Yearly
Opinions Rob Sechan, Managing Partner, New Edge Capital
NRG Energy, Inc.NRGBUYFeb 10, 2025
Stock price when the opinion was issued
As of Jun 22, 2026. Market Open.
You might be interested:
Utility sector is starting to slowly matter again. Getting attention because power demand is growing, especially in US with AI and data centres.
She invests selectively in the space, and this is a name to own.
Brianne GardnerEnergy starting to be in favour. Exposure to rising US power demand, especially tied to data centres (key growth driver) and AI. One of the largest power producers in the US. Earnings last quarter came in stronger than expected.
Evolving to a structural growth story tied to long-term electricity shortages. Sees 21% upside from here, price target of ~$211. Yield is1.08%.
Brianne GardnerIs up 69% since he bought it in January. Is the second-best performer after Palantir. Natural gas will be key to solving the bottleneck in data centre power consumption. The valuation is no longer cheap at 18x. It's a multi-year story, backed by increased loan growth and data centre power consumption.
;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium content
Premium contentPremium content
A cheap way to get into AI data centre demand.