Opinions Rob Sechan, Managing Partner, New Edge Capital
NRG Energy, Inc.NRGPARTIAL BUYJun 13, 2025
$152.04
Stock price when the opinion was issued
$129.20
As of Jun 05, 2026. Market Open.
Utilities
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BUY ON WEAKNESS
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 GardnerOwned
Utilities
TOP PICK
Energy 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 GardnerOwned
Utilities
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Premium contentPAST TOP PICK
(A Top Pick Dec 22/20, Up 4.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NRG has triggered its stop at $36. To remain disciplined, we recommend covering the balance of the position at this time. When combined with the previous recommend to cover half the position, this results in a net investment gain of 17%.
Utilities
Premium contentPAST TOP PICK
(A Top Pick Dec 22/20, Up 30.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NRG has achieved its $45 objective. To remain disciplined, we recommend covering half the position and trailing up the stop (from $28) to $36. If triggered, this would all but guarantee a net investment return over 17%.
Utilities
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly NRG is an electric utility that services 3.7 million customers. It trades at an 8x PE and earnings are expected to grow 12% next year -- pretty good for a conservative holding. It pays a great dividend backed by a payout ratio of 30%. We would buy this with a $28 top-loss looking to achieve $45 -- 30% upside. Yield 3.56% (Analysts’ price target is $44.67)
Utilities
Is 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.