Dec 31, 2025 • Insider Monkey
SOMEWHAT-BULLISH
Sunrun (RUN) Price Target Raised Amid ‘Compelling’ Partnership with NRG Energy
Clear Street has increased its price target for Sunrun Inc. (NASDAQ: RUN) to $23 from $21, maintaining a 'Buy' rating due to a significant partnership with NRG Energy and success with new homebuilders. This collaboration, announced on December 16, integrates Sunrun's solar-plus-storage systems with NRG Energy's optimized rate plans, allowing customers to contribute power to Texas's electric grid. Sunrun, America's leading clean energy subscription service, is projected to see an 8% increase in its FY2027 cash generation forecast, reaching $565 million.
Dec 31, 2025 • Yahoo Finance
SOMEWHAT-BULLISH
Sunrun (RUN) Price Target Raised Amid ‘Compelling’ Partnership with NRG Energy
Clear Street raised Sunrun Inc.'s (NASDAQ: RUN) price target from $21 to $23, maintaining a 'Buy' rating due to a "compelling" partnership with NRG Energy and success with new homebuilders. This partnership combines Sunrun's solar-plus-storage systems with NRG Energy's Reliant retail electricity provider, allowing customers to supply power to Texas's grid. The company's cash generation forecast for FY2027 was increased by 8% to $565 million, following six consecutive quarters of positive cash flow.
Dec 31, 2025 • ts2.tech
NEUTRAL
Constellation Energy stock slips today as Calpine deal steps and nuclear AI demand stay in focus
Constellation Energy (CEG) stock slipped notably on Tuesday, closing down 0.4% at $357.12, as investors focus on its pending $26.6 billion acquisition of Calpine and the increasing demand for nuclear power driven by AI data centers. The company faces regulatory hurdles requiring divestitures for the Calpine deal and is leveraging long-term power purchase agreements, like the one with Microsoft, to capitalize on nuclear energy's role in addressing growing electricity needs. Investors are keenly watching for updates on the Calpine deal's closing mechanics and the upcoming earnings report estimated for February 17, 2026.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
NRG Energy Inc. Stock Is Going Off – But Is It Actually Worth Your Money?
NRG Energy Inc. stock has seen significant price appreciation and offers a strong dividend, attracting attention from various investor groups, including momentum traders and dividend hunters. While its financial performance and shareholder returns appear strong, the article advises caution due to potential risks like regulation, extreme weather events, and the ongoing energy transition. Investors considering NRG Energy Inc. should weigh these factors to determine if it aligns with their risk tolerance and investment strategy.
Dec 30, 2025 • AD HOC NEWS
BULLISH
NRG Energy Inc. Stock Powers Ahead as Wall Street Re-Rates the Utility Turnaround Story
NRG Energy Inc. has transformed from a traditional utility into a high-beta cash machine, with its stock significantly outperforming the utilities sector and the S&P 500. This shift is attributed to an aggressive capital return strategy and a focus on cash flow, leading to improved earnings visibility and increased capital returns. Wall Street consensus is now largely positive, with analysts upgrading the stock and raising price targets, as the company is seen as a hybrid with strong free cash flow potential.
Dec 30, 2025 • Yahoo! Finance Canada
NEUTRAL
Is NRG Energy, Inc.'s (NYSE:NRG) 73% ROE Better Than Average?
This article analyzes NRG Energy, Inc.'s (NYSE:NRG) Return On Equity (ROE), which stands at an impressive 73%. While this is significantly higher than the industry average, the report highlights that NRG's high ROE is largely boosted by its substantial debt-to-equity ratio of 6.05, suggesting an extensive use of debt to enhance returns. Investors are advised to consider debt levels and growth prospects alongside ROE when evaluating a company.