| NRG |
Report |
Adj. Operating EBITDA (Q2 2026) |
BEAT |
pred ~$1.25B vs. cons $1.191B |
MEDIUM |
| NRG |
Report |
Adj. Operating EPS (Q2 2026) |
BEAT |
pred ~$1.80 vs. cons $1.662 |
MEDIUM |
| NRG |
Report |
Data Center Deal Announcement |
MISS |
pred no deal vs. market pricing optionality |
LOW |
| NRG |
Guide |
Adj. EBITDA (FY 2026) |
BETTER |
guide ~$5.575B mid vs. cons $5.506B |
MEDIUM |
| NRG |
Guide |
Adj. EPS (FY 2026) |
LOWER |
guide ~$8.90 mid vs. cons $9.014 |
MEDIUM |
| NRG |
Guide |
Data Center Commentary (Qualitative) |
UNCHANGED |
reiterate urgency, no new deal |
MEDIUM |
| NRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| NRG |
Return |
5-day cumulative residual |
-4.0% (FADE) |
FADE — EPS guide below consensus triggers sell-side cuts; initial beat relief fades as market digests implicit EPS trim |
MEDIUM |