Morgan Stanley cuts NRG Energy stock target from USD 162.00 to USD 159.00

Published on 10/05/2026 at 11:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

NRG Energy revenue hit USD 7.48 billion in the second quarter, up 11.00 percent. NRG Energy stock costs EUR 85.05 on October 5, 2026 versus EUR 84.63.

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NRG Energy (ISIN US6293775085) was trading at EUR 85.05 at Lang & Schwarz on October 5, 2026 at 11:00 a.m. CEST, up 0.50 percent versus the prior close of EUR 84.63. Morgan Stanley cut its NRG Energy price target from USD 162.00 to USD 159.00 on September 18, 2026, while maintaining an Equal-weight rating, as MarketBeat reported.

Second-quarter revenue rises

NRG reported USD 7.48 billion in revenue for the second quarter of 2026, an 11.00 percent year-over-year increase, according to Financial Report Insights. The same report said GAAP net income reached USD 506.00 million and diluted earnings per share were USD 2.31 in the quarter.

The earnings picture also contains a pressure point. MarketBeat reported adjusted earnings of USD 1.49 per share against a USD 1.69 consensus estimate for the latest quarter, a USD 0.20 shortfall. NRG maintained fiscal 2026 adjusted earnings guidance of USD 7.90-9.90 per share.

Analyst targets stay divided

Morgan Stanley's USD 159.00 target contrasts with the broader analyst picture. MarketBeat said 15 analysts produced a Moderate Buy consensus, with 10 Buy ratings, four Holds and one Strong Buy, alongside an average 12-month target of USD 198.21. The split matters because the revenue increase and full-year guidance remain constructive, while the adjusted earnings miss gives cautious analysts a reason to resist higher targets.

Stock remains below yearly high

NRG Energy trades on the NYSE, where the October 2, 2026 close was USD 95.23, according to Yahoo Finance. The same quote page showed a 52-week range of USD 93.36 to USD 189.96 and market capitalization of USD 20.0 billion, leaving the primary-exchange share price near its yearly low even as the euro quote moved higher on October 5.

Trading view for NRG stock

At Lang & Schwarz, NRG Energy stock was trading at EUR 85.05 on October 5, 2026 at 11:00 a.m. CEST, versus the prior close of EUR 84.63 and a daily change of plus 0.50 percent. The further course of trading is shown by the continuously updated real-time quote of NRG Energy stock.