NRG Energy, Inc. - $NRG
6 months ago
Pacific Northwest Edge
"NRG (pass): Becoming power grid backbone with 26GW capacity post-LS Power acquisition (19.5% of US households). Reliable coal/gas generation vs unreliable renewables. $1B annual buybacks planned but concerning 2023 negative operating cash flow while still buying back $1.17B stock. P/E 26x already prices in future growth. PASS."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
NRG Energy, Inc. - $NRG
Source:
Pacific Northwest Edge
Published:
June 27, 2025
Idea Type:
Stock Idea