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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Julien Dumoulin-Smith | Jefferies | 13 | 0% |
| Angie Storozynski | Seaport Research Partners | 10 | 20% |
| Shar Pourreza | Wells Fargo | 9 | 0% |
| Dave Arcaro | Morgan Stanley | 9 | 0% |
| Mike Sullivan | Wolfe Research | 8 | 0% |
| Carly Davenport | Goldman Sachs | 6 | 0% |
| Nick Campanella | Barclays | 6 | 0% |
| Andy Weisel | Scotiabank | 5 | 0% |
| Nick Amicucci | Evercore ISI | 4 | 0% |
| Jim West | Melius Research | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 1 | 13 | 0% |
| Wells Fargo | 2 | 11 | 0% |
| Seaport Research Partners | 1 | 10 | 20% |
| Morgan Stanley |
| 1 |
| 9 |
| 0% |
| Wolfe Research | 2 | 9 | 0% |
| Barclays | 1 | 6 | 0% |
| Evercore ISI | 2 | 6 | 0% |
| Goldman Sachs | 1 | 6 | 0% |
NRG Energy reported Q1 adjusted EPS of $1.49 with the LS Power acquisition integration underway, as mild Texas weather and Winter Storm Fern supply costs weighed on quarterly results. Management reaffirmed FY2026 financial guidance and capital allocation, while TEF generation projects tracked on schedule, data center and AI power demand surged, and the smart home business momentum accelerated with the customer base growing 9% year-over-year to 2.37 million.
Demand | Capex Investment | Pricing | Competitive Dynamics | Regulation Policy | Capital Allocation | Innovation & R&D | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 6 | 2 | 3 | 2 | 2 | ||
| 2025Q1 | 1 | 2 | 3 | 1 | 1 | 4 | ||
| 2025Q2 | 7 | 3 | 4 | 1 | 1 | 2 | 1 | |
| 2025Q3 | 6 | 4 | 6 | 3 | 3 | 1 | 2 | 1 |
| 2025Q4 | 7 | 7 | 5 | 3 | 4 | 3 | 3 | |
| 2026Q1 | 2 | 5 | 1 | 5 | 3 | 4 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 1 | 7 | 6 | 7 | 2 |
| Capex Investment | 6 | 3 | 4 | 7 | 5 | |
| Pricing | 2 | 2 | 4 | 6 | 5 | 1 |
| Competitive Dynamics | 3 | 3 | 1 | 3 | 3 | 5 |
| Regulation Policy | 2 | 1 | 3 | 4 | 3 | |
| Capital Allocation | 2 | 1 | 1 | 3 | 4 | |
| Innovation & R&D | 1 | 2 | 2 | 3 | 2 | |
| M&A | 4 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NRG NRG Energy | 7 | +19.5% | |
| VST Vistra Corp. | 8 | +9.1% |