10:45 AM EDT, 05/12/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

NRG Energy ( NRG ) reported Q1 EPS of $3.61, significantly exceeding consensus of $1.77, while adjusted EBITDA margin expanded to 13.1% from 11.7% Y/Y, driven by favorable weather and improved plant performance. Vivint Smart Home showed healthy metrics with 6% customer growth and 4% increase in monthly recurring service margin per customer. The company revealed a significant ~$12B acquisition from LS Power that will double its natural gas generation portfolio by adding 13 GW capacity, as well as 6 GW of commercial/industrial virtual power plant capacity. Management raised the long-term adjusted EPS growth target to ~14% CAGR through 2029 from a 2025 base, while maintaining the 7%-9% long-term dividend growth target and a commitment to ~$1B annual share repurchases as the company repays acquisition-related debt over the next 2-3 years. Assuming approval, the acquisition positions NRG as one of the largest U.S. natural gas generators, providing opportunities to capitalize on rising power demand trends, in our view.