NRG Energy is trading 10.3% down at $124.20 after investors reacted cautiously to its second-quarter 2026 results and a new strategic update.

  • The company delivered a strong Adjusted EBITDA beat driven by the East segment and reaffirmed its full-year 2026 guidance, but missed on revenue and Adjusted EPS estimates.
  • Shares faced pressure as management detailed a pivot to a Bring Your Own Power data-center strategy, prompting profit-taking following a sharp recent rally.