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NRG Energy downgraded to Sell from Neutral at UBS

UBS analyst Ross Fowler downgraded NRG Energy (NRG) to Sell from Neutral with a price target of $30, down from $42. The company’s $5.4B acquisition of Vivint Home Solar (VVNT) is significant in scale and represents a major strategic shift for NRG and investment thesis for the stock, the analyst tells investors in a research note. Fowler cites increasing risk premium, a needed transition of the shareholder base, and uncertainties around growth profile and congruent strategy between electric/gas service and home security.

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