Vistra Corp. is rated a Strong Buy due to rising electricity demand driven by AI data centers and power scarcity in key markets like PJM and ERCOT. The company’s dispatchable power assets position it well to benefit from this trend, with expected EBITDA growth of $500 million by 2027. The price target of $220 reflects a 48% upside based on a 12x EV/EBITDA multiple. Regulatory risks in PJM/ERCOT could impact timing or pricing but the overall outlook remains positive.
Vistra is positioned as a strong long-term investment with projected earnings per share (EPS) growth exceeding 30% through 2028. This growth is fueled by increasing demand for power in AI and data centers, disciplined asset acquisitions like Cogentri...
Since December 2025, Vistra's stock price has declined by 8%, underperforming expectations. However, the company shows promising growth potential through power purchase agreements with Amazon and Meta for nuclear energy, and expansion of gas assets v...
