Texas's new moratorium on data center approvals threatens to delay billions in AI infrastructure investment, impacting companies like Vistra and Vertiv differently. Vistra, which generates electricity for data centers mainly in Texas, saw its shares drop 32.4% over the past year despite a 50% rise in quarterly earnings, reflecting investor concerns about future demand amid regulatory uncertainty. Vertiv, which supplies power and cooling equipment globally, reported strong revenue growth and order increases, benefiting from geographic diversification. The key investor question is whether Texas restrictions will be temporary or lead to permanent shifts in data center locations, affecting Vistra more than Vertiv due to their differing business models.
As of Nov 08, 2026 06:41 WIB, Vistra (VST) trades at USD 124.80, recovering with a 10.55% gain on the day but still far below its 52-week high of USD 191.00. In contrast, Vertiv (VRT) is priced higher at USD 182.86, up 3.47% today, yet also well below its 52-week peak of USD 376.23. Pluang data shows a strong sell sentiment for Vistra with 82% of orders to sell, while Vertiv sees 100% buy orders, highlighting differing investor confidence amid the Texas data center freeze news.
Vistra reported a strong Q3 with adjusted EBITDA up 50% to $2.38 billion and raised its 2026 earnings guidance to $7.1-$7.5 billion. Despite solid fundamentals and 98% of its 2027 electricity generation hedged, Vistra's shares have dropped 25% year-t...
Vistra Corp. reported a strong Q3 2026 with net income of $1.14 billion and over 50% growth in ongoing operations adjusted EBITDA to $2.38 billion, driven by higher energy prices and new assets. The company raised its 2026 EBITDA guidance midpoint to...
Vistra Corp. is moving from volatile merchant power revenue to more predictable earnings through long-term power purchase agreements and capacity auctions. The company projects a 21.8% year-over-year adjusted EBITDA growth by 2026, with additional up...
Vistra's stock dropped 25% this year, hitting a 52-week low due to concerns over low Texas power prices and a moratorium on data center approvals. Despite this, Wall Street remains optimistic, with analysts forecasting up to 110% returns driven by lo...
Democrats' midterm wins led to concerns over a moratorium on new data center construction, especially in Texas where 30% of projects are planned. This has caused a selloff in stocks tied to AI infrastructure, particularly power and cooling companies ...
