Vistra stock down 25% in 2026 but analysts see up to 47% upside by 2027 on strong contracts and growth.

Vistra's stock has declined about 25% through 2026 despite strong operating results, with adjusted EBITDA up over 30% year-over-year. The drop appears to be a valuation reset amid stable wholesale power prices and recent earnings revisions. Analysts remain bullish, projecting up to 47% upside to a $217 consensus price target, driven by long-term power purchase agreements with Meta and AWS and a pending gas acquisition expected to boost 2027 earnings. One analyst even forecasts the stock could nearly double by 2027 if these contracts and acquisitions materialize as planned.

Vistra Corp trades at USD 143.25 on Pluang as of Sep 14, 2026 19:02 WIB, down 3.46% in the past day. This price is well below its 52-week high of USD 217.92, highlighting the valuation reset mentioned in the article. Despite this, the company maintains a market cap of $49.80 billion and a dividend yield of 0.62%, reflecting its stable position in the technology sector.