Vistra Corp. reported record earnings for Q1 and reaffirmed its 2026 guidance, driven by strong demand from data centers and hyperscalers. The company expects Q2 results to set a new quarterly record. Vistra prioritizes share repurchases, supported by a $3 billion buyback and dividend plan alongside a 10b5-1 repurchase program. Based on 2027 EBITDA estimates and a conservative valuation multiple, Vistra's fair share value is estimated between $200 and $222.
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 ...
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...
