Vistra has significantly expanded its energy portfolio by securing 20-year nuclear power agreements with Meta and AWS, acquiring thousands of megawatts of natural gas generation, and committing $1 billion to an AI infrastructure venture with NVIDIA and KKR. These moves position Vistra as a major multi-asset power platform spanning nuclear, gas, and solar, anchored by hyperscaler customers. The company’s recent acquisitions and contracts aim to meet growing demand in key U.S. regions and support long-term nuclear plant operations. Investors should watch for upcoming guidance updates that will incorporate these new assets and contracts, though risks remain from debt levels and integration challenges.
Vistra is rated Buy at $152 following a 12% price pullback, improved EBITDA, and a positive outlook driven by growing electricity demand in key US markets like ERCOT and PJM. The company's value is supported by demand from data centers, electrificati...
Vistra Corp. (VST) is expected to see significant growth with a fair value estimate of $231 per share, implying a 60% upside from current levels. The company's diverse energy generation assets, strong demand from data centers, and key acquisitions in...
Vistra Corp. is positioned for strong financial performance with an expected adjusted EBITDA of $7.6B–$8.3B in FY2027, supported by its diverse power assets and partnerships in AI-driven data centers. While moratoriums create some regulatory uncertai...
Vistra Corp. is rated a Buy at $151.72 per share with a conservative fair value estimate of $161 based on its core operations. The company's integrated retail and generation model, along with extensive hedging and capacity revenues, provide earnings ...
Vistra's stock has declined steadily in 2026 despite bullish Wall Street price targets, currently trading at $151.72 with an average target of $217.42, implying a 43% upside. Scotiabank is particularly optimistic, setting a $298 target, suggesting ne...
