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-to-date and fell nearly 14% after Democrats won key governorships. The political risk is considered overstated and unlikely to significantly affect the company soon. Vistra trades at a discount compared to peers, with an attractive free cash flow yield of about 11%.
Vistra's market cap stands at $42.31 billion as of November 7, 2026, 19:11 WIB, with a dividend yield of 0.74%. On Pluang, the stock price is USD 124.80, showing a strong 1-day gain of 10.55%, while trading volume reached 12,501,439 shares. This trading activity reflects notable investor interest shortly after the company's positive Q3 report and raised earnings guidance.
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 ...
Energy stocks, including major players like Vistra and Constellation Energy, dropped significantly following the Democratic sweep in the midterm elections. Investors fear increased regulation on the energy sector and a potential slowdown in data-cent...
