Vistra's stock underperforms but growth potential rises with nuclear deals and gas asset expansion

Since December 2025, Vistra's stock price has declined by 8%, underperforming expectations. However, the company shows promising growth potential through power purchase agreements with Amazon and Meta for nuclear energy, and expansion of gas assets via acquisitions like Cogentrix Energy. Improved market valuations and upward earnings revisions also support a more optimistic outlook for Vistra's future performance.