Vistra set for 30% EPS growth through 2028, driven by AI/data center demand and strategic acquisitions.

Vistra is positioned as a strong long-term investment with projected earnings per share (EPS) growth exceeding 30% through 2028. This growth is fueled by increasing demand for power in AI and data centers, disciplined asset acquisitions like Cogentrix, and a commercial strategy that emphasizes margin stability through hedging. The recent acquisition will expand Vistra's capacity by 20% through 2027 and increase power dispatch and sales by 24%. The stock valuation suggests a 40% upside to a $204 target, with potential for further gains if data center expansion continues as expected.