Vistra Corp., a major U.S. independent power producer, shows strong adjusted EBITDA growth but faces declining sales and rising operating costs. Its valuation improved with a price-to-earnings ratio dropping from 76x to 23.8x, though price-to-book remains high at 15x. Key growth drivers include the Cogentrix acquisition, nuclear power deals with AWS and Meta, and a new AI partnership with Nvidia. Despite promising long-term prospects in data centers and nuclear energy, near-term risks and margin volatility suggest investors should wait before upgrading Vistra to a buy recommendation.
Vistra Corp reported Q3 earnings per share of $1.68, below the expected $2.43, and revenue of $5 billion, missing the $5.46 billion forecast. The shortfall was mainly caused by a $472 million unrealized loss from commodity hedges. Despite this, Vistr...
Vistra Corp. reported a net income of $305 million for Q2 2026, with a 30% increase in ongoing operations adjusted EBITDA to $1.767 billion compared to the same period last year. The company reaffirmed its 2026 guidance for adjusted EBITDA between $6...
Eaton is emerging as a key beneficiary of the growing AI infrastructure buildout, driven by increased demand for data center and power equipment. Its Electrical Americas segment reported a 16% revenue growth in 2025 and a 31% year-over-year backlog i...
