Vistra Won't Stop Declining in 2026: Why Does This Prominent Wall Street Firm Expect 120% Returns?
Vistra has shed nearly 30% over the past year while one prominent Wall Street firm just slapped a target on it that implies triple-digit gains.
VST - Vistra Corp.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$219.42
DETAILS
HIGH:
$298.00
LOW:
$169.00
MEDIAN:
$211.00
CONSENSUS:
$219.42
UPSIDE:
60.06%
Stock News
Financial Contrast: Vistra (NYSE:VST) versus Powertap Hydrogen Capital (OTCMKTS:MOTNF)
Powertap Hydrogen Capital (OTCMKTS:MOTNF - Get Free Report) and Vistra (NYSE: VST - Get Free Report) are both utilities companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, risk, profitability, institutional ownership, analyst recommendations, earnings and valuation. Profitability This table compares Powertap Hydrogen Capital and
Vistra Stock Sits 37% Below Its High While Power Demand Keeps Climbing. Should You Buy It?
Vistra's second-quarter adjusted EBITDA from ongoing operations rose 31% year over year to $1.77 billion. The company has 20-year power agreements with Amazon Web Services and Meta covering more than 3,800 megawatts of nuclear capacity.
GE Vernova vs. Vistra: The AI Power Stock to Buy Now for 2026 and Beyond
GE Vernova provides global energy infrastructure and helps generate a quarter of the world's electricity. Vistra combines a massive retail electricity business with a large-scale power generation fleet.
Elon Musk’s 15-Gigawatt Warning Points to a Very Different Set of AI Winners in 2027
Elon Musk just put a number on the AI bottleneck that Goldman Sachs and Morgan Stanley have been quietly flagging for months, and it points to a very different group of winners than the ones dominating every investor conversation right now.
Peter Thiel's Fund Reported Zero Stocks for 2 Straight Quarters. Its $419 Million Comeback Put 72% Into Energy and Power.
The fund reported nothing for six months. Its comeback filing lists one tech stock and seven energy bets.
VST Stock Underperforms Industry in the Past 6 Months: Buy or Hold?
Vistra's discounted valuation, strong ROE and capital returns offset earnings estimate cuts, debt and power-price risks after a six-month stock decline.
Vistra: The Market Is Pricing The Power Shortage, But Not The Contracted Earnings Upgrade
Vistra is evolving from a cyclical merchant generator to a diversified, contract-driven energy platform with improved earnings visibility. Long-term nuclear contracts with AWS and Meta, plus the Cogentrix acquisition, are expected to drive nearly half of VST's EBITDA and support capital investment. My base case targets $8.1B adjusted EBITDA and a 10.5% FCFbG yield, implying a value of ~$180/share and supporting a Buy rating.
Peter Thiel's $418 Million Bet On These 8 Companies Reveals AI's Biggest Bottleneck
Thiel Macro LLC resurfaced in mid-August with a $418.7 million book spread across exactly eight positions as of June 30, 2026, according to 13f.info's rendering of the filing.
Vistra Is the Quietest Big Winner of the AI Power Boom. Here's Why.
Goldman Sachs forecasts that U.S. data center power demand will double by 2027, creating opportunities for independent power producers like Vistra. Vistra sells power to wholesale markets, allowing it to capitalize on growing electricity demand.
Constellation Energy vs. Vistra: Who Leads the AI Power Revenue Race?
Constellation Energy shows steadier, stronger revenue growth with consistent year-over-year gains, whereas Vistra's growth is slower and choppier. The dominant trend in recent quarters reveals that both companies have navigated significant volatility, but Constellation's revenue base is larger.
Nvidia Chip-Filled Data Centers Need More Power Than Any Utility Can Promise. Here's Who Actually Wins.
Modern data centers powered by advanced Nvidia chips require significantly more power compared to traditional setups. Technology companies have signed some major long-term power purchase agreements with independent power producers.
BlackRock Inc. Makes New $4.61 Billion Investment in Vistra Corp. $VST
BlackRock Inc. bought a new position in Vistra Corp. (NYSE: VST) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 29,064,465 shares of the company's stock, valued at approximately $4,610,496,000. BlackRock Inc. owned approximately 8.62% of Vistra at the end of the
Contrasting Spark Power Group (OTCMKTS:SKPGF) and Vistra (NYSE:VST)
Vistra (NYSE: VST - Get Free Report) and Spark Power Group (OTCMKTS:SKPGF - Get Free Report) are both utilities companies, but which is the better stock? We will contrast the two businesses based on the strength of their dividends, profitability, risk, analyst recommendations, valuation, earnings and institutional ownership. Institutional and Insider Ownership 90.9% of Vistra shares
6,650 Shares in Vistra Corp. $VST Bought by Aljian Capital Management LLC
Aljian Capital Management LLC purchased a new stake in shares of Vistra Corp. (NYSE: VST) in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 6,650 shares of the company's stock, valued at approximately $1,055,000. Other institutional investors have also recently bought and
Vistra Is Under $150. Here's Why I Think It Won't Stay That Way.
Vistra's stock surged in recent years on rising energy demand from AI data centers, but has since dropped. It boasts a diverse fleet of power generation assets across key transmission regions like PJM and ERCOT.
3 Nuclear Energy Stocks Riding the AI Power Surge in August
Artificial intelligence workloads are pulling forward a decade of electricity demand growth, and nuclear power is emerging as the always-on backbone hyperscalers actually want to buy.
Why Data Centers Are Turning Energy Stocks Into AI Plays
Energy stocks are becoming key players as data center energy demand explodes.
Bank of America Sees Bargains in These 16 Knocked-Down AI Stocks
A pullback in the AI trade has created opportunities for bargain-hunting investors, according to analysts at Bank of America.
4 Nuclear Stocks Riding the AI Power Boom Into 2027 and Beyond
Oklo recently acquired Atomic Alchemy, which will expand the company's capabilities beyond selling SMRs. As the second-largest uranium miner, Cameco is the force fueling the nuclear industry recovery.
Price Targets
Vistra initiated with an Outperform at Mizuho
$169.00
(was $136.21)
Anthony Crowdell
·
Mizuho Securities
Vistra price target lowered to $255 from $282 at BNP Paribas
$255.00
(was $141.38)
BNP Paribas
Vistra price target lowered to $206 from $209 at Goldman Sachs
$206.00
(was $147.25)
Goldman Sachs
Vistra Energy (VST) PT Lowered to $212 at Wells Fargo
$212.00
(was $140.59)
Shahriar Pourreza
·
Wells Fargo
Vistra price target lowered to $227 from $233 at UBS
$227.00
(was $150.70)
William Appicelli
·
UBS
Vistra price target raised to $298 from $293 at Scotiabank
$298.00
(was $159.22)
Scotiabank
Vistra price target lowered to $210 from $212 at Morgan Stanley
$210.00
(was $164.26)
David Arcaro
·
Morgan Stanley
Vistra initiated with an Outperform at Bernstein
$187.00
(was $158.61)
Sunaina Ocalan
·
Bernstein
Vistra price target raised to $230 from $227 at Seaport Research
$230.00
(was $153.93)
Seaport Global
Vistra price target raised to $212 from $208 at Morgan Stanley
$212.00
(was $148.51)
Morgan Stanley
Vistra Energy (VST) PT Lowered to $190 at Jefferies
$190.00
(was $144.00)
Julien Dumoulin-Smith
·
Jefferies
Vistra price target lowered to $208 from $240 at Raymond James
$208.00
(was $163.61)
Raymond James
Vistra price target lowered to $208 from $214 at Morgan Stanley
$208.00
(was $156.31)
David Arcaro
·
Morgan Stanley
Vistra Energy (VST) PT Raised to $241 at BMO Capital
$241.00
(was $172.43)
James Thalacker
·
BMO Capital
Vistra price target lowered to $215 from $227 at Morgan Stanley
$215.00
(was $171.40)
David Arcaro
·
Morgan Stanley
Vistra upgraded to Buy from Hold at Jefferies
$203.00
(was $152.97)
Julien Dumoulin-Smith
·
Jefferies
Vistra upgraded to Buy from Neutral at Goldman Sachs
$205.00
(was $143.07)
Carly Davenport
·
Goldman Sachs
Vistra price target lowered to $227 from $228 at Morgan Stanley
$227.00
(was $156.59)
Morgan Stanley
Vistra price target lowered to $236 from $238 at Wells Fargo
$236.00
(was $166.60)
Shahriar Pourreza
·
Wells Fargo
Vistra price target raised to $293 from $287 at Scotiabank
$293.00
(was $176.29)
Andrew Weisel
·
Scotiabank