VST Stock Underperforms Industry in the Past 3 Months: How to Play?
Vistra stock lags after a Moss Landing battery incident, but rising clean power demand, hedges and buybacks could shape the next move.
VST - Vistra Corp.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$227.78
DETAILS
HIGH:
$293.00
LOW:
$190.00
MEDIAN:
$232.00
CONSENSUS:
$227.78
UPSIDE:
38.08%
Stock News
A Peer Showdown Reveals Why Vistra Stands Out Vs. Other Major IPPs
Vistra is rated 'Buy' for its strong positioning to benefit from AI-driven power demand, particularly via nuclear and gas bridge power capabilities. VST's diverse portfolio—second-largest U.S. nuclear fleet and significant gas assets—enables both contracted stability and rapid deployment for data center needs. The company trades at an attractive EV/EBITDA of 9.65 and EV/MW of 1.5x, with the market undervaluing its nuclear and bridge power potential versus peers.
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The AI Data Center Buildout Is Accelerating, and Nuclear Could Be the Most Underowned Piece of the Puzzle
The data center buildout doesn't seem like it's about to slow down. As more firms look to step up and supply AI compute, some of which (unlike the cash-rich hyperscalers) are risking their shirts by going into debt, it feels like timing the peak in the AI boom or the beginning of an AI bubble (if there really is one) will get harder to do.
2 Favorite Monthly Durable Dividend Growth Machines To Sleep Well In Retirement
An attractive current yield, consistent dividend growth, and a monthly payout cadence make for an ideal passive income machine for retirement. I detail 2 of my favorite monthly paying dividend growth machines that combine attractive yields with consistently strong dividend growth. I share why they are also attractive in combination, as well as the risks to keep in mind.
Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.
Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE: VST) stock purchase tied to a January 16 options exercise executed by her husband, Paul Pelosi. Furthermore, recently released financial disclosures indicate that President Donald Trump bought Vistra shares on February... Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.
4 Elite Stocks I'd Buy For The Buildout Of A Lifetime
AI-driven power demand is creating a secular growth story for energy and power infrastructure, shifting market leadership from semiconductors to energy and metals. Williams Companies, EQT Corp., Vistra Corp., and NextEra Energy are positioned at critical points in the AI power supply chain. WMB and EQT benefit from rising natural gas demand; VST leverages wholesale power pricing and Texas data center growth; NEE offers regulated utility dividend growth and data center partnerships.
Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year.
Everyone's talking about Vistra (NYSE:VST | VST Price Prediction) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand.
This May Be My Favorite 9% Yield + Growth Dividend Combo
Vistra and MPLX offer a compelling dividend combo, balancing high growth and high yield in the AI-driven energy landscape. VST benefits from accelerating earnings, robust cash flow, and secular demand for reliable power, with significant upside potential from AI and data center growth. MPLX delivers an 8.8% yield, strong distribution growth, and exposure to high-demand natural gas regions, supporting consistent mid-single-digit income growth.
Best AI Energy Stocks to Buy Now Down 30%: CEG, VST
Two great long-term AI energy stocks--Vistra and Constellation--to buy now in May, down 30% or more and hold forever.
Looking for Nuclear Stock Exposure? Use This Zacks Tool
Nuclear energy stands at the cusp of the global push for a low-carbon, greener, and more resilient energy future.
Is Trending Stock Vistra Corp. (VST) a Buy Now?
Vistra (VST) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Vistra: Locked Into A Virtuous Cycle
Vistra remains a BUY, positioned as a long-term compounder with over 30% EPS growth projected through 2028. VST's growth is driven by rising AI/data center power demand, disciplined asset acquisitions, and a commercial strategy focused on margin visibility via hedging. Recent acquisitions, including Cogentrix, will expand capacity by 20% through 2027 and boost dispatch rates and GWh sold by 24%.
Vistra: Don't Underestimate The Nuclear Energy Potential
Since I last checked on power producer Vistra in December 2025, its price has expectedly underwhelmed. But given the developments since, I believe the markets are underpricing the promising stock. Its power purchase agreements with Amazon and Meta for the provision of nuclear energy alone imply the possible growth potential, not to mention the possibility of a premium on market valuations. The company's expansion of gas assets with the purchase of Cogentrix Energy, after it bought Lotus Infrastructure Partners' gas assets last year, also works in its favor.
The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why
Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world's biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of... The AI Data Center Backlash Is Growing. Kevin O'Leary's $1 Billion Stratos Project Reveals Why
Vistra Q1 Earnings Beat Estimates as Hedging Fortifies Visibility
VST beats Q1 EPS and revenue estimates as capacity prices jump; hedging nearly all 2026 volumes lifts visibility.
AI Has A Power Problem, And Vistra Owns The Answer
I am rating Vistra a Strong Buy because AI is turning electricity into a scarce asset and Vistra owns the kind of dispatchable power portfolio that data centers need. The key growth drivers are AI-driven data center demand, PJM nuclear scarcity, ERCOT load growth and Cogentrix gas acquisition. These drivers should lift EBITDA by $500Mn. My Price Target is $220 and is based on using a 12x EV/EBITDA multiple and $8.1Bn of 2027 EBITDA. This represents a 48% potential upside.
Vistra Corp. (VST) is a Top-Ranked Value Stock: Should You Buy?
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
BlackRock's Larry Fink Says AI Is Creating a New Trillion Dollar Asset Class — And Trump's Policies May Accelerate It
Artificial intelligence has already reshaped the stock market.
Vistra (VST) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Vistra (VST) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Price Targets
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
Vistra price target raised to $233 from $230 at UBS
$233.00
(was $174.57)
William Appicelli
·
UBS
Vistra Energy (VST) PT Raised to $244 at BMO Capital
$244.00
(was $166.37)
James Thalacker
·
BMO Capital
Vistra price target lowered to $232 from $238 at Seaport Research
$232.00
(was $166.80)
Seaport Global
Vistra Energy (VST) PT Lowered to $230 at BMO Capital
$230.00
(was $162.93)
James Thalacker
·
BMO Capital
Vistra price target raised to $228 from $225 at Morgan Stanley
$228.00
(was $172.72)
David Arcaro
·
Morgan Stanley
Vistra initiated with an Overweight at KeyBanc
$217.00
(was $175.14)
KeyBanc
Vistra price target raised to $225 from $223 at Morgan Stanley
$225.00
(was $176.40)
Morgan Stanley
Vistra initiated with an Overweight at Wells Fargo
$238.00
(was $199.30)
Wells Fargo
Vistra price target raised to $242 from $220 at Seaport Research
$242.00
(was $202.72)
Seaport Global