From Nasdaq: 2025-02-24 11:37:41

Vistra Corp. is a leading integrated retail electricity and power generation company with a market cap of $51.2 billion. Their stock has outperformed the S&P 500, gaining 225.8% in the past year. VST’s gains also surpass the iShares U.S. Utilities ETF by a significant margin.

The surge in energy demand from data centers has propelled Vistra’s stock rally. With strategic investments in clean power generation, Vistra is a strong player in the utility space. Large companies like Microsoft and Amazon turning to nuclear power for energy needs further boost Vistra’s potential in the AI demand boom.

Vistra reported Q3 results with revenue at $6.3 billion, up 53.9% YoY. Full-year adjusted EBITDA expected to be $4.9-5.1 billion. Analysts project EPS to grow 95% to $7 for the current fiscal year. Among 12 analysts covering VST, consensus is a “Strong Buy.”

Morgan Stanley analyst David Arcaro maintained a “Buy” rating on Vistra with a price target of $173, implying a potential upside of 15%. Mean price target of $191.83 represents a 27.5% premium to current levels. Street-high price target of $231 suggests a 53.5% upside potential.



Read more at Nasdaq: Are Wall Street Analysts Bullish on Vistra Stock?