Vistra
VST
Market cap $66.2B

195.30 USD

+5.22

2.75%

Updated Aug 26, 3:26 PM EDT

1 day

2.75%

5 days

2.25%

1 month

-0.30%

3 months

19.19%

6 months

31.79%

Year to date

30.50%

1 year

130.09%

5 years

941.04%

10 years

1,189.11%

About: Vistra Energy is one of the largest power producers and retail energy providers in the US. Following the 2024 Energy Harbor acquisition, Vistra owns 41 gigawatts of nuclear, coal, natural gas, solar, and energy storage assets. The proposed Lotus Partners acquisition would add 2.6 GW of natural gas generation. Its retail electricity business serves 5 million customers in 20 states, including almost a third of all Texas electricity consumers. Vistra emerged from the Energy Future Holdings bankruptcy as a stand-alone entity in 2016. It acquired Dynegy in 2018.

Employees: 6,850

Utilities Independent Power Producers

0

Funds holding %

of 7,433 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

148% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 111

77% more capital invested

Capital invested by funds: $31.6B [Q1] → $55.7B (+$24.2B) [Q2]

53% more funds holding in top 10

Funds holding in top 10: 43 [Q1] → 66 (+23) [Q2]

27% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 385

13% more funds holding

Funds holding: 1,100 [Q1] → 1,245 (+145) [Q2]

5.8% more ownership

Funds ownership: 78.98% [Q1] → 84.78% (+5.8%) [Q2]

14% less call options, than puts

Call options by funds: $2.41B | Put options by funds: $2.81B

See Fund Rankings

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$186

5%

downside

Avg. target

$218

12%

upside

High target

$241

23%

upside

5 analyst ratings

4 positive

80%

1 neutral

20%

0 negative

0%

Goldman Sachs Carly Davenport	4%upside $203	Neutral Maintained	13 Aug 2025
BMO Capital James Thalacker	17%upside $229	Outperform Maintained	12 Aug 2025
Jefferies Julien Dumoulin-Smith	23%upside $241	Buy Maintained	8 Aug 2025
UBS William Appicelli	18%upside $230	Buy Maintained	25 Jul 2025
Morgan Stanley Stephen Byrd	5%downside $186	Overweight Maintained	18 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 34 articles about VST published over the past 30 days

Zacks Investment Research

VST Stock Outperforms Industry in the Past Six Months: How to Play?

Vistra's 33.6% six-month surge outpaces utilities, fueled by clean power growth, nuclear edge, and shareholder returns.

VST Stock Outperforms Industry in the Past Six Months: How to Play?

Investors Business Daily

Nuclear Stocks Not Immune To AI-Led Stock Market Retreat

Nuclear-related stocks were on pace for a weekly decline amid the broader AI-stock market pause.

Nuclear Stocks Not Immune To AI-Led Stock Market Retreat

The Motley Fool

Why Did Vistra Stock Drop Today?

Shares of Vistra (VST -1.38%), the diversified electric utility that uses everything from coal to solar to nuclear to supply power to its customers, plunged 5% in early trading Wednesday before turning around and recovering much of its loss.

Why Did Vistra Stock Drop Today?

AI Is Ushering in a ‘Power Revolution.' Buy These 5 Energy Stocks, Melius Says.

Independent power producers like Constellation Energy and Vistra are well-positioned to benefit from the AI boom, the analysts said.

AI Is Ushering in a ‘Power Revolution.' Buy These 5 Energy Stocks, Melius Says.

Vistra Corp: AI Boom And Growth Outlook, Fair Value At $181

Vistra's strong Q2 results, guidance on growth prospects, and AI-driven demand boom supported recent share price. Record PJM auction price and expansion of natural gas fleet enhance near-term earnings visibility. Quarterly results were highlighted by +12% in EPS, +10.5% in revenue, and adjusted 2025 EBITDA guidance of $5.5-6.1bn (-2.5% to +8% YOY). I would throw cold water on optimistic sentiment, as policy uncertainty beyond 2027 and Vistra's low renewable share could limit ability to secure PPAs tied to carbon neutral.

Vistra Corp: AI Boom And Growth Outlook, Fair Value At $181

Schaeffers Research

Vistra Stock Could Chart Path Back to Record Highs

Vistra Corp (NYSE:VST) stock is up 0.6% to trade at $198.53 at last check, not too far off from its Aug. 5 all-time high of $216.85.

Vistra Stock Could Chart Path Back to Record Highs

Vistra Announces Dual Listing on NYSE Texas

IRVING, Texas , Aug. 18, 2025 /PRNewswire/ -- Vistra (NYSE: VST) today announced the dual listing of its common stock, effective Aug. 19, on NYSE Texas, the newly launched fully electronic equities exchange headquartered in Dallas. "We are pleased to join NYSE Texas as a Founding Member.

Vistra Announces Dual Listing on NYSE Texas

Vistra: Growth And Profitability Tailwinds Meet Bullish Market Positioning

Vistra is a quality growth and profitability play, not a deep-value bargain, with strong fundamentals and sector-leading efficiency supporting its fair valuation. Options and market positioning are bullish, with positive gamma, call-heavy open interest, and dark pool accumulation signaling stability and upward bias. Key risks include regulatory changes, clean energy transition challenges, operational incidents, and increased leverage, but these are manageable if execution remains strong.

Vistra: Growth And Profitability Tailwinds Meet Bullish Market Positioning

Hold On Vistra Corp. After Q2 2025 Earnings As Market Prices In Perfect Execution

Vistra's growth strategy is robust, with major acquisitions and nuclear license extensions supporting strong EBITDA targets through 2026. The stock price already reflects high expectations, trading at a premium multiple well above utility sector norms, leaving little margin for error. Operational risks, high debt, and integration challenges could quickly impact valuation if any setbacks occur, given the current lofty share price.

Hold On Vistra Corp. After Q2 2025 Earnings As Market Prices In Perfect Execution

Vistra Corp: A Key Energy Player In AI Value Chain

I rate Vistra Corp (VST) a Buy due to AI-driven power demand, robust fundamentals, and significant growth opportunities in the evolving energy landscape. VST benefits directly from surging data center and semiconductor fab electricity needs, as hyperscalers ramp up capital investment for AI and cloud projects. Strong partnerships and dispatchable generation assets, including nuclear, position VST as a reliable power supplier for tech companies seeking long-term contracts.

Vistra Corp: A Key Energy Player In AI Value Chain

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