Vistra

VST

Market cap $51.9B

High Oil Prices Are Doing What Policy Never Could: It Is Making For Winning Comeback Stories

Vistra: A Buy On AI Demand, Nuclear Power, And Strong Cash Flow

The defensive utility trade is breaking. With the 10-year Treasury yield at 4.45% and near the 91.1 percentile of its trailing 12-month range, the “bond proxy” argument that long anchored retirement portfolios in regulated power names has lost its math.

The smartest technology analyst you've probably never heard of just published a presentation that reframes the entire AI investment thesis — and if you're still thinking about this as a software story, you're already behind.

VST and TLN's clean-power fleets are vying to serve AI data centers' 24/7 load and expanding their clean energy generation portfolio.

Recently, Zacks.com users have been paying close attention to Vistra (VST). This makes it worthwhile to examine what the stock has in store.

GE Vernova and Vistra are benefiting from soaring electricity demand. Nextpower's backlog is growing as more companies upgrade their solar energy systems.

Vistra stock lags after a Moss Landing battery incident, but rising clean power demand, hedges and buybacks could shape the next move.

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.

The Southern Company is a well-established, proven player in the utilities business. Brookfield Renewable is being built from the ground up to provide industry-leading dividend growth.