Added to YB: 2026-05-19
Pitch date: 2026-05-16
VST [neutral]
Vistra Corp.
-3.09%
current return
Author Info
No bio for this author
Company Info
Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company in the United States.
Market Cap
$47.1B
Pitch Price
$139.00
Price Target
N/A
Dividend
0.65%
EV/EBITDA
10.14
P/E
23.58
EV/Sales
3.54
Sector
Independent Power and Renewable Electricity Producers
Category
growth
$VST (Vistra Corp) 2026 Q1 Earnings Report Post-Report Retracement
VST (earnings): Q1 EPS $2.87 vs $0.46 YoY, rev $5.64B (+43.4% YoY), net income >$1B, adj EBITDA $1.494B. Reaffirmed 2026 guide $6.8-7.6B EBITDA. 98% of 2026 generation hedged, insulating from price volatility. Acquired Cogentrix (5,500MW gas) for AI/data center 24/7 baseload power demand. Returned $600M via buybacks/dividends. Stock down post-ER despite strong results due to high debt concerns, but mgmt bought back ~30% shares showing confidence in AI power supercycle thesis.
Read full article (3 min)