Added to YB: 2026-06-24
Pitch date: 2026-06-21
VST [bullish]
Vistra Corp.
Author Info
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Company Info
Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company in the United States.
Market Cap
$56.4B
Pitch Price
N/A
Price Target
225.00 (+42%)
Dividend
0.55%
EV/EBITDA
11.51
P/E
28.23
EV/Sales
4.02
Sector
Independent Power and Renewable Electricity Producers
Category
growth
Vistra: More AI, more electricity, more pricing
VST: Largest US competitive power gen (~50GW pro-forma) at intersection of AI data centers, reshoring & baseload scarcity. 6,400MW irreplaceable nuclear w/ 20yr AWS+Meta PPAs (3,800MW). Q1'26 record EBITDA $1.49B (+20%); 2026 guide $6.8-7.6B at ~5.5-6x vs Constellation 9-12x. Stock ~35% below 52wk high, consensus PT $225 (range to $320). Investment Grade upgrade, $1.5B buyback. Risks: Cogentrix close, PJM capacity caps, hyperscaler capex, nuclear ops, rates.
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