Added to YB: 2026-09-03
Pitch date: 2026-09-02
VST [neutral]
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
$46.1B
Pitch Price
N/A
Price Target
N/A
Dividend
0.67%
EV/EBITDA
10.33
P/E
23.42
EV/Sales
3.57
Sector
Independent Power and Renewable Electricity Producers
Category
growth
Vistra (VST) Stock Target Price Forecast & Full Valuation Analysis (September 2026)
VST (overview): Vistra is an earnings-visibility re-rating case as it shifts from mainly merchant and retail exposure toward contracted power supply. Meta and AWS agreements cover roughly 3.8 GW of nuclear capacity, while Ongoing Operations Adjusted EBITDA rose from $2.0B in 2021 to $5.9B in 2025 and 2026 guidance centers on $7.2B. At 11.4x EV/EBITDA, upside depends on de-risking 2027-2028 earnings; heavy capital spending, weak free-cash-flow conversion and $20.5B of net debt remain key concerns.
Read full article (5 min)