Added to YB: 2026-09-16
Pitch date: 2026-04-11
VST [bullish]
Vistra Corp.
-7.72%
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
$49.8B
Pitch Price
$152.50
Price Target
217.10 (+46%)
Dividend
0.62%
EV/EBITDA
10.89
P/E
25.29
EV/Sales
3.77
Sector
Independent Power and Renewable Electricity Producers
Category
growth
Vistra Corp (NYSE: VST) by Tham Kai Rong
VST: Vistra’s integrated retail-generation portfolio and 98% total hedge coverage for 2026 underpin resilience, while 20-year Meta and AWS nuclear PPAs add visible cash flows from AI-driven demand. The $4.0B Cogentrix acquisition expands its efficient gas fleet in tight capacity markets, and nuclear tax credits support earnings. A blended valuation reaches $215.20 in five years, implying 19% upside, with commodity exposure and financing costs the principal risks.
Read full article (23 min)