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Stock impact report

Mixed Analyst Sentiment on Vistra (VST) Amid Increasing Regulatory Risk and Long-Term Contract Wins [Yahoo! Finance]

Vistra Corp. (VST) 
Last vistra corp. earnings: 5/3 06:30 am Check Earnings Report
Company Research Source: Yahoo! Finance
On January 15, 2026, Jefferies stated that it is seeing heightened regulatory risk for established power producers. The cautious sentiment builds following reports of potential PJM market intervention aimed at electricity affordability and reliability. As a result of this development, Vistra Corp. (NYSE:VST)'s shares experienced a 9% decline. The firm emphasized net risk to existing assets from market intervention as a key contributor to the sharp pullback in the stock. Still, Vistra Corp. (NYSE:VST) continues to draw positive analyst attention amid operational excellence and long-term contracting. On January 12, 2026, the company announced a 20-year nuclear power purchase agreement with Meta for 2.6 GW. With this move, Vistra aims to improve long-duration, zero-carbon revenue visibility. Amid this major development, Scotiabank increased its price target to $293, while reiterating an ‘Outperform' rating, and UBS raised its target to $233 with a ‘Buy' rating. Additionally, BofA redu Show less Read more
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