Vistra: Nuclear Deals And AI Demand Support Growth; Risks Remain [Seeking Alpha]
Vistra Corp. (VST)
Last vistra corp. earnings: 5/3 06:30 am
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US:NYSE Investor Relations:
investor.vistraenergy.com/investor-relations/overview/default.aspx
Company Research
Source: Seeking Alpha
VST's earnings outlook is strong, with 2026 revenue estimates at $22.7B, EPS rising to $11.22, and over 60% of EBITDA secured by contracts. Long-term nuclear PPAs with Meta and Amazon lock in mid-to-high teen returns, supporting stable cash flows and potential 25% FCF accretion. The Cogentrix acquisition and aggressive capital allocation could drive incremental growth, but operational, regulatory, and integration risks remain material. Michael Nosek/iStock via Getty Images Vistra Corp. ( VST ) has had a messy year. A lot has changed: operations, rules, and how they spend money, all shifting around fast. The stock has dropped ~15.5% since the last “ Nearly half of 2026 EBITDA will be secured by retail and PPA deals, making VST's earnings more predictable and less exposed to market volatility. Management expects Cogentrix to deliver mid-single-digit FCF per share accretion in 2027 and high single-digit accretion on average from 2027-2029, supporting incremental growth. VS
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VST
News
- Citi's top large-cap stocks with positive ROE trends [Seeking Alpha]Seeking Alpha
- Vistra (VST) Up Slightly After Jim Cramer Warned Against Getting Too Greedy [Yahoo! Finance]Yahoo! Finance
- Vistra Corp. (VST) Loses 12.6% Ahead of Dividends [Yahoo! Finance]Yahoo! Finance
- Vistra (VST) had its price target raised by JPMorgan Chase & Co. from $239.00 to $240.00. They now have an "overweight" rating on the stock.MarketBeat
- Vistra Corp. (VST) is Attracting Investor Attention: Here is What You Should Know [Yahoo! Finance]Yahoo! Finance
VST
Sec Filings
- 3/18/26 - Form ARS
- 3/18/26 - Form DEFA14A
- 3/18/26 - Form DEF
- VST's page on the SEC website