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Increasing AI And Data Center Demand Will Energize Grid Flexibility

Published
08 Aug 24
Updated
18 Sep 25
AnalystConsensusTarget's Fair Value
US$221.57
9.1% undervalued intrinsic discount
18 Sep
US$201.51
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1Y
60.7%
7D
-0.3%

Author's Valuation

US$221.579.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on18 Sep 25
Fair value Increased 1.53%

Upward revisions to Vistra's price target reflect bullish sentiment driven by record PJM capacity prices, growing power demand from AI adoption and data centers, higher expected EBITDA, and regulatory tailwinds, resulting in a new analyst consensus fair value of $221.57. Analyst Commentary Bullish analysts cite record PJM capacity market prices for the 2026-2027 delivery year and a favorable shift in power market dynamics, leading to valuation upside.

Shared on08 Aug 25
Fair value Increased 13%

The consensus analyst price target for Vistra has increased to $207.22, primarily reflecting an improved net profit margin, despite a slight reduction in revenue growth forecasts. What's in the News Vistra completed the repurchase of 1,705,797 shares for $273.13 million, totaling 163,499,236 shares (39.89% of shares outstanding) bought back for $5,350 million under its ongoing buyback program.

Shared on07 May 25
Fair value Increased 13%

Shared on30 Apr 25
Fair value Decreased 1.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 0.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.052%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.79%

Shared on26 Mar 25
Fair value Increased 0.0058%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 0.43%

AnalystConsensusTarget has decreased revenue growth from 9.5% to 7.8%.