Vistra Corp.

NYSE:VST 株式レポート

時価総額：US$53.6b

Vistra 将来の成長

Future 基準チェック /46

Vistra利益と収益がそれぞれ年間24.8%と7.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に35.5% 25.9%なると予測されています。

主要情報

24.8%

収益成長率

25.89%

EPS成長率

Renewable Energy 収益成長28.5%
収益成長率7.8%
将来の株主資本利益率35.45%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • 19h

Vistra: A Strong Start To 2026, Solid EPS Growth Might Be Overlooked

Summary Vistra Corp. delivered a strong Q1 double beat, reaffirming robust FY2026 guidance and maintaining a buy rating despite recent underperformance versus the S&P 500. VST's growth profile is compelling, with 2024 EPS expected to surge over 80% and a normalized PEG ratio at just 0.41, supporting an attractive valuation. Strategic moves, including the Cogentrix acquisition and major tech PPAs, are set to drive nearly 50% of EBITDA from retail and contracted sources. VST stock's technical momentum is neutral, with resistance near $200 and support at $150; a breakout above the 200-day moving average would be a positive signal. Read the full article on Seeking Alpha
ナラティブ更新 • Apr 27

VST: Data Center Power Hype Will Pressure Meta Nuclear And Gas Deal Risks

Analysts have modestly reduced their fair value estimate for Vistra by about $3 to $145.33. This reflects slightly lower assumptions for revenue growth, profit margins and future P/E, while still largely reaffirming their broader positive research stance on the stock.
ナラティブ更新 • Apr 13

VST: Long Term Nuclear Contracts Will Support PJM Demand And Undervalued Upside

Analysts have updated their view on Vistra with a higher fair value estimate, moving from $293.00 to $318.00. They cite recent mixed but generally supportive price target adjustments and ongoing confidence in the company story across several research firms.
ナラティブ更新 • Mar 30

VST: Long-Term Data Center Nuclear Contracts Will Shape Future Power Pricing

Analysts have made a modest upward adjustment to the Vistra price target to about $234 from about $233, reflecting fine tuned expectations around revenue growth, margin assumptions, and future P/E multiples following recent research updates that highlight both positive contract wins and more cautious views on gas exposure and sector valuation. Analyst Commentary Recent research on Vistra reflects a mix of enthusiasm around new long term contracts and growth projects, alongside more careful adjustments to gas exposure and valuation multiples.
ナラティブ更新 • Mar 16

VST: Meta Nuclear Deals And Gas Acquisition Will Reshape Future Risk Profile

Vistra's analyst price target has been revised lower by about $20.94, with analysts citing updated sector-wide assumptions, tempered revenue growth outlooks, and adjustments to valuation multiples, even as they highlight solid execution, long-term contracts such as the Meta PPAs, and continued interest in gas-related opportunities. Analyst Commentary Recent Street research on Vistra shows a mix of confidence in the business model and caution around valuation, sector conditions, and deal risks.
ナラティブ更新 • Mar 02

VST: Long Term Meta Nuclear Contracts Will Anchor PJM Power Demand

Narrative Update The analyst price target for Vistra is unchanged at $293, as analysts balance modest tweaks to growth, margins and P/E assumptions with ongoing support from recent price target revisions across the Street. These revisions include reactions to new long-term Meta contracts, PJM exposure and recent gas generation deals.
ナラティブ更新 • Feb 16

VST: Long Term Meta Nuclear Contracts Will Support PJM Data Center Demand

Analysts kept their average price target for Vistra around $293, with modest tweaks to assumptions on discount rates, revenue growth, profit margins, and future P/E, reflecting mixed but generally constructive recent research updates on the company and its long term contracts and acquisitions. Analyst Commentary Recent research on Vistra has leaned constructive, with several price target adjustments and ratings actions reflecting confidence in the company’s ability to execute on long term contracts, acquisitions, and capital allocation.
ナラティブ更新 • Feb 02

VST: Long Term Meta Nuclear Agreements Will Support PJM Data Center Demand

Analysts have nudged their average price targets on Vistra higher into a range around $217 to $293, citing recent long term nuclear power agreements with Meta, as well as updated expectations for execution and market conditions as key drivers behind the recalibration. Analyst Commentary Recent Street research around Vistra reflects mixed adjustments to price targets, but the tone from several bullish analysts remains constructive.
ナラティブ更新 • Jan 19

VST: Long Term Meta Nuclear Contracts Will Support Data Center Power Demand

Analysts nudged their price target on Vistra up to $293 from $288 as they factor in stronger contracted growth from long term Meta power agreements and updated expectations for revenue, margins and future P/E multiples across the independent power producer group. Analyst Commentary Bullish analysts are largely framing the latest Vistra moves, including long term power agreements with Meta and recent generation acquisitions, as supportive for the company’s valuation and earnings power within the independent power producer peer group.
ナラティブ更新 • Jan 04

VST: Data Center Demand Will Drive Long-Term Power Pricing Upside

The analyst price target for Vistra has inched higher to approximately $233 per share from about $231, as analysts factor in a slightly lower discount rate, a modestly stronger margin outlook, and supportive sector research highlighting rising power prices and data-center-driven demand for electric utilities. Analyst Commentary Bullish analysts remain constructive on Vistra, highlighting that the combination of rising power prices, data center demand, and improving cash flows supports a premium valuation versus historical levels.
ナラティブ更新 • Dec 15

VST: Data Center Power Demand Will Drive Long-Term Cash Flow Upside

Analysts have raised their fair value estimate for Vistra to $288 from $232 per share. This reflects higher projected revenue growth and profit margins driven by accelerating data center power demand, robust pricing for thermal IPPs, and a series of supportive Overweight and Buy initiations and price target increases across the Street.
ナラティブ更新 • Dec 01

VST: Long-Term Power Deals And Buybacks Will Drive Strength Ahead

Analysts have moderately increased their price target for Vistra, raising fair value from $228.26 to $230.71 per share. This change reflects expectations for stable earnings growth and sector tailwinds, despite slightly tempered revenue outlooks.
ナラティブ更新 • Nov 17

VST: Accelerating Power Demand From Data Centers Will Drive Next Phase

Vistra's analyst price target has been raised slightly to approximately $228. Analysts cite robust earnings prospects supported by surging power demand, higher expected growth rates, and industry tailwinds from evolving utility and data center markets.
ナラティブ更新 • Nov 02

VST: Accelerating Power Demand Will Drive New Nuclear And Gas Asset Expansion

Vistra's analyst fair value price target has been modestly raised from $226.45 to $227.03. Analysts point to factors including improving profit margins, a positive outlook for thermal IPPs due to higher power prices, and robust demand growth driven by data centers and utility asset upgrades.
ナラティブ更新 • Oct 18

Increasing AI And Data Center Demand Will Energize Grid Flexibility

Vistra's analyst price target has been raised by nearly $2.53 to $226.45, as analysts cite an improved profit margin outlook and continued sector optimism. This optimism is driven by strong power demand and asset expansion opportunities.
ナラティブ更新 • Oct 04

Increasing AI And Data Center Demand Will Energize Grid Flexibility

Vistra's analyst price target has risen by approximately $2 to just under $224, as analysts cite updated EBITDA estimates, new power agreements, and favorable market fundamentals for the upgrade. Analyst Commentary Recent Street research on Vistra reflects a dynamic mix of optimism and caution among analysts as the company continues to secure long-term power agreements, increase capacity, and benefit from evolving power market fundamentals.
ナラティブ更新 • Sep 18

Increasing AI And Data Center Demand Will Energize Grid Flexibility

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.
ナラティブ更新 • Aug 08

Increasing AI And Data Center Demand Will Energize Grid Flexibility

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.
分析記事 • May 13

Vistra Corp. (NYSE:VST) Looks Just Right With A 31% Price Jump

Those holding Vistra Corp. ( NYSE:VST ) shares would be relieved that the share price has rebounded 31% in the last...
Seeking Alpha • Feb 28

Vistra: Stay Long, Key Drivers Intact

Summary Vistra has sold off on fears that the AI/Data Center demand may evaporate, which is one of three demand drivers. VST's 2026 "guidance" may be a communication error; potential high-impact events in 2025 could materially change the outlook. Valuation points to a US$175 YE25 price target at 13x P/cash earnings on 10% 3yr growth. Free cash flow of over US$3bn annually can add further upside via share buybacks or M&A. I rate VST a BUY; recent weakness is misplaced, and the stock should benefit from ongoing demand and strategic capacity additions. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

Vistra Stands To Benefit From The Energy State Of Emergency

Summary President Trump declared a national energy emergency, expediting energy infrastructure projects to support increased electricity demand from AI, EVs, and electrification. Vistra Corp. is positioned to benefit from the energy crisis. Key growth drivers include AI and EV demand, though challenges like the outdated US electric grid and regulatory uncertainty remain. VST shares surged 293% in the past year, with a further 21% upside potential and a 'Buy' rating. Long-term price target of $204. Read the full article on Seeking Alpha
Seeking Alpha • Jan 27

Vistra: DeepSeek Sparks Undue AI Selling (Rating Upgrade)

Summary I am upgrading Vistra Corp. to a buy due to improved EPS forecasts and technical support around current levels. Despite a 25%+ drop on January 27, VST shares are up big in the last year, and shares are now a value considering the growth trajectory. Vistra's impressive Q3 results and strong cash flow highlight its robust financial health and growth potential. Key risks include AI competition, regulatory changes, and market volatility. I outline key price levels to watch ahead of earnings as implied volatility spikes. Read the full article on Seeking Alpha
Seeking Alpha • Dec 23

Power Play: Why Vistra Is My Favorite Utility Star

Summary Vistra's strategic mix of nuclear and coal power, combined with robust free cash flow, drives aggressive share buybacks and shareholder value. AI and data center demand boost power needs in ERCOT and PJM markets, positioning Vistra for significant long-term growth. Despite a low dividend yield, Vistra's disciplined capital allocation and growth trajectory make it a top utility stock pick. Valuation remains attractive with strong EPS growth projections, making Vistra a buyable stock even after its recent rally. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

Vistra: Too Much Hype Priced In

Summary Utilities have seen unexpected growth in 2024, driven by new demand sources like Bitcoin mining and AI, with Vistra gaining 332% YTD. Despite the surge, Vistra appears overextended with negative divergences in momentum indicators, suggesting caution in chasing the stock at current levels. Vistra's multiple expansion seems unjustified given its core business remains traditional fossil fuel electricity, lacking strong pricing power or controllable growth factors. Valuation concerns persist as Vistra's forward P/E has doubled from its historical average, making it prudent to hold rather than buy at current prices. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:VST - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202826,4673,9294,7667,92311
12/31/202725,2603,6544,7916,99414
12/31/202623,4153,0053,7906,23714
12/31/202517,7387524044,070N/A
9/30/202517,1919601,1923,991N/A
6/30/202518,5082,1961,1274,226N/A
3/31/202518,1032,2341,8444,850N/A
12/31/202417,2242,4672,0324,563N/A
9/30/202416,2651,8521,2244,091N/A
6/30/202414,0644771,5143,949N/A
3/31/202413,4085982,0144,330N/A
12/31/202314,7791,3433,2065,453N/A
9/30/202315,5701,2812,9914,965N/A
6/30/202316,6291,4482,4274,220N/A
3/31/202315,028-393-281,329N/A
12/31/202213,728-1,377-844485N/A
9/30/202213,173-388-1,218379N/A
6/30/202211,018-1,014-1,396128N/A
3/31/202211,9954251382,038N/A
12/31/202112,077-1,295-1,452-206N/A
9/30/202111,287-2,029-1,156494N/A
6/30/202111,848-1,592-750971N/A
3/31/202111,792-1,463-4841,132N/A
12/31/202011,4436361,5743,337N/A
9/30/202011,7798991,8233,263N/A
6/30/202011,4215691,8083,163N/A
3/31/202011,7447591,6522,900N/A
12/31/201911,8099281,7012,736N/A
9/30/201911,512508N/A2,431N/A
6/30/201911,561725N/A2,382N/A
3/31/201911,302477N/A1,881N/A
12/31/20189,144-54N/A1,471N/A
9/30/20187,524-447N/A1,404N/A
6/30/20186,115-504N/A1,024N/A
3/31/20184,838-638N/A1,223N/A
12/31/20175,430-254N/A1,386N/A
9/30/20175,678818N/A884N/A
6/30/20175,534731N/A588N/A
3/31/20175,472258N/A175N/A
12/31/20165,164-163N/A-157N/A
9/30/20165,078-2,266N/A-168N/A
6/30/20165,126-3,969N/A36N/A
3/31/20165,147-3,684N/A150N/A
12/31/20155,370-4,677N/A237N/A
9/30/20155,512-8,134N/A268N/A
6/30/20155,581-6,653N/A274N/A

アナリストによる今後の成長予測

収入対貯蓄率: VSTの予測収益成長率 (年間24.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: VSTの収益 ( 24.8% ) はUS市場 ( 16.4% ) よりも速いペースで成長すると予測されています。

高成長収益: VSTの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: VSTの収益 ( 7.8% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: VSTの収益 ( 7.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VSTの 自己資本利益率 は、3年後には高くなると予測されています ( 35.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/07 08:41
終値2026/05/07 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Vistra Corp. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
James ThalackerBMO Capital Markets Equity Research
Moses SuttonBNP Paribas
Ross FowlerBofA Global Research