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VST logo

Vistra Corp. Stock Price

NYSE:VST Community·US$50.9b Market Cap
  • 7 Narratives written by author
  • 3 Comments on narratives written by author
  • 588 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

VST Share Price Performance

US$151.10
-42.68 (-22.02%)
​
US$291.87
Fair Value
US$151.10
-42.68 (-22.02%)
48.2% undervalued intrinsic discount
US$291.87
Fair Value
Price US$151.10
John_Eric US$291.87
AnalystConsensusTarget US$225.29
FundamentalFlow US$299.98
Mon, 31 Aug 26
Fair ValueUS$291.87
Share Pricen/a

VST Community Narratives

JO
John_Eric
John_Eric's
Fair Value
·
Fair Value US$291.87 48.2% undervalued intrinsic discount

Vistra Fell 38%. Adjusted EBITDA Rose 31%. Here's the $472 Million Reason They Disagree.

20users have liked this narrative
2users have commented on this narrative
56users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$225.29 32.9% undervalued intrinsic discount

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

8users have liked this narrative
0users have commented on this narrative
227users have followed this narrative
FU
FundamentalFlow
FundamentalFlow's
Fair Value
·
Fair Value US$299.98 49.6% undervalued intrinsic discount

US Energy Giant: PowerHouse Of The Future Of AI

4users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
VST logo
Vistra
49.6% undervalued intrinsic discount
Updated

US Energy Giant: PowerHouse Of The Future Of AI

View narrative
FU
FundamentalFlow
Emerging Author
FundamentalFlow
Updated 9 Sep
Read Narrative
VST logo
Vistra
48.2% undervalued intrinsic discount

Vistra Fell 38%. Adjusted EBITDA Rose 31%. Here's the $472 Million Reason They Disagree.

View narrative
JO
John_Eric
Emerging Author
John_Eric
Published 31 Aug
Read Narrative
VST logo
Vistra
32.8% undervalued intrinsic discount

Vistra Energy ($VST): The Flexible Power Platform Capturing AI Load Growth

View narrative
AN
andrei9868
Emerging Author
andrei9868
Published 16 Aug
Read Narrative
VST logo
Vistra
11.6% undervalued intrinsic discount

Vistra's data centers + AI

View narrative
DZ
Dzitkowskik
Published 7 Aug
Read Narrative
VST logo
Vistra
50.9% undervalued intrinsic discount

ERCOT And PJM Will Benefit From Electrification And Renewables

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 20 Aug
Read Narrative
VST logo
Vistra
16.0% overvalued intrinsic discount
Updated

Tight PJM And ERCOT Markets Will Constrain Margins Amid Renewables

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
Read Narrative
VST logo
Vistra
32.9% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 9 Jun
Read Narrative

Trending Discussion

KA
VST logo

Excellent piece, and a good lesson on doing your homework and verifying inputs to any calculation.

2
|
0
MI
VST logo

I think that’s insane. The current fair value is way higher at about $150 to $170 minimum with upside $200+

0
|
0

Recently Updated Narratives

FU
FundamentalFlow
VST logo

US Energy Giant: PowerHouse Of The Future Of AI

Fair Value: US$299.98 49.6% undervalued intrinsic discount
23 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
JO
John_Eric
VST logo

Vistra Fell 38%. Adjusted EBITDA Rose 31%. Here's the $472 Million Reason They Disagree.

Fair Value: US$291.87 48.2% undervalued intrinsic discount
56 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
andrei9868
VST logo

Vistra Energy ($VST): The Flexible Power Platform Capturing AI Load Growth

Fair Value: US$225 32.8% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Fair value with limited growth.

1 Risk
2 Rewards
View Full Analysis

Vistra Corp. Key Details

US$19.2b

Revenue

US$11.9b

Cost of Revenue

US$7.4b

Gross Profit

US$5.3b

Other Expenses

US$2.0b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
6.04
38.31%
10.55%
373.3%
View Full Analysis

About VST

Founded
1882
Employees
6390
CEO
James Burke
WebsiteView website
vistracorp.com

Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company in the United States. The company operates through five segments: Retail, Texas, East, West, and Asset Closure. The company retails electricity and natural gas to residential, commercial, and industrial customers across states in the United States and the District of Columbia. It is also involved in electricity generation, wholesale energy purchases and sales, commodity risk management, fuel procurement, and fuel logistics management activities. In addition, the company engages in decommissioning and reclamation of retired generation facilities, including mines, and battery removal and remediation activities. It serves approximately 5 million customers with a generation capacity of approximately 44,000 megawatts with a portfolio of natural gas, nuclear, coal, solar, and battery energy storage facilities. The company was formerly known as Vistra Energy Corp. and changed its name to Vistra Corp. in July 2020. Vistra Corp. was founded in 1882 and is based in Irving, Texas.

Recent VST News & Updates

Seeking Alpha • 9h

Vistra: The Part Of The Story Investors May Be Overlooking

Summary Vistra Corp. is rated buy at $151.72, with a conservative fair value estimate of $161, based solely on core operations. VST’s integrated retail and generation model, extensive hedging, and capacity revenues provide earnings stability and downside protection through 2027. Potential upside exists from data center deals, Helix, Cogentrix, and Meta contracts, none of which are included in the base valuation. Risks include declining ERCOT prices post-2028, operational factors, and leverage, but current hedges and cash flows support the Buy thesis for a 1–3 year horizon. Read the full article on Seeking Alpha

Recent updates

No updates

Vistra Corp. Competitors

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Southern

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Duke Energy

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View more competitors

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