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Vistra Corp.NYSE:VST Stock Report

Market Cap US$54.5b
Share Price
US$160.38
US$234.26
31.5% undervalued intrinsic discount
1Y10.8%
7D-0.5%
Portfolio Value
View

Vistra Corp.

NYSE:VST Stock Report

Market Cap: US$54.5b

Vistra (VST) Stock Overview

Operates as an integrated retail electricity and power generation company in the United States. More details

VST fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance2/6
Financial Health1/6
Dividends0/6

VST Community Fair Values

Create Narrative

See what 355 others think this stock is worth. Follow their fair value or set your own to get alerts.

Vistra Corp. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Vistra
Historical stock prices
Current Share PriceUS$160.38
52 Week HighUS$219.82
52 Week LowUS$133.73
Beta1.45
1 Month Change6.09%
3 Month Change12.53%
1 Year Change10.76%
3 Year Change551.95%
5 Year Change882.12%
Change since IPO902.38%

Recent News & Updates

Recent updates

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.

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.

Vistra: Still Not Buying The Dip Here

Apr 06

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

May 13
Vistra Corp. (NYSE:VST) Looks Just Right With A 31% Price Jump

Vistra: Stay Long, Key Drivers Intact

Feb 28

Vistra Stands To Benefit From The Energy State Of Emergency

Feb 11

Vistra: DeepSeek Sparks Undue AI Selling (Rating Upgrade)

Jan 27

Power Play: Why Vistra Is My Favorite Utility Star

Dec 23

Vistra: Too Much Hype Priced In

Nov 22

Shareholder Returns

VSTUS Renewable EnergyUS Market
7D-0.5%-0.3%1.8%
1Y10.8%24.3%29.8%

Return vs Industry: VST underperformed the US Renewable Energy industry which returned 24.3% over the past year.

Return vs Market: VST underperformed the US Market which returned 29.8% over the past year.

Price Volatility

Is VST's price volatile compared to industry and market?
VST volatility
VST Average Weekly Movement6.7%
Renewable Energy Industry Average Movement7.2%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: VST has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: VST's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18826,390Jim Burkevistracorp.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.

Vistra Corp. Fundamentals Summary

How do Vistra's earnings and revenue compare to its market cap?
VST fundamental statistics
Market capUS$54.46b
Earnings (TTM)US$752.00m
Revenue (TTM)US$17.74b
72.2x
P/E Ratio
3.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
VST income statement (TTM)
RevenueUS$17.74b
Cost of RevenueUS$11.84b
Gross ProfitUS$5.90b
Other ExpensesUS$5.14b
EarningsUS$752.00m

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

May 07, 2026

Earnings per share (EPS)2.22
Gross Margin33.24%
Net Profit Margin4.24%
Debt/Equity Ratio393.2%

How did VST perform over the long term?

See historical performance and comparison

Dividends

0.6%
Current Dividend Yield
41%
Payout Ratio

Does VST pay a reliable dividends?

See VST dividend history and benchmarks
When do you need to buy VST by to receive an upcoming dividend?
Vistra dividend dates
Ex Dividend DateJun 22 2026
Dividend Pay DateJun 30 2026
Days until Ex dividend46 days
Days until Dividend pay date54 days

Does VST pay a reliable dividends?

See VST dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 10:36
End of Day Share Price 2026/05/05 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Vistra Corp. is covered by 28 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James ThalackerBMO Capital Markets Equity Research
Moses SuttonBNP Paribas
Ross FowlerBofA Global Research