Vistra Gelecekteki Büyüme
Future kriter kontrolleri 2/6
Vistra kazanç ve gelirin sırasıyla yıllık 15% ve 6.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 16.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 37% olacağı tahmin edilmektedir.
Anahtar bilgiler
15.0%
Kazanç büyüme oranı
16.86%
EPS büyüme oranı
| Renewable Energy kazanç büyümesi | 24.7% |
| Gelir büyüme oranı | 6.6% |
| Gelecekteki özkaynak getirisi | 37.01% |
| Analist kapsamı | Good |
| Son güncelleme | 01 Sep 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Seeking Alpha • Sep 09
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
Anlatı Güncellemesi • Sep 03
VST: Election Policy And ERCOT Review Will Restrain Data Center Upside
Vistra's analyst fair value estimate has been trimmed by about $4 to $130.22 as analysts balance very strong AI and data center driven demand expectations, higher projected revenue growth and profit margins, and updated valuation assumptions that include a slightly higher discount rate and a lower future P/E multiple. Analyst Commentary Street research on Vistra in recent months shows a mix of optimism about long term power demand and more cautious adjustments as valuation, policy risk, and project timing are reassessed.
Yeni Anlatı • Aug 31
Vistra Fell 38%. Adjusted EBITDA Rose 31%. Here's the $472 Million Reason They Disagree.
Wall Street spent two years discovering that artificial intelligence needs electricity. Then Vistra fell from nearly $220 to $139 anyway.
Anlatı Güncellemesi • Aug 20
VST: AI Data Center Power Deals Will Drive Future Nuclear Upside
Analysts have trimmed their average price target for Vistra as fair value estimates eased to about $308 from roughly $314, reflecting slightly higher discount rates, a more cautious profit margin outlook, and ongoing debate around data center related demand and regulatory timing. Analyst Commentary Recent research highlights a mix of caution and optimism around Vistra, with most Street commentary focusing on data center demand, ERCOT related reviews, and the earnings path over the next few years.
Yeni Anlatı • Aug 16
Vistra Energy ($VST): The Flexible Power Platform Capturing AI Load Growth
The market still largely prices Vistra as a volatile merchant generator with a mixed fossil and nuclear fleet. What is underappreciated is how effectively the company has converted its scale and geographic reach into long-duration contracted nuclear cash flows while retaining the flexible gas capacity needed to serve the fastest-growing large loads in ERCOT and PJM.
Yeni Anlatı • Aug 07
Vistra's data centers + AI
Teza inwestycyjna: Vistra to jeden z najlepiej ustawionych konkurencyjnych generatorów w USA na wzrost popytu na energię (szczególnie data centers + AI). Posiada solidną skalę, wartościowe aktywa nuklearne, zintegrowany model z retailem oraz atrakcyjniejszą wycenę niż najwyższej jakości peer (Constellation).Anlatı Güncellemesi • Aug 05
VST: Data Center Power Demand Will Test PJM Capacity And Earnings Balance
Analysts lifted the fair value estimate for Vistra from $130.74 to $134.15, reflecting updated price targets that factor in views on the Helix data center partnership, long term contract visibility, power demand linked to AI, and recent adjustments across North American utilities coverage. Analyst Commentary Recent research on Vistra points to a mixed tone, with some firms lifting price targets and others trimming them.Yeni Anlatı • Jul 24
US Energy Giant: PowerHouse Of The Future Of AI
Vistra Corp is on a discount. AMZN, META, Quantom Capital group, and many more.Anlatı Güncellemesi • Jul 16
VST: Data Center Power Hype Will Overstretch PJM Capacity And Gas Fleet Earnings
Vistra's updated analyst price target has been adjusted slightly lower to $130.74 from $133.54 as analysts factor in modestly slower expected revenue growth, alongside a slightly higher projected profit margin and a lower forward P/E multiple. Analyst Commentary Recent research on Vistra points to a mix of optimism about long term power demand and more cautious recalibration of fair value.Anlatı Güncellemesi • Jun 24
VST: AI Data Center Power Deals Will Support Nuclear And Gas Upside
Analysts have trimmed their price targets on Vistra, with the consensus fair value easing from about $318 to roughly $314. This reflects slightly higher discount rate assumptions and more moderate revenue growth and margin expectations in recent research updates.
Anlatı Güncellemesi • Jun 09
VST: Long-Term AI Data Center Contracts Will Reshape Future Power Pricing
Vistra's updated analyst price target moves to $225.29. This reflects analysts' use of slightly lower fair value, revenue growth, profit margin, and P/E assumptions, while keeping the discount rate broadly in line.Anlatı Güncellemesi • May 26
VST: Data Center Power Hype Will Pressure PJM And Gas Deal Execution
Analysts trimmed the updated fair value estimate for Vistra by about $11.80 to $133.54, reflecting a mix of recent price target cuts along with select upward revisions and a slight adjustment to valuation inputs such as revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Recent Street research on Vistra shows a mix of price target increases and cuts, with several firms adjusting their numbers in quick succession.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.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 AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 25,640 | 3,802 | 4,963 | 7,586 | 8 |
| 12/31/2027 | 23,965 | 3,439 | 4,484 | 6,685 | 10 |
| 12/31/2026 | 22,829 | 3,270 | 4,050 | 6,121 | 8 |
| 6/30/2026 | 19,212 | 2,027 | 1,635 | 5,121 | N/A |
| 3/31/2026 | 19,445 | 2,049 | 1,136 | 4,670 | N/A |
| 12/31/2025 | 17,738 | 752 | 404 | 4,070 | N/A |
| 9/30/2025 | 17,191 | 960 | 1,102 | 3,991 | N/A |
| 6/30/2025 | 18,508 | 2,196 | 1,127 | 4,226 | N/A |
| 3/31/2025 | 18,103 | 2,234 | 1,844 | 4,850 | N/A |
| 12/31/2024 | 17,224 | 2,467 | 2,032 | 4,563 | N/A |
| 9/30/2024 | 16,265 | 1,852 | 1,312 | 4,091 | N/A |
| 6/30/2024 | 14,064 | 477 | 1,514 | 3,949 | N/A |
| 3/31/2024 | 13,408 | 598 | 2,014 | 4,330 | N/A |
| 12/31/2023 | 14,779 | 1,343 | 3,206 | 5,453 | N/A |
| 9/30/2023 | 15,570 | 1,281 | 3,050 | 4,965 | N/A |
| 6/30/2023 | 16,629 | 1,448 | 2,427 | 4,220 | N/A |
| 3/31/2023 | 15,028 | -393 | -28 | 1,329 | N/A |
| 12/31/2022 | 13,728 | -1,377 | -844 | 485 | N/A |
| 9/30/2022 | 13,173 | -388 | -1,218 | 379 | N/A |
| 6/30/2022 | 11,018 | -1,014 | -1,396 | 128 | N/A |
| 3/31/2022 | 11,995 | 425 | 138 | 2,038 | N/A |
| 12/31/2021 | 12,077 | -1,295 | -1,452 | -206 | N/A |
| 9/30/2021 | 11,287 | -2,029 | -1,156 | 494 | N/A |
| 6/30/2021 | 11,848 | -1,592 | -750 | 971 | N/A |
| 3/31/2021 | 11,792 | -1,463 | -484 | 1,132 | N/A |
| 12/31/2020 | 11,443 | 636 | 1,574 | 3,337 | N/A |
| 9/30/2020 | 11,779 | 899 | 1,823 | 3,263 | N/A |
| 6/30/2020 | 11,421 | 569 | 1,808 | 3,163 | N/A |
| 3/31/2020 | 11,744 | 759 | N/A | 2,900 | N/A |
| 12/31/2019 | 11,809 | 928 | N/A | 2,736 | N/A |
| 9/30/2019 | 11,512 | 508 | N/A | 2,431 | N/A |
| 6/30/2019 | 11,561 | 725 | N/A | 2,382 | N/A |
| 3/31/2019 | 11,302 | 477 | N/A | 1,881 | N/A |
| 12/31/2018 | 9,144 | -54 | N/A | 1,471 | N/A |
| 9/30/2018 | 7,524 | -447 | N/A | 1,404 | N/A |
| 6/30/2018 | 6,115 | -504 | N/A | 1,024 | N/A |
| 3/31/2018 | 4,838 | -638 | N/A | 1,223 | N/A |
| 12/31/2017 | 5,430 | -254 | N/A | 1,386 | N/A |
| 9/30/2017 | 5,678 | 818 | N/A | 884 | N/A |
| 6/30/2017 | 5,534 | 731 | N/A | 588 | N/A |
| 3/31/2017 | 5,472 | 258 | N/A | 175 | N/A |
| 12/31/2016 | 5,164 | -163 | N/A | -157 | N/A |
| 9/30/2016 | 5,078 | -2,266 | N/A | -168 | N/A |
| 6/30/2016 | 5,126 | -3,969 | N/A | 36 | N/A |
| 3/31/2016 | 5,147 | -3,684 | N/A | 150 | N/A |
| 12/31/2015 | 5,370 | -4,677 | N/A | 237 | N/A |
| 9/30/2015 | 5,512 | -8,134 | N/A | 268 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: VST 'nin tahmini kazanç büyümesi (yıllık 15% ) tasarruf oranının ( 3.7% ) üzerindedir.
Kazançlar ve Piyasa: VST şirketinin kazançlarının (yıllık 15% ) US pazarından (yıllık 17.2% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: VST şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: VST şirketinin gelirinin (yıllık 6.6% ) US pazarından (yıllık 13.4% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: VST şirketinin gelirinin (yıllık 6.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: VST 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 37 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/13 05:50 |
| Gün Sonu Hisse Fiyatı | 2026/09/11 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Vistra Corp. 31 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Sunaina Ocalan | Bernstein |
| James Thalacker | BMO Capital Markets Equity Research |
| Moses Sutton | BNP Paribas |