Headquartered in Irving, TX Fiscal year ends December NYSE: VST vistracorp.com
Vistra Corp. (NYSE: VST) is a Fortune 500 integrated retail electricity and power generation company serving customers, businesses and communities from California to Maine.
Its generation fleet includes natural gas, nuclear, coal, solar and battery energy storage facilities. The fleet operates in competitive markets including ERCOT (Texas) and PJM (East).
Vistra reports through four ongoing segments plus a separate Asset Closure segment:
- Retail: electricity sales to residential, commercial and industrial customers
- Texas: generation
- East: generation
- West: generation
- Asset Closure: facilities being retired
The company is growing its gas generation through acquisitions:
- plants acquired from Lotus
- Cogentrix Energy, closed in October 2026, adding about 5,500 MW of gas-fueled capacity
It is also developing renewables and storage under long-term contracts. Examples include the 405 MW Pulaski Solar Facility, contracted with Microsoft, and the Deer Creek Solar & Energy Storage Facility. Vistra is pursuing power agreements with large-load customers at its nuclear and gas plants, such as a 20-year, 207 MW deal with New Era Energy and Digital at its Odessa plant.
Vistra returns capital through ongoing share repurchases and common dividends. Updated
A Vistra executive cashed out 20,000 shares at $165 while the AI data center power trade is still running hot, trimming about 11% of his stake. He still holds 179,044 shares, so this reads as trimming rather than an exit, but no 10b5-1 plan was flagged on the filing.
Spotify closed the session's best performer at 5.24%, taking the stock to $513.73. GoPro, MicroStrategy, Iren, Applied Optoelectronics and Lucid all shed more than 6%.
A 6.97% intraday climb to $165.56 adds roughly $3.9 billion to Vistra's $55.6 billion market value in a single session. Moves this size are rare for a utility, so keep an eye on whether it holds into the close.
A 5.93% run to $160.50 adds roughly $3 billion of market value to the $53.9 billion power producer in a single session. Moves this size are where Vistra's year gets made, so keep an eye on whether $160 holds into tomorrow's open.
A 5.5% intraday jump to $159.91 adds roughly $3 billion to a $53.7 billion power name in a single session. Moves this size rarely stay quiet in the independent power group, so keep an eye on whether it holds into the close.
Gas turbines have become the tightest bottleneck in the AI power chain. In the US, a new gas turbine now takes six years on average to deliver. Worldwide orders top 100 GW,…
Fuel cell stocks are extending their post-election slide, and a major customer win isn’t enough to protect the group’s biggest name. FuelCell Energy (NASDAQ:FCEL) stock is at $8.77, down 17% in afternoon…
Hyperscalers lined up for Vistra's nuclear power, yet Texas price doubts just knocked the stock to a 52-week low. Is the Street seeing a bargain or ignoring a crack in the thesis,…
Chipmakers barely flinched when Democrats swept the midterms, but two stocks tied to AI data centers got hammered. A Texas permit freeze could explain the split, and it may reach your 401(k)…
Jim Cramer went on live television and called out one of investing's most sacred rules, and the morning's earnings reports gave him some uncomfortable ammunition to work with.
Pre-Market Stock Futures: Futures are lower after a huge mid-week follow-through rally fueled by spectacular earnings and forward guidance from Space Exploration and Technologies (NASDAQ: SPCX | SPCX Price Prediction). Elon Musk’s…
Wall Street just sold off three AI infrastructure stocks hard, but their latest earnings tell a completely different story. The real AI build-out runs deeper than the obvious names, through optical lasers,…
Four companies are betting everything on the AI data center boom, but their paydays fall on wildly different timelines and their risks look nothing alike. Before you pick one, find out which…
Vistra has shed nearly a fifth of its value over the past year while Wall Street keeps piling on Buy ratings and one analyst sees nearly 90% upside ahead. The disconnect between…
Number in Focus: 41.1% Quanta Services (NYSE:PWR | PWR Price Prediction) grew second-quarter 2026 revenue 41.1% year over year to $9.56 billion. That is almost exactly the 41% increase the U.S. Energy…
A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG |…
XLU just posted its steepest monthly drop in nearly two years, and one analyst sees the floor still a painful distance away. Here is what rising Treasury yields and a regulatory curveball…
Constellation Energy runs the largest nuclear fleet in the country, guidance keeps climbing, and yet the stock sits near a 52-week low. One Wall Street analyst sees a very specific path back…
Vistra has shed nearly 30% while Wall Street analysts keep raising their price targets, creating a gap that one top analyst thinks is worth 115% upside. The catch sits inside two words…
The AI infrastructure trade has quietly shifted away from chips toward two scarce resources that hyperscalers cannot conjure fast enough, and three under-the-radar companies control the chokepoints.
Vistra Corp. (NYSE: VST) is a Fortune 500 integrated retail electricity and power generation company serving customers, businesses and communities from California to Maine. Its generation fleet includes natural gas, nuclear, coal, solar and battery energy storage facilities.
24/7 Wall St.'s 12-month price target for VST is $191.42, rated Buy. The Wall Street consensus target is $202.67. VST price prediction →
