Big Tech's Energy Strategy: Major technology companies are increasingly investing in nuclear energy to power their extensive AI data centers.
Sustainability Focus: This shift towards nuclear energy reflects a growing emphasis on sustainable and reliable energy sources within the tech industry.
Partnerships and Deals: Numerous agreements are being formed between tech firms and nuclear energy providers to secure long-term energy solutions.
Future Implications: The move towards nuclear energy could significantly impact the operational costs and environmental footprint of AI data centers.
VST
$173.45+Infinity%1D
Analyst Views on VST
Wall Street analysts forecast VST stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VST is 239.71 USD with a low forecast of 217.00 USD and a high forecast of 256.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast VST stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VST is 239.71 USD with a low forecast of 217.00 USD and a high forecast of 256.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Buy
1 Hold
0 Sell
Strong Buy
Current: 168.250
Low
217.00
Averages
239.71
High
256.00
Current: 168.250
Low
217.00
Averages
239.71
High
256.00
JPMorgan
Jeremy Tonet
Overweight -> Overweight
downgrade
$249 -> $233
2025-12-16
New
Reason
JPMorgan
Jeremy Tonet
Price Target
$249 -> $233
2025-12-16
New
downgrade
Overweight -> Overweight
Reason
JPMorgan analyst Jeremy Tonet lowered the firm's price target on Vistra to $233 from $249 and keeps an Overweight rating on the shares. The firm updated the company's model post the Q3 report.
Morgan Stanley
David Arcaro
Overweight
maintain
$225 -> $228
2025-12-16
New
Reason
Morgan Stanley
David Arcaro
Price Target
$225 -> $228
2025-12-16
New
maintain
Overweight
Reason
Morgan Stanley analyst David Arcaro raised the firm's price target on Vistra to $228 from $225 and keeps an Overweight rating on the shares. Utility performance will be heavily driven by data centers and growth upside in 2026, the analyst tells investors in a year-ahead note.
KeyBanc
NULL -> Overweight
initiated
$217
2025-11-25
Reason
KeyBanc
Price Target
$217
2025-11-25
initiated
NULL -> Overweight
Reason
KeyBanc last night initiated coverage of Vistra with an Overweight rating and $217 price target. The firm likes the company's scale, "diversified" generation mix, and "strong" cash flow. These provide resilience and growth "optionality in a tightening U.S. power market," the analyst tells investors in a research note. The firm believes Vistra is positioned to benefit from electrification and hyperscale-driven demand, with policy support adding further tailwinds.
KeyBanc
initiated
$217
2025-11-24
Reason
KeyBanc
Price Target
$217
2025-11-24
initiated
Reason
KeyBanc initiated coverage of Vistra with an Overweight rating and $217 price target.
About VST
Vistra Corp. is an integrated retail electricity and power generation company that provides essential resources to customers, businesses, and communities from California to Maine. It operates a reliable power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities while taking an innovative, customer-centric approach to its retail business. Its segments include Retail, Texas, East, West, and Asset Closure. The Retail segment is engaged in retail sales of electricity and natural gas to residential, commercial and industrial customers. The Texas and East segments are engaged in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel procurement, and logistics management. The West segment represents results from the CAISO market, including its battery ESS projects at its Moss Landing power plant site. The Asset Closure segment is engaged in the decommissioning and reclamation of retired plants and mines.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
