Vistra Leverages Nuclear Assets to Meet Growing Energy Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
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Source: Fool
- Stock Price Fluctuation: Although Vistra's stock has risen over 17% year-to-date, it has significantly declined from its 52-week high of $219.82 to the current price of $161.67, indicating market caution regarding its future performance.
- Financial Performance: Despite falling short of revenue expectations in the third quarter, the adjusted EBITDA grew by 9.9% year-over-year, achieving a net income of $652 million, demonstrating the company's ability to remain profitable under high operating cost pressures.
- Market Positioning: Vistra is actively addressing the increasing energy demands of AI data centers by expanding its nuclear assets and clean energy subsidiary, Vistra Zero, with nuclear demand expected to grow by 10% in 2026.
- Investment Appeal: Although the current stock price is below $170, Vistra's price-to-earnings ratio stands at 58, significantly above the industry average, reflecting optimistic market expectations for its future growth potential.
VST
$161.67+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
13 Buy
1 Hold
0 Sell
Strong Buy
Current: 161.960
Low
217.00
Averages
239.71
High
256.00
Current: 161.960
Low
217.00
Averages
239.71
High
256.00
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.
