The average of price targets set by Wall Street analysts indicates a potential upside of 44.4% in Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST).
Vista Energy, S.A.B. de C.V. ( VIST ) Analyst/Investor Day November 12, 2025 9:00 AM EST Company Participants Alejandro Cherñacov - Co-Founder and Strategic Planning & Investor Relations Officer Miguel Galuccio - Founder, Chairman & CEO Gabriela Prete Matias Weissel - Chief Operations Officer Juan Garoby - Co-founder & CTO Pablo Manuel Vera Pinto - Co-Founder & CFO Conference Call Participants Alejandro Anibal Demichelis - Jefferies LLC, Research Division Claudia Rivera Morillo - Santander Investment Securities Inc., Research Division Leonardo Marcondes - BofA Securities, Research Division Thiago Casqueiro - Morgan Stanley, Research Division Tasso Vasconcellos - UBS Investment Bank, Research Division Vicente Falanga Neto - Banco Bradesco BBI S.A.
Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
The mean of analysts' price targets for Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST) points to a 26.5% upside in the stock.
Q3 2025 delivered strong production growth, with total output up 74% Y/Y, leading to upgraded guidance as the company accelerates its drilling activity in Vaca Muerta. Oil and gas prices showed moderate recovery, supported by a higher export share of the revenue mix. Election results in Argentina make the market soar after Milei's pro-market government significantly strengthened its position in Congress.
Vista achieved 74% YoY production growth and 53% YoY revenue growth, driven by record productivity in Bajada del Palo Oeste and La Amarga Chica, consolidating its leadership in Vaca Muerta. Adjusted EBITDA rose 52% YoY to $472MM, with a 67% margin and lifting costs at $4.4/boe—confirming its world-class operational efficiency and cost discipline. The Petronas Argentina integration strengthened VIST's scale and cash flow visibility, while a $500MM term loan enhanced financial flexibility and accelerated new well activity.
Vista Energy is reaffirmed as a strong buy, excelling operationally despite recent political and commodity price volatility. VIST delivered robust Q3 2025 results: production surged 74% year-over-year, revenues rose 53%, and EBITDA margin remained strong at 67%. Operational efficiency, low production costs, and full export price parity position VIST for continued growth, with further upside if oil prices recover.
Higher output from Bajada del Palo Oeste and La Amarga Chica boosts VIST's Q3 earnings and revenues.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Vista Energy, S.A.B. de C.V. (NYSE:VIST ) Q3 2025 Earnings Call October 23, 2025 10:00 AM EDT Company Participants Alejandro Cherñacov - Co-Founder and Strategic Planning & Investor Relations Officer Miguel Galuccio - Founder, Chairman & CEO Conference Call Participants Rodolfo De Angele - JPMorgan Chase & Co, Research Division Leonardo Marcondes - BofA Securities, Research Division Bruno Amorim - Goldman Sachs Group, Inc., Research Division Alejandro Anibal Demichelis - Jefferies LLC, Research Division Thiago Casqueiro - Morgan Stanley, Research Division Tasso Vasconcellos - UBS Investment Bank, Research Division Michael Furrow - Pickering Energy Partners LP George Gasztowtt Juan Muñoz - Banco BTG Pactual S.A.
Vista Energy has a higher profit margin than some of the relevant fracking companies. The acquisition of PEPASA will improve the company's profit margin, generating value for investors. My estimation suggests that the company could increase its revenues and adjusted EBITDA by approximately 95% compared to 2024.
Investors need to pay close attention to VIST stock based on the movements in the options market lately.