CEG and VST exemplify the ongoing transition in the energy sector, where utilities are actively shifting toward cleaner, more sustainable power sources.
Vistra (VST) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
I am bullish on Vistra stock due to its acquisition of Energy Harbor, adding 6.4 GW of nuclear capacity, and positioning for AI-driven power demand growth. The Inflation Reduction Act's Production Tax Credit is expected to contribute over $500M annually to EBITDA, providing downside protection from potential wholesale price declines. Energy Harbor's asset integration supports superior EBITDA margin durability, with the nuclear fleet's high-capacity factors and low fuel costs enabling superior margin capture.
Vistra (VST) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Vistra Corp. offers a compelling growth and income opportunity, trading at a reasonable forward PE of 16.5 with a 2% dividend yield. VST benefits from rising electricity demand driven by AI, data centers, and broader electrification trends, bolstered by the strategic Energy Harbor acquisition. VST maintains robust fundamentals, aggressive share buybacks, a growing dividend, and strong profitability, making it well-positioned for potential market-beating total returns.
Vistra stock enjoys the benefits of rising demand in its service territories. Yet, it is trading at a premium, so new investors should wait and look for a better entry point ahead.
Vistra (VST) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
David Tepper is the founder and president of Appaloosa Management, one of the 15 most successful hedge funds in history as measured by net gains since inception, according to LCH Investments.
Recently, Zacks.com users have been paying close attention to Vistra (VST). This makes it worthwhile to examine what the stock has in store.
Shares in retail electricity and power generation company Vistra (VST 2.41%) declined by 20.5% in February, according to data provided by S&P Global Market Intelligence. A decline of that magnitude is never welcome.
Vistra's deep selloff has occurred as expected, attributed to its increasingly expensive valuations and overly stretched upward momentum in 2024. Thanks to the -30% drop, the utility company finally looks a lot more compelling, significantly aided by the robust FY2024 performance and reiterated FY2025/2026 guidance. If anything, market sentiments around generative AI and data center capex are likely to revert to optimism, attributed to the durability of hyperscalers' spending trends ahead.
VST's fourth-quarter earnings and revenues increase year over year. Fuel and purchased power costs decrease in 2024.