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VST is expected to gain from an increase in clean power demand in the region it operates. The company's comprehensive hedging program provides increased visibility of its long-term earnings.
Vistra has sold off on fears that the AI/Data Center demand may evaporate, which is one of three demand drivers. VST's 2026 "guidance" may be a communication error; potential high-impact events in 2025 could materially change the outlook. Valuation points to a US$175 YE25 price target at 13x P/cash earnings on 10% 3yr growth.
Vistra Corp. (NYSE:VST ) Q4 2024 Earnings Conference Call February 27, 2025 10:00 AM ET Company Participants Eric Micek - VP, IR Jim Burke - President & CEO Kristopher Moldovan - EVP & CFO Stacey Doré - Head of Strategy Steve Muscato - Executive VP & CCO Conference Call Participants Shahriar Pourreza - Guggenheim Partners Julian Dumoulin-Smith - Jefferies David Arcaro - Morgan Stanley Michael Sullivan - Wolfe Research Angie Storozynski - Seaport Durgesh Chopra - Evercore ISI Operator Good morning, and welcome to the Vistra's Fourth Quarter 2024 Earnings Call. All participants will be in listen-only mode.
Vistra Corp. (VST) on Thursday reported better profits than expected for the fourth quarter amid rising demand for its nuclear power.
Vistra's fourth-quarter earnings are expected to have benefited from its integrated business model, hedging program and ongoing reduction of outstanding shares.
VST's fourth-quarter earnings are likely to have benefited from rising demand from its service region. Expanding residential customer base in its service will create demand and act as a tailwind.
Get a deeper insight into the potential performance of Vistra (VST) for the quarter ended December 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Vistra (VST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Nuclear energy stocks spent much of 2024 running at the top of the S&P 500. Constellation Energy (CEG), Vistra (VST) and other new nuclear-focused companies rode a wave of excitement as Big Tech scrambled to find the electricity needed to power its artificial intelligence ambitions.
President Trump declared a national energy emergency, expediting energy infrastructure projects to support increased electricity demand from AI, EVs, and electrification. Vistra Corp. is positioned to benefit from the energy crisis. Key growth drivers include AI and EV demand, though challenges like the outdated US electric grid and regulatory uncertainty remain.