Vistra Corp. confirmed robust 2026 guidance and improved cash generation projections through 2027, supporting a fair value estimate of $214 per share. VST's diversified generation fleet, strategic acquisitions, and exposure to rising power demand position it for sustained EBITDA and cash flow growth. Capital allocation shifts favor increased growth investments, with $4 billion earmarked for expansion and $3 billion for shareholder returns through 2027.
In the latest trading session, Vistra Corp. (VST) closed at $151.18, marking a -1.81% move from the previous day.
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.
Vistra trades below peers despite stronger earnings visibility, with hedging and contracts shaping valuation as investors weigh 2026 guidance and long-term growth.
VST rides clean energy demand, strong earnings growth and shareholder returns while trading below peers.
VST bets on data center demand and ERCOT growth, with hedging and long-term nuclear deals shaping a potential pricing inflection by 2027-2028.
VST rides clean energy demand, strong earnings growth and shareholder returns while trading below peers.
Vistra Corp. (VST) closed the most recent trading day at $155.48, moving +2.09% from the previous trading session.
Recently, Zacks.com users have been paying close attention to Vistra (VST). This makes it worthwhile to examine what the stock has in store.
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.
VST's long-term PPAs, expanded gas/nuclear capacity, and prudent hedging underpin the management's ambitious EBITDA and FCF growth guidance through 2030. The management's 2030 FCF per share guidance of up to ~$25 implies an outsized adj. EBITDA per share of up to ~$41, based on the ~60% conversion rate. VST's strong balance sheet, aggressive share repurchases, and sector-leading margin profile position it as a clear beneficiary of the ongoing power demand boom.
VST's Q4 earnings miss estimates, and revenues rise 13.5% year over year. The company outlines a 2026 EBITDA outlook of up to $7.6B and strong free cash flow.