News

Vistra Slides 17% in Three Months Despite a $4.2 Billion Nuclear Loan Offer

Key TakeawaysVistra closed at $140 on October 23, down 16. 9% over three months, despite a conditional federal loan commitment of up to $4.

Yahoo·09:26VST▲+2.9%

Is AI Power Demand Reset Altering The Investment Case For Vistra Stock?

Vistra Corp. has redeemed all 1 million outstanding shares of its 8.0% Series A preferred stock for US$1,000 per share, totaling US$1 billion, with dividends already declared through the October 15, 2026 payment date. The full preferred redemption removes an 8.0% fixed distribution layer from Vistra's capital structure. This change can influence future cash allocation decisions, including potential uses such as common equity returns, debt reduction, or new projects tied to AI and data center...

Yahoo·01:14VST▲+2.9%

Vistra (VST) Stock May Trade Below Fair Value After Nuclear Loan News

Vistra Corp. has become a much larger utility player in recent years, and after a huge multi‑year gain investors are now asking whether the current share price still lines up with the earnings power behind it. With the stock pulling back this year, the question is how much of Vistra's future profit story is already built into today's valuation. Over the past 5 years, Vistra has delivered a return of roughly 7x, which puts a lot of focus on whether its earnings can support that kind of step...

Yahoo·00:19VST▲+2.9%

Constellation, Vistra, and GE Vernova Ranked From Worst to First for the AI Power Boom

Constellation and Vistra do similar things, while GE Vernova is a picks-and-shovels play, which is a big growth opportunity.

Yahoo·22:35VST▲+2.9%

Can Vistra (VST) Keep the Earnings Surprise Streak Alive?

Vistra (VST) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Yahoo·11:10VST▲+2.9%

Why Vistra Corp. (VST) Dipped More Than Broader Market Today

Vistra Corp. (VST) closed at $140.83 in the latest trading session, marking a -9.81% move from the prior day.

Yahoo·16:45VST▲+2.9%

HSBC Initiates Coverage of Vistra at Buy

Fintel·12:38VST▲+2.9%

Vistra Is Up 11% in a Month. Is Washington’s $4.2 Billion Nuclear Loan Really That Good?

Why Should You Think About Vistra Differently Now?

For questions about this article or underlying research, email help@trefis.com.

Yahoo·09:26VST▲+2.9%

HSBC Initiates Coverage On Vistra with Buy Rating, Announces Price Target of $190

HSBC analyst Meike Becker initiates coverage on Vistra (NYSE:VST) with a Buy rating and announces Price Target of $190.

Benzinga·04:20VST▲+2.9%

Nuclear Energy Analyst Roundup: Wall Street Weighs In On OKLO, SMR, CEG, VST, LEU Stocks

Oklo, NuScale Power, Constellation Energy, Vistra, and Centrus Energy are in focus on Wall Street amid the ongoing third-quarter earnings season.

Yahoo·21:59VST▲+2.9%

Morgan Stanley Maintains Overweight on Vistra, Lowers Price Target to $226

Morgan Stanley analyst Stephen Byrd maintains Vistra (NYSE:VST) with a Overweight and lowers the price target from $227 to $226.

Benzinga·08:55VST▲+2.9%

Bloom Energy vs. Vistra: Which Energy Stock Is a Better Buy in 2026?

One company is a fast-growing clean-energy upstart riding the AI power demand wave. The other is a diversified utility giant benefiting steadily from the same trend.

Yahoo·06:52VST▲+2.9%

What Could Surprise Vistra Stock Investors On The Upside?

Vistra (VST) stock lost 28.4% over the past year, while the S&P 500 returned 17.4%. Yet the power producer has continued signing long contracts with some of the largest electricity users, ranging from Meta to a closely watched Texas data center project. Management expects those agreements to yield more than it has counted in its forecasts so far, and investors who still hold the stock may be betting on that outcome. So what are Vistra's power customers paying for.

Yahoo·13:56VST▲+2.9%

Vistra Corp. (VST) Is a Trending Stock: Facts to Know Before Betting on It

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.

Yahoo·08:00VST▲2.9%

Vistra Stock Is Down 28% Over the Past Year. Discount or Warning Sign?

Key TakeawaysVistra stock is down 28% over the past year, closing at $152. 02 on October 16, even after a 20.

Yahoo·02:17VST▲+2.9%

What Does Vistra (VST) Gain From Its $1 Billion Preferred Stock Redemption?

Vistra Corp. (NYSE:VST) has fully redeemed its US$1b Series A Preferred Stock, retiring the entire class of securities. The redemption removes the preferred layer from Vistra's capital structure and ends the associated preferred dividend obligations. Holders of the Series A Preferred Stock receive cash redemption proceeds, replacing their prior preferred equity position in Vistra. The full takeout of Vistra's Series A Preferred Stock reshapes its capital structure in ways this headline alone...

Yahoo·00:18VST▲2.9%

Should You Buy Vistra After an 11% 1-Day Jump on a $4.2 Billion DOE Loan? The Catch Most Investors Are Missing.

Vistra shares surged on a nuclear financing deal, but strings are attached.

Yahoo·14:50VST▲+2.9%

CIBC Initiates Coverage of Vistra at Outperformer

Fintel·22:04VST▲+2.9%

President Trump and Nancy Pelosi’s AI Data Center Stock Pick: Vistra (VST)

Vistra Corp. (NYSE:VST) generates electricity from natural gas, nuclear and other power plants and sells it to homes and businesses. Demand from AI data centers is the main reason investors follow the stock. Vistra ranks third on our list of President Trump and Nancy Pelosi Portfolio: Top 4 Picks. The stock is down about 25% […]

Yahoo·09:08VST▲+2.9%

CIBC Initiates Coverage On Vistra with Outperformer Rating, Announces Price Target of $201

CIBC initiates coverage on Vistra (NYSE:VST) with a Outperformer rating and announces Price Target of $201.

Benzinga·04:18VST▲+2.9%

Did The Market Read Vistra Stock Right?

Vistra (VST) stock fell 6.5% on Wednesday, October 14, 2026, compared with a 1.1% loss for the S&P 500. The company had not reported results since its August 7 earnings call. The move followed a week of sharp swings in both directions for the shares. So is a one-day fall of this size unusual for Vistra.

Yahoo·16:52VST▲+2.9%

Vistra Corp. (VST) Surpasses Market Returns: Some Facts Worth Knowing

In the latest trading session, Vistra Corp. (VST) closed at $153.99, marking a +1.45% move from the previous day.

Yahoo·16:45VST▲+2.9%

Vistra Bombed Over The Last Year: One Analyst Says The AI Power Play Will Gain 90% Within a Year

Vistra has shed nearly a fifth of its value over the past year while Wall Street keeps piling on Buy ratings and one analyst sees nearly 90% upside ahead. The disconnect between the stock price and that conviction points to a fight over whether cheap Texas power or AI nuclear deals define this company's future.

Yahoo·07:15VST▲+2.9%

Constellation's $4.3 Billion Google-Backed Upgrades vs. Vistra's $4.2 Billion Government Loan: Which Nuclear Plan Is Better for Shareholders?

A different means to the same end gives interested investors something to think about, although this difference doesn't necessarily make one stock a better bet than the other.

Yahoo·07:05VST▲+2.9%

Vistra (VST) Challenges PJM Proposal, Is The Stock Trading At A Discount?

Vistra (VST) has challenged PJM’s Interim Resource Adequacy Service proposal in a fresh filing with the Federal Energy Regulatory Commission, arguing the framework is discriminatory, legally flawed, and could disrupt future investment signals in the PJM region. Vistra’s pushback at PJM comes as the stock trades at US$144.89, with a 1-day share price return of 3.48% and a 7-day share price return of 4.98%. The year-to-date share price return is down 12.31% and the 1-year total shareholder...

Yahoo·22:08VST▲+2.9%

VST Stock Adds 4%: US Department Of Energy Confirms $4.2B Nuclear Deal With Vistra

The U.S. Department of Energy announced a conditional $4.2 billion loan commitment to expand capacity and extend the operating life of nuclear power plants in Pennsylvania and Ohio.

Yahoo·19:31VST2.9%

Trump Looks Set to Give Vistra Stock a $4 Billion Boost

Vistra shares rally on reports of incoming $4.2 billion federal support. VST stock is attractively priced for long-term investors in late 2026.

Yahoo·16:31VST▲+2.9%

Vistra, An S&P 500 Nuclear Stock, Pops Above Key Level. Here's Why.

A reported $4 billion looming loan fueled Vistra stock's rally above a key level. Nuclear stocks rallied broadly.

Yahoo·12:24VST▲+2.9%

Your Vistra Stock Thesis Has One Loose End

Vistra (VST) has told investors how much it expects to earn in 2027, and one assumption behind that forecast has weakened. The company sells power in Texas, and prices there for future delivery have dropped since the forecast was set. Vistra has kept the forecast anyway, and how firmly it stands is not settled yet.

Yahoo·11:40VST▲+2.9%

Vistra stock jumps on expectations of Trump administration loan

The Trump administration is reportedly expected to offer the power producer roughly $4 billion in the form of a government loan.

Yahoo·08:46VST▲+2.9%

Social Buzz: Wallstreetbets Stocks Mixed Pre-Bell Monday; Vistra, Nike to Open Higher

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Monday's

Yahoo·06:36VST▲+2.9%

Did a US$4 Billion Federal Nuclear Loan Just Shift Vistra's (VST) Investment Narrative?

The U.S. Department of Energy recently approved a roughly US$4.00 billion federal loan package for Vistra to upgrade three nuclear plants serving the PJM grid amid growing power needs from data centers and other intensive users. This federal backing not only supports nuclear capacity upgrades but also highlights Vistra’s emerging role as a critical reliability provider in a tightening U.S. power system. Next, we’ll examine how this large federal loan for nuclear upgrades could reshape...

Yahoo·09:06VST▲+2.9%

U.S. to reportedly lend Vistra $4.2 billion to expand nuclear power output

Investing.com -- The U.S. government reportedly plans to provide about $4.2 billion in financing to power producer Vistra to increase electricity generation from its nuclear fleet, as Washington pushes to expand nuclear capacity to meet rising power demand.

Yahoo·10:09VST▲+2.9%

Trump Administration Reportedly Prepares $4B Federal Loan to Expand Vistra’s Nuclear Capacity

The federal government is set to provide Vistra Corp. with approximately $4 billion in loans to upgrade nuclear power facilities across Ohio and Pennsylvania to meet rising energy demands.

Yahoo·16:37VST▲+2.9%

Vistra shares bounce off lows on report of $4B nuclear loan

Investing.com -- Vistra Corp (NYSE:VST) shares trimmed earlier losses Friday afternoon, trading down 0.3% at $139.20 after dropping to a session low of $135.79 following a Bloomberg report that the Trump administration plans to offer the company a roughly $4 billion loan package to upgrade three of its nuclear plants. Prior to the news breaking, the stock was trading near $137.

Yahoo·15:56VST▲2.9%

'US to Offer $4 Billion Loan for Vistra to Boost Nuclear Output' - Bloomberg

https://www.bloomberg.com/news/articles/2026-10-02/us-to-offer-4-billion-loan-for-vistra-to-boost-nuclear-output

Benzinga·11:27VST▲+2.9%

Bernstein Reiterates Outperform on Vistra, Maintains $181 Price Target

Bernstein analyst Sunaina Ocalan reiterates Vistra (NYSE:VST) with a Outperform and maintains $181 price target.

Benzinga·03:24VST▲+2.9%

Vistra vs. Talen: Which Stock Is Better Positioned for Investors?

VST's nuclear scale, diversified generation mix, lower debt-to-capital ratio and stronger ROE give it an edge over TLN.

Yahoo·11:10VST▲+2.9%

Vistra to Report Third Quarter Results on Nov. 6, 2026

Vistra (NYSE: VST) plans to report its third quarter 2026 financial and operating results on Friday, Nov. 6, 2026, during a live conference call and webcast beginning at 10 a.m. ET (9 a.m. CT).

Yahoo·17:30VST▲+2.9%

Vistra Corp. (VST) Gains As Market Dips: What You Should Know

Vistra Corp. (VST) closed at $140.82 in the latest trading session, marking a +2.03% move from the prior day.

Yahoo·16:45VST▲+2.9%

Vistra Stock Is Down 31% Over the Last Year. Is It Time to Buy the Dip?

Key TakeawaysVistra stock has fallen 31% over the last year amid investor concern about ERCOT pricing and a Texas audit of data center grid requests. Q2 adjusted EBITDA jumped 31% YoY to $1.

Yahoo·11:04VST▲+2.9%

Here's How Much $1000 Invested In Vistra 5 Years Ago Would Be Worth Today

Vistra (NYSE:VST) has outperformed the market over the past 5 years by 40.51% on an annualized basis producing an average annual return of 52.57%. Currently, Vistra has a market capitalization of $46.62 billion. Buying

Benzinga·06:30VST▲+2.9%

Vistra Struck a 20-Year Power Deal with New Era — Here's What Else Happened This Month

Vistra has had a busy stretch this month pricing a debt offering and signing long-term power supply agreement with a data center developer.

Benzinga·03:10VST▲+2.9%

Constellation vs. Vistra: Which AI Power Stock Is the Better Buy?

Constellation Energy Corporation (NASDAQ:CEG) and Vistra Corp. (NYSE:VST) are two of the clearest public-market bets on AI electricity demand. Constellation trades near 21 times forward earnings, while Vistra trades around 13 times. The question is whether Constellation’s nuclear scarcity deserves a premium of that size. The valuation gap has been visible for months, but Peter […]

Yahoo·00:11VST▲+2.9%

VST Keeps Writing Checks To Its Shareholders

This power generator sent billions back to its owners. But with its stock falling and key markets in flux, shareholders are now asking what that money truly bought.

Yahoo·20:30VST▲+2.9%

Vistra Corp. (VST) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Vistra Corp. (VST) concluded the recent trading session at $137.97, signifying a -1.74% move from its prior day's close.

Yahoo·17:45VST▲+2.9%

Is Vistra (VST) A Bargain Or Fully Priced After New Power Deals?

Vistra Corp. has delivered very strong gains over the past few years, yet the share price has pulled back more recently, which puts a sharper spotlight on whether the current valuation is still supported by its earnings power. With investors watching new power deals and financing moves closely, the question is how much of that story is already reflected in the stock. Over the past 5 years, Vistra has produced a very large share price return of about 8x, so even small changes in the earnings...

Yahoo·11:14VST▲+2.9%

Vistra Corp. (VST) Is a Trending Stock: Facts to Know Before Betting on It

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.

Yahoo·09:00VST2.9%

New Era signs 20-year PPA with Vistra for Texas data centre project

The contract will see Vistra affiliate Luminant supply a minimum of 200MW and up to 207MW of electricity for phase one of the TCDC project.

Yahoo·07:06VST▲+2.9%

New Era Energy & Digital, Inc. (NUAI) Moves 30.6% Higher: Will This Strength Last?

New Era Energy & Digital, Inc. (NUAI) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Yahoo·02:38

New Era Energy surges 30% on 207 MW Vistra deal

New Era Energy has signed a 207 MW power purchase agreement with Vistra for its planned Odessa, Texas, data center campus, advancing a project the company ultimately intends to scale…

Yahoo·19:05VST▲+2.9%

NUAI Stock Soars as New Era Energy Strikes Power Deal With Vistra

New Era Energy stock rallies on a major Power Purchase Agreement (PPA) with Vistra Corp. But does that warrant buying NUAI shares today? Let’s find out!

Yahoo·14:40VST▲+2.9%

Vistra (VST) Stock Fair Value Edges Lower As Analysts Weigh AI Demand And Risks

Vistra’s updated fair value estimate of US$217.42, down from US$225.29, signals a modest reset in how analysts are framing the stock’s upside. Recent research ties this change to a more careful balance between enthusiasm for AI driven power demand and concerns about policy, regulation, and market pricing around 2026. As you read on, you will see how this evolving analyst narrative shapes the way investors may want to follow Vistra from here. Analyst Price Targets don't always capture the full...

Yahoo·03:16VST▲+2.9%