HUDSON SCOTT A sold $3.6M of VST

Vistra (VST) stock rose 10.6% on November 6, 2026, after reporting a record third-quarter 2026 adjusted EBITDA of $2.378 billion, up over 50% year-over-year. The company raised its 2026 adjusted EBITDA outlook midpoint to $7.3 billion and provided a 2027 range of $7.7 billion to $8.5 billion. Peer NRG Energy also rose 9.6%.

Vistra reported a 50% increase in Q3 adjusted EBITDA to $2.38B, with GAAP net income of $1.14B. The company set 2027 EBITDA guidance at $7.7-8.5B and narrowed 2026 guidance to $7.1-7.5B. Revenue rose 28% to $6.35B. Vistra also authorized $1.5B in share repurchases, citing higher energy prices and operational improvements.

Vistra (VST) reported record Q3 adjusted EBITDA of $2.378 billion and raised 2026-2027 guidance, driven by hedged positions and recent deals. The company's long-term power contracts with data centers may face margin pressures if wholesale prices or costs rise, but this was not evident in Q3 results. The article also mentions three other undervalued companies in different sectors.

Vistra Corp (VST) reported Q3 2026 earnings with record adjusted EBITDA. The company faces near-term pricing pressure in ERCOT due to lower power prices and regulatory uncertainty. Higher supply costs are expected to impact profitability. Vistra's 2030 free cash flow per share outlook of $24 assumes no power price recovery and relies on share repurchases. Management discussed grid interconnection constraints, data center development, and the impact of midterm elections on projects.

Vistra Corp. reported record Q3 2026 earnings, driven by high thermal fleet availability and hedging. The Cogentrix acquisition diversified its portfolio, reducing Texas generation to 40% of total earnings. Management narrowed 2026 guidance and introduced 2027 adjusted EBITDA guidance of $7.7B-$8.5B. The company plans $1B annual share repurchases through 2028 and projects 70% adjusted free cash flow growth from 2027 to 2030.

Vistra (VST) reported Q3 2026 adjusted EBITDA of $2.4B, a record. The company narrowed its 2026 guidance to $7.1B-$7.5B for EBITDA and $4.3B-$4.7B for free cash flow. It also introduced 2027 guidance, expecting $7.7B-$8.5B EBITDA and $4.3B-$5.1B free cash flow. Vistra closed the Cogentrix acquisition, expanding its generation portfolio to 50,000 MW. The company anticipates high single-digit free cash flow accretion from the deal, increasing to double-digit in 2029.