Vistra Corp.
Vistra is an integrated retail electricity and power generation company serving residential, commercial, and industrial customers from California to Maine. It provides electricity and natural gas to approximately 5 million retail customers in 18 states and the District of Columbia, and operates generation facilities using natural gas, nuclear, coal, solar, and battery energy storage. Its five reportable segments are Retail, Texas, East, West, and Asset Closure. Retail sells electricity, natural gas, and related services through brands including TXU Energy, Ambit Energy, and Dynegy Energy Services. The Texas, East, and West segments conduct electricity generation, while Asset Closure handles decommissioning and reclamation of retired facilities and mines, and battery removal and remediation. Vistra earns money through retail energy sales and the sale of electricity from its generation fleet, as well as wholesale market activity. Its generation and retail operations are integrated, with wholesale operations dispatching generation and managing commodity contracts. Vistra is headquartered in Irving, Texas.
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See all $VST insider activity →Vistra Corp. (VST) raised its 2026 profit outlook and introduced 2027 guidance, citing strong Q3 results. Revenue rose 28% to $6.35B, EBITDA up 50% to $2.378B. Full-year EBITDA guidance now $7.1B-$7.5B. The company completed the Cogentrix acquisition, adding 5,500 MW of gas capacity.
BMO Capital analysts maintained Buy ratings on Brookfield Renewable Partners (BEP) with a $39 target, and Vistra Corp (VST) with a $188 target. Both stocks have Strong Buy consensus ratings, with BEP at $35.87 avg target (16.7% upside) and VST at $202.94 avg target (61.8% upside).
Amazon plans a $5B data center campus (Project Spectrum) in Texas on Vistra-owned land near Comanche Peak nuclear plant. The project, with 18 buildings, aims for 2027 energization and 2032 completion, backed by a 20-year power deal. It will create 550+ jobs and involve tax incentives. Amazon will use dedicated power lines and net metering, with backup generation on-site.
Over the past 7 days, AlphAI's AI scored 63 news stories mentioning VST (Vistra Corp.). Coverage has skewed bullish: 36 bullish, 4 neutral, and 23 bearish.
Recent VST coverage spans financial news, market movers and earnings.
Higher 2026 midpoint guidance plus an initial 2027 outlook supports earnings and cash-flow expectations, likely sustaining bullish repricing.
Analyst reaffirmation with a higher price target.
Amazon plans a $5B data center campus (Project Spectrum) in Texas on Vistra-owned land near Comanche Peak nuclear plant. The project, with 18 buildings, aims for 2027 energization and 2032 completion, backed by a 20-year power deal. It will create 550+ jobs and involve tax incentives. Amazon will use dedicated power lines and net metering, with backup generation on-site.
Lower demand from data centers may reduce revenue and earnings.
Downside reflects real policy risk to 2028 earnings.
AlphAI scores every news story that mentions VST with an AI model for sentiment and relevance, and aggregates insider trades from Vistra Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Vistra Corp. (VST) raised its 2026 profit outlook and introduced 2027 guidance, citing strong Q3 results. Revenue rose 28% to $6.35B, EBITDA up 50% to $2.378B. Full-year EBITDA guidance now $7.1B-$7.5B. The company completed the Cogentrix acquisition, adding 5,500 MW of gas capacity.
BMO Capital analysts maintained Buy ratings on Brookfield Renewable Partners (BEP) with a $39 target, and Vistra Corp (VST) with a $188 target. Both stocks have Strong Buy consensus ratings, with BEP at $35.87 avg target (16.7% upside) and VST at $202.94 avg target (61.8% upside).
Amazon plans a $5B data center campus (Project Spectrum) in Texas on Vistra-owned land near Comanche Peak nuclear plant. The project, with 18 buildings, aims for 2027 energization and 2032 completion, backed by a 20-year power deal. It will create 550+ jobs and involve tax incentives. Amazon will use dedicated power lines and net metering, with backup generation on-site.
Texas, expected to host 41% of new U.S. data center capacity by 2028, may extend its pause on new approvals under governor-elect Gina Hinojosa. This could impact neocloud companies like IREN, Core Scientific, and Cipher Digital, as well as data center REITs such as Digital Realty Trust and Equinix, and energy providers like Vistra, GE Vernova, and Vertiv.
The article analyzes stock market reactions to the midterm elections, noting that the Dow and S&P 500 rose 3% and 1.6% respectively. Several stocks, including Vertiv (VRT), Centene (CNC), Lockheed (LMT), and GE Vernova (GEV), overreacted to the election results, while others like Vistra (VST) and Oscar (OSCR) had more measured responses.
Vistra Corp. (VST) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. Exhibit 99.1 NEWS RELEASE Vistra Completes Acquisition of Cogentrix Energy, Expanding Diverse Generation Fleet Approximately 5,500 megawatts of modern natural gas capacity in key markets enhance company's ability to meet customer needs IRVING, Texas, Oct. 30, 2026 — Vistra Corp.
Vistra (VST) shares fell 25.1% in the month ending November 4, 2026, reaching a one-year low. Historically, VST declined 18.5% on average during market sell-offs, with its worst drop being 44% in 2020. The company reported a 19.4% operating margin for the year ending June 2026, with revenue growth slowing to 3.8%. Debt increased to $19.9 billion, 49.1% of its market value. Management noted softened Texas power prices, potentially impacting 2027 EBITDA.
Vistra (VST) fell 16% in a week to a 52-week low after Texas elected a governor promising to halt new data centers. The company has hedged 94% of its 2027 output but only 72% for 2028, when a Texas moratorium would impact it most. Analysts expect Vistra's EPS to rise 83% this year, with a consensus price target 71% above Wednesday's close. The company reports earnings on November 6.
Steve Weiss on CNBC said Democratic midterm wins may limit AI infrastructure spending, particularly in Texas. Texas' new governor-elect, Gina Hinojosa, campaigned on a data center moratorium. Vistra (VST) and Vertiv (VRT) shares fell over 10%, while NVIDIA (NVDA) and Broadcom (AVGO) dropped less. Analysts debate the impact of policy changes on data center projects and AI suppliers.
U.S. election results drove sector-specific stock movements. Clean energy and healthcare stocks rose, while defense, data center, and some tech stocks fell. Key movers include NextEra Energy (+4%), Molina Healthcare (+8%), Lockheed Martin (-7%), CoreWeave (-9%), and Apple (+6%).
