$VST

Vistra Corp. (NYSE:VST) CEO Jim Burke bought 6,665 shares worth $903,069, increasing his stake by 0.54%. The purchases, at $135.99 and $135.25 per share, followed an 11.9% stock decline in August. Vistra's shares rose 3.5% on September 4. The company has repurchased $6.5B in shares since 2021, with $1.2B remaining. Q2 adjusted EBITDA was $1.77B, up 31% YoY.

Vistra Corp. (NYSE:VST) CEO James Burke bought 8,665 shares for $1.17M in August-September. The stock is down 24% from 2025 highs. Vistra reported Q2 adjusted EBITDA of $1.767B, up 30% YoY, and reaffirmed 2026 guidance. The company is investing in AI-related power infrastructure. Hedge funds increased holdings, but risks include hedging losses and political scrutiny.

Vistra Corp. shares rose 3.52% to $149.30 on Friday, marking five straight days of gains, while broader markets declined. The S&P 500 and Dow Jones fell 0.38% and 0.51%, respectively.

Vistra Corp. (VST) stock fell 6.2% over three months due to hedging losses and ERCOT uncertainty, despite a 30% rise in Q2 adjusted EBITDA to $1.77B. CEO Jim Burke bought 8,665 shares near $135. Analysts' mean target is $217, 51% above current price, with 15 buys, 4 outperforms, 1 underperform, and 1 sell.

Scottish Mortgage Investment Trust, known for its SpaceX investment, has acquired Vistra Corp (VST) shares, which have fallen 31% in a year. Vistra, a major U.S. power generator, benefits from AI-driven electricity demand, with strong Q2 earnings and long-term contracts with Meta and AWS. The stock trades at 13.3x next year's earnings, offering a potential entry point for investors.

Vistra (VST) has attracted investments from Peter Thiel's hedge fund and Bridgewater Associates, alongside new power agreements with Amazon and Meta. Despite a 12.7% YTD share price decline, some analysts argue the stock is undervalued, with a fair value estimate of $291.87, citing long-term AI-linked contracts and hedging. However, risks include heavy debt and reliance on future cash flows.

Peter Thiel's hedge fund, Thiel Macro LLC, disclosed a $59.1 million stake in Vistra Corp. (NYSE:VST) at the end of Q2 2026, holding 372,755 shares. Vistra is a power company with potential growth from data-center demand. Wolfe Research suggests the market may underestimate its ability to convert this demand into earnings. Vistra trades at a lower valuation than peers like Constellation Energy. Hedge fund interest in VST increased, with 111 funds holding it at Q2's end, up from 106 in the prior

Vistra Corp. (VST) CEO James Burke purchased over $1M in shares, signaling confidence. The company secured multi-year power deals with Meta and Amazon, driving interest. Q2 2026 revenue was $4B, down 5.48% YoY. Analysts set a median price target of $230.5. Insiders traded VST 12 times in 6 months, with 3 purchases and 9 sales.

On September 2, 2026, insiders made notable stock purchases. AURA MINERALS INC. ($AUGO) insider Bruno Sousa Mauad bought 126,000 shares for $11.26M. NEWGENIVF GROUP LTD ($NIVF) insider Cheung Kong Yiu purchased 2.5M shares for $2.5M. EMPERY DIGITAL INC. ($EMPD) insider Empery Asset Management, LP bought 500,000 shares for $1.79M. VISTRA CORP. ($VST) CEO James A. Burke acquired 4,465 shares for $603,891. LIBERTY LATIN AMERICA LTD. ($LILA) insider John C. Malone bought 69,454 shares for $590,310.

Vistra Corp (VST) is enhancing earnings stability through hedging and long-term power purchase agreements (PPAs). As of Aug. 3, 2026, VST had hedged 100% of 2026 generation volumes, 94% for 2027, and 72% for 2028. PPAs with Amazon and Meta total 3,800 MW, supporting 50% of EBITDA from retail and contracted revenues. VST's strategy aims to reduce commodity-price exposure and support long-term growth. The company's forward P/E is 13.7X, below the industry average of 14.78X.