Vistra Corp.
No SEC Form 4 filings for $VST in the last 30 days.
See all $VST insider activity →Vistra Corp. (NYSE:VST) is framed as an AI-driven electricity infrastructure play. The article cites Q2 2026 ongoing operations adjusted EBITDA up over 30% YoY to $1.77B, 97%+ fleet availability, and FY2026 guidance of $6.8B-$7.6B EBITDA and $3.925B-$4.725B adjusted FCFbG. Wolfe Research keeps a $232 Buy rating, citing hedging and ERCOT demand growth.
Thiel Macro LLC, a Peter Thiel-linked fund, rebuilt its disclosed U.S. equity portfolio to over $400 million in Q2 2026 after reporting no 13F holdings in prior quarters, according to SEC filings. It concentrated about 72% in power and energy names and held about $118 million in Amazon. New positions included AEP, CMS Energy, DTE, FirstEnergy, Vistra, and X-Energy.
In a Lightning Round on Aug. 12, Jim Cramer said Vistra (NYSE:VST) and Constellation Energy (NASDAQ:CEG) look oversold, citing AI power demand concerns. Vistra reported Q2 adjusted EBITDA up 31% to $1.77B but missed revenue and adjusted EPS, while reaffirming 2026 adjusted EBITDA guidance of $6.8B-$7.6B. Constellation beat Q2 adjusted EPS and raised 2026 guidance, despite softer revenue.
Over the past 7 days, alphai's AI scored 16 news stories mentioning VST (Vistra Corp.). Coverage has skewed bullish: 6 bullish, 10 neutral, and 0 bearish.
Recent VST coverage spans earnings, market movers and financial news.
The article frames Vistra as an AI-driven power infrastructure play, anchored by strong Q2 results, hedging coverage, and reiterated FY guidance.
Vistra is framed as a grid-reliability and nuclear-fuel supply policy beneficiary tied to data-center growth.
Near-term sentiment is supported by guidance reaffirmation and grid tightness, but revenue and EPS misses plus FERC/data-center scrutiny add execution risk.
Guidance reaffirmation plus segment outperformance and hedging detail likely supports near-term earnings expectations, while ERCOT forward-curve headwinds and interconnection audit pauses add downside risk to 2027.
The quarter shows resilient profitability despite inflationary pressures, supporting a constructive near-term earnings narrative.
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. (NYSE:VST) is framed as an AI-driven electricity infrastructure play. The article cites Q2 2026 ongoing operations adjusted EBITDA up over 30% YoY to $1.77B, 97%+ fleet availability, and FY2026 guidance of $6.8B-$7.6B EBITDA and $3.925B-$4.725B adjusted FCFbG. Wolfe Research keeps a $232 Buy rating, citing hedging and ERCOT demand growth.
6 min readThiel Macro LLC, a Peter Thiel-linked fund, rebuilt its disclosed U.S. equity portfolio to over $400 million in Q2 2026 after reporting no 13F holdings in prior quarters, according to SEC filings. It concentrated about 72% in power and energy names and held about $118 million in Amazon. New positions included AEP, CMS Energy, DTE, FirstEnergy, Vistra, and X-Energy.
6 min readIn a Lightning Round on Aug. 12, Jim Cramer said Vistra (NYSE:VST) and Constellation Energy (NASDAQ:CEG) look oversold, citing AI power demand concerns. Vistra reported Q2 adjusted EBITDA up 31% to $1.77B but missed revenue and adjusted EPS, while reaffirming 2026 adjusted EBITDA guidance of $6.8B-$7.6B. Constellation beat Q2 adjusted EPS and raised 2026 guidance, despite softer revenue.
6 min readVistra (VST) reported Q2 2026 GAAP net income of $305 million and ongoing operations adjusted EBITDA of $1.8 billion, up more than 30% year over year, citing favorable hedging and higher capacity revenue. It reaffirmed 2026 adjusted EBITDA guidance of $6.8 billion to $7.6 billion and adjusted FCFbG of $3.925 billion to $4.725 billion, plus a $1.2 billion remaining buyback authorization.
7 min readVST Tillers Tractors Limited reported Q1 FY2026-27 results. Revenue from operations rose 11% to ₹313.40 crore from ₹282.5 crore. Operational EBITDA increased to ₹40.29 crore, with a 12.85% margin. PAT was ₹48.73 crore versus ₹44.56 crore, up 9.36%, despite commodity inflationary pressures.
2 min readBenzinga reports Jim Cramer’s comments alongside recent earnings updates. Vistra missed Q2 revenue and EPS estimates but grew adjusted EBITDA and reaffirmed full-year outlook. Recursion Pharmaceuticals reported worse-than-expected Q2 results. NextEra Energy had mixed Q2 results and reaffirmed guidance. Huntington Ingalls beat Q2 results and raised FY26 sales guidance. Fastly’s Q2 EPS beat estimates. Shares moved modestly.
3 min readVistra Corp. (VST) reported Q2 2026 EPS of $1.80, above the Zacks Consensus Estimate of $1.54, while GAAP diluted EPS was 76 cents. Revenues were $4.02B, below the estimate of $6.29B. Adjusted EBITDA rose 31% to $1.77B. Vistra reaffirmed 2026 guidance and said it hedged nearly all expected 2026 generation volumes.
5 min readVistra (NYSE:VST) reported Q2 ended June 30 with adjusted EBITDA from ongoing operations up over 30% to $1.767B, while GAAP net income fell to $305M. The article attributes the GAAP decline mainly to hedge accounting and unrealized derivative losses. Vistra also discussed AI-related power deals, a Cogentrix acquisition pending FERC approval, and ongoing share buybacks.
7 min readVistra Corp. (VST) reported Q2 revenue of $4.02B for the quarter ended June 2026, down 5.5% year over year, and EPS of $1.80. Revenue missed the Zacks Consensus Estimate of $6.29B by 36.17%, while EPS beat the $1.54 estimate by 16.88%. Key metrics included retail electricity sales of 31,800 GWh and adjusted EBITDA by region.
3 min readThe article discusses Vistra Corp (VST) after its Q2 2026 results, saying adjusted EBITDA rose 31% to $1.77 billion and the company reaffirmed 2026 guidance. It also notes long-term power purchase agreements for data centers and mentions insider and congressional trades in VST. Revenue was $4B in Q2 2026, down 5.48% YoY, with a median analyst price target of $231.
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