VST

IRVING, Texas, July 6, 2026 /PRNewswire/ -- Vistra (NYSE: VST) plans to report its second quarter 2026 financial and operating results on Friday, Aug. 7, 2026, during a live conference call and webcast beginning at 10 a.m. ET (9 a.m. CT). The live webcast can be accessed via Vistra's website at www.vistracorp.com under "Investor Relations" and then "Events & Presentations." Participants can also listen by phone by registering here prior to the start time of the call to receive a conference call dial-in number. A replay of the webcast will be available on Vistra's website for one year following the call. About VistraVistra (NYSE: VST) is a leading Fortune 500 integrated retail electricity and power generation company based in Irving, Texas, that provides essential resources to customers, businesses, and communities from California to Maine. Vistra is a leader in transforming the energy landscape, with an unyielding focus on reliability, affordability, and sustainability. The company safely operates a reliable, efficient power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities while taking an innovative, customer-centric approach to its retail business. Learn more at vistracorp.com. View original content to download multimedia:https://www.prnewswire.com/news-releases/vistra-to-report-second-quarter-results-on-aug-7-2026-302818520.html

Bernstein’s price target implies an 18% upside for Vistra stock. The firm said Vistra’s diverse generation assets position it to benefit from rising electricity demand. Bernstein said the U.S. is undergoing a major energy transition, with natural gas supporting near-term needs and renewables serving as the long-term goal. Vistra (VST) inched higher overnight on Tuesday after receiving a bullish initiation from Bernstein, which said the company is well-placed to capitalize on major changes reshaping the U.S. energy landscape. Analyst Sunaina Ocalan began coverage of Vistra with an ‘Outperform’ rating and a $187 price target, highlighting Vistra’s broad power-generation portfolio as a key advantage. The price target implies an 18% upside to the stock’s last closing price. See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox Bernstein also launched coverage across the power, clean energy, and liquefied natural gas industries, citing the United States' entry into a historic period of energy-system transformation. The firm expects shifts in how electricity is generated, transported, and used throughout the country. According to a McKinsey report, U.S. electricity consumption is climbing much faster than before, rising about 2.5% to 3% a year after nearly twenty years of being flat. The U.S. Energy Information Administration (EIA) says power demand is poised to reach an all-time high as companies ramp up infrastructure to support the AI boom. Goldman Sachs expects U.S. data centers to use more than twice as much power in 2027 as they did in 2025. Bernstein pointed to Vistra’s collection of generation assets as a differentiating factor and "double-barreled earnings event". The firm believes the company is poised to capture growth from increasing electricity consumption. Vistra’s stock edged 0.2% higher overnight, heading into Wednesday. Bernstein described the current environment as a rare restructuring of the nation’s energy framework. According to the firm, natural gas is expected to play a critical role in supporting the transition, while utility companies will be central to building and expanding the infrastructure needed to meet future demand. The firm added that renewable and low-carbon energy sources represent the eventual destination of the ongoing transition. As investment continu...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Vistra (NYSE:VST) is partnering with KKR, NVIDIA, and Kuwait Investment Authority to launch Helix Digital Infrastructure. Helix is being set up to serve next generation AI data center infrastructure with more than $10 billion in long term capital commitments. The partnership positions Vistra as a preferred power provider for large scale AI data center clients. For readers tracking Vistra at a share price of $138.54, this move adds a fresh layer to the story beyond recent stock performance. The stock is down 9.9% over the past week, 8.9% over the past month, and 16.2% year to date, following a very large gain over the past 3 years and roughly a 7x return over 5 years. Against that backdrop, the Helix partnership introduces a new dimension tied directly to AI driven power needs. Helix places Vistra alongside major capital providers and a leading AI chip company at a time when power requirements for data centers are in focus. For investors, this raises questions about how much of Vistra’s future revenue mix could come from hyperscale AI clients and long duration infrastructure contracts, and how that might influence risk, capital allocation, and earnings volatility over time. Wall Street's queuing for one rocket. While SpaceX counts down to its IPO, other companies tied to the new space race are already in orbit. → 20 Compelling Space Companies watchlist · Global Space Race Investing Ideas screener · Scan the sector by valuation on Rocket Lab's valuation page. 2 things going right for Vistra that this headline doesn't cover. This partnership pulls together capital, technology, and power in a way that directly aligns with Vistra’s push into long-duration AI data center demand. With more than US$10b in long term commitments behind Helix, Vistra is not just selling power into the market, it is plugging into a coordinated platform that integrates data centers, power generation, transmission, and connectivity. That setup could make the company a go to supplier when hyperscale clients are lining up contracts, especially as competitors such as Constellation Energy, NRG Energy, and NextEra Energy are also targeting data center loads. For readers, the key question is how much of Vistra’s future earnin...

Image source: The Motley Fool. Thursday, May 7, 2026 at 10:00 a.m. ET President and Chief Executive Officer — James Burke Executive Vice President and Chief Financial Officer — Kristopher Moldovan Executive Vice President and Chief Legal Officer — Stacey Dore Executive Vice President, Commercial — Shawn Stuckey Need a quote from a Motley Fool analyst? Email [email protected] Jim Burke, Vistra's President and Chief Executive Officer; and Kris Moldovan, Vistra's Executive Vice President and Chief Financial Officer. Other senior Vistra executives will be available to address questions during the second part of today's call as necessary. Our earnings release, presentation and other matters discussed on the call today include references to certain non-GAAP financial measures. All references to adjusted EBITDA and adjusted free cash flow before growth throughout this presentation refer to ongoing operations, adjusted EBITDA and ongoing operations adjusted free cash flow before growth. Reconciliations to the most directly comparable GAAP measures are provided in the earnings release and in the appendix to the investor presentation available in the Investor Relations section of Vistra's website. Also, today's discussion contains forward-looking statements, which are based on assumptions we believe to be reasonable only as of today's date. Such forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially from those projected or implied. We assume no obligation to update our forward-looking statements. I encourage all listeners to review the safe harbor statements included on Slide 2 of the investor presentation on our website that explain the risks of forward-looking statements, the limitations of certain industry and market data included in the presentation and the use of non-GAAP financial measures. I will now turn the call over to our President and CEO, Jim Burke. James Burke: Thank you, Eric, and good morning, everyone. Thank you for joining us to discuss Vistra's first quarter 2026 operational and financial results. 2026 is off to a fast start. As outlined on our year-end call, within the first week of the year, we announced the acquisition of the 5,500-megawatt Cogentrix natural gas generation portfolio as well as long-term power purchase agreements with Meta for approximately 2,600 megawatts of energy...

GE Vernova (GEV) booked $18.30 billion in Q1 2026 orders, up 71% organically, with record backlog of $150 billion and Electrification segment capturing $2.4 billion in data center equipment orders exceeding all of 2025 combined. Eaton (ETN) posted record $3.51 billion in Electrical Americas revenue in Q4 2025, up 21% YoY, with pending $9.5 billion Boyd Thermal acquisition for liquid cooling. Vertiv (VRT) reported $15 billion backlog, up 109% year-over-year, with Q4 organic orders growing 252% YoY. GE Vernova and equipment manufacturers are displacing narrative-driven power plays like Vistra as the superior industrial AI exposure because they carry signed multi-year order backlogs with hard guidance rather than dependent on unsigned power purchase agreement negotiations. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Eaton wasn't one of them. Get them here FREE. Everyone's talking about Vistra (NYSE:VST) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand. But here's what you should actually be watching. Vistra is a single-commodity bet. Its earnings power tracks wholesale power prices, and the bull case leans heavily on long-dated power purchase agreements with hyperscalers that haven't all been signed yet. You're paying up for a narrative. Meanwhile, the companies actually shipping the turbines, transformers, switchgear, and cooling systems into those data centers have hard order books you can read in their filings. That's the trade a retirement-focused investor should care about. The cleanest redirect is GE Vernova (NYSE:GEV), the electrification and power equipment business spun out of GE last year. Three reasons it deserves the seat VST currently occupies. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Eaton wasn't one of them. Get them here FREE. First, the backlog is enormous and accelerating. Q1 2026 orders hit $18.30 billion, up 71% organically, with backlog expanding by more than $13 billion quarter-over-quarter. The Electrification segment alone booked $2.4 billion in data center equipment orders in Q1, exceeding all of 2025 combined. Total backlog hit a record $150 billion at the end of Q4 2025. These are signed contracts visible in the filings. Second, management is raising guidance. The 2026 outlook now calls fo...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Vistra (VST) has drawn investor attention after reporting first quarter 2026 earnings that moved from a loss to a US$1,029 million profit on US$5,640 million in sales, alongside record adjusted EBITDA and higher credit quality. See our latest analysis for Vistra. Despite the strong first quarter results, the stock has cooled recently, with the share price down about 13% over the past month and the 1-year total shareholder return slightly negative. Multi year total shareholder returns remain very large, which suggests that shorter term momentum is fading after a strong multi year run. If Vistra’s role in powering data centers has caught your attention, it may be worth widening the search to other potential beneficiaries using the 39 power grid technology and infrastructure stocks With the share price down recently but the stock still carrying a very large multi year return, the key question now is whether Vistra’s strong earnings, buybacks and data center exposure leave upside on the table, or if the market is already pricing in future growth. Vistra's most followed narrative places fair value at about $234 per share, well above the recent close of $141.90. This frames a wide gap that hinges on long term power demand and contract visibility. Read the complete narrative. Curious what powers that valuation gap? It leans on faster revenue expansion, much higher margins, and a future earnings multiple that assumes this growth story holds together. Result: Fair Value of $234 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on Vistra managing higher leverage from acquisitions and its ongoing coal and gas exposure, where tighter regulation or refinancing pressure could quickly change the story. Find out about the key risks to this Vistra narrative. The earlier narrative leans on discounted cash flows and long term contracts to argue Vistra looks undervalued, but the current P/E of 23.4x tells a different story. It is higher than peers at 20.8x and above the wider Renewable Energy industry at 16.8x, even though the fair ratio is 35.2x. That mix of a richer current P/E and a higher fair ratio points to a stock where expectations are already elevated, yet some mod...

Vistra Corp. VST reported first-quarter 2026 earnings of $2.87 per share, which surpassed the Zacks Consensus Estimate of $2.21 by 29.9%. The bottom line increased a whopping 523.9% from 46 cents in the year-ago quarter. The year-over-year increase in earnings per share was driven by higher realized capacity prices and contributions from the plants acquired through the Lotus acquisition for the full three-month period. Sales for the quarter totaled $5.64 billion, which beat the Zacks Consensus Estimate of nearly $5.45 billion by 3.54%. Moreover, the top line rose 43.4% from $3.93 billion recorded in the year-ago quarter. Vistra Corp. price-consensus-eps-surprise-chart | Vistra Corp. Quote Fuel, purchased power costs and delivery fees for the year amounted to $2.53 billion, up 3.4% from last year’s $2.45 billion. Operating costs for the year totaled $0.7 billion, up 1% from last year’s $0.69 billion. Selling, general and administrative expenses amounted to $0.42 billion, up 9.2% from last year’s $0.39 billion. Operating income totaled nearly $1.5 billion against an operating loss of $0.1 billion a year ago. Interest expenses and related charges came in at $0.26 billion, down 17.6% from last year. As of May 1, 2026, Vistra hedged nearly 98% of its expected generation volumes for 2026, around 89% for 2027 and about 65% for 2028. On Jan. 5, 2026, Vistra announced that it had signed agreements to acquire Cogentrix Energy, adding 10 modern natural gas plants totaling 5,500 MW across PJM, ISO New England and ERCOT. The $4 billion deal, financed with cash, stock to Quantum Capital Group funds and assumed debt (net of tax benefits), values the portfolio at 7.25x expected 2027 adjusted EBITDA or $730 per kW. Management expects the acquisition to boost earnings per share by mid-single digits in 2027 and high-single digits on average from the 2027-2029 period, driven by strong cash generation. Cash and cash equivalents totaled $0.63 billion as of March 31, 2026, compared with $0.79 billion as of Dec. 31, 2025. Net cash flow provided by operating activities in the first three months of 2026 was $1.2 billion compared with $0.6 billion last year. Total capital expenditures for first-quarter 2026 were $0.88 billion compared with $0.77 billion recorded a year ago. The available liquidity of the company as of March 31, 2026, was $4.17 billion, enough to meet its near-term obl...

For the quarter ended March 2026, Vistra Corp. (VST) reported revenue of $5.64 billion, up 43.4% over the same period last year. EPS came in at $2.87, compared to $0.46 in the year-ago quarter. The reported revenue represents a surprise of +3.54% over the Zacks Consensus Estimate of $5.45 billion. With the consensus EPS estimate being $2.21, the EPS surprise was +29.63%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Vistra performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Total retail electricity sales volumes: 30,109.00 GWh versus the two-analyst average estimate of 34,079.29 GWh. Adjusted EBITDA- Retail: $68 million compared to the $103.81 million average estimate based on two analysts. Adjusted EBITDA- West: $56 million versus $63.53 million estimated by two analysts on average. Adjusted EBITDA- East: $801 million versus the two-analyst average estimate of $767.91 million. Adjusted EBITDA- Texas: $586 million versus $535.52 million estimated by two analysts on average. View all Key Company Metrics for Vistra here>>> Shares of Vistra have returned +0.8% over the past month versus the Zacks S&P 500 composite's +11% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vistra Corp. (VST) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Nuclear stock Vistra and Energy Fuels reported strong earnings and outlook Thursday. But their shares closed lower amid a broader market reversal. NuScale Power missed views after market close. Oklo is due next week.

Achieved record first-quarter adjusted EBITDA of $1.494 billion, driven by strong realized revenue across the generation fleet and higher capacity revenues in PJM. The integrated business model provided critical diversification, as strong generation performance and commercial optimization offset the impact of exceptionally mild weather on retail margins. Management attributes operational success to high fleet reliability during winter storm Fern, with the natural gas fleet reaching 97% commercial availability and the nuclear fleet at 100%. Vistra views the demand environment as structurally improved, projecting realistic annual load growth of 5% to 6% in ERCOT and 2% to 3% in PJM through 2030. Strategic positioning focuses on utilizing existing infrastructure more efficiently to preserve affordability while spreading fixed costs over higher power volumes. The company is prioritizing 'speed to power' solutions for hyperscalers, including colocation and demand response, to navigate grid connection delays. Reaffirmed 2026 guidance and 2027 midpoint opportunity ranges, which currently exclude potential upside from the pending Cogentrix acquisition and Meta power purchase agreements. Expects to update financial guidance following the closing of the Cogentrix acquisition, which remains on track for the second half of 2025. Advancing a 4,500-megawatt organic development pipeline, including renewables, thermal expansions, and nuclear uprates, with most projects expected online by 2028. Management is targeting the long-term contracting of approximately 3.2 gigawatts of remaining nuclear capacity at Beaver Valley and Comanche Peak. Capital allocation strategy balances a mid-teens levered return threshold for growth investments with a commitment to return at least $3 billion to equity holders through 2027. Achieved investment-grade ratings from both S&P and Fitch, triggering fallaway provisions that released liens on senior secured debt assets. Accelerated share repurchases in the first four months of the year, deploying $525 million due to an increasing free cash flow yield. Management flagged the 'low bar' for ERCOT's load interconnection queue as a potential risk that could lead to unrealistic projections and policy confusion. The return of Martin Lake Unit 1 from an extended outage late in Q1 is expected to support generation stability in upcoming periods. Our anal...

Vistra Corp. (VST) came out with quarterly earnings of $2.87 per share, beating the Zacks Consensus Estimate of $2.21 per share. This compares to earnings of $0.46 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +29.63%. A quarter ago, it was expected that this company would post earnings of $2.51 per share when it actually produced earnings of $2.18, delivering a surprise of -13.15%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Vistra, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $5.64 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.54%. This compares to year-ago revenues of $3.93 billion. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Vistra shares have lost about 4.6% since the beginning of the year versus the S&P 500's gain of 7.2%. While Vistra has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Vistra was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It wil...

Earnings Release Highlights GAAP first quarter 2026 Net Income of $1,029 million, including an unrealized gain from hedges expected to settle in future years of $723 million, and Ongoing Operations Adjusted EBITDA1 of $1,494 million. Reaffirmed 2026 Ongoing Operations Adjusted EBITDA1 and Ongoing Operations Adjusted FCFbG1 guidance ranges of $6.8 billion to $7.6 billion and $3.925 billion to $4.725 billion, respectively.3 Vistra's corporate issuer credit rating upgraded to Investment Grade at second major credit rating agency. IRVING, Texas, May 7, 2026 /PRNewswire/ -- Vistra Corp. (NYSE: VST) today reported its first quarter 2026 financial results and other highlights. "Vistra had an exciting start to 2026, powered by the talent of our people, the capabilities of our generation portfolio, our commitment to our customers, and our ability to grow strategically," said Jim Burke, president and CEO of Vistra. "The first week of the year brought announcements of our plans to acquire the 5,500-MW Cogentrix natural gas generation portfolio, which we continue to target closing in the second half of the year, followed by our signing of long-term power purchase agreements with Meta at our PJM nuclear sites. Vistra performed well, with the fleet delivering strong performance during an extended period of volatile weather including Winter Storm Fern, while the retail business experienced one of the mildest first quarters in Texas history. Finally, Fitch's recent upgrade of our corporate credit rating to Investment Grade, following S&P's action last year, reflects the progress we've made in strengthening our balance sheet and providing visibility into the longer-term earnings power of the company." "Looking ahead, we remain focused on operational execution and preparing our fleet for the upcoming summer months. Load growth remains strong across our primary markets, and we believe a large, diversified, and dispatchable generation fleet like ours is essential in meeting demand and supporting market reliability. Our integrated model and focus on disciplined execution position us well to deliver reliable power to our customers and create long‑term value for our stakeholders." For the quarter ended March 31, 2026, Vistra reported Net Income of $1,029 million and Ongoing Operations Adjusted EBITDA1 of $1,494 million. Net Income for the first quarter 2026 increased $1,297 millio...