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Vistra Corp.

VST · NYSE

Market open$155.56$3.00 (+1.97%)

Key statistics

Previous close$152.56
Open$150.67
Day high$157.25
Day low$148.14
52-week high$219.82
52-week low$132.66
Market cap52.45B
Volume2.80M
Average volume4.78M
P/E ratio26.04
Forward P/E—
EPS5.97
Dividend yield+0.58%

Market context

Why it moved

Vistra Corp (VST) fell sharply as investor sentiment cooled ahead of its August 7 earnings release, with recent share price momentum softening despite the company's expanded capital plans across nuclear, solar, and battery storage, while broader market pressure from declining semiconductor stocks and mixed recent earnings results weighed on the high-valuation energy stock.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Vistra Corp. is advancing, buoyed by strong bullish tailwinds including a PJM capacity auction win that bolsters future revenue visibility, continued data center demand driving power needs, and Scotiabank raising its price target to $298 (from $293) with a sector outperform rating. Wall Street remains broadly constructive with a consensus Buy rating and average target of ~$230, while the company's Q1 beat — $2.87 EPS vs. $1.32 estimate — continues to underpin confidence. The XLU utilities sector ETF is trading lower on the day, making Vistra's relative outperformance notable.

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July 17, 2026Vistra Corp. fell nearly 5%, significantly underperforming the broader utilities sector (XLU essentially flat) and the S&P 500 (down modestly), as a broad tech-driven market selloff weighed on AI-linked power names. The decline comes despite Vistra announcing it had secured PJM capacity auction results that bolster future revenue visibility — a positive fundamental development highlighted alongside peer Talen Energy. Investor sentiment around AI-driven power demand stocks has grown more volatile, while a New York State moratorium on large data center permits has added a regulatory overhang for power generators tied to the AI infrastructure buildout. In after-hours trading, shares slipped a further ~1%, even as Wall Street remains broadly bullish with a consensus Buy rating and an average price target near $230.

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July 16, 2026Vistra Corp. shares closed modestly higher, outperforming the broader utilities sector (XLU closed lower) as a fresh analyst catalyst drew investor attention: Scotiabank raised its price target on Vistra to $298 from $293, reaffirming a Sector Outperform rating. The upgrade adds to an already bullish analyst consensus of $230.31 (Buy), with Wells Fargo maintaining a Buy and a $259 target. Broad institutional accumulation continues, with multiple funds boosting stakes in Q1, while Vistra's strong Q1 earnings beat ($2.87 EPS vs. $1.32 estimate) and the PJM capacity auction tailwind benefiting peer Talen Energy underscores the favorable backdrop for independent power producers exposed to surging US electricity demand.

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July 15, 2026Vistra Corp. closed essentially flat amid a broader market rebound, as investors digested a softer-than-expected June CPI print that lifted the S&P 500 modestly higher. Key catalysts in focus include the company's upcoming Q2 2026 earnings release scheduled for August 7, a strong Q1 beat ($2.87 EPS vs. $1.32 consensus), and a Wells Fargo Buy rating with a $259 price target reaffirmed July 9. Institutional accumulation continues broadly, with multiple firms increasing stakes and a consensus Buy rating averaging $230.31—well above current levels—underscoring persistent bullish sentiment on long-term US power demand and data center electrification growth.

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July 14, 2026Vistra Corp. closed modestly lower, pulling back after a strong 5.2% weekly gain, as broader market sentiment was weighed down by renewed U.S.-Iran tensions that sent oil prices surging and pressured equities broadly. Despite the session's dip, the investment narrative around Vistra remains bullish: Wells Fargo recently raised its price target to $259 (implying ~66% upside), the company was named preferred power provider for KKR's Helix Digital Infrastructure initiative — backed by Nvidia and the Kuwait Investment Authority with $10B+ in commitments — and Q1 results dramatically beat estimates ($2.87 EPS vs. $1.32 expected). Investors are also watching the August 7 Q2 earnings date and the PJM capacity auction results due after close on July 14.

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July 11, 2026Vistra Corp. edged higher, outperforming the broader utilities sector (XLU), as investor enthusiasm around its AI power demand story remained intact. The company has secured long-term power supply contracts with Amazon and Meta, and analysts maintain a consensus Buy rating with a $230 average price target—well above current levels—citing the company's diversified generation fleet and outsized Q1 earnings beat ($2.87 EPS vs. $1.32 estimate). Bernstein reiterated a Buy on VST this week, while the broader AI infrastructure buildout theme and a heat dome driving record grid demand continue to underpin the power producer narrative ahead of its Q2 results scheduled for August 7.

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July 10, 2026Vistra rose over 2% as investors positioned around surging U.S. power demand, with a record heat dome having recently driven PJM grid load to all-time peaks above 166 GW, directly benefiting Vistra as PJM's largest independent power producer with 13.9 GW of capacity. The geopolitical backdrop — renewed U.S.-Iran strikes sending oil prices up ~4% — added energy-sector tailwinds, while Wall Street remains broadly bullish with a consensus Buy rating and ~$230 average price target ahead of Q2 earnings on Aug. 7.

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July 9, 2026Vistra Corp. closed modestly lower as a broader risk-off session weighed on equities following President Trump's declaration that the U.S.-Iran ceasefire deal was "over," sending oil prices surging over 5% and pushing Treasury yields higher. While the geopolitical shock pressured markets broadly — with the S&P 500 pulling back and utilities (XLU) also slipping — Vistra's decline was relatively contained, reflecting its standing as a power demand beneficiary. Investors continue to watch the AI and data center electricity demand narrative, with Bernstein maintaining an Outperform rating ($187 target), Morgan Stanley reiterating Overweight ($210 target), and a Wall Street consensus Buy with a $230.31 average price target. A historic technical signal — VST trading near its 24-month moving average after a prolonged stretch above it — has flashed bullish in both prior instances over the last 20 years, averaging ~9.5% gains over the subsequent three months. Vistra is set to report Q2 2026 results on August 7.

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Simply Wall Street · July 17, 2026Is Vistra (VST) Undervalued As It Expands Nuclear, Solar And Battery Investments?MarketBeat · July 17, 2026What is Scotiabank's Estimate for Vistra FY2026 Earnings?TradingView · July 16, 2026Vistra Extends Financing Facilities: AR Securitization Raised to $1.25B; MUFG Repo Term to 2027Moomoo · July 3, 2026Wells Fargo Maintains Vistra Energy(VST.US) With Buy Rating, Maintains Target Price $259TradingView · June 26, 2026Can Vistra Unlock More Value for Investors Through Share Buybacks?Seeking Alpha · June 11, 2026KKR, Nvidia, Vistra, Kuwait Investment Authority launch infrastructure company for hyperscalers
Benzinga · July 16, 2026BlackRock CEO Larry Fink Warned of an AI Power Crunch—New York Just Halted Large Data Centers: CEG, VST, NEE in Focus
Benzinga · July 15, 2026Scotiabank Maintains Sector Outperform on Vistra, Raises Price Target to $298
Benzinga · June 30, 2026$1000 Invested In Vistra 5 Years Ago Would Be Worth This Much Today
Benzinga · June 29, 2026BlackRock Flags Big AI Trade Beyond Nvidia, AMD, Micron
Mt Newswire · June 24, 2026Morgan Stanley Adjusts Vistra Price Target to $210 From $212, Maintains Overweight Rating
Mt Newswire · June 23, 2026Vistra Insider Sold Shares Worth $2,512,800, According to a Recent SEC Filing
Mt Newswire · June 18, 2026Vistra Insider Sold Shares Worth $4,000,000, According to a Recent SEC Filing
Benzinga · June 17, 2026Here's How Much You Would Have Made Owning Vistra Stock In The Last 5 Years

Peers

S&P 500SPX · $7,462.47-0.95%Constellation Energy CorporationCEG · $252.97+0.48%NRG Energy, Inc.NRG · $129.63-2.35%Talen Energy CorporationTLN · $373.03+1.29%The AES CorporationAES · $14.79-0.10%NextEra Energy, Inc.NEE · $88.84-0.57%Exelon CorporationEXC · $46.34-0.96%Dominion Energy, Inc.D · $71.24-0.63%Entergy CorporationETR · $113.52-1.18%American Electric Power Company, Inc.AEP · $132.25-0.66%Duke Energy CorporationDUK · $125.08-0.82%The Southern CompanySO · $95.46-0.64%