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GEV's free cash flow surged in the first half of 2026, prompting higher guidance as the company balances growth investments and capital returns.

Vistra has quietly shed a quarter of its value while its operating results kept beating expectations, and Wall Street's most bullish analyst thinks that disconnect points to something big coming in 2027.

Peter Thiel‘s investment firm, Thiel Macro LLC, disclosed a $418.67 million equity portfolio across eight companies in the second quarter, bypassing semiconductor manufacturers to allocate capital toward electrical grid operators, nuclear developers, tech infrastructure, and conventional energy. Rebuilding Capital in...

Though Vistra has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain strongly optimistic about the stock’s prospects.

Vistra Corp. (NYSE:VST) said Thursday it priced a $1.5 billion public offering of junior subordinated notes due in 2057.The energy company plans to use the proceeds for general corporate purposes. That includes potentially redeeming outstanding preferred stock later this year.Vistra Sets Interest RatesThe offering consists of $850 million of Series A junior subordinated notes and $650 million of Series B notes. Both were priced at 100% of their face value.The Series A notes will initially carry

Energy stocks were lower late Thursday afternoon, with the NYSE Energy Sector Index easing 0.2% and

Energy stocks were mixed Thursday afternoon, with the NYSE Energy Sector Index fractionally higher a

Vistra's hedging, long-term PPAs, diversified generation fleet and improving earnings outlook support growth, though high debt may warrant a better entry point.

Vistra just signed 20-year nuclear deals with Meta and AWS, acquired thousands of megawatts of gas generation, and committed a billion dollars to an AI venture with NVIDIA and KKR. What CEO Jim Burke is actually assembling underneath all of it is something the headline deals alone do not reveal.

Vistra (VST) has fallen about 19% over the past twelve months and trades roughly 30% below its 52-week high, with softer ERCOT power prices and an expected pause in some Texas data-center reviews among the worries. Underneath that tape, the company keeps handing its owners a bigger slice of itself. That is no longer the reason to buy the stock.

Burke's purchase brings his total position to 1.2 million shares.

Vistra's diversified 43,641-MW fleet lowers dependence on a single fuel source and positions it to benefit from rising U.S. electricity demand.

Vistra has spent nine months drifting lower while Wall Street piled up bullish price targets, and at least one major bank now sees a setup that looks nothing like the slow bleed playing out on the chart.

The retail electricity giant is still a sound long-term investment.

Vistra (VST) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Constellation Energy has the bigger nuclear platform, but Vistra's valuation and growth catalysts keep the race close.

Vistra President and CEO James Burke bought 8,665 shares in three open-market purchases on August 24, August 31, and September 1, spending $1.17 million. The filings show 2,000 shares bought at $135, 2,200 at a weighted-average $135.99, and 4,465 at a weighted-average $135.25. All three purchases were made through JAMEB, LP, a limited partnership jointly […]

Vistra stock has produced a very large 5 year return, yet the current valuation checks point to a more mixed picture that does not clearly frame it as either a bargain or an obviously expensive utility stock. Over the past 5 years, Vistra has delivered a very large gain, which puts extra focus on whether the current share price already reflects the long term improvement investors are pricing in. Future cash flow generation and balance sheet resilience can support the current valuation, while...

Billionaire technology investor Peter Thiel’s hedge fund, Thiel Macro LLC, disclosed 372,755 shares of Vistra Corp. (NYSE:VST) at the end of Q2 2026, worth about $59.1 million. The position is interesting because Vistra sits directly in the argument over whether electricity, rather than GPUs, becomes the scarce asset in the next leg of the AI […]

Bridgewater Associates made opposite moves in two of AI’s most important bottlenecks during Q2, disclosed in its August 14 filing. The firm reduced its Nvidia position 18% to 3,866,195 shares while increasing Vistra 116% to 751,695 shares. That looks like a rotation from compute toward electricity, but a Form 13F cannot establish the intent behind […]

VST's heavy hedging and 20-year nuclear PPAs with AWS and Meta aim to lock in revenues, steady cash flow and support long-term growth.

CEG secures long-term nuclear demand from C&I customers, boosting revenue visibility and supporting EPS growth.

Burke's $270,000 indirect purchase boosts his total beneficial interest to $167.63 million, signaling confidence at current valuations.

The company is chasing the data center boom, but after a pullback in the shares, you have to weigh a strong recovery record against some very real market pressures.

Vistra stands out among nuclear utility stocks with stronger earnings growth, higher ROE and margins, and a cheaper valuation, despite more debt.

Vistra has shed nearly 30% over the past year while one prominent Wall Street firm just slapped a target on it that implies triple-digit gains. The reasoning behind that call cuts against almost everything the market currently believes about power prices and AI demand.

The midterm elections can’t come soon enough for AI power stocks. Politicians in red and blue states are vowing to slow data center development. Developers and power companies may be more inclined to announce deals after voting ends and the political pressure eases.

The power producer's adjusted EBITDA is up more than 30% and its nuclear fleet is signing 20-year deals with tech giants. The stock is priced like none of that happened.

GE Vernova boasts a fortress balance sheet and surging margins, while Vistra trades at half the valuation multiple, but carries higher debt.

Why Vistra Stock Is Back In Focus Vistra (VST) is drawing fresh attention after a period of weaker stock performance versus the broader utility industry, which has coincided with changing expectations around retail demand, regulatory timing, and hedge coverage. For investors tracking utilities, this has put Vistra under the spotlight as the company continues to invest in retail operations, renewable generation, and energy storage projects that are intended to support its long term business...