IRVING, Texas, Jan. 27, 2025 /PRNewswire/ -- Vistra (NYSE: VST) plans to report its full year and fourth quarter 2024 financial and operating results on Thursday, Feb. 27, 2025, 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 ...

Shares of Nvidia (NVDA 4.43%) and Vistra (VST 0.81%) have surged 860% and 700%, respectively, since the beginning of 2023. Both companies have benefited from the artificial intelligence (AI) boom despite operating in very different parts of the economy. But billionaire David Tepper, the hedge fund manager at Appaloosa Management, sold one and bought the other in the third quarter, as detailed below:Tepper sold 65,000 shares of Nvidia, reducing his position by 9%. Nvidia no longer ranks among the 25 largest ...

Core Viewpoint - Vistra Corp. has experienced a significant stock price increase, attributed to strong performance driven by its emission-free electricity production and expanding customer base [1][2]. Company Performance - Vistra's shares rose by 8.5% to close at $185.35, with a notable trading volume, and a total gain of 21.4% over the past four weeks [1]. - The company is expected to report quarterly earnings of $1.07 per share, reflecting a year-over-year increase of 322.9%, with revenues projected at $4.32 billion, up 40.3% from the previous year [4]. Business Model and Competitive Advantage - Vistra's integrated business model provides a competitive edge over non-integrated competitors, focusing on optimizing cost structures and reducing debt while ensuring safety [3]. Market Trends and Estimates - The consensus EPS estimate for Vistra has been revised down by 8.1% over the last 30 days, indicating a potential negative trend in earnings estimate revisions, which may affect future stock price movements [5]. - The stock currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook compared to other stocks in the same industry [5].

Electricity and power generation stock Vistra Corp (NYSE:VST) is down 1.7% at $171.09 at last check, following news of a fire at the company's battery facility in its Moss Landing power plant in Monterey County, California. The incident prompted local evacuations and affected 40% of a building containing lithium-ion batteries.The shares are taking a breather from yesterday's record peak of $178.40, but are still well above their 20-day moving average. VST also sports a healthy 341.5% year-over-year lead, an ...

Company Performance and Stock Movement - Vistra Corp (NYSE: VST) was a standout performer in 2024, with its stock soaring nearly 260%, making it the second-best-performing S&P 500 stock, trailing only Palantir Technologies [1] - The stock has surged 23% year-to-date (YTD) in 2025, hitting new all-time highs [2] - The company's P/E ratio is 31.56, with a dividend yield of 0.53% and a price target of $151.50 [1] Strategic Initiatives and Market Trends - Vistra's success in 2024 was driven by its pivot to renewable energy, including heavy investments in solar, wind, and battery storage, aligning with the global decarbonization push [2] - The acquisition of Energy Harbor for $3.43 billion in early 2024 added four nuclear-generation facilities and significant energy storage capacity, enhancing its zero-carbon energy capabilities [3] - The surge in electricity demand from AI-driven data centers and cloud-computing infrastructure further fueled Vistra's growth, as its nuclear assets positioned it to capitalize on this trend [4] Financial Performance - In Q3 2024, Vistra's revenue grew 54% year-over-year to $6.29 billion, with a net income of $1.84 billion, significantly exceeding expectations [5] - The company raised its 2024 guidance for ongoing operations adjusted EBITDA to $5.01 billion to $5.2 billion and adjusted free cash flow guidance to $2.65 billion to $2.85 billion [5] Analyst Sentiment and Forecasts - All ten analysts covering Vistra issued a Buy rating, with a consensus price target of $151.50, suggesting a potential downside of 11% from current levels [6] - Morgan Stanley listed Vistra as a "high conviction" pick for 2025, raising its price target from $135 to $169 in November 2024, citing growth opportunities from AI-powered energy demand and data center expansion [7] - UBS raised its price target to $174 on January 3, 2025, further underscoring the bullish outlook [7] Future Outlook - Vistra's upcoming earnings report on February 26, 2025, is expected to be a key catalyst, with analysts anticipating substantial earnings growth and higher annual EPS forecasts [8] - The company's strong uptrend shows no signs of slowing, with the stock recently hitting fresh all-time highs, though short-term traders may wait for a pullback for a more favorable entry point [9]

The most recent trading session ended with Vistra Corp. (VST) standing at $169.17, reflecting a -0.79% shift from the previouse trading day's closing. This change lagged the S&P 500's daily gain of 1.83%. Meanwhile, the Dow gained 1.65%, and the Nasdaq, a tech-heavy index, added 2.45%.Heading into today, shares of the company had gained 21.99% over the past month, outpacing the Utilities sector's loss of 6.06% and the S&P 500's loss of 3.31% in that time.The investment community will be closely monitoring t ...

Company Performance - Shares in Vistra rose by an incredible 257.9% in 2024, transforming from an integrated retail electricity and power generation company to one of the hottest AI plays on the market [1] Strategic Acquisitions - Vistra started the year with 2,400 MW of nuclear generation capacity out of 36,702 MW total capacity and significantly increased its nuclear capacity by acquiring Energy Harbor in March, adding 4,000 MW of nuclear generation [2] - The company also acquired the remaining 15% it didn't own in Vistra Vision, which held its nuclear assets [2] Industry Trends - There is a critical need for long-term, reliable power sources for data centers, with nuclear power increasingly seen as the answer due to its carbon-free nature and reliability [4] - Renewable energy faces challenges such as surging costs, logistics issues, and supply chain constraints, making nuclear power more attractive [4] Key Industry Deals - The three major cloud service providers signed deals with nuclear power producers in 2024: Microsoft with Constellation Energy, Google with Kairos Power, and Amazon with Talen Energy [5][6] - Amazon Web Services paid $650 million to buy a data center campus from Talen Energy and signed a long-term deal to buy power from Talen's nearby nuclear plant [6] AI and Nuclear Power Synergy - The boom in AI applications in 2024 drove significant investment in data centers, increasing the demand for reliable power sources like nuclear energy [7]

Stock Performance - Vistra (VST) stock rose nearly 19% in the first three trading sessions of 2025 [1] - The stock more than tripled in value in 2024, setting multiple record highs [1] - Vistra shares rose 0.9% on Monday, contributing to the 19% return in the first three sessions of 2025 [5] Analyst Ratings and Price Targets - All five analysts tracked by Visible Alpha rate Vistra stock a "buy" with an average price target of $147.20 [2] - 15 out of 17 analysts tracked by FactSet Research have a "buy" or "overweight" rating, with an average price target over $170 [2] - Morgan Stanley analysts named Vistra one of their "high conviction overweight" ratings, citing potential for new data center deals [3] - Jefferies analysts raised their price target to $167 from $143, expecting a data center deal by the end of 2024 or early 2025 [5] Industry and Company Outlook - Vistra is among several utilities stocks that surged in 2024 due to massive energy demand from AI and data centers [1] - The company has potential for new data center deals with its Comanche Peak nuclear plant in Texas [3] - Regulatory uncertainty has clouded the outlook for nuclear power and data centers, but clarity is expected later this year [4] - Vistra is likely to be the first power provider to sign a data center deal in 2025, according to Morgan Stanley analysts [4] Market Context - Vistra stock was one of the S&P 500's biggest gainers in 2024 [5] - The power plant operator has rallied alongside industry peers on optimism that new data centers will drive demand for more electricity [5]

Key TakeawaysDemand for electricity for artificial intelligence data centers are driving up shares of nuclear power firms Constellation Energy and Vistra.Both companies' shares hit all-time records in the fourth quarter of 2024.Constellation plans to restart a unit of the Three Mile Island nuclear plant in Pennsylvania after striking a deal with Microsoft to use the electricity from that plant to power Microsoft's data centers. Shares of nuclear power providers Constellation Energy (CEG) and Vistra (VST) ad ...

Core Viewpoint - Vistra Corp. (VST) is experiencing a bullish trend, trading above its 50-day and 200-day simple moving averages, with significant share gains following a strong third-quarter earnings report and expectations for an earnings surprise in the fourth quarter [1][3]. Group 1: Financial Performance and Market Position - VST has outperformed its industry, the Zacks Utilities sector, and the S&P 500 over the past year [4]. - The Zacks Consensus Estimate for VST's 2025 earnings per share has increased by 8.3% in the last 60 days, indicating positive market sentiment [12]. - The company reported a year-over-year growth estimate of 56.78% for the current quarter and 33.21% for the current year, reflecting strong revenue expectations [14]. Group 2: Demand and Operational Strength - Rising demand in VST's service territories is driven by the development of large load data centers and the electrification of oil field operations, particularly in the Permian Basin [8]. - VST's ability to produce a high volume of emission-free electricity from various sources, including solar and nuclear, is a key factor in its performance [9]. - The company has a comprehensive hedging program, with approximately 96% hedged for 2025 and 64% for 2026, which supports its financial guidance [11]. Group 3: Shareholder Value and Returns - Vistra has repurchased over $4.25 billion in shares since November 2021, resulting in a 29% reduction in outstanding shares, with plans to buy back at least $3.25 billion more between 2024 and 2026 [15]. - The board has approved a quarterly dividend of 22.15 cents for Q4 2024, reflecting a sequential increase of 0.9% [16]. - VST's trailing 12-month return on invested capital (ROIC) stands at 10.08%, significantly higher than the industry average of 3.95%, indicating efficient capital allocation [17]. Group 4: Valuation and Investment Considerations - Vistra is currently trading at a premium valuation, with a forward 12-month price-to-earnings (P/E) ratio of 33.31X compared to the industry average of 15.56X [19]. - The company is well-positioned to benefit from the increasing demand for clean energy, particularly due to the growth of data centers and electrification initiatives [21].