Where Will Vistra (VST) Stock Be in 1 Year?

Core Insights - Vistra (NYSE: VST) has experienced a significant stock surge of 655% over the past three years, outperforming the S&P 500's 74% increase, with a total return of 690% when including reinvested dividends [1] Company Overview - Vistra is a major player in power generation and retail electricity services, with a diverse portfolio that includes natural gas, nuclear, coal, solar, and battery energy storage, totaling approximately 44,000 megawatts of capacity, enough to power around 22 million homes [2] - The company operates the second-largest fleet of nuclear power plants in the U.S. and is repurposing retired coal plants for solar energy generation and storage, aiming for net-zero carbon emissions by 2050 [3] Retail Energy Business - Vistra's retail energy segment, which includes brands like TXU Energy and Dynegy, serves about five million customers across residential, commercial, and industrial sectors, offering over 50 renewable energy plans as part of its long-term net-zero emissions strategy [4] Growth Metrics - From 2020 to 2024, Vistra's revenue and adjusted EBITDA are projected to grow at a CAGR of 11%, driven by increasing electricity demand from sectors such as cloud infrastructure, high-performance computing, and artificial intelligence [5] - To meet this demand, Vistra has expanded its nuclear fleet by acquiring Energy Harbor in 2024 and has made significant investments in natural gas plants, including a $1.9 billion acquisition from Lotus Infrastructure Partners and a $4.7 billion deal for Cogentrix Energy's plants [6] Market Demand and Future Prospects - The rising demand for electricity is a key factor behind Vistra's stock performance, which remains reasonably valued in relation to its growth potential [7] - In January, Vistra secured a long-term agreement with Meta Platforms to supply thousands of megawatts of nuclear energy over the next 20 years, indicating potential for further agreements with other tech companies to support their expanding operations [8]