Vistra(US:VST) The Motley Fool·2026-01-17 21:00Core Viewpoint - The increasing demand for electricity driven by the AI revolution presents a significant opportunity for Vistra, particularly due to partnerships with major tech companies like Meta and Nvidia [1]. Group 1: Company Overview - Vistra's current stock price is $166.60, with a market capitalization of $56 billion and a gross margin of 38.78% [2]. - The stock has a forward price-to-earnings (P/E) ratio of nearly 18 and an enterprise value-to-EBITDA ratio of 15, indicating it is fairly priced with potential for strong growth [6]. Group 2: Partnerships and Demand - Meta Platforms has entered a 20-year power purchase agreement with Vistra involving three nuclear plants, signaling a strong commitment to nuclear energy [3]. - Nvidia's CEO has emphasized the necessity of nuclear energy to meet the immense electricity demand, which aligns with Vistra's diverse energy portfolio that includes nuclear, natural gas, coal, solar, and battery storage [4]. Group 3: Market Trends - The electricity demand from data centers is projected to triple by 2028, accounting for 12% of U.S. electricity consumption, which positions Vistra favorably due to its dispatchable generation capabilities [5]. - Vistra has been rewarding shareholders with quarterly dividends since 2019, although the current yield is under 1% [6].