Mixed Analyst Sentiment on Vistra (VST) Amid Increasing Regulatory Risk and Long-Term Contract Wins

Core Viewpoint - Vistra Corp. (NYSE:VST) is experiencing mixed analyst sentiment due to increasing regulatory risks and long-term contract wins, impacting its stock performance [2][3]. Group 1: Regulatory Risks - Jefferies highlighted heightened regulatory risks for established power producers, particularly concerning potential PJM market interventions aimed at electricity affordability and reliability [2]. - Following these developments, Vistra Corp.'s shares saw a 9% decline, attributed to net risks to existing assets from market interventions [2]. Group 2: Long-Term Contracts and Analyst Ratings - Vistra Corp. announced a significant 20-year nuclear power purchase agreement with Meta for 2.6 GW, enhancing its long-duration, zero-carbon revenue visibility [3]. - Scotiabank raised its price target for Vistra to $293 with an 'Outperform' rating, while UBS increased its target to $233 with a 'Buy' rating [3]. - BofA adjusted its price target to $218 due to lower gas premiums, reflecting optimism from PJM PPAs and updated generation assumptions [3]. Group 3: Company Focus - Vistra Corp. is focused on generating and selling electricity and natural gas across multiple U.S. regions, positioning itself within the energy market [4].