Core Viewpoint - Vistra Corp. (VST) is anticipated to show significant growth in both revenue and earnings per share for the first quarter of 2025, with a revenue estimate of $4.4 billion, reflecting a 44.14% increase year-over-year, and earnings per share expected to reach 54 cents, indicating a 134.8% increase from the previous year [1][2]. Earnings Estimates - The Zacks Consensus Estimate for VST's first-quarter earnings is 54 cents per share, with a year-over-year growth estimate of 134.78% [2][3]. - For the current quarter (March 2025), the estimates range from a low of 15 cents to a high of $1.04, with an average estimate of 54 cents [3]. - The earnings estimates for the next quarter (June 2025) are pegged at $1.37, showing a 52.22% increase year-over-year [3]. Factors Influencing Earnings - Increased demand for clean electricity, driven by the expansion of large U.S. data centers and electrification in the Permian Basin, is likely to positively impact VST's first-quarter earnings [7]. - The commercial startup of solar and battery facilities at Coffeen and Bladwin has added over 100 megawatts (MW) to the company's capacity, contributing to earnings growth [8]. - Share repurchases totaling $4.6 billion from November 2021 to November 2024 have reduced outstanding shares, thereby boosting earnings per share, with plans for an additional $2 billion in buybacks between 2025 and 2026 [9]. Operational Insights - VST has implemented a hedging program that secures 100% of its 2025 generation volume, mitigating the impact of market fluctuations [10]. - However, operating costs and selling, general, and administrative expenses have risen faster in 2024 compared to 2023, which may negatively affect earnings [11]. Stock Performance - VST's shares have increased by 70.9% over the past year, outperforming the industry average of 14.2% [14]. - The stock is currently trading at a premium compared to its industry on a forward 12-month P/E basis [15]. Strategic Positioning - Vistra is expanding its generation capacity through both organic growth and strategic acquisitions, enhancing its competitive edge [17]. - The company is positioned in a region with rising demand for clean electricity, which supports its growth strategy [19].