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: Analyst Sentiment and Stock Performance - Jefferies highlighted heightened regulatory risks for established power producers, contributing to a 9% decline in Vistra's shares [2]. - The decline is attributed to potential PJM market intervention aimed at electricity affordability and reliability, which poses net risks to existing assets [2]. - Despite the regulatory concerns, Vistra continues to attract positive attention from analysts due to operational excellence and long-term contracting [3]. Group 2: Long-Term Contracts and Price Targets - On January 12, 2026, Vistra announced a 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, reflecting lower gas premiums and updated fiscal year estimates for FY26-FY27 [3]. Group 3: Company Focus and Investment Perspective - Vistra Corp. focuses on generating and selling electricity and natural gas across multiple U.S. regions [4]. - While Vistra is recognized as a potential investment, there are suggestions that certain AI stocks may offer greater upside potential with less downside risk [4].