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Analyst Sentiment on Vistra (VST) Remains Strong Following Goldman Sachs’ Bullish Update
Yahoo Finance· 2026-02-11 19:26
Core Insights - Vistra Corp. (NYSE:VST) is recognized as one of the best performing stocks in the S&P 500 over the past five years [1] - Over 90% of analysts are bullish on Vistra Corp. with a consensus price target of $232, indicating a potential upside of 62.2% [2] Analyst Upgrades - Goldman Sachs upgraded Vistra Corp. from 'Neutral' to 'Buy' on February 6, 2026, setting a price target of $205, citing the company's ability to secure large-scale contracts as a confidence booster for analysts [3] Power Purchase Agreements - On January 9, 2026, Vistra Corp. and Meta announced 20-year PPAs for over 2,600 MW of zero-carbon energy from nuclear plants, marking the largest nuclear uprates backed by a corporate customer in the U.S. [4] - The PPAs include 433 MW of uprates and 2,176 MW of operating generation, with Meta expected to start purchasing energy in late 2026 and achieve full capacity by 2034 [4] Economic Impact - The projects associated with the PPAs are projected to create approximately 3,000 engineering and construction jobs and enable license extensions for the nuclear plants for an additional 20 years [5] Company Overview - Vistra Corp. focuses on electricity and power generation across various regional segments, providing energy solutions to residential, commercial, and industrial customers while managing generation, wholesale sales, and asset decommissioning throughout the U.S. [6]