The challenge? Recent quarterly earnings dropped 66.7% year-over-year, and revenue fell 20.9%. These declines reflect cyclical pressures in power markets, but forward-looking metrics suggest the AI demand wave will reverse these trends. With 92.6% institutional ownership and a consensus price target of $230 (implying 35%+ upside), sophisticated capital is backing the thesis. Execution risk remains highest here given recent earnings headwinds. However, buying Vistra after recent weakness could turn into a lo ...