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For retirement-focused investors weighing the two dominant independent power producers cashing in on the AI data center buildout, the question is direct: Vistra (NYSE:VST | VST Price Prediction) or Constellation Energy (NASDAQ:CEG) — which one belongs in the portfolio right now?
High Oil Prices Are Doing What Policy Never Could: It Is Making For Winning Comeback Stories
Vistra: A Buy On AI Demand, Nuclear Power, And Strong Cash Flow
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One company posted a dramatic revenue surge while the other faced sharp swings, as recent filings reveal. But there's more to this story.
The defensive utility trade is breaking. With the 10-year Treasury yield at 4.45% and near the 91.1 percentile of its trailing 12-month range, the “bond proxy” argument that long anchored retirement portfolios in regulated power names has lost its math.
The smartest technology analyst you've probably never heard of just published a presentation that reframes the entire AI investment thesis — and if you're still thinking about this as a software story, you're already behind.
VST and TLN's clean-power fleets are vying to serve AI data centers' 24/7 load and expanding their clean energy generation portfolio.
Recently, Zacks.com users have been paying close attention to Vistra (VST). This makes it worthwhile to examine what the stock has in store.
GE Vernova and Vistra are benefiting from soaring electricity demand. Nextpower's backlog is growing as more companies upgrade their solar energy systems.
Vistra stock lags after a Moss Landing battery incident, but rising clean power demand, hedges and buybacks could shape the next move.
Vistra is rated 'Buy' for its strong positioning to benefit from AI-driven power demand, particularly via nuclear and gas bridge power capabilities. VST's diverse portfolio—second-largest U.S. nuclear fleet and significant gas assets—enables both contracted stability and rapid deployment for data center needs. The company trades at an attractive EV/EBITDA of 9.65 and EV/MW of 1.5x, with the market undervaluing its nuclear and bridge power potential versus peers.
The Southern Company is a well-established, proven player in the utilities business. Brookfield Renewable is being built from the ground up to provide industry-leading dividend growth.
The data center buildout doesn't seem like it's about to slow down. As more firms look to step up and supply AI compute, some of which (unlike the cash-rich hyperscalers) are risking their shirts by going into debt, it feels like timing the peak in the AI boom or the beginning of an AI bubble (if there really is one) will get harder to do.
An attractive current yield, consistent dividend growth, and a monthly payout cadence make for an ideal passive income machine for retirement. I detail 2 of my favorite monthly paying dividend growth machines that combine attractive yields with consistently strong dividend growth. I share why they are also attractive in combination, as well as the risks to keep in mind.
Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE: VST) stock purchase tied to a January 16 options exercise executed by her husband, Paul Pelosi. Furthermore, recently released financial disclosures indicate that President Donald Trump bought Vistra shares on February... Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.
AI-driven power demand is creating a secular growth story for energy and power infrastructure, shifting market leadership from semiconductors to energy and metals. Williams Companies, EQT Corp., Vistra Corp., and NextEra Energy are positioned at critical points in the AI power supply chain. WMB and EQT benefit from rising natural gas demand; VST leverages wholesale power pricing and Texas data center growth; NEE offers regulated utility dividend growth and data center partnerships.
Everyone's talking about Vistra (NYSE:VST | VST Price Prediction) right now because retail investors have decided the merchant power producer is the cleanest way to bet on AI data center electricity demand.
Vistra and MPLX offer a compelling dividend combo, balancing high growth and high yield in the AI-driven energy landscape. VST benefits from accelerating earnings, robust cash flow, and secular demand for reliable power, with significant upside potential from AI and data center growth. MPLX delivers an 8.8% yield, strong distribution growth, and exposure to high-demand natural gas regions, supporting consistent mid-single-digit income growth.
Two great long-term AI energy stocks--Vistra and Constellation--to buy now in May, down 30% or more and hold forever.
Nuclear energy stands at the cusp of the global push for a low-carbon, greener, and more resilient energy future.
Vistra (VST) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Vistra remains a BUY, positioned as a long-term compounder with over 30% EPS growth projected through 2028. VST's growth is driven by rising AI/data center power demand, disciplined asset acquisitions, and a commercial strategy focused on margin visibility via hedging. Recent acquisitions, including Cogentrix, will expand capacity by 20% through 2027 and boost dispatch rates and GWh sold by 24%.
Since I last checked on power producer Vistra in December 2025, its price has expectedly underwhelmed. But given the developments since, I believe the markets are underpricing the promising stock. Its power purchase agreements with Amazon and Meta for the provision of nuclear energy alone imply the possible growth potential, not to mention the possibility of a premium on market valuations. The company's expansion of gas assets with the purchase of Cogentrix Energy, after it bought Lotus Infrastructure Partners' gas assets last year, also works in its favor.
Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world's biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of... The AI Data Center Backlash Is Growing. Kevin O'Leary's $1 Billion Stratos Project Reveals Why
VST beats Q1 EPS and revenue estimates as capacity prices jump; hedging nearly all 2026 volumes lifts visibility.
I am rating Vistra a Strong Buy because AI is turning electricity into a scarce asset and Vistra owns the kind of dispatchable power portfolio that data centers need. The key growth drivers are AI-driven data center demand, PJM nuclear scarcity, ERCOT load growth and Cogentrix gas acquisition. These drivers should lift EBITDA by $500Mn. My Price Target is $220 and is based on using a 12x EV/EBITDA multiple and $8.1Bn of 2027 EBITDA. This represents a 48% potential upside.
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Artificial intelligence has already reshaped the stock market.
The headline numbers for Vistra (VST) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Vistra Corp. (VST) came out with quarterly earnings of $2.87 per share, beating the Zacks Consensus Estimate of $2.21 per share. This compares to earnings of $0.46 per share a year ago.
The biggest grid operator in the U.S. has called for a major overhaul as it balances surging power demand from data centers against worries about high residential electricity costs and the risk of shortages.
Vistra Corp. delivered a strong Q1 double beat, reaffirming robust FY2026 guidance and maintaining a buy rating despite recent underperformance versus the S&P 500. VST's growth profile is compelling, with 2024 EPS expected to surge over 80% and a normalized PEG ratio at just 0.41, supporting an attractive valuation. Strategic moves, including the Cogentrix acquisition and major tech PPAs, are set to drive nearly 50% of EBITDA from retail and contracted sources.
Vistra Corp swung to a quarterly profit on Thursday, driven by rising power demand and prices, sending its shares up 4.2% in premarket trading.
Earnings Release Highlights GAAP first quarter 2026 Net Income of $1,029 million, including an unrealized gain from hedges expected to settle in future years of $723 million, and Ongoing Operations Adjusted EBITDA1 of $1,494 million. Reaffirmed 2026 Ongoing Operations Adjusted EBITDA1 and Ongoing Operations Adjusted FCFbG1 guidance ranges of $6.8 billion to $7.6 billion and $3.925 billion to $4.725 billion, respectively.3 Vistra's corporate issuer credit rating upgraded to Investment Grade at second major credit rating agency.
Vistra and Quanta Services will benefit from soaring energy demand.
Shares of Oklo (NYSE:OKLO | OKLO Price Prediction) are up roughly 13% in midday trading Wednesday after the U.S.
VST heads into Q1 report with revenues seen up 37% and EPS up 380%, as data-center power demand and buybacks take center stage.
Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations, transformers, and turbines.
A structural power deficit is forming across the United States, driven by the voracious energy appetite of artificial intelligence (AI) and hyperscale data centers. This has forced technology titans into an unlikely alliance, compelling them to underwrite the future of an energy source once left to decay: nuclear power.
Let's focus on three utility stocks, AEE, VST and PPL, that are expected to post an earnings beat this reporting cycle.
If your electricity bill jumped this year, you're not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat or aging infrastructure alone.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Vistra (VST), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2026.
Most of the names in the business are benefiting. Some are positioned to benefit much more than others though.
IRVING, Texas, April 30, 2026 /PRNewswire/ -- Vistra (NYSE: VST) announced today that its board of directors has declared a quarterly dividend of $0.2290 per share of Vistra's common stock, reflecting an estimated aggregate payment of approximately $75 million this quarter. The common dividend is payable on June 30, 2026, to common stockholders of record as of June 22, 2026.
Vistra's nuclear push and cheaper valuation give it an edge over Southern Company as utilities race to add clean power to their portfolio.
Vistra (VST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Comerica Bank decreased its position in shares of Vistra Corp. (NYSE: VST) by 43.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 75,211 shares of the company's stock after selling 58,726 shares during the period. Comerica Bank's holdings in Vistra were
Zacks.com users have recently been watching Vistra (VST) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
In the latest trading session, Vistra Corp. (VST) closed at $166.58, marking a +1.36% move from the previous day.
Top insights from the latest market news from Monday, April 27, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Cornerstone Advisory LLC acquired a new position in shares of Vistra Corp. (NYSE: VST) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,633 shares of the company's stock, valued at approximately $586,000. A number of other institutional
Bosman Wealth Management LLC purchased a new stake in shares of Vistra Corp. (NYSE: VST) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 14,030 shares of the company's stock, valued at approximately $2,263,000. Vistra makes up
Birch Hill Investment Advisors LLC purchased a new stake in Vistra Corp. (NYSE: VST) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 3,210 shares of the company's stock, valued at approximately $518,000. Several other large investors have also added
Vistra, a major independent power producer in the U.S., has seen its stock soar 324% since the start of 2024 due to rising electricity demand from data centers. The company has significant energy-producing capacity and is the second-largest nuclear operator in the U.S. As an independent power producer, Vistra operates in competitive markets and can benefit from high electricity prices.
VST is trading above its 50-day SMA at $165.53, up 43% y/y, as hedging, clean-power demand and a multi-fuel fleet support growth.
In the latest trading session, Vistra Corp. (VST) closed at $165.53, marking a +1.59% move from the previous day.
Consolidated Investment Group LLC increased its holdings in Vistra Corp. (NYSE: VST) by 71.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,000 shares of the company's stock after purchasing an additional 5,000 shares during the quarter. Consolidated Investment Group
Morgan Stanley (NYSE:MS | MS Price Prediction) recently provided more insight into the state of the AI boom and the infrastructure deficit that could define it in the near future.
