Bull case
Vistra is a promising company with solid financials, promising acquisitions and investments, and a diverse generation and retail portfolio that positions it well for future growth in the energy market.
Vistra
VST · NYSE
$150.32+$0.62 (+0.41%)TodayMarket closed ·
Prev close $149.70
VST analyst rating
BuyConsensus of 13 analysts over the last 12 months. 100% rate it a buy.
- Strong buy0
- Buy13
- Hold0
- Underperform0
- Sell0
12-month price target · 21 analysts
Average $210.51 (+40.0% upside)
- Low
- $108.61
- Now
- $150.32
- High
- $267.75
Upgrades and downgrades
The latest rating actions, newest first
| Firm | Date | Action | Rating |
|---|---|---|---|
| CIBC | Oct 16, 2026 | Initiates | Outperformer |
| BMO Capital | Oct 5, 2026 | Maintains | Outperform |
| Bernstein | Oct 1, 2026 | Maintains | Outperform |
| Mizuho | Aug 24, 2026 | Initiates | Outperform |
| Morgan Stanley | Aug 21, 2026 | Maintains | Overweight |
| TD Cowen | Aug 19, 2026 | Maintains | Buy |
| UBS | Jul 28, 2026 | Maintains | Buy |
| Morgan Stanley | Jul 28, 2026 | Maintains | Overweight |
| TD Cowen | Jul 27, 2026 | Maintains | Buy |
| Scotiabank | Jul 15, 2026 | Maintains | Sector Outperform |
The case for and against
Updated May 12, 2026
Bear case
Vistra is poised for growth and profitability as they have a leading position among IPPs for data center PPAs and have seen weak shares despite positive earning results and strong PJM auction results. Additionally, their balance sheet is strong with net leverage at ~2.6x and disciplined capital allocation. Although there have been concerns about capacity market prices, Vistra's transition to ELCC contributes to their long-term reliability and resiliency while they continue to expand their footprint in multiple markets.
Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.