VST Vistra Corp. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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07:40
Sep 03
Sep 03
Author is tracking VST and BE on a watchlist for a possible BE breakout entry.
Author is tracking VST and BE on a watchlist for a possible BE breakout entry, without taking a position.
LOW
01:09
Sep 03
Sep 03
Bullish VST at current levels
Bullish on VST at current levels, having analyzed today; see upside for power/energy infrastructure exposure.
MED
00:37
Sep 03
Sep 03
AI electricity demand lifts nuclear and power.
AI-driven electricity demand is lifting US nuclear and power producers: Constellation Energy, Vistra, and GE Vernova rose on AI power demand and grid/power-infrastructure themes. The analyst highlights the same AI electricity-demand narrative supporting power-related stocks and expects a positive readthrough.
MED
00:33
Sep 03
Sep 03
AI data center power demand lifts infrastructure.
AI server demand is effectively AI data center power demand. US names such as Constellation Energy, Vistra, Oklo and NuScale were strong, and Korean power infrastructure names that were beaten down are rebounding. Sanil Electric has an aggressive target-price upgrade, and HD Hyundai Electric, LS Electric and Hyosung Heavy Industries are also doing well; a Sanil Electric breakout would improve sector sentiment further.
HIGH
20:59
Sep 02
Sep 02
CEO insider purchase of over $900k signals strong confidence.
CEO insider purchase of over $900k signals strong confidence, reinforcing a bullish outlook on VST.
19:25
Sep 02
Sep 02
Pelosi, Thiel, CEO accumulate VST shares.
Reports Pelosi/Thiel 13F positions and a new roughly $600K CEO open-market purchase in VST; speaker gives no directional view.
MED
19:13
Sep 02
Sep 02
Author notes VST may run away from them but has not yet analyzed it.
Author notes VST may run away from them but has not yet analyzed it, so no position is taken despite insider buying context.
LOW
10:10
Sep 02
Sep 02
Vistra cheap near-term, too hard to value
VST's 2026/27 EV/EBITDA and FCFbG look inexpensive, but hedging complexity, three-business mix, and uncertain 2028+ power curve put it on the too-hard pile; no directional commitment.
MED
22:05
Sep 01
Sep 01
AI data center power contracts boost utilities.
Tech hyperscalers are signing large long-term nuclear and geothermal power contracts for AI data centers, turning AI power demand from a forecast into contracted demand. Constellation Energy rose on its AI infrastructure power agreements, NextEra Energy and Vistra also gained, and Fervo Energy surged 28% after signing a 396MW geothermal deal with Google. This supports names supplying clean, utility-scale power to AI data centers.
MED
12:26
Sep 01
Sep 01
MED
22:09
Aug 31
Aug 31
VST attractive; Pelosi, Thiel, CEO buying shares
Buy VST, supported by recent insider purchases from Pelosi, Thiel, and the CEO, implying confidence in upside at current levels.
HIGH
21:17
Aug 31
Aug 31
VST undervalued AI power anchor
Buy VST as an undervalued, low-volatility anchor for power/energy exposure within the AI trade; still under due diligence.
MED
17:53
Aug 31
Aug 31
AI power infrastructure names are breaking down.
Nvidia's demand signal should have lifted the AI infrastructure complex, but power/data-center-linked names are breaking down: Vistra is down 7%, Quanta Services down more than 9.5%, and Eaton, Caterpillar, and GE Vernova are red, suggesting the data center debate is causing more than normal consolidation.
MED
16:25
Aug 31
Aug 31
Vistra's scarce power attracts insider buying
Buy VST because existing firm power is scarce, data center demand is surging, and Thiel Macro, CEO Burke, and Pelosi call buying preceded a Q2 earnings beat.
HIGH
01:59
Aug 31
Aug 31
Author asks for additional AI infrastructure ideas and lists favorites as research candidates.
Author asks for additional AI infrastructure ideas and lists favorites as research candidates without stating current positions or explicit buy calls.
LOW
18:30
Aug 30
Aug 30
Author agrees with the parent's bullish view on VIST and adds his own long conviction on VST.
Author agrees with the parent's bullish view on VIST and adds his own long conviction on VST, VRT, and BE as favored names.
18:07
Aug 30
Aug 30
Author agrees with a parent's bullish energy thesis but provides no explicit position.
Author agrees with a parent's bullish energy thesis but provides no explicit position or forward call, so the tickers are indexed as watch.
16:43
Aug 30
Aug 30
Buy VST on scarce existing generation capacity
Buy VST as existing dispatchable generation is scarce amid surging data center power demand, with strong Q2 results, reaffirmed guidance, and upside from Cogentrix and Meta PPA excluded from guidance.
MED
16:26
Aug 30
Aug 30
Author maps Musk's AI power bottleneck into a broad beneficiary watchlist but explicitly names.
Author maps Musk's AI power bottleneck into a broad beneficiary watchlist but explicitly names FPS as his personal favorite, making it the only clear long while the rest are research candidates.
LOW
06:54
Aug 27
Aug 27
"Power, grid, datacenter names listed"
"AI-infrastructure value-chain names across power, cooling, grid, generation, construction, and powered land are listed as beneficiaries; no explicit directional commitment or trade call."
LOW
02:14
Aug 27
Aug 27
VST flagged as AI power beneficiary after Nvidia earnings.
Author lists VST as a power beneficiary of NVDA earnings, but explicitly states it is an idea generation list, not a buy signal, yielding a cautious long watch.
MED
21:15
Aug 26
Aug 26
Energy bottleneck still supports NRG and Vistra.
Rob argues that NRG and Vistra remain opportunities because energy is the bottom bottleneck in the data center buildout; despite political backlash, existing data centers still need power, and utilities with this demand profile can support higher multiples.
HIGH
13:00
Aug 26
Aug 26
Battery storage additions in ERCOT are arriving earlier than the corresponding data center load, suppressing power prices as expected; markets will tighten as the load materializes. — Texas generators are absorbing the current oversupply, but the eventual data center load growth will tighten the market, supporting future spark spreads.
MED
17:10
Aug 25
Aug 25
Buy VST as undervalued AI power play.
Author says they like VST as well, but gives no explicit position, ownership, buy/hold action, or forward trade call.
MED
18:33
Aug 23
Aug 23
Author lists 40 tickers across sectors to watch on Monday.
Author lists 40 tickers across sectors to watch on Monday, expecting some to rally and others to pull back, but frames it as monitoring rather than taking positions.
LOW
14:46
Aug 20
Aug 20
Power delivery beneficiaries for AI data centers
Identifies companies as beneficiaries of the growing power and energy delivery bottleneck in AI data centers.
MED
13:34
Aug 20
Aug 20
Diversify across AI infrastructure names
Author recommends diversifying across data center and power names to bet on the AI infrastructure buildout with lower volatility.
MED
13:33
Aug 20
Aug 20
Author recommends diversifying across AI infrastructure sectors and explicitly names NBIS, SNDK.
Author recommends diversifying across AI infrastructure sectors and explicitly names NBIS, SNDK, and FCEL as personal favorites, framing them as core long positions to bet on the buildout.
LOW
20:42
Aug 17
Aug 17
VST trades at 146 vs its 209 ATH, with forward P/E ~17, PEG 0.43, EV/EBITDA ~11, FCF $4B, and 20-year Meta/Amazon power contracts. If AI data center buildout accelerates, VST has contracted demand, scale advantages, and high entry barriers that could drive re-rating. The setup is interesting but not a clean long given debt and AI dependence; watch for confirmation of data center power demand and leverage stability. AI capex slowdown, $17B debt, competitive pressure, non-renewable fuel exposure, and smaller nuclear fleet vs Constellation.
MED
17:04
Aug 17
Aug 17
AI data centers drive sustained power demand.
The AI pivot from chip hype to power and ROI highlights the energy and grid bottleneck. Power companies like VST, battery infrastructure, and co-location companies will see sustained demand because data centers need power every year.
HIGH
About VST Analyst Coverage
Buzzberg tracks VST (Vistra Corp.) across 37 sources. 44 bullish vs 0 bearish calls from 62 analysts. Sentiment: predominantly bullish (29%). 154 total trade ideas tracked. Past 7 days: 6 bullish, 13 watch. Latest voices: blackpanthercap, rosannainvests, Hae-soo.