Vistra's earnings power is underpinned by a hedged generation fleet and nuclear expansion, with operating cash flow averaging $1.1B per quarter despite a 12.4% revenue decline. The company's forward P/E of 16.34 suggests market expectations of normalized earni...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue declined 12.4% year-over-year to $4.0B in 2026Q2, yet operating margin of 13.8% and ROE of 5.5% indicate resilient hedging, though mark-to-market swings (EPS from -$0.93 to $2.88) distort underlying trends.
Vistra has secured long‑term PPAs with major tech firms such as Meta and Amazon, providing carbon‑free energy from its nuclear fleet. The 20‑year Meta agreement covers over 2,600 MW of zero‑carbon power, ensuring a steady revenue stream as AI workloads grow.
Vistra’s long‑term contracts, including the 20‑year Meta deal, lock in pricing and cash‑flow visibility for decades. These agreements give the company pricing power and reduce exposure to short‑term market volatility.
The company is actively adding battery storage and solar projects, signaling a commitment to cleaner energy sources. This expansion diversifies its generation mix and positions Vistra to meet future clean‑energy demand.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 7, 2026 | $0.76-52.8% vs $1.61 | $4.0B-26.5% vs $5.5B |
Q2 2026 May 7, 2026 | $2.87+117.4% vs $1.32 | $5.6B+8.1% vs $5.2B |
Q1 2026 Feb 26, 2026 | $0.54-76.5% vs $2.31 | $4.6B-20.8% vs $5.8B |
Q4 2025 Nov 6, 2025 | $1.75-15.9% vs $2.08 | $5.0B-18.7% vs $6.1B |
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.
New Era Energy & Digital (NASDAQ:NUAI) has locked in power for one of the country's most closely watched new data center projects, securing a 20-year agreement with Vistra Corp that supplies electricity for the first phase of its Texas Critical Data Center. The company said its subsidiary, TCDC PowerCo, has signed the power purchase agreement with Vistra affiliate Luminant ET Services Company, an affiliate of for a minimum of 200 MW and up to 207 MW to supply Phase 1 of the project.
Vistra Corp. (NYSE: VST - Get Free Report) shares dropped 2% during mid-day trading on Friday. The stock traded as low as $140.21 and last traded at $140.7470. 5,024,151 shares changed hands during mid-day trading, an increase of 3% from the average session volume of 4,879,384 shares. The stock had previously closed at $143.56. Wall
A chipmaker and two power producers are raising forecasts and signing hyperscaler contracts while their stocks sit well off their peaks. That gap between fundamentals and price action may not last past September.
Benchmark VST against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Vistra Corp. (VST)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $140.41 | $47.34B | 63.53 | -12.41% | 5.56% | 17.66% | 0.64% | |
| $102.75 | $21.68B | 25.62 | 9.17% | 2.31% | 25.38% | — | |
| $263.46 | $94.61B | 35.60 | 8.34% | 11.12% | 14.54% | — | |
| $27.29 | $16.34B | 17.38 | 27.06% | 20.73% | 41.89% | — | |
| $17.14 | $3.2B | -4.94 | — | — | -64.3% | — | |
| $14.82 | $10.57B | 11.76 | -0.37% | 14.62% | 17.1% | — |
Vistra Corp. (VST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Vistra Corp. (VST) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 7, 2026·SEC
Jul 16, 2026·SEC
Jul 14, 2026·SEC
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Vistra Corp. (VST) stock FAQ — growth, dividends, profitability & financials explained
Vistra Corp. (VST) reported $15.98B in revenue for fiscal year 2025. This represents a 184% increase from $5.64B in 2012.
Vistra Corp. (VST) saw revenue decline by 12.4% over the past year.
Yes, Vistra Corp. (VST) is profitable, generating $2.22B in net income for fiscal year 2025 (5.6% net margin).
Yes, Vistra Corp. (VST) pays a dividend with a yield of 0.64%. This makes it attractive for income-focused investors.
Vistra Corp. (VST) has a return on equity (ROE) of 17.7%. This is reasonable for most industries.
Vistra Corp. (VST) generated $1.38B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Vistra Corp. (VST) has a dividend payout ratio of 32%. This suggests the dividend is well-covered and sustainable.
