Vistra shares have surged as investors price in the rising energy needs from data centers. As a merchant power producer, Vistra sells electricity directly into competitive markets.

VST is reiterated as a Buy, supported by the cheaper valuations after a sector-wide/AI-related correction and the management's promising preliminary FY2026/FY2027 adj EBITDA guidance. VST proves itself as a real beneficiary of the ongoing data center boom and the insatiable power demand environment, as observed in the higher realized prices. The management has also executed robust capital allocation across significant share repurchases, dividend payouts, growth capex, and accretive acquisitions.

As 2026 begins, investors are navigating a market where the biggest trends are colliding with the real economy. In a recent conversation with MarketBeat, Altimetry Research's Rob Spivey laid out three themes he believes can shape market leadership this year: rising electricity prices pushing capital into the grid, an expected wave of AI volatility, and a specific date that could change how investors price interest rates.

NextEra Energy's recently-finalized contract addresses the energy needs caused by new technologies. As an electricity wholesaler, Vistra stands to benefit from the AI surge in power demand.

Dominion and Vistra continue to efficiently serve their customers from the strong volume of clean electricity generated from production plants.

Calamos Advisors LLC cut its position in Vistra Corp. (NYSE: VST) by 29.0% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 95,326 shares of the company's stock after selling 38,927 shares during the quarter. Calamos Advisors LLC's holdings in Vistra were

Vistra is trading well below its 52-week high, presenting a potential buying opportunity. The stock's price-to-earnings ratio is still well above the industry average.

VST trades below its 50-day SMA after a sharp pullback, even as Vistra;s clean energy strategy and capital returns support long-term prospects.

Vistra (VST) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Vistra's share price has been sliding downwards in H2 2025, which reflects more on its stretched valuations earlier than anything fundamental. Even with some concerns on the recent deal for its Comanche nuclear power plant, its a step in the right direction. Vistra's positive adjusted EBITDA outlook also reflects fundamental strength. In the near term, VST's Buy case is unconvincing considering its overvaluation, but rising power demand in the US and policy focus on energy can make it a winner.