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TSX flirts with highs amid earnings blizzardDeepSeek shocks tech marketsBitcoin surges, stocks climbThis summary was created by AI, based on 10 opinions in the last 12 months.
Vistra (VST-N) has recently faced significant volatility, with a notable drop of over 28% amid concerns regarding competition from China's DeepSeek, which has outpaced AI technologies like ChatGPT. Despite this setback, the company has shown remarkable growth, being recognized as a top performer on the S&P earlier this year with shares rallying 200%. The consensus reflects that Vistra is a strong player in the energy sector, primarily due to its substantial investments in nuclear power and the increasing demand for energy driven by AI advancements. However, some analysts suggest it may be time to take profits with a forward PE ratio that has reached 24x, indicating it may no longer be considered cheap. Overall, while Vistra has demonstrated impressive performance in the energy market, there are mixed sentiments about its future valuation given the recent disruptive developments.
VST tanked over 28% today on news of China's DeepSeek stealing the AI crown from ChatGPT--DeepSeek is faster and cheaper. All AI-related stocks, including energy plummeted as the Nasdaq slid over 3%. It's a confusing situation that happened so suddenly that you have to sit on your hands and wait.
His biggest winner of the year, up 264%. He has not trimmed his holding. It still isn't expensive at 20x forward PE. Demand for energy to fuel AI will endure.
Of its energy sources, 60% is natural gas and 20% coal, but they have nuclear exposure and are making investments in renewables.
Profitable and never expensive. A top pick in nuclear power. Also likes Constellation Energy.
Is up 80% in the past month, the best S&P performer and hitting a new high today. Healthy profits and unique assets with secular growth from nuclear energy demand, which needs to fuel AI production. But Vistra is no longer cheap at 24x forward PE, so he expects it to consolidate.
A momentum stock can't withstand the kind of recent drop it's had. He prefers Constellation Energy.
Vistra was up 31% in May. It's one of the unregulated power producers in a country hungry for power, thanks to all the data centres being built for AI. Buy on weakness.
Is up 28% in May and his own only utility. It's the second-biggest nuclear producer in the U.S.
Vistra is a American stock, trading under the symbol VST-N on the New York Stock Exchange (VST). It is usually referred to as NYSE:VST or VST-N
In the last year, 9 stock analysts published opinions about VST-N. 6 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Vistra.
Vistra was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Vistra.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
9 stock analysts on Stockchase covered Vistra In the last year. It is a trending stock that is worth watching.
On 2025-02-18, Vistra (VST-N) stock closed at a price of $169.28.
Is awaiting clarity about DeepSeek's actual costs and the entire AI complex. Rallied on the data centre trade, until DeepSeek hit.