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Nasdaq enters correction, Trump tariffs whiplashTSX flirts with highs amid earnings blizzardDeepSeek shocks tech marketsThis summary was created by AI, based on 11 opinions in the last 12 months.
Vistra (VST-N) has been a captivating player in the energy sector, notably benefiting from the AI revolution and data center growth, especially in Texas, where half of its operations are concentrated. Recent fluctuations have seen significant volatility, with a notable 28% drop tied to competitive pressures from China's DeepSeek. Despite this, extensive market reviews indicate that Vistra remains a leading independent power producer with a healthy earnings outlook. Many experts highlight its growth potential in nuclear energy as well as its strategic positioning within the emerging AI demand landscape. The stock has risen impressively, with analysts noting the potential for a credit rating upgrade and favorable power prices, but there's a split opinion on its current valuation amidst high recent returns.
Is awaiting clarity about DeepSeek's actual costs and the entire AI complex. Rallied on the data centre trade, until DeepSeek hit.
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.
Shares have rallied 200%. Take some profits.
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 recommended as a Top Pick by on . 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 2025-03-26, Vistra (VST-N) stock closed at a price of $124.01.
Pullback is excellent entry. Second-derivative trade on AI revolution. Leading independent power producer in US, ~5M customers across 20 states. Half its business is in Texas, which is ground zero for power-hungry data centres. Yield is 0.7%.
(Analysts’ price target is $174.73)Likely to sign an agreement with a hyperscaler. Power prices increasing. Can foresee upgrade to credit rating, which lowers cost of capital. Trades at a fairly undemanding 10-10.5x enterprise value to EBITDA.