Key Points
Vistra (NYSE: VST) saw its stock close at a record high of $217.02 per share on September 22, 2025, reflecting a 556% increase over two years, driven by demand from cloud infrastructure and AI markets. As of now, the stock has fallen to approximately $154, marking a nearly 30% drop.
Vistra operates over 44 GW of power generation capacity, providing electricity to around 5 million customers through its retail subsidiaries. Its revenue rose 3% in 2025, with analysts predicting a 29% growth in 2026, spurred by data center electricity demands. Notably, Vistra’s EPS declined 69% in 2025 due to accounting adjustments, but is expected to more than quadruple in 2026.
The company faced challenges including the shutdown of a significant portion of its Moss Landing battery storage facilities due to fire damage and proposed new rules from PJM Interconnection to cap electricity capacity prices. Despite these setbacks, analysts anticipate a revenue growth of 5% and EPS growth of 8% for 2027. Currently, Vistra trades at 15 times next year’s earnings and offers a forward yield of 0.6%.
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