PSEG (PEG) delivered earnings and revenue surprises of +7.50% and -5.38%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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One commands a nuclear fortress with tech giants locked in, the other juggles retail millions with leverage that's hard to ignore.
Lone Pine Capital's latest 13F reveals five positions that trace one unified macro thesis from jet engine alloys to AI advertising, and three of them are trading well below what their raised guidance actually implies.
Let's focus on five utility stocks, AEE, EIX, SWX, SO and VST, that are expected to post an earnings beat this reporting cycle.
Vistra epitomizes a utilities artificial intelligence winner, but this bullish story may have more chapters ahead.
The consensus price target hints at a 34.1% upside potential for Vistra (VST). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
AI data centers are rewriting the utility sector's playbook, and four ETFs are jockeying for position as the power grid strains to keep up. Picking the wrong one could mean trading income stability for concentrated bets on a theme that may already be priced in.
In the most recent trading session, Vistra Corp. (VST) closed at $157.98, indicating a +2.04% shift from the previous trading day.
A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record set all the way back in August 2006. Dan Leonard, Director of Forecasting for the USA at MetDesk, joined CNBC on July 1st ... Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up
Vistra (NYSE:VST) agreed to acquire Cogentrix for about US$4b, expanding its power generation footprint. The company signed two 20-year power purchase agreements with Meta and Amazon Web Services for long-term energy supply. These moves highlight Vistra's growing role as an energy partner to large technology and cloud computing clients. Vistra operates as an integrated power company, combining electricity generation with retail supply. The Cogentrix acquisition adds to Vistra's generation...
Vistra Corp. (NYSE:VST) is included among the 13 Best Electrical Infrastructure Stocks to Buy in 2026. Vistra Corp. (NYSE:VST) is one of the largest competitive power generators in the United States. The company operates a power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities in the country. On June 17, […]
VST's $6.3 billion buyback push and strong free cash flow aim to lift per-share value while funding growth in nuclear, solar and storage.
The power giant is one of the market's strongest recent performers, but its true value lies in how it behaves over years, not days.
VST's rally is backed by AI-driven demand, hedged generation, the Cogentrix deal and capital returns, but risks remain.
Vistra (NYSE:VST) is partnering with KKR, NVIDIA, and Kuwait Investment Authority to launch Helix Digital Infrastructure. Helix is being set up to serve next generation AI data center infrastructure with more than $10 billion in long term capital commitments. The partnership positions Vistra as a preferred power provider for large scale AI data center clients. For readers tracking Vistra at a share price of $138.54, this move adds a fresh layer to the story beyond recent stock performance...
TXU Energy, a subsidiary of Vistra (NYSE:VST), has launched its summer "Beat the Heat" program in Texas. The initiative supports residents during heat waves by donating cooling equipment, funding community cooling centers, and offering bill-payment assistance to vulnerable customers. Vistra operates as an integrated power company, and TXU Energy is one of its key retail electricity providers in Texas. The "Beat the Heat" program highlights how the group is engaging with customers in a state...
Is VST a good stock to buy? We came across a bullish thesis on Vistra Corp. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on VST. Vistra Corp.’s share was trading at $146.22 as of June 9th. VST’s trailing and forward P/E were 24.45 and 16.03 respectively according to Yahoo Finance. […]
CEG dips below 50 and 200-day SMAs amid project delays, but nuclear strength, Calpine deal and buybacks keep the bull case alive.
For retirement-focused investors weighing the two dominant independent power producers cashing in on the AI data center buildout, the question is direct: Vistra (NYSE:VST) or Constellation Energy (NASDAQ:CEG) — which one belongs in the portfolio right now? Both have ridden the same nuclear-and-gas thesis. Both have signed long-term hyperscaler contracts. But the answer for someone whose ... Vistra vs. Constellation: Which AI Power Stock Is the Better Buy Right Now?
NextDecade develops LNG export terminals and carbon capture projects, with its flagship facility on the U.S. Gulf Coast.
We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot. Vistra Corp (NYSE:VST) ranks #4 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot). Number of Hedge Funds: 102 Vistra Corp (NYSE:VST) is among the biggest holdings in Claude’s May 2026 portfolio. Its thesis is […]
Vistra (NYSE:VST) has secured new multi decade power agreements with large technology companies, including Meta Platforms and Amazon Web Services. These contracts position Vistra as a key energy supplier for the current surge in AI focused data center construction. The deals are tied to nuclear and other dispatchable generation assets that can provide consistent power to hyperscale data centers. For readers following the buildout of AI infrastructure, Vistra sits at the intersection of...
In the first quarter of 2026, Vistra Corp. reported sales of US$5,640 million and net income of US$1,029 million, and by March 31 it had repurchased 2,373,546 shares, completing a total buyback of 168,279,522 shares for US$6.13 billion under its October 12, 2021 program. Together with fresh compensation-related stock grants to multiple directors, these results highlight Vistra’s focus on aligning leadership incentives with shareholder interests while reshaping its capital structure. We’ll...
Shareholders in Vistra Corp. ( NYSE:VST ) may be thrilled to learn that the analysts have just delivered a major...
Two great long-term AI energy stocks--Vistra and Constellation--to buy now in May, down 30% or more and hold forever.
We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Vistra Corp (NYSE:VST) ranks #3 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 102 Surging electricity demand amid the AI data center boom drives the bull case for Vistra […]
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.
Vistra Corp. (NYSE:VST) is included among the 10 Best Robinhood Stocks to Buy According to Billionaires. On May 7, Reuters reported that Vistra Corp. (NYSE:VST) swung to a quarterly profit as rising power demand and higher electricity prices lifted results. The company’s shares climbed 4.2% in premarket trading following the report. Power companies across the […]
VST beats Q1 EPS and revenue estimates as capacity prices jump; hedging nearly all 2026 volumes lifts visibility.