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Vistra has underperformed the S&P 500 over the past year, but analysts are highly optimistic about the stock’s prospects.

Constellation Energy (CEG) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt capital structure, and is relatively cheaply valued. But is that enough.

Today we're going to take a look at the well-established Vistra Corp. ( NYSE:VST ). The company's stock saw a...

CEG dips below 50 and 200-day SMAs amid project delays, but nuclear strength, Calpine deal and buybacks keep the bull case alive.

Though Sempra has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.

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?

Vistra (NYSE:VST) has completed its acquisition of Cogentrix natural gas assets, expanding its power generation footprint. The company is growing long-term nuclear power agreements, including a new arrangement to supply Meta's data center needs. Vistra is working to restart the Perry nuclear plant, adding more baseload capacity for AI driven electricity demand. Vistra enters this phase of expansion with its stock at $153.7 and a very large 5 year return, reflecting a major change in the...

Berkshire Hathaway, Eli Lilly and Walmart headline new analyst reports, highlighting growth drivers, opportunities and key risks shaping their outlooks.

(Bloomberg) -- A surge in electricity demand from artificial intelligence and data centers is reshaping North America’s power markets, creating a “renaissance” for natural gas after decades of limited new development, according to KKR & Co. partner Brandon Freiman.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than

The company solves the power bottleneck from the inside rather than from the outside, a fact many seem to be ignoring.

GEV is riding a surge in gas turbine demand as utilities reserve capacity years in advance, driving backlog growth and strong Power orders.

Vistra (VST) has drawn fresh attention after recent share price moves, with the stock down 3.4% over the past day and 0.3% over the past month. This has prompted closer scrutiny from investors. See our latest analysis for Vistra. Looking beyond the latest move, Vistra's share price has eased over the past quarter and year to date, while the very large 3 year and 5 year total shareholder returns point to a stock that has already rewarded patient investors. If you are assessing how this recent...

One company posted a dramatic revenue surge while the other faced sharp swings, as recent filings reveal. But there's more to this story.

The defensive utility trade is breaking. With the 10-year Treasury yield at 4.45% and near the 91.1 percentile of its trailing 12-month range, the “bond proxy” argument that long anchored retirement portfolios in regulated power names has lost its math. Risk-free yield now competes directly with utility dividends, capital programs have ballooned to fund AI-driven ... From Bond Proxy to Battleground: Why Utilities Are the Worst Hiding Spot in 2026

Vistra Corp. (NYSE:VST) is included among the 15 Best Nuclear Power Stocks to Buy According to Wall Street Analysts. 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. […]

The Utilities Select Sector SPDR Fund (NYSEARCA:XLU) has quietly become one of the more interesting trades in the market because it sits at the intersection of two crosscurrents. Hyperscaler power demand has turned a defensive sector into a growth story, but at the same time the 10-year Treasury yield sits in the 98th percentile of ... XLU Investors: Watch PJM’s March 2027 Data Center Framework Decision

XPLR Infrastructure delivers stable revenue through contracted clean energy and natural gas assets across North America.

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 […]

VST and TLN's clean-power fleets are vying to serve AI data centers' 24/7 load and expanding their clean energy generation portfolio.

Over the past year, many Vistra Corp. ( NYSE:VST ) insiders sold a significant stake in the company which may have...

Recently, Zacks.com users have been paying close attention to Vistra (VST). This makes it worthwhile to examine what the stock has in store.

GE Vernova, Vistra, and Nextpower have plenty of room to grow.

Wall Street closed higher on Friday, driven by defensive stocks and falling bond yields.

While Vistra stock has underperformed the broader market over the past year, analysts remain highly bullish about its prospects.

Vistra Corp. (NYSE:VST) is one of the 15 High Growth Stocks to Buy and Hold for the Next Decade. On May 21, 2026, Morgan Stanley raised the firm’s price target on Vistra Corp. (NYSE:VST) to $212 from $208 and maintained an Overweight rating on the shares. Morgan Stanley said it updated price targets for North […]

Vistra stock lags after a Moss Landing battery incident, but rising clean power demand, hedges and buybacks could shape the next move.

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...

Constellation Energy's shares slip on delay in power plant restart and no new data-center deals, even as the Calpine acquisition adds capacity.

The data center buildout doesn’t seem like it’s about to slow down. As more firms look to step up and supply AI compute, some of which (unlike the cash-rich hyperscalers) are risking their shirts by going into debt, it feels like timing the peak in the AI boom or the beginning of an AI bubble ... The AI Data Center Buildout Is Accelerating, and Nuclear Could Be the Most Underowned Piece of the Puzzle