Latest news with #VistraCorp
Globe and Mail
4 days ago
- Business
- Globe and Mail
Can Multi-Fuel Generation Act as a Tailwind for VST Stock?
Vistra Corp. 's VST multi-fuel generation portfolio significantly enhances its long-term growth potential. With a balanced mix of natural gas, nuclear, coal, and increasing renewable and battery storage, Vistra is well-positioned to navigate the evolving U.S. energy landscape. This multi-fuel approach allows the company to maintain grid reliability, optimize generation economics and capitalize on regional market dynamics, particularly during periods of fuel price volatility and extreme weather events. As of Dec. 31, 2024, Vistra's generation capacity was powered by Natural gas, Coal, Nuclear and Renewable sources, which accounted for 59%, 21%, 16% and 4%, respectively, of the total generation capacity of 40,657 megawatts ('MW'). The company's legacy thermal assets provide dependable baseload capacity, supporting stable cash flow generation, while its expanding renewables and energy storage portfolio aligns with the national transition to cleaner energy. Since 2018, Vistra has added 7,922 MWs of zero-carbon generation, with additional clean energy projects currently in development to meet growing demand. Vistra's strategic blend not only ensures operational flexibility but also mitigates regulatory risks and enhances resiliency against market disruptions. Vistra's integrated retail and wholesale platform allows it to capture value across the energy value chain, amplifying margins and enabling long-term capital allocation toward growth initiatives. In sum, Vistra's multi-fuel strategy positions it as a robust, adaptable and future-ready power company. Utilities Benefit From Multi-Fuel Generation Assets Utilities benefit from multi-fuel generation assets by enhancing grid reliability, reducing exposure to fuel price volatility and optimizing operational flexibility. This diversified mix enables efficient power delivery, strengthens earnings stability and supports adaptability amid evolving regulatory and market conditions. Peers like Duke Energy DUK and Dominion Energy D benefit from multi-fuel generation portfolios by balancing reliability, cost efficiency and environmental goals. Duke leverages coal, gas, nuclear and renewables to ensure a consistent supply and manage fuel risks. Dominion's diverse mix supports grid stability and enables smoother integration of clean energy, aligning operations with regulatory trends and long-term decarbonization targets. VST Stock's Price Performance Vistra stock has gained 41% in the past six months compared with the Zacks Utility Electric Power industry's rise of 9.4%. VST's Sales Estimates Going Up The Zacks Consensus Estimate for VST's 2025 and 2026 sales indicates year-over-year growth of 29.87% and 3.27% respectively. VST Stock's ROE Is Higher Than Its Industry Vistra's trailing 12-month return on equity ('ROE') is 87.33%, way ahead of its industry average of 10.41%. ROE, a profitability measure, indicates how effectively a company is utilizing its shareholders' funds in operations to generate income. VST's Zacks Rank Vistra currently has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. #1 Semiconductor Stock to Buy (Not NVDA) The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow. One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be. See This Stock Now for Free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Duke Energy Corporation (DUK): Free Stock Analysis Report Dominion Energy Inc. (D): Free Stock Analysis Report Vistra Corp. (VST): Free Stock Analysis Report
Yahoo
4 days ago
- Business
- Yahoo
What to Expect From Vistra's Q2 2025 Earnings Report
With a market cap of $64.2 billion, Vistra Corp. (VST) is the largest competitive power generator in the U.S., operating a diverse portfolio of natural gas, nuclear, coal, solar, and battery storage assets. Headquartered in Texas, Vistra also serves around 5 million retail electricity and gas customers across the country. The power generator titan is expected to post its Q2 2025 earnings before the market opens on Thursday, Aug. 7. Ahead of this event, analysts expect Vistra to report a profit of $1.32 per share, representing a notable growth of 46.7% from $0.90 per share reported in the same quarter last year. The company has surpassed Wall Street's bottom-line estimates in two of the past four quarters while missing on two other occasions. More News from Barchart NVDA Broken Wing Butterfly Trade Targets A Profit Zone Between 150 and 160 Is Opendoor Stock a Buy at New 52-Week Highs? Billionaire Peter Thiel is Betting Big on Stablecoins. Should You Buy the "MicroStrategy of Ethereum," Too? Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Analysts forecast VST to report an EPS of $6.42 this year, marking an 8.3% decline from $7 reported in fiscal 2024. However, in fiscal 2026, its earnings are expected to rebound 24.6% year-over-year to $8 per share. Over the past year, VST stock has delivered exceptional performance, soaring 149.9%, significantly outpacing the S&P 500 Index's ($SPX) 14.5% gain and the Utilities Select Sector SPDR Fund's (XLU) 20.1% returns during the same time frame. However, on Jul. 1, shares of Vistra fell 4.1% after a Wall Street Journal report cast doubt on the feasibility of a U.S. nuclear power revival, a key driver behind Vistra's recent robust stock surge. The company had gained from investor optimism tied to soaring AI-driven electricity demand and former President Trump's pledge to fast-track nuclear approvals. However, the Journal noted that speeding up nuclear reactor approvals from five years to 18 months may be unrealistic, and that growth in nuclear capacity is more likely to come from extending existing reactor licenses or restarting shut-down plants. Nonetheless, analysts' consensus view on VST remains highly upbeat, with a "Strong Buy" rating overall. Among the 15 analysts covering the stock, 13 suggest a "Strong Buy," and two recommend a 'Hold' rating. The stock currently trades above its mean price target of $188.90. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Yahoo
19-07-2025
- Business
- Yahoo
Vistra's Perry Nuclear Plant Gets 20-Year License Extension, Ensures Operations Through 2046
Vistra Corp. (NYSE:VST) is one of the best US stocks to buy according to Billionaires. On July 7, Vistra announced that the company received approval from the Nuclear Regulatory Commission/NRC to extend the operating license of its 1,268-megawatt Perry Nuclear Power Plant in Ohio through 2046. This extends the plant's operational lifespan by an additional 20 years beyond its original 40-year license, which commenced when it connected to the grid in 1986. Vistra had submitted its license renewal application to the NRC in 2023. Oil and gas workers operating high horsepower pumps on a hydraulic fracturing site. The approval makes Perry plant the last of its six nuclear reactors to receive a license extension. With this, all six of Vistra's reactors are now licensed to operate for a total of 60 years. The plant currently employs ~600 full-time staff and over 200 permanent contractors, supporting hundreds of families in the region. Additionally, regularly scheduled refueling outages bring in 800 to 1,200 highly skilled technicians from across the country. Vistra Corp. (NYSE:VST) is an integrated retail electricity and power generation company in the US. While we acknowledge the potential of VST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey.
Globe and Mail
16-07-2025
- Business
- Globe and Mail
VST Stock is Trading Above 50 and 200-Day SMA: Buy, Hold or Sell?
Vistra Corp. VST is trading above its 50-day and 200-day simple moving averages (SMAs), signaling a bullish trend. Vistra's objective is to expand business through prudent investments in attractive retail, renewable, and energy storage assets while reducing its carbon footprint and creating a more sustainable company with enduring long-term value for its stakeholders. VST's 50 and 200 Day SMA The 50-day and 200-day SMAs are key indicators for traders and analysts to identify support and resistance levels. It is considered particularly important as this is the first marker of an uptrend or downtrend of the stocks. The company benefits from strong residential and business results in both the Texas and Midwest and Northeast markets. The high availability of its nuclear fleet allowed the company to benefit by catering to the increasing demand in its service territories. Vistra has outperformed its Zacks Utility - Electric Power industry, the Zacks Utilities sector and the S&P 500 in the past year. Price Performance (One Year) Should you consider adding VST to your portfolio only based on positive price movements? Let's delve deeper and find out the factors that can help investors decide whether it is a good entry point to add VST stock to their portfolio. Factors Contributing Toward VST Stock's Performance Vistra is a diversified power producer with a robust footprint in competitive electricity markets across the United States. The company owns and operates six nuclear power units, totaling 6,448 megawatts (MW) of capacity, representing 16% of its total production. These zero-carbon assets provide dependable, low-cost electricity, generate stable cash flow, and offer a natural hedge against the commodity price volatility that impacts fossil-fuel-based generation. Rising electricity demand across Vistra's core markets supports its long-term growth. Key demand drivers include the electrification of the oil and gas sector, particularly in the Permian Basin, expansion of LNG infrastructure, growth in AI-driven data centers, and the ongoing reshoring of industrial manufacturing to the United States. To meet this demand, Vistra has added 7,922 MW of zero-carbon generation since 2018 and continues to advance new clean energy projects. Vistra's comprehensive hedging strategy underpins its financial and operational resilience. As of May 2, 2025, the company had hedged nearly 100% of its forecasted 2025 generation and about 90% for 2026. This forward-looking strategy enables Vistra to secure favorable pricing and mitigate earnings volatility tied to fluctuations in wholesale electricity markets. Strategically aligned with the nation's clean energy goals, Vistra is accelerating the shift from aging fossil fuel assets to low-emission, long-duration generation. This transition not only reduces future compliance costs but also positions the company to capitalize on growth opportunities and federal incentives, including those under the Inflation Reduction Act. Courtesy of the above initiative, the company generates ample funds, which can be utilized for shareholders' value creation. Vistra's aggressive share repurchase initiative is central to its long-term value creation strategy. Since November 2021, the company has repurchased shares worth $5.2 billion of its own shares through May 2, 2025, with $1.5 billion still authorized and expected to be executed by 2026. VST Stock is Trading at a Premium Vistra is currently trading at a premium valuation compared to its industry, with its forward 12-month price-to-earnings (P/E) ratio at 26.31X compared to the industry average of 14.53X. Vistra is currently trading at a premium compared with another industry operator, Duke Energy Corporation DUK, which has a strong nuclear fleet. The current P/E- F12M ratio of DUK is 17.93X. VST's Earnings Estimates The Zacks Consensus Estimate for VST's 2025 earnings per share is showing a year-over-year decline, while 2026 earnings per share are showing improvement on a year-over-year basis. The Zacks Consensus Estimate for Duke Energy's 2025 and 2026 earnings per share reflects a year-over-year growth of 7.12% and 6.1%, respectively. VST Stock's ROE Higher Than its Industry VST's trailing 12-month return on equity (ROE) is 87.33%, way ahead of its industry average of 10.41%. ROE, a profitability measure, reflects how effectively a company is utilizing its shareholders' funds in its operations to generate income. Another company, Constellation Energy CEG, which has a large nuclear fleet, has an ROE of 21.93X, which is better than the industry average. Nearly 60% of Constellation Energy's total production volume comes from nuclear energy. Vistra's Capital Return Program Vistra continues to increase its shareholders' value through its share repurchase program and dividend payments. VST's board of directors has also approved a quarterly dividend of 22.5 cents for the second quarter of 2025, reflecting a year-over-year increase of 3%. VST's management is targeting a dividend payment of $300 million annually. VST's management has raised dividends 15 times in the past five years. Check VST's dividend history here. Constellation Energy also distributes dividends on a regular basis. The current annual dividend rate is $1.55 per share, and the company's management has raised its dividend four times in the past five years. Wrapping Up Vistra is well-positioned to benefit from the increasing demand for clean electricity across its service areas. Its robust hedging strategy enhances earnings visibility by protecting future generation volumes from price volatility. To meet this growing demand, the company is actively expanding its portfolio with new clean energy assets. With VST shares currently trading at a premium, existing investors may be best served by holding their positions in this Zacks Rank #3 (Hold) stock to continue receiving dividend income, while monitoring for a more favorable entry point before making additional investments. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Constellation Energy Corporation (CEG): Free Stock Analysis Report Duke Energy Corporation (DUK): Free Stock Analysis Report Vistra Corp. (VST): Free Stock Analysis Report
Yahoo
14-07-2025
- Business
- Yahoo
Can VST Stock Rely on Its Nuclear Assets for Long-Term Stability?
Vistra Corp. VST is a diversified power producer with a strong presence in competitive electricity markets across the United States. Its balanced portfolio of natural gas, coal, solar and battery storage assets is complemented by a growing clean energy segment, positioning the company to navigate energy transitions while maintaining profitability. Vistra completed the acquisition of Energy Harbor, which added a fleet of nuclear assets to its portfolio that are now central to the long-term growth owns and operates six nuclear generation units, having a combined generation capacity of 6,448 megawatts, which accounts for 16% of its total production capacity. High capacity factor across the nuclear fleet offers a significant competitive advantage. These zero-carbon power plants provide reliable output with low variable costs. The company's well-managed nuclear fleet generates consistent cash flow, helping to hedge against commodity price volatility that often affects fossil fuel-based excellence has made Vistra's nuclear unit a cornerstone of its performance. By maintaining high capacity factors and rigorous safety standards, the nuclear fleet enhances the company's earnings stability and supports steady capital returns. Vistra's track record in managing complex assets suggests the nuclear business will continue to deliver durable ahead, Vistra is poised to benefit from rising power demand, decarbonization tailwinds and policy incentives for clean energy. Its reliable nuclear unit will allow the company to meet the rising demand in service areas. Utilities benefit from operating nuclear power plants by securing stable, low-cost and carbon-free baseload power. These plants run at high capacity factors, generate consistent cash flow and support grid reliability, making them valuable assets in an increasingly decarbonized energy Energy D and Constellation Energy CEG have both leveraged their nuclear fleets to strengthen earnings and support clean energy goals. Dominion's North Anna and Surry plants provide steady baseload power, enhancing grid reliability. Constellation Energy, the largest U.S. nuclear operator, generates more than 85% of the output from nuclear, giving it a major cost and emissions advantage in competitive wholesale markets. Vistra's trailing 12-month return on equity ('ROE') is 87.33%, way ahead of its industry average of 10.41%. ROE, a profitability measure, reflects how effectively a company is utilizing its shareholders' funds in operations to generate income. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Vistra's 2025 and 2026 sales indicates year-over-year increases of 28.91% and 4.53%, respectively. Image Source: Zacks Investment Research Shares of Vistra have surged 68.7% in the past three months against the Zacks Utility- Electric Power industry's decline of 0.6%. Image Source: Zacks Investment Research Vistra currently has a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Constellation Energy Corporation (CEG) : Free Stock Analysis Report Dominion Energy Inc. (D) : Free Stock Analysis Report Vistra Corp. (VST) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
