Analyst Upgrades Spark Interest: Social media chatter has intensified around recent analyst upgrades for Vistra Corp, with Jefferies lifting its rating to buy and targeting $203, citing improved risk-reward amid data center growth. Goldman Sachs also turned bullish, incorporating a Meta power purchase agreement and forecasting potential EBITDA upside from further nuclear contracts. Investors note the stock's recent breakout above key resistance levels.
Earnings Anticipation Builds: Attention is turning to Vistra's February 26 earnings release, where analysts like Goldman Sachs project strong performance with price targets near $233. Discussions highlight technical indicators signaling upward momentum, including positive MACD and RSI curls. The event is seen as a pivotal moment for validating AI-driven demand projections.
AI Infrastructure Favorite: Vistra is frequently grouped with power plays essential for AI expansion, praised for its nuclear generation and battery storage capabilities. Enthusiasts point to contracts and positioning in the energy bottleneck for data centers as key strengths. Overall sentiment reflects optimism on long-term growth in this sector.
Note: This discussion summary was generated from an AI condensation of post data.
Vistra Corp Insider Trading Activity
Vistra Corp insiders have traded $VST stock on the open market 54 times in the past 6 months. Of those trades, 0 have been purchases and 54 have been sales.
Here’s a breakdown of recent trading of $VST stock by insiders over the last 6 months:
- JAMES A BURKE (President and CEO) has made 0 purchases and 51 sales selling 789,467 shares for an estimated $160,145,125.
- CARRIE LEE KIRBY (EVP and Chief Admin. Officer) sold 58,275 shares for an estimated $10,183,556
- SCOTT A HUDSON (EVP & President Vistra Retail) sold 56,000 shares for an estimated $9,456,160
- STEPHANIE ZAPATA MOORE (EVP and General Counsel) sold 8,219 shares for an estimated $1,424,763
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Vistra Corp Revenue
Vistra Corp had revenues of $5B in Q3 2025. This is a decrease of -20.94% from the same period in the prior year.
You can track VST financials on Quiver Quantitative's VST stock page.
Vistra Corp Congressional Stock Trading
Members of Congress have traded $VST stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $VST stock by members of Congress over the last 6 months:
- REPRESENTATIVE NANCY PELOSI purchased up to $250,000 on 01/16.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Vistra Corp Hedge Fund Activity
We have seen 650 institutional investors add shares of Vistra Corp stock to their portfolio, and 785 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,417,022 shares (-74.5%) from their portfolio in Q4 2025, for an estimated $712,598,159
- CAPITAL WORLD INVESTORS added 3,561,018 shares (+inf%) to their portfolio in Q4 2025, for an estimated $574,499,033
- CASTLE HOOK PARTNERS LP removed 3,356,907 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $541,569,806
- FMR LLC removed 2,897,557 shares (-14.6%) from their portfolio in Q4 2025, for an estimated $467,462,870
- RUBRIC CAPITAL MANAGEMENT LP added 2,000,000 shares (+inf%) to their portfolio in Q4 2025, for an estimated $322,660,000
- SEGRA CAPITAL MANAGEMENT, LLC added 1,955,518 shares (+195551.8%) to their portfolio in Q4 2025, for an estimated $315,483,718
- JANE STREET GROUP, LLC added 1,493,317 shares (+120.3%) to their portfolio in Q4 2025, for an estimated $240,916,831
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Vistra Corp Analyst Ratings
Wall Street analysts have issued reports on $VST in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 01/12/2026
- JP Morgan issued a "Overweight" rating on 12/16/2025
- Keybanc issued a "Overweight" rating on 11/25/2025
- BMO Capital issued a "Outperform" rating on 11/07/2025
- Evercore ISI Group issued a "Outperform" rating on 11/07/2025
- Wells Fargo issued a "Overweight" rating on 10/28/2025
- Morgan Stanley issued a "Overweight" rating on 09/25/2025
To track analyst ratings and price targets for Vistra Corp, check out Quiver Quantitative's $VST forecast page.
Vistra Corp Price Targets
Multiple analysts have issued price targets for $VST recently. We have seen 11 analysts offer price targets for $VST in the last 6 months, with a median target of $233.0.
Here are some recent targets:
- Julien Dumoulin-Smith from Jefferies set a target price of $203.0 on 02/10/2026
- Shahriar Pourreza from Wells Fargo set a target price of $236.0 on 01/20/2026
- William Appicelli from UBS set a target price of $233.0 on 01/12/2026
- Andrew Weisel from Scotiabank set a target price of $293.0 on 01/12/2026
- Julien Dumoulin-Smith from B of A Securities set a target price of $218.0 on 01/12/2026
- James Thalacker from BMO Capital set a target price of $244.0 on 01/12/2026
- Jeremy Tonet from JP Morgan set a target price of $233.0 on 12/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
