Nuclear Deal Sparks Buzz: Recent chatter on X about Vistra Corp (VST) has been fueled by the company's 20-year nuclear power purchase agreement. Many are discussing how this move, alongside plans to expand natural gas capacity in Texas, could position Vistra as a leader in carbon-free energy solutions. The potential for long-term growth has created a notable stir among users.
Stock Price Volatility Noted: Discussions also highlight Vistra’s recent stock price fluctuations, with a reported 4.3% drop in a single session to $201.35. Some users express caution over technical patterns and insider selling, while others see dips as buying opportunities tied to AI-driven electricity demand. This mix of views keeps the conversation dynamic and engaging.
Profitability Outlook in Focus: Another hot topic on X is Vistra’s raised profitability outlook, with many pointing to surging electricity needs from data centers as a key driver. Users are intrigued by the stock’s impressive rally over the past year, though some remain wary of overextension. The blend of optimism and caution shapes the ongoing debate.
Note: This discussion summary was generated from an AI condensation of post data.
Vistra Corp Congressional Stock Trading
Members of Congress have traded $VST stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $VST stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Vistra Corp Insider Trading Activity
Vistra Corp insiders have traded $VST stock on the open market 55 times in the past 6 months. Of those trades, 0 have been purchases and 55 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 44 sales selling 675,954 shares for an estimated $138,904,094.
- KRISTOPHER E. MOLDOVAN (EVP and CFO) has made 0 purchases and 4 sales selling 139,925 shares for an estimated $21,990,390.
- CARRIE LEE KIRBY (EVP and Chief Admin. Officer) has made 0 purchases and 2 sales selling 108,000 shares for an estimated $16,953,596.
- SCOTT B HELM has made 0 purchases and 2 sales selling 70,000 shares for an estimated $11,773,360.
- SCOTT A HUDSON (EVP & President Vistra Retail) sold 56,000 shares for an estimated $8,792,000
- STEPHANIE ZAPATA MOORE (EVP and General Counsel) sold 35,000 shares for an estimated $5,650,225
- JOHN R SULT sold 25,000 shares for an estimated $4,291,675
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Vistra Corp Hedge Fund Activity
We have seen 750 institutional investors add shares of Vistra Corp stock to their portfolio, and 524 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 4,845,041 shares (+120.6%) to their portfolio in Q2 2025, for an estimated $939,017,396
- CASTLE HOOK PARTNERS LP added 2,402,811 shares (+255.3%) to their portfolio in Q2 2025, for an estimated $465,688,799
- LONE PINE CAPITAL LLC added 1,864,931 shares (+40.5%) to their portfolio in Q2 2025, for an estimated $361,442,277
- NORGES BANK added 1,831,733 shares (+61.7%) to their portfolio in Q2 2025, for an estimated $355,008,172
- FMR LLC added 1,815,562 shares (+10.5%) to their portfolio in Q2 2025, for an estimated $351,874,071
- POINT72 ASSET MANAGEMENT, L.P. removed 1,346,956 shares (-85.5%) from their portfolio in Q2 2025, for an estimated $261,053,542
- NUVEEN, LLC added 1,181,767 shares (+66.4%) to their portfolio in Q2 2025, for an estimated $229,038,262
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 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Outperform" rating on 10/03/2025
- Morgan Stanley issued a "Overweight" rating on 09/25/2025
- JP Morgan issued a "Overweight" rating on 09/24/2025
- UBS issued a "Buy" rating on 07/25/2025
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 8 analysts offer price targets for $VST in the last 6 months, with a median target of $233.0.
Here are some recent targets:
- Angie Storozynski from Seaport Global set a target price of $242.0 on 10/08/2025
- James Thalacker from BMO Capital set a target price of $236.0 on 10/03/2025
- Stephen Byrd from Morgan Stanley set a target price of $223.0 on 09/25/2025
- Jeremy Tonet from JP Morgan set a target price of $248.0 on 09/24/2025
- Julien Dumoulin-Smith from Jefferies set a target price of $230.0 on 09/23/2025
- Andrew Weisel from Scotiabank set a target price of $256.0 on 09/22/2025
- Carly Davenport from Goldman Sachs set a target price of $203.0 on 08/13/2025
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.
