S&P Upgrade Sparks Talk: Recent chatter on X about Vistra Corp (VST) has surged following an S&P credit rating upgrade to investment grade (BBB-). Many see this as a strong signal of the company’s solid positioning amid rising AI-driven power demand. The upgrade has fueled discussions on lower capital costs and future growth.
AI Power Demand Focus: Another key topic on X is Vistra’s role in powering AI data centers, with some calling it a major beneficiary of tech-driven energy needs. Posts highlight the stock’s impressive rally over the past year as evidence of its potential. The buzz reflects optimism about long-term sector trends.
Mixed Performance Views: While many on X are bullish, there are notes of caution about recent underperformance compared to the broader market. Discussions also touch on whether current stock momentum can sustain amid broader sector challenges. The conversation remains dynamic with diverse perspectives.
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 50 sales selling 767,216 shares for an estimated $156,539,350.
- 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
- KRISTOPHER E. MOLDOVAN (EVP and CFO) sold 34,944 shares for an estimated $6,289,920
- 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 LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/17 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 731 institutional investors add shares of Vistra Corp stock to their portfolio, and 652 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 2,074,364 shares (+23.4%) to their portfolio in Q3 2025, for an estimated $406,409,394
- NORGES BANK added 1,831,733 shares (+61.7%) to their portfolio in Q2 2025, for an estimated $355,008,172
- LONE PINE CAPITAL LLC removed 1,770,478 shares (-27.4%) from their portfolio in Q3 2025, for an estimated $346,872,049
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 1,746,319 shares (+827.3%) to their portfolio in Q3 2025, for an estimated $342,138,818
- RUBRIC CAPITAL MANAGEMENT LP removed 1,424,803 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $279,147,403
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,290,548 shares (+77.1%) to their portfolio in Q3 2025, for an estimated $252,844,164
- MEREWETHER INVESTMENT MANAGEMENT, LP removed 1,221,514 shares (-92.9%) from their portfolio in Q3 2025, for an estimated $239,319,022
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:
- 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
- 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 11 analysts offer price targets for $VST in the last 6 months, with a median target of $238.0.
Here are some recent targets:
- Sophie Karp from Keybanc set a target price of $217.0 on 11/25/2025
- Durgesh Chopra from Evercore ISI Group set a target price of $243.0 on 11/07/2025
- James Thalacker from BMO Capital set a target price of $245.0 on 11/07/2025
- Shahriar Pourreza from Wells Fargo set a target price of $238.0 on 10/28/2025
- Angie Storozynski from Seaport Global set a target price of $242.0 on 10/08/2025
- 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
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.
