AI Power Surge: Social media chatter has intensified around Vistra's positioning in the surging demand for electricity from data centers, with analysts highlighting its nuclear and gas assets in key markets. Recent mentions tie the company to a major infrastructure vehicle backed by Nvidia, positioning it as a preferred supplier for new builds.
Deal Momentum: Observers note the stock's rebound following the June announcement of the KKR-led Helix vehicle, which some see as unlocking contracted revenue not yet reflected in models. Discussions emphasize Vistra's valuation relative to peers in the power sector amid accelerating AI infrastructure spending.
Market Watch: Traders and investors describe the setup as part of a broader AI energy theme, with lists including Vistra alongside other utilities and nuclear plays. Sentiment remains focused on upcoming earnings and grid policy developments as potential catalysts.
Note: This discussion summary was generated from an AI condensation of post data.
Vistra Insider Trading Activity
Vistra insiders have traded $VST stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $VST stock by insiders over the last 6 months:
- SCOTT B HELM sold 25,000 shares for an estimated $4,000,000
- ARCILIA ACOSTA has made 0 purchases and 2 sales selling 15,000 shares for an estimated $2,512,800.
- STEPHANIE ZAPATA MOORE (EVP and General Counsel) sold 10,000 shares for an estimated $1,603,100
- MARGARET MONTEMAYOR (SVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 9,600 shares for an estimated $1,560,800.
- JOHN R SULT sold 6,500 shares for an estimated $1,105,000
- PAUL M BARBAS has made 0 purchases and 2 sales selling 488 shares for an estimated $73,426.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Vistra Revenue
Vistra had revenues of $5.6B in Q1 2026. This is an increase of 43.4% from the same period in the prior year.
You can track VST financials on Quiver Quantitative's VST stock page.
You can access data on VST stock through the Quiver Quantitative API.
Vistra Congressional Stock Trading
Members of Congress have traded $VST stock 2 times in the past 6 months. Of those trades, 2 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 JULIA LETLOW purchased up to $15,000 on 02/17.
- REPRESENTATIVE NANCY PELOSI purchased up to $250,000 on 01/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Vistra Hedge Fund Activity
We have seen 736 institutional investors add shares of Vistra stock to their portfolio, and 739 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CASTLE HOOK PARTNERS LP removed 3,356,907 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $541,569,806
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 2,578,306 shares (-39.5%) from their portfolio in Q1 2026, for an estimated $387,596,740
- CANADA PENSION PLAN INVESTMENT BOARD added 1,934,248 shares (+154.8%) to their portfolio in Q1 2026, for an estimated $290,775,501
- UBS GROUP AG added 1,887,910 shares (+69.7%) to their portfolio in Q1 2026, for an estimated $283,809,510
- BLACKROCK, INC. removed 1,845,088 shares (-6.1%) from their portfolio in Q1 2026, for an estimated $277,372,079
- SEGRA CAPITAL MANAGEMENT, LLC removed 1,791,518 shares (-91.6%) from their portfolio in Q1 2026, for an estimated $269,318,900
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 1,723,776 shares (-80.2%) from their portfolio in Q1 2026, for an estimated $259,135,246
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Vistra Analyst Ratings
Wall Street analysts have issued reports on $VST in the last several months. We have seen 1 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
To track analyst ratings and price targets for Vistra, check out Quiver Quantitative's $VST forecast page.
Vistra 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 $232.0.
Here are some recent targets:
- Shelby Tucker from TD Cowen set a target price of $230.0 on 05/04/2026
- Jeremy Tonet from JP Morgan set a target price of $231.0 on 04/30/2026
- Shahriar Pourreza from Wells Fargo set a target price of $234.0 on 02/27/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $203.0 on 02/10/2026
- James Thalacker from BMO Capital set a target price of $244.0 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
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.
