AI Data Center Deals: Social media chatter highlights Vistra's long-term contracts with major tech firms for nuclear power supply, including substantial gigawatts tied to hyperscalers. Analysts note these agreements provide contracted cash flows extending into the next decade amid rising electricity needs.
Valuation and Buybacks: Discussions emphasize the company's hedged EBITDA guidance and share repurchase programs that have reduced outstanding shares significantly. Observers point to multiple expansion potential compared to peers as demand for reliable generation grows.
Insider Activity: Recent posts reference purchases by prominent investors, underscoring interest in the power sector's role supporting technology infrastructure. Overall market reaction appears focused on execution risks versus structural tailwinds.
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 15 times in the past 6 months. Of those trades, 3 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $VST stock by insiders over the last 6 months:
- SCOTT A HUDSON (EVP & President Vistra Retail) has made 0 purchases and 3 sales selling 44,444 shares for an estimated $6,747,544.
- SCOTT B HELM sold 25,000 shares for an estimated $4,000,000
- KRISTOPHER E. MOLDOVAN (EVP and CFO) sold 20,000 shares for an estimated $3,020,600
- ARCILIA ACOSTA has made 0 purchases and 2 sales selling 15,000 shares for an estimated $2,512,800.
- MARGARET MONTEMAYOR (SVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 9,600 shares for an estimated $1,560,800.
- JAMES A BURKE (President and CEO) has made 3 purchases buying 8,665 shares for an estimated $1,173,069 and 0 sales.
- 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 $4B in Q2 2026. This is a decrease of -5.48% 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 Hedge Fund Activity
We have seen 833 institutional investors add shares of Vistra stock to their portfolio, and 670 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- LONE PINE CAPITAL LLC removed 6,187,585 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $981,536,608
- JPMORGAN CHASE & CO added 3,252,881 shares (+inf%) to their portfolio in Q2 2026, for an estimated $516,004,513
- JANE STREET GROUP, LLC removed 2,364,357 shares (-72.7%) from their portfolio in Q2 2026, for an estimated $375,057,950
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,107,738 shares (+inf%) to their portfolio in Q2 2026, for an estimated $334,350,478
- SG AMERICAS SECURITIES, LLC added 1,928,609 shares (+311.1%) to their portfolio in Q2 2026, for an estimated $305,935,245
- FMR LLC removed 1,647,805 shares (-10.4%) from their portfolio in Q2 2026, for an estimated $261,391,307
- GOLDMAN SACHS GROUP INC added 1,403,075 shares (+42.0%) to their portfolio in Q2 2026, for an estimated $222,569,787
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 Price Targets
Multiple analysts have issued price targets for $VST recently. We have seen 2 analysts offer price targets for $VST in the last 6 months, with a median target of $230.5.
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
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.
