Vistra Corp. (VST) Projects Record EBITDA of $6 Billion Amidst Surge in Electricity Demand

Vistra Corp. (VST) projects a record adjusted EBITDA of $5.5-$6.1 billion, driven by increased electricity demand from AI data centers and cryptocurrency mining. The company plans to boost natural gas capacity by 2,600 MW and is investing in new solar and energy storage projects. Its clean energy expansion and strong financial discipline make it a profitable utility stock to consider.

Vistra Corp. (NYSE: VST), a leading integrated retail electricity and power generation company, has projected a record adjusted EBITDA of $5.5-$6.1 billion for fiscal year 2025. This significant increase is driven primarily by surging electricity demand from AI data centers and cryptocurrency mining operations. The company's strategic initiatives to boost natural gas capacity and invest in clean energy projects are further enhancing its financial performance.

On August 12, BofA Securities analyst Ross Fowler raised the price target on VST to $220.00, reflecting higher EBITDA forecasts and updated power and capacity price assumptions. The analyst maintained a Buy rating, highlighting the company's strong performance and potential for growth [1]. Additionally, CFRA raised its price target for VST to $230 while maintaining a Buy rating, citing strong growth expectations and a positive outlook for nuclear operators [2].

Vistra's projected EBITDA growth is expected to be bolstered by a 2,600 MW increase in natural gas capacity, as well as investments in new solar and energy storage projects. These initiatives are part of the company's broader strategy to meet the growing demand for electricity from AI data centers and cryptocurrency mining operations. The company's clean energy expansion and strong financial discipline position it as a profitable utility stock for investors to consider.

Despite recent disappointing financial results for the second quarter of 2025, with earnings per share (EPS) significantly below analysts' forecasts, Vistra's long-term prospects remain promising. The company's ability to adapt to changing market conditions and capitalize on growth opportunities in the AI and cryptocurrency sectors is a key factor in its projected financial performance.

In conclusion, Vistra Corp. (VST) is well-positioned to benefit from the increasing demand for electricity from AI data centers and cryptocurrency mining operations. Its strategic initiatives to boost natural gas capacity and invest in clean energy projects, along with strong financial discipline, make it a compelling investment opportunity for investors seeking exposure to the utility sector.

References:
[1] https://finance.yahoo.com/news/vistra-stock-vst-gets-bullish-221435098.html
[2] https://za.investing.com/news/analyst-ratings/vistra-energy-stock-price-target-raised-to-220-from-214-at-bofa-securities-93CH-3833570