Vistra Corp Q2 Results Boost Shares, Despite Minor EBITDA Decrease

Friday, Aug 8, 2025 8:48 am ET1min read
VST--

Vistra Corp (VST) shares rose 2% after announcing strong Q2 results. Despite a minor decrease in adjusted EBITDA, the company maintained its 2025 guidance and increased its 2026 forecast. Analysts set an average target price of $188.36, implying an 8.01% downside from the current price. Vistra's stock holds an "Outperform" status with 17 brokerage recommendations and a projected GF Value of $63.74, indicating a significant downside of 68.87% from the current stock price.

Vistra Corp (VST) shares rose 2% after announcing its Q2 2025 results, which showed a slight year-over-year decline in adjusted EBITDA but maintained its 2025 guidance and increased its 2026 forecast. The company's stock holds an "Outperform" status with 17 brokerage recommendations and a projected GF Value of $63.74, indicating a significant downside of 68.87% from the current stock price [1].

Despite a minor decrease in adjusted EBITDA, Vistra reported a robust financial performance for the quarter, with an adjusted EBITDA of $1,349 million. This was slightly below the $1,412 million recorded in the same period last year [2]. The company's year-to-date adjusted EBITDA of $2,548 million represents a significant improvement over the $2,178 million reported for the first half of 2024.

Vistra's strategic growth plan includes the acquisition of approximately 2,600 MW of natural gas generation assets from Lotus Infrastructure Partners for $1.9 billion. This acquisition aligns with the company's strategic priorities and is expected to deliver accretion to Adjusted Free Cash Flow before Growth in its first year [2].

The company reaffirmed its 2025 guidance, projecting adjusted EBITDA between $5,500 million and $6,100 million, and adjusted free cash flow before growth between $3,000 million and $3,600 million. Looking further ahead, Vistra increased its 2026 adjusted EBITDA midpoint opportunity to over $6,800 million, citing confidence from the PJM Auction clear and its comprehensive hedging program [2].

Analysts set an average target price of $188.36, implying an 8.01% downside from the current price. Despite trading down in premarket, Vistra has reaffirmed its full-year guidance and increased its 2026 earnings outlook, signaling confidence in its long-term growth strategy.

References:
[1] https://www.gurufocus.com/news/3048509/vistra-corp-vst-q2-2025-earnings-call-highlights-strong-financial-performance-and-strategic-investments
[2] https://www.investing.com/news/company-news/vistra-energy-q2-2025-slides-135b-ebitda-announces-19b-gas-asset-acquisition-93CH-4176323

Vistra Corp Q2 Results Boost Shares, Despite Minor EBITDA Decrease

Stay ahead of the market.

Get curated U.S. market news, insights and key dates delivered to your inbox.

Comments



Add a public comment...
No comments

No comments yet