Vistra Corp. (VST) Earnings Exceed Expectations, Analysts Bullish on the Stock

Thursday, Sep 4, 2025 12:18 pm ET1min read

Vistra Corp (VST) has reported impressive EBITDA of $1.35 billion in Q2, exceeding estimates by 13%. The company has reiterated full-year EBITDA guidance and has a diverse power generation portfolio, including nuclear, natural gas, and solar sources. Analysts at BMO Capital and Melius Research have raised their price targets for VST, citing its strong EBITDA and growing portfolio.

Vistra Corp (VST) has reported a robust EBITDA of $1.35 billion in the second quarter of 2025, surpassing consensus estimates by 13%. This impressive performance has drawn positive attention from analysts, who have raised their price targets for the stock. The company's diverse power generation portfolio, including nuclear, natural gas, and solar sources, has been cited as a key factor driving this growth.

BMO Capital analyst raised the price target for VST to $229, commending the company's strong EBITDA performance. Similarly, Melius Research initiated coverage of VST with a 'Buy' rating and a $194 price target, highlighting the company's 41 GW of generation capacity and its investments in solar and battery storage [3].

Vistra's recent acquisition of several natural gas plants has further strengthened its energy generation capacity, contributing to its growing portfolio. The company's ownership of the Moss Landing energy storage complex, one of the world’s largest battery storage systems, signals its leadership in grid-scale storage innovation [1].

Despite the positive outlook, investors should remain cautious about Vistra's high leverage and potential refinancing pressures. The company's ongoing share buyback program, which has retired over 40% of total shares since the program began, underscores its commitment to shareholder value [1].

References:
[1] https://simplywall.st/stocks/us/utilities/nyse-vst/vistra/news/the-bull-case-for-vistra-vst-could-change-following-major-na
[2] https://www.marketsmojo.com/stocks-analysis/news-action/vistra-corp-1243979-207
[3] https://finviz.com/news/158013/vistra-corp-vst-impressive-ebitda-and-growing-portfolio-attracts-bullish-ratings

Vistra Corp. (VST) Earnings Exceed Expectations, Analysts Bullish on the Stock

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