Vistra shares surge 5.26% premarket on Goldman Sachs upgrade and Meta nuclear energy deals.

Vistra (NYSE:VST) surged 5.26% in premarket trading, driven by a strategic partnership with Meta Platforms to develop a nuclear energy pipeline and upgraded analyst ratings. The company is part of Meta’s initiative to secure 6.6 GW of nuclear power, extending the life of existing plants to meet AI-driven data center demands, creating a multi-year revenue opportunity. Goldman Sachs upgraded VST to Buy from Neutral with a $205 price target, while UBS maintained a Buy rating with a $233 target. Analyst optimism, coupled with above-average trading volume and momentum, amplified the move. Although insiders sold $29 million in shares over the past year, the Meta deal and analyst upgrades overshadowed those concerns, positioning Vistra as a beneficiary of long-term energy infrastructure demand.