Overview
- Vistra is slated to report fiscal first-quarter results before the market opens on May 7, with consensus calling for $1.41 in earnings per share, more than triple last year’s $0.46.
- Wall Street’s view remains upbeat, with 16 of 17 analysts rating the stock a Strong Buy and an average price target of $239.75 that points to sizable upside from current levels.
- The stock has climbed 41.6% over the past year, outpacing the S&P 500 and utilities peers, though it trades about 25% below its 52-week high after a recent slide.
- The company operates about 44,000 megawatts of power capacity, including roughly 6,400 megawatts of nuclear generation, and Yahoo reports it signed 20-year power deals this year with Amazon and Meta to serve energy-hungry data centers.
- Commentary has turned more vocal, with Jim Cramer recommending a buy while cautioning that nuclear projects are costly, and proposed price collars in the PJM power market could limit capacity price gains for sellers like Vistra.