Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
5
institutions
Market cap
$50.1B
337M shares
52-week range
$132.66 – $219.82
22% from low
Sector
ELECTRIC SERVICES
Exchange
NYSE
CS
Vistra Corp. is one of the largest power producers and retail energy providers in the US. It owns 44 gigawatts of generation capacity, including natural gas (27 GW), nuclear (6.5 GW), coal (8.7 GW), and solar and battery storage (1.3 GW). The Cogentrix acquisition will add 5.5 GW of gas generation. Vistra's retail electricity business serves 5 million customers in 20 states, including almost a third of all Texas electricity consumers. Vistra emerged from the Energy Future Holdings bankruptcy as a stand-alone entity in 2016.
www.vistracorp.comNo one on the platform currently holds VST.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 6,187,585 | $930.2M |
| Appaloosa LPas of 2026-03-31 | 2,022,332 | $304.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-21 | $0.2300 | 2026-09-30 |
| 2026-06-22 | $0.2290 | 2026-06-30 |
| 2026-03-20 | $0.2280 | 2026-03-31 |
| 2025-12-22 | $0.2270 | 2025-12-31 |
| 2025-09-19 | $0.2260 | 2025-09-30 |
| 2025-06-18 | $0.2250 | 2025-06-30 |
| 2025-03-20 | $0.2235 | 2025-03-31 |
| 2024-12-20 | $0.2215 | 2024-12-31 |
| 2024-09-20 | $0.2195 | 2024-09-30 |
| 2024-06-18 | $0.2175 | 2024-06-28 |
No one on the platform has traded VST yet.
| 1,061,935 |
| $159.6M |
| Third Point LLCas of 2025-12-31 | 1,005,000 | $162.1M |
| Bridgewater Associatesas of 2026-03-31 | 348,514 | $52.4M |
| 2024-03-19 | $0.2150 | 2024-03-29 |
| 2023-12-19 | $0.2130 | 2023-12-29 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $23.3B | +21.1% | $9.21 | $8.06–$10.43 | 16.5× | 10 |
| 2027 | $25.5B | +9.3% | $11.25 | $9.61–$12.97 | 13.5× | 10 |
| 2028 | $26.3B | +3.5% | $12.99 | $10.08–$17.02 | 11.7× | 10 |
| 2029 | $25.6B | -2.9% | $14.75 | $10.48–$18.33 | 10.3× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-07 | $1.32 | $2.87 | +117.4% |
| 2026-02-26 | $2.31 | $0.54 | -76.5% |
| 2025-11-06 | $2.08 | $1.75 | -15.9% |
| 2025-08-06 | $0.88 | $0.81 | -7.4% |
| 2025-05-08 | $0.54 | $-0.93 | -273.5% |
| 2025-02-27 | $0.85 | $1.14 | +34.1% |
| 2024-11-07 | $1.20 | $5.40 | +350.0% |
| 2024-08-08 | $1.38 |
| $0.90 |
| -34.8% |
| $50.4B |
| — |
| EXCExelon Corporation | $45.58 | -3.08% | $46.6B | — |
| NGGNational Grid plc | $80.39 | +1.91% | $80.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$VST As AI and data centers drive unprecedented electricity demand, energy availability is becoming the primary constraint, creating a favorable long-term outlook for power generation companies like Vistra.
View on StockTwits ↗$RCAT Just finished Leopold's "Situational Awareness" (with a little help from Claude 🤖). Plot twist: everyone's buying $NVDA and $VST for the AI buildout... but who's guarding the trillion-dollar clusters from Chinese spies and drone incursions? 👀 Drones watching datacenters watching AI. The security layer is the sleeper play. $RCAT $AVAV $KTOS 🛸 Step 1: build $500B of AI datacenters 🏗️ Step 2: realize the CCP would love a closer look 🕵️ Step 3: drones. Lots of drones. 🛸
View on StockTwits ↗$AMZN on the sidelines for this one. Will be interested to see how $VST & $CRWV react though, not quite on the sidelines there 😎
View on StockTwits ↗$VST slight dip, then rip again. Next 4 - 6 days should be good.
View on StockTwits ↗$CEG $MPWR $PWR $VST well that was a good report! Let’s hope it holds this gain and reversed this hideous chart. 🚀
View on StockTwits ↗$VST It really, really seems to like this range
View on StockTwits ↗$VST I believe in the future of AI it doesn't go anywhere make no mistakes. This is the new electricity for AI and hyperscalers will desperately need VST in this future.
View on StockTwits ↗$VST the last time we took profits (albeit small profits) 7/22 s 25 in Sis's account 167.13 7/15 s 33 in my (grandpa's account) 159.64 re-entry today 1:17 pm edt 7/29 grandpa's account b 34 134.40 Sis's account b 25 134.40
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.