Vistra (VST) Stock Prediction: $184 Bull Case vs $109 Bear…
By Tobi Opeyemi Amure
AI summary of the source article
Vistra shares closed at $140.02 on Nasdaq, giving the company an enterprise value of $66.156 billion against reaffirmed 2026 Ongoing Operations Adjusted EBITDA guidance of $6.8 billion to $7.6 billion. To address floating-rate resets on its Series A and Series B preferred shares, subsidiary Vistra Operations issued $1.50 billion in junior notes generating approximately $1.48 billion in net proceeds. Meanwhile, Vistra continues to hold substantial commercial agreements, including 1,200 MW contracted to Amazon Web Services and 2,609 MW tied to Meta Platforms across its nuclear fleet, alongside pending regulatory execution for its Cogentrix acquisition.
Why it matters
The capital restructuring and power purchase contracts illustrate how power producers are financing operations and locking in revenue to meet surging corporate energy demand.
Key facts
- Vistra reported 2026 Ongoing Operations Adjusted EBITDA guidance of $6.8 billion to $7.6 billion.
- Vistra Operations settled $1.50 billion in junior notes on 24 September to fund redemptions of preferred stock.
- Nuclear power agreements include 1,200 MW for Amazon Web Services and 2,609 MW for Meta Platforms.