
Analysts Rally Behind These Nuclear Leaders As White House Unveils Expansion Blitz
BNP Paribas initiated coverage of Constellation Energy with an outperform rating.

BNP Paribas initiated coverage of Constellation Energy with an outperform rating.

Recently, Zacks.com users have been paying close attention to Vistra (VST). This makes it worthwhile to examine what the stock has in store.

The PGIM Jennison Utility Fund modestly underperformed the -1.4% return of the S&P 500 Utilities Index over the fourth quarter. NextEra Energy raised their long-term EPS growth guidance from 6-8% to '8%+' effectively through 2035 at their December Investor Day. Constellation Energy delivered strong second quarter results with earnings beating estimates, driven by unprecedented power demand from data centers, artificial intelligence, and industrial electrification.

IRVING, Texas, March 17, 2026 /PRNewswire/ -- Vistra Corp. (NYSE: VST) today announced that Fitch Ratings has upgraded the company's long-term issuer default rating to investment grade, further strengthening Vistra's credit profile. The action follows S&P Global Ratings' upgrade of Vistra's issuer credit rating to investment grade on Dec. 2, 2025, marking the second investment grade credit rating from a major credit rating agency.

Bank of Nova Scotia increased its position in shares of Vistra Corp. (NYSE: VST) by 201.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 87,473 shares of the company's stock after purchasing an additional 58,499 shares

Though relatively flat for the fourth quarter, the Fund outperformed the -1.6% return of the Alerian Midstream Energy Select Index. MPLX's high yield and compelling dividend growth above many peers continue to attract investors in a choppy market. DT Midstream benefits from increasing power demand and despite recent macro events, the call on natural gas remains unchanged.

The latest trading day saw Vistra Corp. (VST) settling at $161.99, representing a +1.91% change from its previous close.

Vistra Corp (NYSE:VST) is up 0.9% to trade at $160.41, fighting to break back above its year-to-date breakeven mark.

Vistra and Constellation are locking in long-term deals with hyperscalers. Both companies provide ample electricity from nuclear energy.

Discover two high-yielding securities that offer a powerful combination of current income and long-term inflation protection. Learn why these specific investments are uniquely positioned to thrive in an AI-driven economy. Explore the robust distribution growth and defensive characteristics that make these "money machines" ideal for early retirees.

Alkeon Capital Management LLC boosted its holdings in Vistra Corp. (NYSE: VST) by 11.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,506,357 shares of the company's stock after acquiring an additional 150,000 shares during the period. Alkeon Capital Management LLC owned 0.44%

ArrowMark Colorado Holdings LLC cut its stake in shares of Vistra Corp. (NYSE: VST) by 11.7% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 329,092 shares of the company's stock after selling 43,665 shares during the period. Vistra comprises about 1.2% of ArrowMark Colorado Holdings

AI data center power demand is transforming U.S. energy infrastructure as tech giants build private grids to run artificial intelligence.

A growing virtual power plant will help support grid reliability in Texas IRVING, Texas, March 5, 2026 /PRNewswire/ -- Vistra (NYSE: VST) today announced an expansion of its battery aggregation program to include Enphase Energy's IQ® Batteries, further scaling its residential virtual power plant (VPP) to strengthen grid reliability across Texas. The program, Battery Rewards, is offered through Vistra's flagship retail electricity brand, TXU Energy, and allows eligible Enphase customers to earn incentives by exporting stored battery power to the grid during periods of high demand.

It's great to follow the big names in the hedge fund crowd, and while it's nice to have a go-to list of hedge funds to keep tabs on after the latest round of 13-F filings drops, I'd argue that it also makes sense to broaden your horizons. Undoubtedly, it's hard to beat the S&P 500... This Highly-Underrated Investment Pro is Quietly Beating the Market By a Landslide.

A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.

Vistra (VST) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

VST's long-term PPAs, expanded gas/nuclear capacity, and prudent hedging underpin the management's ambitious EBITDA and FCF growth guidance through 2030. The management's 2030 FCF per share guidance of up to ~$25 implies an outsized adj. EBITDA per share of up to ~$41, based on the ~60% conversion rate. VST's strong balance sheet, aggressive share repurchases, and sector-leading margin profile position it as a clear beneficiary of the ongoing power demand boom.

One quote is doing a lot of heavy lifting right now in energy circles. That single stat reframes the entire AI infrastructure trade. Everyone is chasing the picks and shovels of AI compute. But the real bottleneck isn't chips or servers. It's power. Chief Investment Officer Robert Schein gave a great reminder of it this... $1.4 Trillion Needed for AI Data Center Electrification by 2030, Chief Investment Officer.

111 Capital bought a new position in Vistra Corp. (NYSE: VST) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 3,335 shares of the company's stock, valued at approximately $653,000. Other hedge funds have also added to or reduced their stakes