Vistra Corp
VST·NEW YORK STOCK EXCHANGE, INC.·Utilities & Operators
$157.22
+6.17 (+4.08%) today
Price · 90 days
Open in TradingView →About Vistra Corp
Comanche Peak nuclear, largest competitive power company
Vistra Corp operates as the largest competitive power generator in the US, with a fleet that includes the Comanche Peak nuclear plant in Texas. Its nuclear assets give it a strategic position in the current power-demand surge driven by data centers and electrification, allowing it to sell zero-carbon megawatts into markets where other generators face carbon constraints or fuel-price volatility.
In the past year Vistra closed the $6.3 billion acquisition of Energy Harbor, adding three more reactors and tripling its nuclear capacity, while also signing multi-year power contracts with hyperscale data-center developers. Key risks include nuclear regulatory actions that could force extended outages, rising uranium and enrichment costs that are not fully hedged, and state-level policy shifts that might re-impose price caps or accelerate renewable mandates in its core ERCOT and PJM markets.
AI-generated brief · refreshed 9 days ago
Key statistics
- Market cap
- $53.48B
- 52w high
- $219.82
- 52w low
- $132.66
- Beta
- 1.44
- Industry
- Utilities
- Country
- US
- Volume (today)
- 3,400,000
- Website
- www.vistracorp.com
Recent Filings (SEC EDGAR)
Vistra reported Q1 2026 revenue of $5.1 billion (+19% YoY), driven by 21.2 TWh of nuclear generation across its Comanche Peak and Energy Harbor fleet at a 93% capacity factor. GAAP net income rose to $712 million while Adjusted EBITDA reached $1.35 billion, supported by higher realized power prices and data-center demand. The company reaffirmed 2026 guidance of $5.8-6.2 billion Adjusted EBITDA with nuclear output expected at 82-84 TWh for the full year.
revenue: $5.1Bnet income: $712Madjusted ebitda: $1.35Bnuclear generation: 21.2 TWhVistra Corp. reported 2025 total revenue of $18.4B (+22% YoY) driven by higher power prices and nuclear fleet output of 48.2 TWh at Comanche Peak and other assets. GAAP net income reached $2.1B with adjusted EBITDA of $4.8B; the company returned $650M via dividends and buybacks while maintaining net debt/EBITDA at 2.1x.
revenue: $18.4Bnet income: $2.1Badjusted ebitda: $4.8Bnuclear generation: 48.2 TWhVistra reported Q3 2025 GAAP net income of $892 million and adjusted EBITDA of $1.15 billion, up 22% YoY, driven by 19.2 TWh of nuclear generation at 94.1% capacity factor across its fleet. Retail electricity volumes reached 48 TWh with $4.8 billion in total operating revenues. The company raised 2025 adjusted EBITDA guidance to $4.05-4.25 billion and reaffirmed $2.8-3.0 billion of expected 2026 nuclear PTC benefits.
revenue: $4.8Bnet income: $892Mebitda guidance 2025: $4.05-4.25Bnuclear generation twh: 19.2Vistra reported Q2 2025 GAAP net income of $1.12 billion and adjusted EBITDA of $1.48 billion, driven by strong power prices and 92% nuclear fleet capacity factor. Retail electricity volumes reached 48 TWh while the company reaffirmed 2025 guidance of $6.55-6.95 billion adjusted EBITDA. Nuclear segment contributed $412 million of EBITDA with zero lost-time incidents.
revenue: $4.87Bnet income: $1.12Badjusted ebitda: $1.48Bnuclear capacity factor: 92%Vistra reported 2024 net income of $2.4B and adjusted EBITDA of $5.1B, driven by strong power prices and nuclear fleet performance (capacity factor 93%). Retail and generation segments contributed to $17.2B revenue; company raised 2025 guidance to $5.4-5.8B EBITDA.
revenue: $17.2Bnet income: $2.4Badjusted ebitda: $5.1Bnuclear capacity factor: 93%
Recent Policy Activity
Intelligence →- bullishDOE Proposes Nuclear-Inclusive Clean Energy Standard Rulemaking2026-04-01
US Department of Energy · Regulatory Guidance
- bullishDOE Loan Programs Office Opens $900M Nuclear Energy Loan Round2026-03-15
US Department of Energy · DOE Funding
- bullishNRC Accepts Oklo Aurora Fuel-Free Reactor License Application2026-02-28
US Nuclear Regulatory Commission · NRC License
- neutralIAEA Issues New Safeguards Agreement Requirements for Advanced Reactors2025-11-20
IAEA · International Treaty
Recent news
All news →Vistra Vs. Talen: I Prefer The Higher-Risk AI Power Trade
SeekingAlpha · 7/7/2026
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Yahoo · 7/6/2026
Vistra to Report Second Quarter Results on Aug. 7, 2026
Yahoo · 7/6/2026
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Yahoo · 7/6/2026
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Yahoo · 7/6/2026
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Yahoo · 7/5/2026