Vistra Corp.: Power Giant With AI Potential – Strong Tailwind from Data Centers and Industrial Boom. Raymond James Sees Additional 25% Upside Potential.

Vistra Corp. (VST) is one of the largest power producers in the U.S. with approximately 39 GW of capacity. Through the acquisition of Energy Harbor, Vistra became the second-largest operator of commercial nuclear power plants and secured stable sales volumes with long-term supply contracts, including with Amazon and Microsoft. In the last quarter, adjusted EBITDA rose to $1.24 billion (+$430 million YoY), while revenue reached $3.93 billion – falling short of market expectations. The outlook remains optimistic: new solar and storage projects...