Vistra Energy: Beneficiary of AI-Driven Electricity Demand With Strong Growth Potential. Melius Research Sees Upside of up to $295 (+53%)

Vistra Energy (VST) is an exciting stock that can be called an AI story. It is a US energy provider with a diversified power plant portfolio (gas, coal, renewables, storage). Drivers include rising electricity demand due to electrification and AI, as well as robust market prices, particularly in the PJM market, where capacities have recently been barely sufficient. In Q2, Vistra announced the planned acquisition of seven modern gas power plants (2,600 MW) from Lotus Infrastructure Partners, which strengthens its market position. For 2025, the company...