Is Vistra Corp. (NYSE:VST) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Vistra Corp. at current levels.
Vistra's nuclear and gas fleet is the best asset in America's power shortage, and the stock just got cheap enough to buy.
Where VST is headed
Vistra Corp. (NYSE:VST) sits at $139, down 36% from its 52-week high, trading near 52-week lows while the underlying thesis for power demand in the United States has only gotten stronger. The company controls roughly 44,000 megawatts of generation capacity, including the Comanche Peak nuclear plant in Texas and a massive fleet of natural gas peakers. By late 2027, Vistra should be running those assets into the teeth of the most supply-constrained power market in a generation, driven by data center buildouts, reshoring of manufacturing, and grid electrification. Revenue is projected to grow 49% next year, and forward earnings imply the stock trades at just 12.4x what it should earn in that environment.
Read the full Compass Direction on VST
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios.
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Frequently asked questions
Is Vistra Corp. (NYSE:VST) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Vistra Corp. at current levels. Vistra's nuclear and gas fleet is the best asset in America's power shortage, and the stock just got cheap enough to buy.
What is VST's Compass Score?
Vistra Corp. scores 82/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for VST?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the VST page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.