Key Takeaways Vistra is projected to post 11.28% revenue growth but a 77.14% EPS drop in Q3 2025.Higher clean electricity demand from data centers and the Permian Basin is expected to boost Q3 performance.Vistra's hedging strategy secured generation volumes as its stock outperformed the industry.Vistra Corp. (VST) is expected to deliver an improvement in the top line and a decline in the bottom line when it reports third-quarter 2025 results on Nov. 6, before market open. The Zacks Consensus Estimate for VS ...

Vistra Corp. (VST) closed at $189.71 in the latest trading session, marking a -4.85% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.99%. Meanwhile, the Dow lost 0.23%, and the Nasdaq, a tech-heavy index, lost 1.58%. Shares of the company witnessed a loss of 1.06% over the previous month, trailing the performance of the Utilities sector with its gain of 0.56%, and the S&P 500's gain of 3.59%.Analysts and investors alike will be keeping a close eye on the performanc ...

We recently published Trending Analyst Calls: 10 Stocks to Buy and Sell. Vistra Corp. (NYSE:VST) is one of the trending analyst calls. Doug Clinton, Deepwater Asset Management, said in a recent program on CNBC that he’d owned Vistra Corp (NYSE:VST) in the past, but now he’s concerned about the stock’s valuation. The analyst recommended investors to prefer AI hardware and software stocks instead of AI energy plays. “We have owned some of those names particularly Vistra Corp (NYSE:VST) and GE Vernova in th ...

公司业绩预期 - Vistra Corp 预计在截至2025年9月的季度实现每股收益1.20美元，同比大幅下降77.1% [3] - 公司同期预计营收为70.6亿美元，同比增长12.3% [3] - 近30天内，市场对该公司季度每股收益的共识预期被上调了32.27%至当前水平 [4] 业绩惊喜预测指标 - Vistra的Zacks收益ESP（预期惊喜预测）为0%，因其最准确估计与共识估计相同 [12] - 该股票目前的Zacks排名为第3级（持有） [12] - 收益ESP为0%与Zacks排名第3级的组合，使得难以确定预测公司会超出每股收益共识预期 [12] 历史业绩惊喜记录 - 上一财季，Vistra实际每股收益为1.01美元，超出市场预期的0.98美元，惊喜幅度为+3.06% [13] - 在过去四个季度中，公司有两次业绩超出每股收益共识预期 [14] 行业同业比较 - 同业公司Ameren预计季度每股收益为2.06美元，同比增长10.2% [18] - Ameren预计季度营收为24.1亿美元，同比增长10.9% [19] - Ameren的共识每股收益预期在过去30天内被下调2%至当前水平，其收益ESP同样为0.00% [19] - Ameren的Zacks排名为第2级（买入），但结合收益ESP为0%，也难以确定预测其会超出每股收益预期 [20]

Vistra Corp. (NYSE:VST) is a Must-Watch AI Stocks on Wall Street. On October 28, Wells Fargo initiated the stock as “Overweight” with a $238 price target. The firm stated that the utility and energy company is well-positioned. The firm believes that Vistra is a strong pick within IPPs, with a similar story to Constellation Energy (CEG). “We are initiating coverage of VST with an Overweight rating, as it fits within the absolute call on IPPs [independent power producer]—similar story to our Best Idea CEG, ...

Five months ago, I was "almost buy" on Vistra ( VST ), waiting for proof that Vistra could sign up hyperscaler focused nuclear PPAs. The Comanche Peak Deal, raised guidance, regulatory approvals and even progress on debtI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led t ...

Five months ago, I was "almost buy" on Vistra ( VST ), waiting for proof that Vistra could sign up hyperscaler focused nuclear PPAs. The Comanche Peak Deal, raised guidance, regulatory approvals and even progress on debtI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led t ...

Vistra Corp. (NYSE:VST) is one of the best high-growth utility stocks to buy. On October 22, the company announced that it has concluded the purchase of seven advanced natural gas generation plants from Lotus Infrastructure Partners. This increases the power generation capacity at Vistra by roughly 2,600 megawatts. This acquisition deal got all the necessary government authorizations, and it bolsters the company's presence across major competitive end-markets such as PJM, New England, New York, and Califo ...

AI行业前景 - AI牛市持续 由少数大型科技公司AI资本支出驱动 多数华尔街分析师预计涨势将继续[1] - Piper Sandler首席投资策略师将当前AI行情定性为繁荣而非泡沫 认为泡沫破裂通常发生在紧缩周期 而当前环境正在转向宽松[2][3] iShares Biotechnology ETF (IBB) - 生物技术子板块沉寂已久 近期出现价格波动[7] - 大型制药公司需要重建产品管线 预计生物技术领域将出现并购活动 利好该ETF[7] - 宏观交易流将回归 该ETF将代表行业发展趋势[7] Ares Capital Corporation (ARCC) - 尽管信贷市场存在担忧 但分析师仍买入该公司[9] - 针对JP摩根CEO关于债务问题的警告 指出JP摩根因Tricolor循环仓库设施损失5亿美元 其他大银行对First Brands有大量风险敞口[9] - 业务发展公司提供透明度 可查看198项离散科技投资 主要专注于软件贷款 能获得约10%收益率 交易价格低于账面价值8%-10% 预计一年后总回报率达20%[9] IONQ Inc (IONQ) - 分析师卖出该量子计算公司头寸 但仍相信其长期潜力[10] - 认为该公司属于研究型企业 需要5-7年时间才能盈利 股票已成为动量交易标的[11] - 另一基金持有空头头寸 认为市场热情与公司基本面脱节 尽管期间宣布新合同获胜且谷歌推出新量子芯片提振板块情绪[11] Vertiv Holdings Co (VRT) - 作为数据中心建设标的 股价年内上涨60%[12] - 2025年至2029年资本支出预计增长约50% 公司有机增长可达15%-20%[13] - 订单积压85亿美元 订单出货比为1.2倍 上季度创纪录订单32.2亿美元 同比增长25% 营业利润率有望从当前低谷加速增长 目标2028年达到25% 每股收益潜力7-10美元[13] First Solar Inc (FSLR) - 被分析师视为便宜的能源股 是美国本土太阳能电池板制造商[16] - 模型显示其市盈率为低双位数 是AI主题的廉价投资标的[16] - 作为美国唯一规模化太阳能组件制造商 受益于AI电力需求增长和"美国优先"能源政策 产能已售罄至2026年[16] Vistra Corp (VST) - 分析师曾持有该股 但目前担忧其估值[17] - 认为AI能源板块类似1999年行情 股价已充分定价 更倾向于持有AI硬件和软件公司[18] - 作为综合电力公司 因AI推动电力需求增长预期 股价持续上涨 潜在利好是与大型科技公司签订电力购买协议以满足AI电力需求[18]

Vistra Corp (VST) - Treasury Partners首席投资官Richard Saperstein将Vistra Corp列为最终交易选择 [1] - 富国银行分析师Shahriar Pourreza以增持评级和238美元目标价开始覆盖该公司 [1] - 公司股价周二下跌4.4%至190.59美元 [5] PayPal Holdings (PYPL) - Virtus Investment Partners首席市场策略师Joseph Terranova认为公司CEO正在推动业务转型 [2] - 公司与OpenAI达成协议成为ChatGPT的首个支付钱包 [2] - 公司公布第三季度财报超预期并上调2025财年每股收益展望 [2] - 公司股价周二上涨3.9%至73.02美元 [5] Netflix (NFLX) - Ritholtz Wealth Management联合创始人兼CEO Joshua Brown将Netflix列为最终交易选择 [2] - 公司第三季度营收115.1亿美元同比增长17.2%但略低于市场预期的115.14亿美元 [3] - 公司第三季度每股收益5.87美元低于市场预期的6.97美元 [3] - 公司股价周二上涨0.7%至1102.50美元 [5] Invesco QQQ Trust (QQQ) - Partners Group首席投资策略师Anastasia Amoroso选择Invesco QQQ Trust作为最终交易 [3] - 该信托基金周二上涨0.8% [5]