
Vista Energy rose in premarket trading after Peter Thiel's hedge fund disclosed a stake on Friday. The Argentine shale oil producer was Thiel Macro LLC's second-largest disclosed position in the second quarter, after Amazon.
Vista Oil & Gas, SAB de CV, is dedicated to the exploration and production of oil and gas in Latin America. The company is headquartered in Mexico City, Mexico.
| Revenue (TTM) | $3.53B |
| Gross Profit (TTM) | $2.91B |
| EBITDA | $2.15B |
| Operating Margin | 44.20% |
| Return on Equity | 29.80% |
| Return on Assets | 10.00% |
| Revenue/Share (TTM) | $33.35 |
| Book Value | $29.93 |
| Price-to-Book | 2.27 |
| Price-to-Sales (TTM) | 2.26 |
| EV/Revenue | 3.037 |
| EV/EBITDA | 4.48 |
| Quarterly Earnings Growth (YoY) | 29.80% |
| Quarterly Revenue Growth (YoY) | 102.30% |
| Shares Outstanding | $110.62M |
| Float | $91.15M |
| % Insiders | 6.01% |
| % Institutions | 60.11% |
Volatility is currently expanding

Vista Energy rose in premarket trading after Peter Thiel's hedge fund disclosed a stake on Friday. The Argentine shale oil producer was Thiel Macro LLC's second-largest disclosed position in the second quarter, after Amazon.

Investors need to pay close attention to VIST stock based on the movements in the options market lately.

VIST pairs 32% production growth and low earnings multiples with a Q2 earnings miss, estimate cuts and limited price-target upside.

Vista Energy's Q2 revenues surge 102% y/y on higher production and oil prices, but earnings miss estimates as the cost of sales climbs.

Vista Energy, S.A.B. de C.V. (VIST) Q2 2026 Earnings Call Transcript

Vista Energy NYSE: VIST reported a sharp increase in second-quarter 2026 revenue, adjusted EBITDA and free cash flow, as higher oil prices and the consolidation of newly acquired Vaca Muerta assets lifted production and cash generation.

Vista Energy, S.A.B. de C.V. is reaffirmed as a Strong Buy due to robust execution, high oil exposure, and double-digit organic growth. Q2 2026 production surged 16% sequentially and 32% year-over-year, with 87% oil output and significant margin expansion from low costs. EBITDA margin reached 70%, with net income up 199% quarter-over-quarter and free cash flow approaching $500 million in one quarter.

Vista Energy is positioned for significant production growth, targeting over 200k BOE/day by 2028 through organic expansion and strategic M&A. VIST's operating model emphasizes low all-in costs and self-funded expansion, with EBITDA surpassing a run rate exceeding $3bn post-acquisitions. Valuation is based on an 8x PE multiple, yielding a YE27 price target of $86, assuming $70/bbl oil and continued free market export access.

MEXICO CITY, July 15, 2026 /PRNewswire/ -- Vista Energy, S.A.B. de C.V. ("Vista" or the "Company") (NYSE: VIST; BMV: VISTA) today announced the publication of its 2025 Sustainability Report.

BP optimizes its upstream portfolio by selling the Bay du Nord stake, sharpening capital allocation while focusing on higher-value investments.
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