Vistra Corp. The company is headquartered in Irving, Texas.
| Revenue (TTM) | $20.59B |
| Gross Profit (TTM) | $8.55B |
| EBITDA | $7.86B |
| Operating Margin | 31.10% |
| Return on Equity | 43.00% |
| Return on Assets | 5.89% |
| Revenue/Share (TTM) | $60.73 |
| Book Value | $8.95 |
| Price-to-Book | 14.14 |
| Price-to-Sales (TTM) | 2.06 |
| EV/Revenue | 3.13 |
| EV/EBITDA | 8.50 |
| Quarterly Earnings Growth (YoY) | 84.10% |
| Quarterly Revenue Growth (YoY) | 27.70% |
| Shares Outstanding | $339.00M |
| Float | $316.46M |
| % Insiders | 0.77% |
| % Institutions | 92.61% |
Volatility is currently expanding
Gas turbines have become the tightest bottleneck in the AI power chain. In the US, a new gas turbine now takes six years on average to deliver.
Vistra Corp. (VST) Q3 2026 Earnings Call Transcript
Earnings Release Highlights GAAP third quarter 2026 Net Income of $1,140 million, including an unrealized gain from hedges expected to settle in future years of $559 million. Achieved more than 50% growth in Ongoing Operations Adjusted EBITDA1 to $2,378 million for the quarter compared to third quarter 2025.
Vistra Corp. (NYSE:VST) will release its third quarter earnings report before the opening bell on Friday, Nov. 6.
Vistra (VST) is shifting from volatile merchant power revenue to more contracted, predictable earnings via long-term PPAs and capacity auctions. VST's 2026 guidance implies 21.8% YoY Adjusted EBITDA growth, with further upside from the Cogentrix acquisition and Meta contracts not yet included in 2027 outlook. The stock trades at a significant discount to sector medians (GAAP FWD P/E 15.05x vs 19.04x), supported by increasing hedged and contracted revenue streams.
Hyperscalers lined up for Vistra's nuclear power, yet Texas price doubts just knocked the stock to a 52-week low. Is the Street seeing a bargain or ignoring a crack in the thesis, and why does a rival look even cheaper?
Energy stocks have already been under pressure, and newly elected officials may not slow the data-center boom as much as feared.
Vistra Corp. is downgraded to Hold as post-election regulatory risks and technical breakdowns overshadow its undervalued fundamentals. VST's Q2 results missed expectations, but operational performance was solid, with reaffirmed FY 2026 adjusted EBITDA guidance of $6.8–$7.6 billion. Key VST risks include potential data center moratoriums in Texas, volatile ERCOT pricing, and heightened legislative uncertainty impacting future growth.
Vistra Corp. VST is expected to deliver an improvement in both top and bottom lines when it reports third-quarter 2026 results on Nov. 6, before market open. The Zacks Consensus Estimate for VST's third-quarter revenues is pegged at $7.44 billion, indicating an increase of 49.75% from the year-ago reported figure.
The IEA expects data center electricity use to roughly double from 2025 through 2030, with AI-focused data centers tripling. GE Vernova, Vertiv, and Vistra each solve a different power problem: grid equipment, power and cooling systems, and electricity generation.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on VST and any ticker you trade — then tracks every position and per-strategy win rate.
