Vistra Beats Q4 Adjusted EBITDA Expectations – But Net Income Falls
Vistra Corp (VST) reports Q4 adjusted EBITDA of $1.74B beating estimates, but net income falls 52%. Strong 2026 guidance & major nuclear deals with AWS & Meta fuel AI power growth.
Vistra Corp (VST) reports Q4 adjusted EBITDA of $1.74B beating estimates, but net income falls 52%. Strong 2026 guidance & major nuclear deals with AWS & Meta fuel AI power growth.
Jefferies raises Vistra rating to Buy with a $203 price target, citing better risk/reward and growth potential from data center contracts.
Nancy Pelosi disclosed major stock transactions in January 2026, including exercising options on Amazon, Google, and Nvidia while selling Apple shares worth millions.
Trump administration and Northeast governors plan emergency PJM auction forcing tech companies to fund $15B in new power plants for AI data centers, protecting consumers from rising electricity bills.
Meta announces major nuclear energy partnerships with Vistra, TerraPower, and Oklo to power AI data centers with up to 6.6 gigawatts by 2035.
Vistra Corp. announces $4B acquisition of Cogentrix Energy's 10 natural gas facilities (5,500 MW) across PJM, ISO New England, and ERCOT, expanding to 50,000 MW total capacity.