Vistra Corp. (VST)
- Analysts18
- Implied upside+36.5%
- Target range$99.00 to $320.00
SEC filings
| Form | Filed | Description |
|---|---|---|
| 8-K | July 16, 2026 | 8-K |
| 8-K | July 14, 2026 | 8-K |
| 8-K | June 30, 2026 | 8-K |
| 4 | June 23, 2026 | FORM 4 |
| 4 | June 23, 2026 | FORM 4 |
| 144/A | June 23, 2026 | View on EDGAR |
| 4 | June 18, 2026 | FORM 4 |
| 144 | June 18, 2026 | View on EDGAR |
Our VST coverage
10 articles
Alphabet (GOOGL) raised AI capex to $205 billion, its third hike this year. Nvidia (NVDA) and Broadcom (AVGO) barely moved after hours
Alphabet raised its 2026 capex guidance to $195-205 billion during Wednesday's call, its third increase this year, and GOOGL fell as much as 5% in extended trading. But the chip and power stocks that are supposed to benefit from that spending, Nvidia, Broadcom, TSMC, Micron, Vistra and Constellation, barely moved.
Oklo (OKLO) and X-Energy (XE) rallied Tuesday. After the bell, a Trump nuclear-for-AI report sent them higher again (July 21, 2026)
Oklo (OKLO) closed up about 6% Tuesday and X-Energy (XE) about 7%, then both extended those gains after the bell. Bloomberg reports the two nuclear reactor developers are joining Microsoft and Nvidia in a near-$200 million Trump administration effort to speed power plant construction for AI data centers.
China's Xi Jinping just launched a 29-nation AI bloc. That's bullish for US AI stocks (NVDA, PLTR)
Xi Jinping used the 2026 World AI Conference in Shanghai to launch a 29-nation World AI Cooperation Organization and take a shot at US chip export controls. History says Washington answers moves like this with money, and that is bullish for the US AI trade.
Nebius (NBIS) signed a $1 billion deal this week. Its stock is down 14% today anyway, worse than the chipmakers.
Nebius signed a $1 billion, multi-year AI compute deal with Reflection AI, and its stock is still down about 14% today. The pressure has spread well past chips: CoreWeave, crypto miners like IREN and Cipher Mining, power stocks like Talen Energy and Vistra, and now New York's data-center moratorium and a Trump-Hochul clash are all weighing on the same trade.
Jim Cramer's tech calls, like Micron and Intel, are missing far more than everything else
We pulled 23 of Jim Cramer's stock calls from late April through early July and checked the real numbers. His tech picks are down 7.2% on average with just 1 winner out of 10. His other calls are roughly flat, and just under half are green.
Meta said it had spare compute. Then it broke ground on a $9 billion data center in Canada (META, CRWV, NBIS)
A week after Meta's excess-compute cloud plan crushed the neoclouds, it broke ground on a C$13 billion, 1-gigawatt data center in Alberta, Canada. The demand is real.
Frequently asked questions
What do analysts expect for VST?
18 analysts cover Vistra Corp. (VST). The consensus rating is Strong buy and the average price target is $223.00, in a range of $99.00 to $320.00.
Are insiders buying or selling VST?
We have no qualifying Form 4 insider purchases or sales on record for Vistra Corp. (VST). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see VST SEC filings?
Recent filings are listed on this page, newest first. The latest is a 8-K filed July 16, 2026.