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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
VST Power, Cooling & Grid

Vistra

Power-generation beneficiary

Detail page

AI can lift electricity demand, which can improve the outlook for generators in the right markets.

Price $140.59
1D change -0.56%
Market cap $47.40B
Sector Utilities

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric VST
Price $140.59
1D Change -0.56%
Market Cap $47.40B
Enterprise Value $69.64B
Trailing P/E 23.6
Forward P/E 13.6
PEG Ratio 0.40x
Price / Sales 2.5
EV / Revenue 3.6
Revenue Growth -5.5%
Earnings Growth -5.2%
Gross Margin 38.3%
Operating Margin 13.8%
Net Margin 11.6%
ROE —
Free Cash Flow —
FCF Margin —
Debt / Equity 3.67x
Current Ratio —
Dividend Yield 0.65%
Next Earnings Nov 05, 2026
Quarterly Revenue $nan
Revenue QoQ nan%
Quarterly Net Income $nan
Net Income QoQ nan%

VST thesis lens

Power-generation beneficiary

Why it could benefit

  • AI can lift electricity demand, which can improve the outlook for generators in the right markets.
  • Vistra offers exposure to the power-demand side of the AI buildout rather than the hardware stack.
  • That can diversify an AI portfolio away from semiconductors.

Moat / edge

  • Scale generation assets and market positioning.
  • Exposure to tightening power markets.
  • AI demand can be incremental to an existing business, not the whole story.

What to watch

  • Power demand trends in key regions.
  • Realized pricing, hedge profile, and capital allocation.
  • Direct exposure to data-center-heavy markets.

Key risks

  • Utilities and generators are heavily influenced by commodity and regulatory dynamics.
  • The AI link is real but indirect.