Vistra Corp Stock Performance and Analyst Sentiment
Vistra Corp (VST) has underperformed the broader market over the past year, with its stock declining by nearly 28.4% compared to a 20.5% rise in the S&P 500 Index ($SPX). In 2026 alone, VST shares have fallen approximately 15.6%, lagging behind SPX's 12.1% growth and also underperforming its industry benchmark ETF (XLU), which has seen marginal gains. The company reported Q2 earnings on August 7 with revenue of $4 billion that missed expectations, driven by a decline in retail electricity sales volume (-4.4%) and ERCOT sales volumes (-7.8%). Vistra expects full-year adjusted EBITDA to range between $6.8 billion and $7.6 billion, along with ongoing operations' free cash flow before growth of $3.9 billion to $4.7 billion. Despite the recent underperformance, 17 analysts covering VST stock have issued a consensus rating of 'Strong Buy,' based on 16 such ratings and one 'Hold.' The mean price target is at $216.24 (58.8% upside), with a high estimate reaching as much as $298 (118.8% upside). Analysts remain optimistic about Vistra's potential to benefit from rising energy demand, particularly due to the development of data centers across the U.S.
Topics: Q2 earnings revenue miss stock performance Vistra Corp