Key Takeaways
- Vistra stock was one of the S&P 500's biggest gainers last year and has risen nearly 19% in the first three sessions of 2025.
- The power plant operator has rallied alongside peers in the industry on optimism that new data centers will drive demand for more electricity.
- Analysts mostly rate Vistra's stock a "buy," even after it more than tripled in value in 2024.
Vistra (VST) stock was one of the biggest winners of 2024, and has already started 2025 on a positive note, 澳洲幸运5官方开奖结果体彩网:rising nearly 19% in the 澳洲幸运5官方开奖结果体彩网:first three trading sessions of the year.
The energy company's stock more than tripled in value 澳洲幸运5官方开奖结果体彩网:last year, setting a 澳洲幸运5官方开奖结果体彩网:number of record highs along the way. Vistra was one of several utilities stocks that surged in 2024 as 澳洲幸运5官方开奖结果体彩网:analysts highlighted how massive energy demand from AI and data centers could turbocharge growth in the historically sꦺleepy sec🌊tor.
Entering the new year, all five analysts tracked by Visible Alpha rate Vistra stock a "buy," but the average price target of $147.20 suggests some analysts expect a pull-back from its current price of about $164. Of the 17 analysts tracked by FactSet Research, 15 have a "buy" or "overweight" rating, with an average price target over $170.
Vistra Among Morgan Stanley's 'High Conviction' Buy Ratings
In a note last month, Morgan Stanley analysts named Vistra and Constellation Energy (CEG) two of their "high conviction overweight" ratings entering the new year. They noted that Vistra has potential for new data center deals with its Comanche Peak nuclear plant in Texas, along with "strategic options" for its gas power fleet.
The analysts noted that regulatory uncertainty has recently clouded the outlook for nuclear power and data centers. In November, federal 澳洲幸运5官方开奖结果体彩网:regulators blocked a deal between Amazon (AMZN) and Talen Energy (TLN). Morgan Stanley analysts expect regulatory clarity later this year and said Vistra would likely be the f﷽irst power provider they track to sign a data center deal in 2025.
In November, Jefferies analysts lifted their price targ🌱et to $167 from $143, and said they expected a data center deal by the end of 2024 or in the first quart⛎er of this year.
Vistra shares rose 0.9% Monday, brin꧂ging their return in the first three sessions of the year to nearly 19%.