Executive Summary
Generated July 30, 2026
Energy & Utilities
Vistra
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
3
Chokepoint Score
3 other entities structurally depend on this one
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Irving, Texas, USA
Website
Employees
6,000 (2026, approximate)
Founded
2016
Listing
VST · NYSE
Market Cap
$50.12B
Revenue (TTM)
$19.45B
Price
USD148.64 (-8.43%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
An integrated power generation company with a roughly 50 GW fleet spanning nuclear, gas, coal, and solar, which has locked in over 3.8 GW of 20-year nuclear power purchase agreements with AWS and Meta, turning existing nuclear plants into revenue-anchored assets for AI hyperscalers. Vistra reported Q1 2026 revenue of $5.64 billion (up 43% year-over-year) and swung to a $1.03 billion profit, with Fitch upgrading the company to investment-grade BBB- in March 2026; the stock is down about 13% over the past month heading into its August 7, 2026 earnings report.
Strategic Connections
- Meta: Vistra signed a 20-year power purchase agreement with Meta in early 2026 as part of over 3.8 GW of nuclear PPAs the company has locked in with hyperscalers.
- Amazon Web Services: Vistra has locked in nuclear power purchase agreements with AWS as part of over 3.8 GW of 20-year hyperscaler nuclear contracts.
- Data Center Power & Cooling: Vistra's nuclear fleet provides 24/7 carbon-free baseload power increasingly contracted directly by hyperscalers for AI data centers.
- Constellation Energy: Vistra competes with Constellation Energy and Talen Energy as nuclear-fleet operators courting hyperscaler power purchase agreements.
- Talen Energy: Vistra competes with Talen Energy for nuclear power purchase agreements with hyperscaler AI data center customers.
Strategic Risks
- Fleet includes carbon-intensive coal and gas assets alongside nuclear, exposing the company to policy and transition risk
- Nuclear PPA economics depend on continued hyperscaler willingness to pay premium, long-term contracted rates
Future Outlook
- Additional nuclear and gas PPAs expected as hyperscalers continue seeking dedicated baseload power
- 8-15% growth profile cited by analysts tied directly to AI data center power demand
- Q2 2026 earnings on August 7, 2026 expected to show continued strong EPS and revenue growth per analyst estimates
Sources
4 sources, 68% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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