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Bernstein initiated coverage with an Outperform rating and a $187 target

VST's rally is backed by AI-driven demand, hedged generation, the Cogentrix deal and capital returns, but risks remain.

According to the average brokerage recommendation (ABR), one should invest in Vistra (VST). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

KKR (NYSE:KKR) has launched Helix Digital Infrastructure, a US$10 billion venture focused on AI-oriented data centers with partners including Nvidia, Kuwait Investment Authority, and Vistra. Helix will be led by former AWS CEO Adam Selipsky and is positioned to develop and operate large-scale digital infrastructure for AI workloads. KKR has also agreed to a major equity investment in Crowe Advisory LLC, becoming the firm’s first institutional capital partner. Crowe Advisory is one of the...

GEV's expanding services franchise and $163.3B backlog provide recurring revenue visibility as utilities extend asset life and power demand rises.

Former Amazon Web Services (AMZN) CEO Adam Selipsky is leading the charge as the chief executive of Helix Digital Infrastructure, a new AI venture backed by $10 billion from a group led by investment firm KKR (KKR). Selipsky sits down with Julie Hyman to address the community responses to AI data centers and the many critiques, including water consumption, of these facilities.

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Vistra (NYSE:VST) ranks #5 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 106 Top Pick Of: Stephen Mandel — Lone Pine Capital Vistra (NYSE:VST) is another AI stock billionaires can not get enough of. As demand for AI data […]

Vistra Corp. (VST) closed at $148.02 in the latest trading session, marking a +1.12% move from the prior day.

In recent days, KKR announced the launch of Helix Digital Infrastructure, a more than US$10.00 billion AI-focused venture backed by Nvidia and the Kuwait Investment Authority, with Vistra named as Helix’s preferred power provider under the leadership of former AWS CEO Adam Selipsky. This partnership positions Vistra at the center of efforts to solve the power bottleneck for hyperscale AI data centers by tightly integrating electricity supply with future data center build-outs. We’ll now...

Melius Research Managing Director and Head of Energy and Power Research James West joins Julie Hyman to discuss the growing case for data centers in space following the SpaceX (SPCX) IPO and the company's unveiling of its first orbital data center.

The big money firm is teaming up with Nvidia, Kuwait's sovereign wealth fund, and Texas energy producer Vistra to build data centers.

A group led by investment firm KKR (KKR) is devoting $10 billion into a new AI data center venture, Helix Digital Infrastructure, headed by former Amazon Web Services (AMZN) CEO Adam Selipsky. Selipsky sits down with Julie Hyman to talk more about this investment into AI infrastructure. in the latest bid by an alternative asset manager to solve an energy supply crunch slowing big tech's AI ambitions."

The private equity firm, alongwith Nvidia and Vistra is opening a one-stop shop for AI data center hyperscalers.

Vistra (NYSE:VST) is partnering with KKR, NVIDIA, and Kuwait Investment Authority to launch Helix Digital Infrastructure. Helix is being set up to serve next generation AI data center infrastructure with more than $10 billion in long term capital commitments. The partnership positions Vistra as a preferred power provider for large scale AI data center clients. For readers tracking Vistra at a share price of $138.54, this move adds a fresh layer to the story beyond recent stock performance...

Backed by KKR, Kuwait's sovereign fund, NVIDIA and Vistra, a new private-capital platform aims to be a one-stop builder for hyperscaler AI infrastructure, signaling that dedicated third-party delivery vehicles are…

Helix Digital Infrastructure is led by former AWS CEO Adam Selipsky

KKR, Nvidia, Vistra, and the Kuwait Investment Authority are committing more than $10 billion to Helix Digital Infrastructure, underscoring growing investor demand for AI data-center projects.

With a forward P/E of 16.84x and upside potential of 50.20%, Vistra Corp. (NYSE:VST) ranks among the top 10 lowest forward P/E stocks in the S&P 500. Surging power demand, a swing to profitability, and bullish analyst coverage have brought the independent power producer into focus for value-oriented investors. Nearly all covering analysts hold bullish […]

A KKR-led group on Thursday launched a new company with more than $10 billion in committed ‌capital to finance the build-out of AI infrastructure, ‌the latest effort by an alternative asset manager to capitalize on growing demand ​for AI services. The Kuwait Investment Authority, AI chip giant Nvidia and utility firm Vistra are anchor investors in the company, called Helix Digital Infrastructure, which is led by former Amazon Web ‌Services CEO Adam Selipsky. Nvidia will help Helix with its expertise in designing AI data-centers, while Vistra will be the preferred power provider.

Former Amazon Web Services CEO Adam Selipsky will lead the new company, which aims to serve as a single provider for hyperscaler data center, power, and connectivity needs

Helix Digital Infrastructure will “serve as a single coordination point for hyperscalers’ data centers, power, connectivity and related needs,” KKR said.

TXU Energy, a subsidiary of Vistra (NYSE:VST), has launched its summer "Beat the Heat" program in Texas. The initiative supports residents during heat waves by donating cooling equipment, funding community cooling centers, and offering bill-payment assistance to vulnerable customers. Vistra operates as an integrated power company, and TXU Energy is one of its key retail electricity providers in Texas. The "Beat the Heat" program highlights how the group is engaging with customers in a state...

Is VST a good stock to buy? We came across a bullish thesis on Vistra Corp. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on VST. Vistra Corp.’s share was trading at $146.22 as of June 9th. VST’s trailing and forward P/E were 24.45 and 16.03 respectively according to Yahoo Finance. […]

Zacks.com users have recently been watching Vistra (VST) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Vistra has underperformed the S&P 500 over the past year, but analysts are highly optimistic about the stock’s prospects.

Constellation Energy (CEG) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt capital structure, and is relatively cheaply valued. But is that enough.

Today we're going to take a look at the well-established Vistra Corp. ( NYSE:VST ). The company's stock saw a...

CEG dips below 50 and 200-day SMAs amid project delays, but nuclear strength, Calpine deal and buybacks keep the bull case alive.

Though Sempra has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.

For retirement-focused investors weighing the two dominant independent power producers cashing in on the AI data center buildout, the question is direct: Vistra (NYSE:VST) or Constellation Energy (NASDAQ:CEG) — which one belongs in the portfolio right now? Both have ridden the same nuclear-and-gas thesis. Both have signed long-term hyperscaler contracts. But the answer for someone whose ... Vistra vs. Constellation: Which AI Power Stock Is the Better Buy Right Now?