Heather Khalifa, Bloomberg via Getty Images
The 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 operator of the power plant has joined other industry peers who are optimistic that data centers, which will increase demand for electricity, can be expected to boost energy consumption.
- Analysts mostly rate Vistra's stock a "buy," even after it more than tripled in value in 2024.
Vistra’s (VST), one of the most successful stocks of 2024 has started the new year with a bang, increasing nearly 19% during the first three sessions.
Stocks of the energy company more than tripled last year and set a few records along the way. Vistra is one of many utilities that soared in 2024, as analysts pointed out how AI and data centres could boost growth.
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
Morgan Stanley analysts noted in a report last month that Vistra (VST) and Constellation Energy Group (CEG), were two of the top companies they rated. “high conviction overweight” Rates at the start of a new year. Vistra, with its Comanche Peak reactor in Texas along with “strategic options” For its Gas-powered Fleet.
Analysts noted recent regulatory uncertainties that have clouded nuclear power and data center outlooks. The federal government blocked a Talen Energy and Amazon deal (AMZN) in November. Morgan Stanley analysts are expecting regulatory clarity to come later in the year. They also said Vistra will likely be first among power providers they follow to sign data center deals by 2025.
Jefferies analysts increased their price target in November to $167, up from $143, and stated that they were expecting a contract for a new data center by the year 2024.
Vistra’s shares rose by 0.9% on Monday. This brings their total return for the first three months of this year to almost 19%.
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