Vistra Corp.

New York Stock Exchange
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Somewhat Bullish +45

Vistra Corp stock holds near its yearly low after analyst reset

AI-generated analysis

📉 Vistra Corp stock closed at USD 140.39 on September 17, 2026, after a 0.8 percent drop, trading near its yearly low.

📈 Morgan Stanley maintained a Buy rating and lifted the price target to USD 227.00, while consensus targets hover around USD 222.46.

💰 Q2 2026 revenue declined to USD 4.02 billion with net profit dropping to USD 305 million compared to the prior year.

📊 Ongoing operations adjusted EBITDA increased to USD 1,767 million in Q2 2026 from USD 1,349 million a year earlier.

🚀 Full-year 2026 guidance for adjusted EBITDA remains stable between USD 6.8 billion and USD 7.6 billion.

💵 The company declared a cash dividend of USD 0.23 per share with an ex-dividend date of September 21, 2026.

🏢 Vistra Corp is listed on the NYSE and is a component of the S&P 500 index.

Bullish Signals
  • Morgan Stanley maintained a Buy rating and increased the price target to USD 227.00, indicating strong analyst confidence despite recent stock weakness.
  • Ongoing operations adjusted EBITDA grew to USD 1,767 million in Q2 2026 from USD 1,349 million a year earlier, signaling improved operational efficiency.
  • The company maintained its full-year 2026 guidance for adjusted EBITDA between USD 6.8 billion and USD 7.6 billion despite lower quarterly revenue.
  • Vistra Corp is set to pay a cash dividend of USD 0.23 per share, providing income support to shareholders.
Risk Factors
  • Revenue declined to USD 4.02 billion and net profit fell to USD 305 million in Q2 2026 compared to the prior year.
  • The stock price of USD 140.39 remains significantly below the consensus analyst target of approximately USD 222.46.
Full Analysis
Vistra Corp stock closed at USD 140.39 on September 17, 2026, marking a 0.8 percent decline and leaving shares trading near their yearly low. Despite the price drop, major analyst coverage remains bullish, with Morgan Stanley maintaining a Buy rating and lifting its price target to USD 227.00, while the broader consensus sits at approximately USD 222.46. Financial performance for the quarter ending June 30 showed mixed results, with revenue declining to USD 4.02 billion and net profit falling to USD 305 million compared to the prior year. However, operational efficiency improved significantly as ongoing operations adjusted EBITDA rose to USD 1,767 million in Q2 2026 from USD 1,349 million a year earlier. Looking ahead, Vistra has maintained its guidance for full-year 2026 adjusted EBITDA between USD 6.8 billion and USD 7.6 billion. The company is also set to pay a cash dividend of USD 0.23 per share with an ex-dividend date of September 21, 2026, providing a fixed calendar point for traders. Vistra Corp operates in the utilities sector as an independent power producer and energy trader, listed on the NYSE and included in the S&P 500. The current market price remains significantly below analyst targets, suggesting potential upside if operational improvements translate into broader financial recovery.