VST
VistraPower & CoolingAI exposure: Partial
Power generator, including nuclear, signing long-term supply deals with data centers.
Alerts for VST
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Owns and operates electricity generation (gas, nuclear, solar, storage) and sells retail power.
Its role in AI
Data centers need firm, round-the-clock power; Vistra sells it under long-term contracts.
02How much does AI matter to its business?
Partial. One line of business, or an indirect beneficiary.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Does not report AI/data center revenue separately. Ongoing Operations Adjusted EBITDA $1,767 million for the quarter, more than 30% growth vs. Q2 2025; net income $305 millionSource · Q2 2026, quarter ended June 30, 2026
- Announced Helix Digital Infrastructure alongside KKR, KIA and NVIDIA with an initial commitment from Vistra of up to $1.0 billion; Vistra is Helix's preferred power providerSource · Q2 2026 release, Aug 7, 2026
- Reaffirmed 2026 Ongoing Operations Adjusted EBITDA guidance of $6.8 billion to $7.6 billion; 2027 midpoint opportunity range $7.4 billion to $7.8 billion, excluding Cogentrix and the signed Meta PPAsSource · Guidance as of Aug 7, 2026
- 2026 capital expenditure guidance $1,536 million including nuclear fuel and LTSA prepayments; hedged ~100% of expected generation for 2026, ~94% for 2027, ~72% for 2028 as of Aug 3, 2026Source · Q2 2026 release, Aug 7, 2026
Estimates
No third-party or editorial estimates are listed for VST. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-08-07 (8-K)
Watch list
- Closing of the FERC-approved Cogentrix Energy acquisition and its addition to 2027 guidance source
- Timing of Meta PPA contributions to Adjusted EBITDA in 2027, currently excluded from the $7.4-$7.8 billion range source
- Deployment of the up-to-$1.0 billion Helix Digital Infrastructure commitment and any power supply contracts it generates source
Growth drivers
- Signed power purchase agreements with Meta, 'part of which are expected to contribute to our Adjusted EBITDA in 2027', currently excluded from guidance source
- Formation of Helix Digital Infrastructure with NVIDIA, KKR and Kuwait Investment Authority, described by the CEO as positioning Vistra 'for long-term growth' source
- 'In January 2026, we announced plans to add 433 MW of uprate capacity from our Perry, Davis-Besse, and Beaver Valley nuclear power plants in PJM' source
Risks
- Wholesale electricity prices depend on market conditions, so swings in energy commodity prices and market dynamics could materially affect profitability and cash flows source
- Vistra faces significant competition from utilities, other generators and new entrants in deregulated markets, threatening market share and pricing source
- Changes in regulation or its enforcement, including rules governing co-located large loads and emissions, could require costly operational changes source
The company's own risk factors: 10-K filed 2026-02-27, Item 1A.
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 10-QQuarterly report2026-08-10documentfolder
- 8-KEarnings release · items 2.02,9.012026-08-07documentfolder
- 8-KCurrent report · items 1.01,2.03,9.012026-07-16documentfolder
- 8-KCurrent report · items 8.012026-07-14documentfolder
- 8-KCurrent report · items 1.01,2.03,9.012026-06-30documentfolder
- 10-QQuarterly report2026-05-08documentfolder
- 8-KEarnings release · items 2.02,9.012026-05-07documentfolder
- 8-KCurrent report · items 5.072026-05-04documentfolder
- 8-KCurrent report · items 1.01,2.03,9.012026-04-28documentfolder
- DEF 14AProxy statement2026-03-18documentfolder
- 10-KAnnual report2026-02-27documentfolder
- 8-KEarnings release · items 2.02,9.012026-02-26documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Moldovan Kristopher E. EVP and CFO | Open-market sale · disposed | 20,000 | $151.03 | 2026-09-10 |
HUDSON SCOTT A EVP & President Vistra Retail | Open-market sale · disposed | 44,444 | $151.82 | 2026-09-10 |
BURKE JAMES A Director, President and CEO | Open-market purchase · acquired | 6,665 | $135.49 | 2026-09-02 |
BURKE JAMES A Director, President and CEO | Open-market purchase · acquired | 2,000 | $135.00 | 2026-08-24 |
SULT JOHN R Director | Open-market sale · disposed | 6,500 | $170.00 | 2026-06-23 |
Acosta Arcilia Director | Open-market sale · disposed | 15,000 | $167.52 | 2026-06-23 |
News
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Compare all →Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001692819)
- Latest annual report (10-K) — filed 2026-02-27
- TradingView symbol page — full chart and data
Research note — No Q3 2026 results date announced on investor.vistracorp.com as of 2026-09-17 (latest release is a Sept 10 notes offering). The Q2 release gives no contracted MW figures for Meta or Helix; Item 1A of the 10-K was only partially readable in fetch, so risk summaries rely on the headings captured.