Analyst Ross Fowler from Bank of America Securities maintained a Buy rating on Vistra Corp and keeping the price target at $218.00.
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Ross Fowler has given his Buy rating due to a combination of factors, including Vistra’s solid near‑term earnings outlook and alignment with consensus expectations. He expects both Q4 2025 and full‑year 2025 EBITDA to track closely with market forecasts and to improve year over year, as higher power prices and increased fleet generation offset headwinds from PTC credit losses and elevated operating costs.
Ross Fowler’s rating is based on confidence that management will reaffirm guidance and showcase the strength of Vistra’s hedging strategy and data‑center‑driven contracting momentum, highlighted by the Cogentrix deal and the Meta power purchase agreement.
He also sees durable load growth and robust data center demand in PJM as key structural tailwinds, supporting Vistra’s ability to convert market uncertainty into long‑term earnings and cash flow growth, which in turn underpins the upside implied by his $218 price objective.
In another report released on February 20, Morgan Stanley also maintained a Buy rating on the stock with a $215.00 price target.
Based on the recent corporate insider activity of 86 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of VST in relation to earlier this year.