Vistra Price (VST) Target Raised as Analyst Sees 11% EPS Growth Ahead

Vistra Corp. (NYSE:VST) is one of the AI Stocks Analysts Are Watching Closely. On August 11, CFRA analyst Daniel Rich raised the price target on the stock to $230.00 (from $215.00) while maintaining a Buy rating.

The firm maintains a positive outlook toward nuclear operators and particularly assigns a premium valuation for Vistra to reflect its strong growth expectations compared to regulated utilities.

The firm noted that the Lotus Infrastructure gas generation acquisition announced in May 2025 will likely close in Q4 2025 of early Q1 2026. While broad-based tariff concerns did result in a major draw down of the shares, they have since recovered.

“We anticipate that the Lotus Infrastructure gas generation acquisition will close in Q4 2025 or early Q1 2026, helping VST capture upside from rapidly rising electricity demand trends. Shares have recovered to near all-time highs after a significant drawdown in Q2 based on broad-based tariff concerns, and we look favorably on the company recently raising 2026 EBITDA guidance, which we note is not inclusive of potential upward adjustments due to the Lotus Infrastructure deal.”

The firm also emphasized that nuclear power is one of the relative “winners” under the OBBB legislation.

“We also see nuclear power as one of the relative “winners” under the OBBB legislation, with tax credits maintaining their long-term status under the original IRA provisions. We expect roughly 11% EPS CAGR (on a GAAP basis) and 8% dividend CAGR from 2024-2027.”

Vistra Corp. (NYSE:VST) operates as an integrated retail electricity and power generation company.

While we acknowledge the potential of VST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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