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Is Vistra (VST) the Best Data Center Stock to Buy?

By Fahad Saleem | September 25, 2025, 9:52 AM

We recently published Trending Analyst Calls: Top 10 Stocks. Vistra Corp. (NYSE:VST) is one of the stocks analysts were recently talking about.

Rich Saperstein, Treasury Partners’ founding principal and CIO, said in a recent program on CNBC that he likes Vistra in addition to some other energy plays.

“The ones we own, Vistra, VST, NRG, these companies are generating 9 and 11% operating cash flows. They’re 70 and 30 billion companies. So they’re small, but they’re redeploying that cash extremely effectively. For example, Vistra’s retired roughly 30% of their float since we started buying it in 2021. So it’s a capital allocation. It’s a demand play, and it supports on a periphery the growth in data centers.”

Carillon Eagle Mid Cap Growth Fund stated the following regarding Vistra Corp. (NYSE:VST) in its second quarter 2025 investor letter:

“Vistra Corp. (NYSE:VST) is an integrated electricity and power generation company. As a result of increasing forecasts for future power demand growth, largely brought on by the rapid growth of artificial intelligence, the company’s shares have continued to climb on investors’ expectations for future power prices. A tailwind for the stock has been Vistra’s potential to announce future power purchase agreements (PPAs) with large technology companies to satisfy the outsized power requirements of their artificial intelligence endeavors.”

Photo by Luke Chesser on Unsplash

While we acknowledge the potential of VST as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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