Stocks / Utilities
VSTUtilities
Vistra Corp.
$143.801d +1.6%5d -2.0%settled close · 2026-09-17
Mkt cap $51B (4/10)β 1.4852w $135–218Shares 338.5MInd. Electric ServicesNYSE since 2016Emp. 6,390HQ Irving, TXvistracorp.com
The tape, with the calls on it
Who said what, and what VST did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
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Who’s talkingIdea Scout · free
Who’s talking about VST
4 long1 shortlatest 2026-05-21
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-05-21 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Vistra Energy has significantly lagged the AI infrastructure build-out despite power demand from data centers… |
| 2026-01-23 | Mike | Bullish | CNBC Fast Money Final Trade | Vistra is trading at ~18x forward earnings, a relatively attractive valuation, making ~$150 a good entry point |
| 2025-11-21 | Rob Sechan (NewEdge Wealth)Co-founder & CEO, NewEdge Wealth | Bullish | CNBC Halftime Final Trades | Vistra has pulled back 25% but remains overweight due to secular data center growth demand where energy is… |
| 2025-06-03 | Per JanderDirector, Nuclear Fuel & Investor Services, WMC | Bullish | Wealthion | Vistra, as a large nuclear utility operator, benefits directly from AI hyperscaler demand for 24/7 baseload… |
| 2024-10-10 | Ram AhluwaliaCEO, Lumida Wealth | Bearish | Wealthion | Utilities are the correct long-term beneficiary of AI data-center power demand, but the sector has gone… |
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Earnings
Next report: 4 Nov 2026
Confirmed date · consensus EPS 2.95. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where VST’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 13 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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| 2026-08-10 | ||||||
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| 2026-04-14 | ||||||
| 2026-04-08 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
VST is in this morning’s Brief.
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