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Stocks / Utilities

VSTUtilities

Vistra Corp.
$135.231d -2.7%5d -5.1%settled close · 2026-11-02

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Mkt cap $46B (11/2)β 1.5652w $135–199Shares 338.5MInd. Electric ServicesNYSE since 2016Emp. 6,390HQ Irving, TXvistracorp.com
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Who said what, and what VST did next

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Who’s talkingIdea Scout · free

Who’s talking about VST

4 long1 shortlatest 2026-05-21
DateVoiceStanceVenueThesis
2026-05-21Stephanie Link (Hightower)Chief Investment Strategist, HightowerBullishCNBC Halftime Final TradesVistra Energy has significantly lagged the AI infrastructure build-out despite power demand from data centers…
2026-01-23MikeBullishCNBC Fast Money Final TradeVistra is trading at ~18x forward earnings, a relatively attractive valuation, making ~$150 a good entry point
2025-11-21Rob Sechan (NewEdge Wealth)Co-founder & CEO, NewEdge WealthBullishCNBC Halftime Final TradesVistra has pulled back 25% but remains overweight due to secular data center growth demand where energy is…
2025-06-03Per JanderDirector, Nuclear Fuel & Investor Services, WMCBullishWealthionVistra, as a large nuclear utility operator, benefits directly from AI hyperscaler demand for 24/7 baseload…
2024-10-10Ram AhluwaliaCEO, Lumida WealthBearishWealthionUtilities are the correct long-term beneficiary of AI data-center power demand, but the sector has gone…
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Earnings

Next report: 6 Nov 2026 before the open

Confirmed date · consensus EPS 2.99. Reactions below are the next settled session over the prior close.
The options tape

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× — 14 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 member content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-10-07
2026-10-06
2026-10-05
2026-10-02
2026-08-10
2026-08-07
2026-08-06
2026-08-04
2026-07-28
2026-07-08
2026-06-18
2026-06-10
2026-05-26
2026-05-13
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
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The Wheel · put-selling

VST on the Wheel

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