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Investing.com - BMO Capital raised its price target on Vistra Energy (NYSE:VST) to $229.00 from $191.00 on Tuesday, while maintaining an Outperform rating on the stock. The energy company, now valued at over $70 billion, has demonstrated remarkable performance with a 158% return over the past year. According to InvestingPro analysis, the stock is currently trading near its Fair Value.
The price target increase follows Vistra Energy’s second-quarter 2025 EBITDA of $1,349 million, which exceeded consensus estimates of $1,190 million by 13% and BMO’s own estimate of $1,260 million.
Vistra Energy reaffirmed its full-year 2025 EBITDA guidance range of $5,500-6,100 million and free cash flow before growth investments of $3,000-3,600 million.
The company also increased its 2026 adjusted EBITDA midpoint to $6,800 million or higher, citing benefits from the 2026/27 Base Residual Auction and its hedging activities, with complete 2026 financial guidance expected with third-quarter 2025 results.
BMO Capital noted significant interest in Vistra’s Comanche Peak nuclear facility, with management expressing confidence about completing a deal, though no formal announcement has been made.
In other recent news, Vistra Energy reported its Q2 2025 earnings, which fell short of analysts’ expectations. The company posted an earnings per share (EPS) of $0.92, significantly missing the forecasted $1.61, a 42.86% shortfall. Revenue was also below projections, coming in at $4.25 billion compared to the expected $5.12 billion, representing a 16.99% miss. Despite the disappointing earnings, analysts have shown confidence in Vistra Energy’s future. BofA Securities raised its price target for the company to $220 from $214, maintaining a Buy rating. Similarly, CFRA increased its price target to $230 from $215, also with a Buy rating. CFRA highlighted strong growth expectations and a positive outlook for nuclear operators, predicting an 11% EPS compound annual growth rate on a GAAP basis and an 8% dividend growth rate from 2024 to 2027. These recent developments provide a mixed but optimistic view of Vistra Energy’s future prospects.
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