VST - Vistra: AI Game Changer Is Just Getting Started
2024-07-15 12:58:16 ET
Summary
- Vistra Corp. investors have outperformed the market easily with a 1Y total return of over 240%.
- VST investors suffered a recent bear market decline, but it isn't considered calamitous.
- Vistra's nuclear ambitions have benefited from the AI surge.
- Vistra has earnings visibility through 2026, suggesting the AI surge seems sustainable.
- I argue why the market hasn't fully valued VST's growth prospects, creating a solid buying opportunity for investors.
Vistra: Incredible Market Outperformance
Vistra Corp. ( VST ) investors who invested over the past year have outperformed the S&P 500 ( SPX ) ( SPY ) significantly. VST's ascent has led to a 1Y total return of more than 240%, benefiting from the anticipated long-term surge in power demand for AI data centers. As a result, VST is no longer considered undervalued, although an imminent sell signal has not been assessed. With VST added to the S&P 500 in early May 2024, it has lent credence to bullish VST investors about the long-term prospects of Vistra....
Vistra: AI Game Changer Is Just Getting Started