VISTRA

Goldman Sachs forecasts U.S. data center power demand to more than double by 2027, boosting merchant power producers like Vistra that sell into wholesale markets. Vistra has secured long-term PPAs with Amazon Web Services and Meta, is acquiring Cogentrix to add about 5,500 MW, and joins Helix Digital Infrastructure as preferred power provider for AI data centers. These deals provide long-term cash flow visibility while analysts forecast EPS of $10.56 in 2027 and $12.36 in 2028, with the stock trading near 12 times 2027 projected earnings. » Plus sur finance.yahoo.com

Vistra reported Q2 adjusted EBITDA of $1.767 billion, a more than 30% increase year‑over‑year, driven by stronger generation earnings and solid retail performance, and reaffirmed 2026 adjusted EBITDA guidance of $6.8–7.6 billion. The company committed up to $1 billion to Helix Digital Infrastructure, a partnership with KKR, NVIDIA and the Kuwait Investment Authority, to expand its data‑center strategy while retaining the option to pursue projects independently. Management noted structurally stronger electricity demand with record summer peaks in PJM and ERCOT but said meaningfully lower ERCOT forward prices are pushing Vistra toward the lower end of its 2027 EBITDA range, partly offset by PJM pricing, hedges and nuclear tax credits. Vistra plans significant capital deployment through 2027 for growth projects, shareholder returns and potential debt reduction, and expects to generate over $10 billion of available cash in 2026–2027. » Plus sur finance.yahoo.com

Vistra reported adjusted earnings of $1.68 per share and revenue of $4.02 billion for Q2/2026, both below consensus estimates of $2.05 and $5.73 billion. Adjusted EBITDA rose 30.8% year on year to $1.767 billion, driven by strong generation EBITDA and improved retail results. The company reaffirmed its full‑year guidance, announced the Helix partnership with KKR, NVIDIA and the Kuwait Investment Authority, and pointed to a record‑year target; the stock fell about 1.5% in premarket trading. » Plus sur de.investing.com