What to Expect From Vistra’s Q2 2025 Earnings Report
With a market cap of $64.2 billion, Vistra Corp. (VST) is the largest competitive power generator in the U.S., operating a diverse portfolio of natural gas, nuclear, coal, solar, and battery storage assets. Headquartered in Texas, Vistra also serves around 5 million retail electricity and gas customers across the country.
The power generator titan is expected to post its Q2 2025 earnings before the market opens on Thursday, Aug. 7. Ahead of this event, analysts expect Vistra to report a profit of $1.32 per share, representing a notable growth of 46.7% from $0.90 per share reported in the same quarter last year. The company has surpassed Wall Street’s bottom-line estimates in two of the past four quarters while missing on two other occasions.
Analysts forecast VST to report an EPS of $6.42 this year, marking an 8.3% decline from $7 reported in fiscal 2024. However, in fiscal 2026, its earnings are expected to rebound 24.6% year-over-year to $8 per share.
Over the past year, VST stock has delivered exceptional performance, soaring 149.9%, significantly outpacing the S&P 500 Index’s ($SPX) 14.5% gain and the Utilities Select Sector SPDR Fund’s (XLU) 20.1% returns during the same time frame.
However, on Jul. 1, shares of Vistra fell 4.1% after a Wall Street Journal report cast doubt on the feasibility of a U.S. nuclear power revival, a key driver behind Vistra’s recent robust stock surge. The company had gained from investor optimism tied to soaring AI-driven electricity demand and former President Trump’s pledge to fast-track nuclear approvals. However, the Journal noted that speeding up nuclear reactor approvals from five years to 18 months may be unrealistic, and that growth in nuclear capacity is more likely to come from extending existing reactor licenses or restarting shut-down plants.
Nonetheless, analysts' consensus view on VST remains highly upbeat, with a "Strong Buy" rating overall. Among the 15 analysts covering the stock, 13 suggest a "Strong Buy," and two recommend a “Hold” rating. The stock currently trades above its mean price target of $188.90.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.