Analyst Sentiment on Vistra (VST) Remains Strong Following Goldman Sachs’ Bullish Update

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Analyst Sentiment on Vistra (VST) Remains Strong Following Goldman Sachs’ Bullish Update

Faheem Tahir

Thu, February 12, 2026 at 4:26 AM GMT+9 2 min read

In this article:

  •                                       StockStory Top Pick 
    

    META

    -0.35%

 VST  

 +0.58%  

Vistra Corp. (NYSE:VST) is one of the best performing S&P 500 stocks in the last five years.

Analyst Sentiment on Vistra (VST) Remains Strong Following Goldman Sachs’ Bullish Update

More than 90% of analysts are bullish on Vistra Corp. (NYSE:VST) as of February 6, 2026, with a consensus price target of $232, implying 62.2% upside.

Citing the recent decline in shares and rising estimates, Goldman Sachs upgraded Vistra Corp. (NYSE:VST) on February 6, 2026, to ‘Buy’ from ‘Neutral’ with a $205 price target. The investment bank noted that the Meta power purchase agreement (PPA) shows Vistra’s ability to effectively secure large-scale contracts in the face of policy and affordability uncertainty, and boosts analyst confidence as a result.

Meanwhile, on January 9, 2026, Vistra Corp. (NYSE:VST) and Meta announced 20-year PPAs for the supply of more than 2,600 MW of zero-carbon energy from the nuclear plants in the Beaver Valley, Davis-Besse, and Perry regions. With 433 MW of uprates and 2,176 MW of operating generation, these PPAs represent the largest nuclear uprates backed by a corporate customer in the United States. Meta plans to start buying in late 2026 and reach full online capacity by 2034.

In addition to providing support to long-term operations, local economic development, and tax revenues, the projects are anticipated to generate about 3,000 engineering and construction jobs, while enabling license extensions for these plants for an additional 20 years.

Vistra Corp. (NYSE:VST) focuses on electricity and power generation across multiple regional segments. The company delivers energy solutions to residential, commercial, and industrial customers while managing generation, wholesale sales, and asset decommissioning across the United States.

While we acknowledge the potential of VST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That Will Explode.

Disclosure: None.

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