Vistra (VST) Nuclear Hyperscaler PPA Analysis: 3,800 MW of 20-Year Contracts and the Path to 68% Upside
Vistra (VST) trades at 12.3x forward P/E with 3,800 MW of 20-year Meta and Amazon nuclear PPAs signed and 2026 adjusted EBITDA guidance of $6.8-7.6B. Consensus target $233 implies 68% upside from $138.54.