[태그:] nuclear power

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.

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Constellation Energy AI Data Center Nuclear Power: The 60GW Clean Energy Empire Powering America’s AI Revolution

Constellation Energy (CEG) stock analysis: America’s largest nuclear fleet operator with 60GW capacity after .4B Calpine acquisition. Microsoft Three Mile Island deal and AI data center power demand create 23% upside potential.

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