BofA Securities sets Vistra stock target at $206, rates Neutral

Published 27/01/2025, 12:50
BofA Securities sets Vistra stock target at $206, rates Neutral

BofA Securities' valuation approach applies an approximate 11 times enterprise value to earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) multiple. This multiple is considered relatively high when compared to Vistra's mid-cycle and average multiple of around 7.1 times over the past five years. The report indicates that much of Vistra's potential growth may already be reflected in its current market value. The firm anticipates Vistra's EBITDA to expand, but at a more modest rate of approximately 8%, which has influenced the Neutral rating. Current InvestingPro analysis indicates the stock is trading above its Fair Value, with a current EV/EBITDA of 14.21x and P/E ratio of 35.76x. For deeper insights into Vistra's valuation and 15+ additional ProTips, subscribers can access the comprehensive Pro Research Report available on the platform. Current InvestingPro analysis indicates the stock is trading above its Fair Value, with a current EV/EBITDA of 14.21x and P/E ratio of 35.76x. For deeper insights into Vistra's valuation and 15+ additional ProTips, subscribers can access the comprehensive Pro Research Report available on the platform.

BofA Securities' valuation approach applies an approximate 11 times enterprise value to earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) multiple. This multiple is considered relatively high when compared to Vistra's mid-cycle and average multiple of around 7.1 times over the past five years. The report indicates that much of Vistra's potential growth may already be reflected in its current market value. The firm anticipates Vistra's EBITDA to expand, but at a more modest rate of approximately 8%, which has influenced the Neutral rating. Current InvestingPro analysis indicates the stock is trading above its Fair Value, with a current EV/EBITDA of 14.21x and P/E ratio of 35.76x. For deeper insights into Vistra's valuation and 15+ additional ProTips, subscribers can access the comprehensive Pro Research Report available on the platform.

BofA Securities' valuation approach applies an approximate 11 times enterprise value to earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) multiple. This multiple is considered relatively high when compared to Vistra's mid-cycle and average multiple of around 7.1 times over the past five years. The report indicates that much of Vistra's potential growth may already be reflected in its current market value. The firm anticipates Vistra's EBITDA to expand, but at a more modest rate of approximately 8%, which has influenced the Neutral rating.

In other recent news, the AI industry faces potential changes in capital expenditure following the development of a highly efficient open-source language model by China's DeepSeek. This innovation could impact the demand for computing power, affecting companies like GE Vernova, Constellation Energy (NASDAQ:CEG) Corp., Vistra Corp., and Ciena (NYSE:CIEN) Corp. Analyst Edison Lee from Jefferies suggested that the market might reassess the growth in computing power demand.

Constellation Energy recently gained recognition from Guggenheim Securities as their "best idea" for 2025, following the acquisition of Calpine. Analyst Shahriar Pourreza emphasized the strategic value of gas assets and noted that Constellation's diversified energy portfolio positions it favorably for future growth.

Vistra Energy (NYSE:VST)'s stock target was raised to $191 by BMO Capital, despite a recent fire at the company's Moss Landing BESS facility. The analyst expects the impact on Vistra Energy's performance for the years 2025 and 2026 to be manageable, thanks to the company's property and business interruption insurance.

Evercore ISI initiated coverage on Vistra Energy with a positive trajectory, setting a price target of $202. The research firm expects Vistra to continue its positive trajectory from 2024, with potential for increased earnings and cash flow.

Lastly, Vistra Energy experienced a setback due to a fire at its Moss Landing power plant's battery facility. The company has not yet released a statement on the financial impact or recovery timeline.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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