10 AI Stocks Investors Are Watching Closely

3. Vistra Corp. (NYSE:VST)

Number of Hedge Fund Holders: 102

Vistra Corp. (NYSE:VST) is one of the 10 AI Stocks Investors Are Watching Closely. On August 12, BMO Capital analyst James Thalacker raised the price target on the stock to $229.00 (from $191.00) while maintaining an Outperform rating. The rating affirmation follows Vistra’s Q2 adjusted EBITDA beat and raised guidance.

The management has highlighted the ongoing interest in Comanche Peak and the optimism that a deal may close.

“2Q25 EBITDA of $1,349mm was above consensus’s/our own estimates of $1,190mm (+13%)/$1,260mm. The company reaffirmed the FY25 EBITDA guidance of $5,500-6,100mm and FCFbG of $3,000-3,600mm. Management increased its 2026 Adj. EBITDA midpoint to $6,800mm+ given the uplift from the 2026/27 BRA and its hedging activity (2026 financial guidance expected with 3Q25 results). More importantly, management indicated there has been a lot of interest in Comanche Peak, and while not ready to preannounce anything, they feel good about getting a deal done. Remain Outperform. Our SOTP/MTM target price moves to $229/share.”

Vistra Corp. (NYSE:VST) operates as an integrated retail electricity and power generation company.