10 Best AI Energy Stocks to Buy Now

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1. Vistra Corp. (NYSE:VST)

Number of Hedge Fund Holders: 112

Vistra Corp. (NYSE:VST) is included in our list of the AI energy stocks to buy now.

On January 15, 2026, Jefferies stated that it is seeing heightened regulatory risk for established power producers. The cautious sentiment builds following reports of potential PJM market intervention aimed at electricity affordability and reliability. As a result of this development, Vistra Corp. (NYSE:VST)’s shares experienced a 9% decline. The firm emphasized net risk to existing assets from market intervention as a key contributor to the sharp pullback in the stock.

Still, Vistra Corp. (NYSE:VST) continues to draw positive analyst attention amid operational excellence and long-term contracting. On January 12, 2026, the company announced a 20-year nuclear power purchase agreement with Meta for 2.6 GW. With this move, Vistra aims to improve long-duration, zero-carbon revenue visibility. Amid this major development, Scotiabank increased its price target to $293, while reiterating an ‘Outperform’ rating, and UBS raised its target to $233 with a ‘Buy’ rating. Additionally, BofA reduced its price target to $218 on lower gas premiums, raising FY26-FY27 estimates. The firm’s optimism reflects a benefit from PJM PPAs and updated generation assumptions.

Vistra Corp. (NYSE:VST) focuses on generating and selling electricity and natural gas across multiple U.S. regions.

While we acknowledge the potential of VST to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VST and that has 100x upside potential, check out our report about this cheapest AI stock.

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

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