10 Must-Watch AI Stocks on Wall Street

6. Vistra Corp. (NYSE:VST)

Number of Hedge Fund Holders: 112

Vistra Corp. (NYSE:VST) is one of the 10 Must-Watch AI Stocks on Wall Street. On January 12, UBS analyst William Appicelli raised the price target on the stock to $233.00 (from $230.00) while maintaining a “Buy” rating. Firm analysts see robust cash accretion from nuclear PPAs with META, citing 20-year cash flow visibility and record-high capacity prices.

Vistra recently announced that it has entered into 20-year power purchase agreement with Meta Platforms Inc. to supply a total of 2,609 megawatts (MW) of carbon-free electricity and capacity through its nuclear plants located in the PJM Interconnection region. UBS’s rating affirmation follows this Friday announcement, supporting their bullish thesis on the stock.

“Friday’s announcement supports our Buy thesis on VST, highlighting upside potential from contracting nuclear assets and hyperscalers’ willingness to underwrite additionality.”

The company’s 8-K filing confirms a 13-17% cash accretion versus 2026 guidance. The firm estimates roughly $400 million EBITDA growth from existing nuclear assets and approximately $400 million from uprates. It also noted how 48% of Vistra’s nuclear fleet remains un-contracted, leaving room for further deals.

Pushing back on margin concerns, the firm also argued how investors are underestimating the value of Vistra’s long-term cash-flow visibility and premium priced contracts.

“Investor concerns about margin uplift at $22–23/MWh (vs. ~$25–30/MWh consensus) overlook VST’s visible 20-year cash flow and long-term EBITDA contracts, including the Comanche Peak deal, covering over 25% of total EBITDA. This reflects premium pricing above wholesale levels that are supported by record-high capacity prices of ~$330/MW-Day.”