5 Best Electrical Infrastructure Stocks to Buy According to Hedge Funds

Page 5 of 5

1. Vistra Corp. (NYSE:VST)

Number of Hedge Fund Holders: 102

Vistra Corp. (NYSE:VST) is one of the largest competitive power generators in the United States. The company operates a power generation fleet of natural gas, nuclear, coal, solar, and battery energy storage facilities in the country.

On April 27, Raymond James lowered its price target on Vistra Corp. (NYSE:VST) from $240 to $208, but kept a ‘Strong Buy’ rating on the shares. The trimmed target still reflects an upside potential of over 35% from the current share price.

Raymond James expects the Q1 results from the IPP group to be mixed, with limited broader read-through. The analyst firm expects Vistra Corp. (NYSE:VST) to report a weaker performance in the near-term, primarily driven by the softer ERCOT weather, reduced demand, and lower power prices.

Similarly, earlier on April 21, Morgan Stanley analyst David Arcaro also reduced the firm’s price target on Vistra Corp. (NYSE:VST) by $6, but maintained an ‘Overweight’ rating on the shares (read more details here).

Vistra Corp. (NYSE:VST) is set to report its Q1 2026 results on May 7.

While we acknowledge the potential of VST as an investment, 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 the cheapest AI stock.

READ NEXT: Sizzling Returns: 7 Energy Stocks That Just Hit New All-Time Highs and Powering the Future: Why These 7 Energy & Utility Stocks Are on Fire in April

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Page 5 of 5