5 Best Electrical Infrastructure Stocks to Buy in 2026

2. Vistra Corp. (NYSE:VST)

Number of Hedge Fund Holders: 106

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 June 17, Bernstein analyst Sunaina Ocalan initiated coverage of Vistra Corp. (NYSE:VST) with an ‘Outperform’ rating and $187 price target.

Bernstein began coverage of the power, clean energy, and LNG sectors with a favorable outlook, noting that the United States is in the midst of a “once-in-a-generation” shift in how energy is generated, moved, and consumed. According to the analyst, natural gas will support the transition, while utilities will help build out the necessary infrastructure, and clean energy remains the end goal.

Bernstein believes that Vistra’s portfolio of generation assets positions it to benefit from the soaring power demand, creating a “double barreled earnings event”.

Similarly, earlier on June 15, Seaport Research also turned more bullish on Vistra Corp. (NYSE:VST) when it lifted its price target on the stock from $227 to $230, while reiterating a ‘Buy’ rating on the shares. The target boost reflects an upside of over 40% from the current price level.