Billionaire Richard Chilton’s 10 Stock Picks with Huge Upside Potential

4. Vistra Corp (NYSE:VST)

Chilton Investment Company’s stake: $21,449,539

Upside Potential: 31.78%

Number of Hedge Fund Holders: 120

Vistra Corp (NYSE:VST) is a leading U.S. retail electricity and power generation company, serving about 5 million customers across 18 states and D.C. Its integrated model combines retail and power generation, allowing it to deliver electricity efficiently and cost-effectively. Vistra operates around 41,000 megawatts of generation capacity using natural gas, nuclear, coal, solar, and battery storage. Its main brands include TXU Energy, Ambit, and Dynegy. Vistra Corp (NYSE:VST) focuses on customer experience, offering innovative products like 100% renewable options, smart thermostats, and energy-saving tools to enhance convenience, choice, and control for consumers.

On April 29, Jefferies analyst Julien Dumoulin-Smith lowered Vistra’s price target from $151 to $145 but maintained a Buy rating, consistent with the Strong Buy analyst consensus. The adjustment reflects conservative mark-to-market (MtM) commodity expectations, yet the firm still sees value in Vistra Corp (NYSE:VST), revising its 2027 EBITDA forecast to $7.15 billion from the current $6.77 billion. The absence of an anticipated data center deal has contributed to a recent stock decline, which Dumoulin-Smith sees as a potential buying opportunity. He emphasized Vistra’s strong free cash flow and hedging strategies as key supports. Even without data center contributions, the stock offers an attractive risk/reward profile, especially at $117, aided by a low PEG ratio of 0.19, suggesting strong value relative to growth.