NRG Energy and Vistra continue to contribute to the ongoing transition in the energy sector. These utilities are actively shifting toward cleaner, more sustainable power sources.

U.S. equities edged higher at midday as investor optimism about trade deals and inflation outweighed falling consumer sentiment. The Dow Jones Industrial Average, S&P 500, and Nasdaq all rose less than 0.2%.

Highlights Transaction includes approximately 2,600 megawatts of modern natural gas generation assets at an attractive price of approximately $743/kW of capacity. Acquisition is expected to deliver Ongoing Operations AFCFbG1 accretion in year one following closing.

VST stock enjoys the benefits of rising demand in its service territories. As the stock is trading at a premium now, new investors should wait and look for a better entry point ahead.

Shares of nuclear power producers Constellation Energy (CEG 6.71%), Vistra (VST 6.90%), and Oklo (OKLO 2.21%) (actually, Oklo is more of a nuclear start-up) all moved higher in Monday morning trading. The moves may have been inspired by broader investor enthusiasm in the wake of the Trump administration's weekend announcement of a temporary lifting of tariffs on China -- but that isn't the only reason nuclear stocks are red-hot today.

Although the revenue and EPS for Vistra (VST) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

VST's recovery has been well deserved, thanks to its robust FQ1 '25 performance metrics and the reiterated FY2025/FY2026 guidance. This is aided by its fully hedged position at approximately 100% of its expected generation volumes for 2025 and approximately 90% for 2026. These may temper the risks arising from OPEC+'s accelerating output hikes and the drastic moderation in crude oil/natural gas spot prices nearer to pre-pandemic levels.

VST's first-quarter 2025 earnings and revenues increase year over year. Fuel and purchased power costs increase during the same period.

The stock of electric and gas utility Vistra (VST -4.94%) fell 6.3% through 11:45 a.m. ET Wednesday, despite the company reporting a 30% jump in revenue this morning.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?