Vistra Corp. (VST · NYSE)

Vistra shares rose 4.93% on October 2 after reports that the U.S. government plans to lend the company $4.2 billion to boost output at at least three of its four nuclear stations, though the stock remains down 11.2% over three months and 33.2% below its 52-week high at $140.02. The company beat estimates in two of its last four quarters, including Q2 2026 EPS of $1.80 versus $1.54 expected, while revenue fell 5.5% year over year to $19.21 billion TTM and free cash flow was a thin $133.0 million against $19.89 billion in total debt. Returns are strong—ROE of 43.0% and EV/EBITDA of 10.42—and seventeen brokerages hold a "Moderate Buy" with an average 12-month target of $219.33, though CX Institutional cut its stake by 93.5% in Q3.