VSTVistra Corp.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $3.23Beat
- vs $2.94 expected on Nov 6
- Stock move on it
- +10.55%
- one session
- Price
- $134.48
- +0.77% today · $48.2B cap
Past and upcoming reports
1
| Nov 6, 2026 | Sep 30, 2026 | Time not given | $2.94 | Beat$3.23 | +10.55% |
After the report
Nov 6, 2026 report
Vistra beat EPS estimates by 33% as a raised outlook supported the power-demand thesis, but Texas exposure remained a risk.
Vistra reported $3.23 EPS versus $2.43 estimated, a 32.96% beat, while shares rose 7.29% to $133.90 on November 9. Management’s raised outlook strengthened the long-term power-demand case, but weaker Texas power conditions could pressure future earnings and cash flow. The stock remained below its 20-, 50-, and 200-day moving averages.
Reported against expected
BeatReported EPS was $3.23 versus the $2.43 estimate, producing a $0.80 or 32.96% beat for the quarter ended September 30.
Guidance
RaisedManagement raised its outlook, but the payload does not provide the revised guidance figures.
How the stock reacted
Shares rose $9.10, or 7.29%, to $133.90 on November 9, with 7.36 million shares traded. event-window returns were unavailable.
What changed
EPS reached $3.23 versus $2.43 estimated, while management raised its outlook after the September quarter.
What the price now assumes
The 7.29% advance to $133.90 reflected confidence in raised expectations despite Texas exposure and price below major moving averages.
What it means for the business
Maintain a constructive bias. upgrade only if cash-flow outlook execution confirms the raised outlook within 30-90 days.
The next one to three months, as we saw it then
Better case35%
Raised expectations translate into sustained cash-flow execution and reinforce the long-term power-demand thesis.
Base case45%
The EPS beat supports the thesis, but valuation and Texas operating risk limit near-term rerating.
Worse case20%
Texas power weakness undermines cash flow and exposes the stock’s dependence on future growth expectations.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if cash-flow outlook execution confirms the raised outlook. do not trade if Texas conditions become a stated earnings or cash-flow headwind.
Scenario odds are a judgement, not measured.