01:10 PM EDT, 05/13/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We raise our 12-month target $20 to $180, 28.5x our 2025 EPS estimate (down $0.22 to $6.31; we cut 2026 by $0.32 to $8.08), a premium to fully-regulated peers given our view of stronger near-term growth potential in a favorable environment for nuclear operators and independent power generators, combined with a focus on returning cash to shareholders via share repurchases and dividend growth. Shares have staged a dramatic recovery since hitting YTD lows amid tariff-related concerns in April, with indications of minimal impact for most utilities and forthcoming trade negotiations that could lessen the blow on cost increases for capex and project execution. VST's Q1 earnings report implied confidence in 2025-2026 results, with high levels of generation needs already hedged, strong growth trends in Texas (~47% of net generation capacity and ~22% of segment operating revenues in 2024), and indications of rising power demand from data center infrastructure, the U.S. Energy sector, and reshoring efforts.