| VST |
Report |
Adj. EBITDA (Q2 2026) |
BEAT |
pred ~$1,750M vs. cons $1,638M |
MEDIUM |
| VST |
Report |
EBITDA - Texas/ERCOT (Q2 2026) |
MISS |
pred ~$240M vs. cons $303M |
MEDIUM |
| VST |
Report |
EBITDA - East/PJM (Q2 2026) |
BEAT |
pred ~$720M vs. cons $618M |
MEDIUM |
| VST |
Guide |
Adj. EBITDA (FY 2026) |
BETTER |
guide ~$7.5B mid vs. cons $7,385M |
MEDIUM |
| VST |
Guide |
Adj. EBITDA (FY 2027) |
UNCHANGED |
guide maintained vs. cons $8,320M |
MEDIUM |
| VST |
Guide |
Nuclear contracting tone (qualitative) |
BETTER |
progress update or new deal signal vs. no update |
LOW |
| VST |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| VST |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - estimate revisions follow the FY raise; back-half consensus moves up, pulling the stock higher over 5 days |
MEDIUM |