Vistra is one of the ten best performing stocks in the S&P 500 over the last year. More names after the jump.
From Investor's Business Daily, August 6:
S&P 500 nuclear plays Constellation Energy (CEG) and Vistra (VST) report second-quarter earnings and revenue Thursday as the stock market nuclear energy hype takes another jump as the Trump White House throws increasing support into nuclear power.
Vistra leads off reporting Q2 financials before the stock market opens Thursday with Constellation Energy following after the market closes. Analysts expect Vistra to see second-quarter profit grow 25 to 88 cents per share with revenue increasing 23% to $4.74 billion, according to FactSet. Meanwhile, Constellation Energy Q2 earnings are predicted to come in at $1.84 per share, marking a 9.5% increase vs. a year ago, on sales totaling $4.91 billion, down around 10% compared to Q2 2024.
On Tuesday, Constellation Energy announced it would hold its quarterly dividend steady at 39 cents a share. Meanwhile, Vistra regulatory filings on Tuesday showed that Qatar Investment Authority, the Qatar sovereign fund, has taken a 5.5% stake in VST, placing the fund among the stock's top three shareholders.
In May, both S&P 500 nuclear plays stuck by earlier full-year guidance. At the time, Constellation Energy maintained its initial 2025 guidance from Jan. 10 of adjusted earnings between $8.90-$9.60 per share, keeping its expectations unchanged since announcing the acquisition of Calpine, a privately owned natural gas and geothermal power generator, for $26.6 billion.
Vistra, like Constellation, reaffirmed in May its expectation of adjusted profit coming in between $5.5 billion and $6.1 billion.
Constellation Energy shares shot up 91% last year, while Vistra stock rocketed 258%, placing both among the top S&P 500 stocks and the best 100 stocks of 2024. So far in the 2025 stock market, Constellation Energy is up around 55%, placing it 12th in the S&P 500 index. Vistra has galloped 52% higher this year, good for 18th best in the S&P 500.
Constellation Energy fell around 2% to 337 at Wednesday's stock market open. Fellow S&P 500 component Vistra declined 4.3% to 200.56 at the stock market's opening bell. Both stocks declined Tuesday even as nuclear-related stocks generally moved higher.
Deals With Big Tech
In early June, Constellation Energy signed a 20-year energy deal to fuel Facebook-parent Meta Platform's (META) "AI ambitions."Meta will purchase more than 1,100 megawatts of nuclear energy from Constellation's Clinton Clean Energy Center in Clinton, Ill. The deal will support the relicensing and continued operations of the Clinton nuclear facility, beginning in June of 2027. The S&P 500 company added that the deal with Meta will expand Clinton's energy output by 30 megawatts. Constellation did not reveal financial details of the arrangement.
Constellation Energy's 20-year deal with Meta comes nine months after it sealed a two-decade contract with Microsoft (MSFT) in September to provide nuclear power for the tech giant's data centers.
The deal with Meta came after Constellation Energy executives suggested on its Q1 earnings call they were working on multiple deals this year....
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And from NerdWallet, updated August 4:
Best stocks by one-year performance
The best-performing stock in the S&P 500 by one-year return is Palantir Technologies Inc (PLTR), which is up 485.87%. | |||
|---|---|---|---|
Ticker | Company | Performance (Year) | Performance (YTD) |
PLTR | Palantir Technologies Inc | 485.87% | 108.30% |
GEV | GE Vernova Inc | 271.64% | 101.38% |
TPR | Tapestry Inc | 166.53% | 63.55% |
VST | Vistra Corp | 166.35% | 53.04% |
AXON | Axon Enterprise Inc | 149.67% | 26.03% |
DASH | DoorDash Inc | 125.07% | 48.55% |
NRG | NRG Energy Inc | 124.98% | 87.45% |
RCL | Royal Caribbean Group | 102.08% | 37.28% |
JBL | Jabil Inc | 94.99% | 52.68% |
CRWD | Crowdstrike Holdings Inc | 94.09% | 31.58% |
HWM | Howmet Aerospace Inc | 93.38% | 69.21% |
UAL | United Airlines Holdings Inc | 87.49% | -12.30% |
NFLX | Netflix Inc | 84.73% | 30.22% |
AVGO | Broadcom Inc | 81.98% | 26.12% |
CEG | Constellation Energy Corporation | 80.83% | 53.42% |
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