BioMedicalRx 🧬 🇺🇸 ✝️

VISTRA $VST Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.35B (Est. $6.02B) 🟢; +28% YoY 🔹 Adj. EBITDA: $2.36B (Est. $2.14B) 🟢; +51% YoY 🔹 Ongoing Ops Adj. EBITDA: $2.38B 🔹 Net Income: $1.14B Raises FY26 Guide: 🔹 Ongoing Ops Adj. EBITDA: $7.1B-$7.5B 🔹 Ongoing Ops Adj. FCFbG: $4.3B-$4.7B FY27 Guide: 🔹 Ongoing Ops Adj. EBITDA: $7.7B-$8.5B 🔹 Ongoing Ops Adj. FCFbG: $4.3B-$5.1B Segment Adjusted EBITDA: 🔹 Retail: $98M; +165% YoY 🔹 Texas: $1.23B; +57% YoY 🔹 East: $979M; +36% YoY 🔹 West: $76M; +21% YoY Announcements: 🔹 Cogentrix: acquired ~5,500 MW of natural gas generation 🔹 Pulaski: 405 MW facility commenced operations 🔹 Deer Creek: 100 MW facility commenced operations 🔹 Odessa: 20-year, 207 MW PPA signed Key Updates: 🔹 Unrealized hedge gain: $559M expected to settle in future years 🔹 Share repurchases: $1.5B additional authorization; ~$2.5B remains Comments: 🔸 “That effort shows in our results, with Ongoing Operations Adjusted EBITDA up more than 50% year over year. This summer brought record weather across our markets, including the new all-time peak demand records in July in both ERCOT and PJM. Through that period, our fleet achieved commercial availability of nearly 95%.” — Jim Burke, president and CEO 🔸 “We also made significant progress on our growth strategy this quarter. We began commercial operations at our Pulaski and Deer Creek facilities, and signed a 20-year agreement with New Era at our Odessa plant. As the power landscape evolves, we continue to see more of these opportunities.” — Jim Burke, president and CEO

$VST Sell off premarket is senseless, just because Gina won in Texas is not bearish for VST. She wants a moratorium on anything not already permitted because she doesn't want them drawing power from the grid without solutions. VST IS THE SOLUTION. They will be forced to make deals with VST and prepay a bunch of fees upfront to ensure their power demand needs without plugging into the grid. She also can't just stop construction plans etc like many think, she has to get it passed the Texas legislature which knows that the money inflows on data centers are also good for the state economy. This panic selling is way overblown. $SPY $QQQ $GEV