** KeyBanc initiates coverage on power utility Vistra VST.N with an "overweight" rating and price target of $217
** Brokerage says U.S. power market is entering a demand upcycle, driven by data centres, industrial reshoring and electrification
** VST’s dispatchable generation and partnerships with hyperscalers, such as Amazon and Microsoft, position it to capture this growth - KeyBanc
** Adds, VST's nuclear and modern gas assets benefit from scarcity pricing and reliability premiums
** KeyBanc notes co's ability to repower legacy sites and leverage existing interconnections creates durable competitive edge
** Twenty of 22 brokerages rate the stock "buy" or higher and two "hold"; their median PT is $234.5 - LSEG data
** As of last close, shares up 27% YTD
(Reporting by Megavarshini G. Somasundaram in Bengaluru)
((Megavarshini.SomasundaramGnanasundari@thomsonreuters.com))
Comments