Vistra and Constellation Energy Gain Momentum in Nuclear Power Sector

Vistra Corp. (VST) and Constellation Energy Corp. (CEG) are gaining attention as key players in the U.S. nuclear power sector, driven by rising demand for electricity fueled by artificial intelligence advancements. The U.S. federal government is poised to announce a $4 billion loan package to support Vistra's upgrades of three nuclear power facilities, with the announcement expected during Energy Secretary Chris Wright’s visit to the Perry nuclear plant this week.

Constellation Energy has secured a significant 20-year power purchase agreement with Amazon.com Inc. (AMZN), adding 190 megawatts (MW) of nuclear capacity at Calvert Cliffs, Maryland. While financial terms of the deal remain undisclosed, it is expected to unlock over $3 billion in Maryland infrastructure investments and provide Amazon with 690 MW of power.

Analysts are bullish on both stocks, with VST having a 12-month average price target of $212.25, suggesting a 51% upside from its last close. Of the 21 analysts covering VST, 20 recommend a 'Buy' or higher, while one suggests a 'Sell'. CEG's 12-month average price target is $341.53, implying a 32% upside. Nineteen of the 22 analysts covering CEG rate it as a 'Buy' or higher, with three holding a 'Hold' rating.

Retail sentiment on Stocktwits is 'extremely bullish' for both VST and CEG, with message volumes doubling over 24 hours. VST stock has dropped nearly 13% in 2026, while CEG has fallen about 27% in the same period. Notable figures like former U.S. House Speaker Nancy Pelosi hold shares in VST, adding to the stock's appeal among retail investors.