What exactly did Morgan Stanley change for Vistra on Feb 20, 2026?

On February 20, 2026 Morgan Stanley maintained its **Overweight** rating on Vistra but lowered the price target to **$215** from **$227**. This change kept a positive stance while reducing expected upside in the near term.

How should investors interpret the VST analyst rating now?

The **VST analyst rating** maintained by Morgan Stanley implies continued confidence in Vistra’s relative performance. Investors should view it as a buy-on-weakness stance with less immediate upside than before and monitor power-market and earnings catalysts.

Does the price target cut mean Vistra fundamentals are weakening?

A price target cut can reflect revised forecasts or market assumptions, not necessarily weakening fundamentals. Morgan Stanley’s maintained Overweight suggests they adjusted upside expectations while keeping conviction in Vistra’s business and strategy.

How does Meyka’s grade affect my view of VST?

Meyka AI rates VST with a grade of **A**, based on benchmarks, sector strength, growth, metrics, and analyst consensus. This grade supplements research but is not a guarantee and does not replace personalized financial advice.

Analyst Ratings

Morgan Stanley Maintains Overweight on Vistra Corp. (VST) Feb 2026

ByHuzaifa Zahoor February 23, 2026February 23, 2026

Morgan Stanley on February 20, 2026 at 10:17 AM maintained its Overweight rating on Vistra Corp. (VST) and lowered the price target to $215 from $227. This VST analyst rating keeps a positive stance on the stock while signaling more modest upside than previously expected. The change came with a small immediate market reaction, a -0.07% move equal to $-0.12, highlighting investor sensitivity to price target revisions even when ratings stay bullish. We examine the analyst view, implications for investors, and how this fits into broader coverage.