VST vs CEG: AI Stock Comparison

Vistra Corp. vs Constellation Energy Corporation: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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Tie: both score 2/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: $VST has the earlier next catalyst (Nov 6, 2026).
$VST
Vistra Corp.
Power generator with nuclear and gas plants.
$CEG
Constellation Energy Corporation
Largest U.S. nuclear fleet operator.
AI exposure score⚡⚡⚡⚡⚡ 2/5⚡⚡⚡⚡⚡ 2/5
Shares outstanding335.6M
as of 2026-08-03 · 10-Q cover page · SEC filing
354.3M
as of 2026-07-31 · 10-Q cover page · SEC filing
CategoryPower producersPower producers
Key metrics
Revenue (latest quarter) $4.02B
10-Q period ended 2026-06-30; -5% y/y · SEC filing
Operating income $553.0M
Same quarter; 14% operating margin · SEC filing
Net income $305.0M
Same quarter · SEC filing
Revenue (latest quarter) $7.50B
10-Q period ended 2026-06-30; +23% y/y · SEC filing
Operating income $580.0M
Same quarter; 8% operating margin · SEC filing
Net income $513.0M
Same quarter · SEC filing
Next earnings
Nov 6, 2026 confirmed
Vistra Corp. quarterly earnings · source
Nov 9, 2026 expected
Constellation Energy Corporation quarterly earnings · source
Next catalyst
Nov 6, 2026 confirmed
Vistra Corp. quarterly earnings · source
Nov 9, 2026 expected
Constellation Energy Corporation quarterly earnings · source
Upcoming catalysts
Nov 6, 2026 confirmed
Vistra Corp. quarterly earnings · source
Nov 9, 2026 expected
Constellation Energy Corporation quarterly earnings · source
Most recent reportedNot yet announced / not on our calendarNot yet announced / not on our calendar
Key risks
  • “Volatile power supply costs and demand for power have and could in the future adversely affect the financial performance of our retail businesses.” — 10-K risk factor (filed 2026-02-27) · source
  • “We may suffer material losses, costs and liabilities due to operation risks, regulatory risks, and the risk of nuclear accidents arising from the ownership and operation of the nuclear…” — 10-K risk factor (filed 2026-02-27) · source
  • “NRC actions could negatively affect the operations and profitability of our nuclear generating fleet.” — 10-K risk factor (filed 2026-02-24) · source
  • “We are subject to risks associated with weather, including its effect on the supply and demand for electricity, as well as impacts from climate change, including extreme weather events.” — 10-K risk factor (filed 2026-02-24) · source
AI angle

Vistra owns generation that can supply data centers; its AI exposure is via power demand and potential long-term contracts with tech customers.

Constellation sells carbon-free nuclear power and has signed long-term supply deals with tech companies; data-center electricity demand is the AI link.

Full analysis: $VST →Full analysis: $CEG →

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Deep dives: VST next earnings & catalysts · CEG next earnings & catalysts · AI earnings this week