Goldman on $VST "We upgrade Vistra from Neutral to Buy after incorporating the Meta PPA into our numbers and following the pullback in shares" "potential upside of 3-9% to our 2028 EBITDA if Vistra contracts the rest of its nuclear generation in a similar price range" "Vistra has contracted roughly half of its nuclear fleet through PPAs. However, it still has a sizeable ~3.1 GW left to contract: 1,872 MW from units I and II of its Beaver Valley facility in PA and 1,200 MW from the remaining Comanche Peak unit. We estimate an additional 3-9% impact on 2028 EBITDA (Exhibit 2) if the remaining nuclear fleet gets contracted, assuming an $85-$100/MWh range for PPA power price"