Baron Emerging Markets Fund Q1 2026 Portfolio Activity

We were active in adding to our global security/supply chain diversification theme by initiating positions in Vista Energy, Prio S.A. and The Japan Steel Works. During the quarter, we also initiated a position in Banco Bradesco, one of Brazil's largest private-sector banks, serving customers through a diversified offering. During the quarter, we also increased exposure to our advanced semiconductors/AI theme by building a position in Montage Technology.

Seeking Alpha • 17 hours ago

Recent Price Trend in Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST) is Your Friend, Here's Why

Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move.

Zacks Investment Research • Jun 3, 2026

Vista Energy: Solid Q1 Print, Strong 2026 Setup After Equinor Integration

Vista Energy delivered a solid 1Q26, with production flat q/q at 135 kboe/d and adjusted EBITDA of $451m, broadly in line with expectations. Key catalysts ahead include the Equinor asset consolidation from 2Q26 (adding ~22 kboe/d and ~$400m EBITDA in 2026) and higher Brent flowing into Q2 realized prices. VIST raised its 2026 guidance to 158 kboe/d of production, kept capex broadly unchanged, and highlighted strong oil‑price leverage at $85 Brent.

Seeking Alpha • May 28, 2026

Is Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST) Stock Undervalued Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Investment Research • May 25, 2026

Vista Energy Q1 Earnings Miss on Lower Realized Commodity Prices

VIST's Q1 EPS misses estimates as realized oil and gas prices fall, even as revenues nearly double and output surges on La Amarga Chica block consolidation.

Zacks Investment Research • May 18, 2026

Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST) Is a Great Choice for 'Trend' Investors, Here's Why

If you are looking for stocks that are well positioned to maintain their recent uptrend, Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST) could be a great choice.

Zacks Investment Research • May 18, 2026

Higher Oil Prices Fuel Long-Term Outlook For This Energy Stock

Higher oil prices helped this energy producer lift its revenue forecast. Its shares have gained 42% year to date.

Investors Business Daily • May 13, 2026

Wall Street Analysts See a 29.14% Upside in Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST): Can the Stock Really Move This High?

The mean of analysts' price targets for Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST) points to a 29.1% upside in the stock.

Zacks Investment Research • May 13, 2026

Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST) Just Overtook the 50-Day Moving Average

After reaching an important support level, Vista Energy, S.A.B. de C.V. - Sponsored ADR (VIST) could be a good stock pick from a technical perspective.

Zacks Investment Research • May 13, 2026

Buy These 4 Stocks With Robust Net Profit Margins to Boost Returns

Enhance your portfolio with BTSG, ARKO, SNEX and VIST, each exhibiting strong net profit margins and steady earnings growth.

Zacks Investment Research • May 13, 2026