TLN - Talen Energy Corporation
Entropy Technologies LP grew its holdings in Talen Energy Corporation (NASDAQ: TLN) by 20.7% during the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,591 shares of the utilities provider's stock after purchasing an additional 1,474 shares during the quarter. Entropy Technologies LP's holdings
Artificial intelligence is creating a problem few investors were talking about just a year ago: the U.S. may not have enough reliable electricity to support the next wave of data centers without driving up energy costs for everyone else. That challenge increasingly points to one solution. Nuclear power can provide around-the-clock electricity without the carbon... Nuclear Could Solve America's Looming Natural Gas Crisis - Except For This 1 Thing
Atika Capital Management LLC lowered its stake in shares of Talen Energy Corporation (NASDAQ: TLN) by 56.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 18,490 shares of the utilities provider's stock after selling 23,610 shares during
Arrow Capital Management LLC increased its stake in shares of Talen Energy Corporation (NASDAQ: TLN) by 15.3% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 32,340 shares of the utilities provider's stock after purchasing an additional 4,296 shares during the period. Talen Energy makes
The U.S. Department of Energy (DOE) published the approved voluntary agreement that formally establishes the Nuclear Fuel Cycle Consortium under the Defense Production Act (DPA). While the name centers on fuel production, the framework and its broad list of participants reach across the entire nuclear value chain.
Highlights combined company's strong financial position with over $900 million expected at closing, Treeline's deep clinical-stage pipeline, planned 2027 data updates for TLN-121 and TLN-372, and expected new program clinical starts
Allspring Global Investments Holdings LLC lessened its stake in Talen Energy Corporation (NASDAQ: TLN) by 9.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 257,438 shares of the utilities provider's stock after selling 27,972 shares during the period.
HOUSTON, July 15, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation ("Talen") (NASDAQ: TLN) plans to release its second quarter 2026 financial results on Wednesday, August 5, 2026, after market close. Chief Executive Officer Mac McFarland, President Terry Nutt, and Chief Financial Officer Cole Muller will discuss the financial and operating results during an earnings call at 4:30 p.m. ET (3:30 p.m. CT) on August 5, 2026.
Talen Energy is rated Buy, driven by transformative contracts, accretive acquisitions, and a robust free cash flow growth outlook. TLN's 17-year, $1.4B annual PPA with Amazon anchors long-term cash flows, with $8+ after-tax cash flow per share projected by 2030-2032. The recent $3.5B acquisition of gas plants expands TLN's PJM capacity to 13.1GW, is immediately accretive, and is supported by intelligent refinancing.
Talen Energy offers sharper forward growth and a more attractive valuation for aggressive investors, despite higher concentration risk versus Vistra. Vistra is larger, more diversified, and more profitable, with major catalysts from Meta, Helix, and a robust buyback program, making it the safer AI power trade. TLN's near-term catalysts include the Cornerstone acquisition, Amazon-linked demand, and significant free cash flow per share ramp through 2028.
A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend.
Talen Energy has a deal to supply Amazon Web Services with nuclear-powered electricity. The Stock Of The Day is near highs and a buy point.
The next 10 years alone are projected to require more new electricity generation than any period in U.S. history. This backdrop is why investors should buy nuclear and AI energy stocks.
Talen Energy Corporation is a concentrated 7% NAV position, rated Strong Buy, targeting AI-driven power demand and long-term infrastructure cash flows. TLN's 15.6 GW fleet, anchored by a 90% stake in Susquehanna nuclear, underpins a pivotal AWS contract through 2042, supporting durable cash generation. Talen's balance sheet is heavier but manageable: debt is ~$9.7B, refinancing improved flexibility, and the main risk is weaker 2028 power prices before more contracts are locked in.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
Talen Energy Corporation is rated a Buy, positioned to benefit from surging electricity demand driven by AI data center expansion. TLN's aggressive commercial strategy, with shorter hedging windows, enables it to capture rising load prices more effectively than peers. EBITDA is expected to double and adjusted net income to rise over 139% in 2026, with further EPS growth of 20%+ in 2027-2028.
Talen Energy Corporation (TLN) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Transaction expands and diversifies portfolio, immediately boosts cash flow Transaction expands and diversifies portfolio, immediately boosts cash flow
Chief Investment Officer at Bornite Capital, Dan Dreyfus, offered Talen Energy (NASDAQ:TLN | TLN Price Prediction) as one of his highest-conviction stock ideas during the All-In Podcast's Best Ideas Pitch Competition , arguing the independent power producer could at least double from current levels and potentially deliver triple-digit returns if electricity demand grows as he expects.
Talen Energy Corporation remains a Strong Buy, with the Cornerstone acquisition marking a pivotal shift from promise to tangible earnings growth. FERC approval enables TLN to add 2.6 GW of gas generation in PJM, directly targeting AI-driven data center demand and power scarcity. Cornerstone adds ~$500M EBITDA, raising 2027 guidance to ~$2.6B and offering 10–11% equity accretion at a 6.6x EV/EBITDA multiple.