Talen Energy Corporation (TLN)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Vanguard Group boosts Talen Energy stake to 10.4% as AI demand grows
U.S. asset management firm Vanguard Group increased its stake in independent power producer Talen Energy Corp to 10.4%, according to a filing on Wednesday.
Talen Energy: A Comeback That's Bigger Than The Setback
Talen Energy's stock is up over 200% YTD, despite the setback to its nuclear power deal with Amazon on regulatory challenges, indicating other factors could be supporting it. The fundamentals certainly suggest so. The company's turnaround post-bankruptcy, with a deleveraged balance sheet and positive future earnings projections, supports a bullish outlook. Attractive market multiples, especially over the long term, and significant share buybacks further bolster the stock's performance and investor confidence.
Talen Energy: Staying At Full Throttle Despite Regulatory Setbacks
The Sierra Clubs assert that the PJM auction is faulty displays its lack of understanding of energy markets. Over 60% of near-term generation that is under construction in the PJM market is solar, which has a capacity factor of only 12%. I have increased my price target to $300/share from $260/share. This implies 40% upside at current market prices.
Talen Energy Corporation (TLN) Q3 2024 Earnings Call Transcript
Talen Energy Corporation (NASDAQ:TLN ) Q3 2024 Results Conference Call November 14, 2024 10:00 AM ET Company Participants Ellen Liu - Senior Director, Investor Relations Mac McFarland - Chief Executive Officer Terry Nutt - Chief Financial Officer Cole Muller - Executive Vice President of Strategic Ventures John Wander - General Counsel Conference Call Participants Shar Pourreza - Guggenheim Jeremy Tonet - JPMorgan Angie Storozynski - Seaport Nicholas Campanella - Barclays Michael Sullivan - Wolfe Operator Ladies and gentlemen, thank you for standing by. Welcome to Talen Energy Corporation Third Quarter 2024 Earnings Call.
3 Utility Stocks Suffering After Rejected Talen-Amazon Deal
Utility stocks are hurting amid news that the Federal Energy Regulatory Commission (FERC) rejected an amended interconnection service agreement between Amazon.com (AMZN) and Talen Energy (NASDAQ:TLN) at the latter's nuclear power plant.
Nuclear Power Stocks Skid On This Regulatory Move
Energy regulators rejected a deal for a Talon Energy nuclear plant to supply more power to an Amazon data center in Pennsylvania. Nuclear power stocks fell.
NextEra's Diverse Business Is Set to Win As Energy Demand Rises
NextEra Energy NYSE: NEE is following the trend of strong performance amongst utility companies this year. Although its returns haven't been as high-flying as others like Talen Energy NASDAQ: TLN the stock is still handily beating out the S&P 500, with a 39% total return.
Talen Energy: A Nuclear Power Stock That Can Keep Winning
The stock has provided investors with a total return of 186% this year, and some analysts on Wall Street see a big upside remaining in the mid-cap utility stock.
Talen Energy: High Voltage Growth
Talen's aggressive commercial strategy and significant exposure to market electricity prices position it to benefit from high demand drivers like hot weather and AI data centers. The Amazon PPA, scaling up to 960MW by 2034, offers long-term incremental cash flow and enhances Talen's valuation and growth potential. Increased EBITDA guidance for 2025/2026 and a higher price target of US$220, driven by AI data center demand and a US$1.2bn buyback.
Talen Energy: Own 2 Nuclear Plants With A Behind-The-Meter Data Center Contract For Massive Growth
Talen Energy will massively benefit from improved PJM capacity auction prices, premium data center contracts with Amazon, and rising whole sale electricity prices. The company's Susquehanna Nuclear Station has downside protection through the Inflation Reduction Act, cementing a lucrative margin. Large increases in FCF are due to changing market conditions and requires little to no capital spending on TLN's part. TLN will be a beneficiary of an underinvested market.
Talen Energy Corporation (TLN) Q2 2024 Earnings Call Transcript
Talen Energy Corporation (NASDAQ:TLN ) Q2 2024 Earnings Conference Call August 13, 2024 10:00 AM ET Company Participants Ellen Liu - Senior Director, Investor Relations Mac McFarland - Chief Executive Officer Terry Nutt - Chief Financial Officer Chris Morice - Chief Commercial Officer Conference Call Participants Michael Sullivan - Wolfe Research Angie Storozynski - Seaport Ian Zaffino - Oppenheimer Craig Shere - Tuohy Brothers Thomas Meric - Janney Montgomery Operator Ladies and gentlemen, thank you for standing by. Welcome to Talen Energy Corporation's Second Quarter 2024 Earnings Call.
Talen Energy offers up nuclear-powered crypto mining campus stake, sources say
Talen Energy is looking to sell its stake in a cryptocurrency mining operation powered by its Pennsylvania nuclear plant in a process marketed to both data center developers and cryptominers, three sources familiar with the process said.
