Talen Energy, valued at nearly $10 billion, is aggressively growing peak power demand and boasts a strong dispatchable fleet, driving impressive FCF and shareholder returns. The company reported nearly $1 billion in FY GAAP net income and executed $1 billion in share repurchases, buying back 22% of its shares. Talen Energy's dynamic hedging program and robust growth in FCF and EBITDA position it well for future profitability, despite potential regulatory hurdles with AWS.
Investors looking for stocks in the Alternative Energy - Other sector might want to consider either Excelerate Energy (EE) or Talen Energy Corporation (TLN). But which of these two companies is the best option for those looking for undervalued stocks?
Talen's aggressive commercial strategy and hedging position it to benefit from rising energy prices, with significant exposure to the PJM grid (largest in the US). Amazon's co-location deal boosts EBITDA, especially in 2026, and regulatory issues are expected to be resolved by 2028. Consensus estimates project cash earnings to grow over 30% on average through 2027.
Morgan Stanley initiated Talen Energy with overweight rating and lofty target. Nuclear energy stocks rallied broadly amid megacap pledge.
Investors interested in TLN stock can consider adding it to their portfolio now, considering its impressive ROE.
Talen Energy Corporation (NASDAQ:TLN ) Q4 2024 Earnings Conference Call February 27, 2024 4:30 PM ET Company Participants Ellen Liu - Senior Director, IR Mac McFarland - CEO Terry Nutt - CFO Cole Muller - EVP, Strategic Ventures John Wander - General Counsel Conference Call Participants Michael Sullivan - Wolfe Research Shar Pourreza - Guggenheim Partners Jeremy Tonet - JPMorgan Angie Storozynski - Seaport Durgesh Chopra - Evercore Brinny Singh - Bank of America Craig Shere - Tuohy Brothers Investment Research Operator Good day, and thank you for standing by. Welcome to the Talen Energy Corporation Full Year 2024 Earnings Call.
Talen Energy Corporation (TLN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
PJM has updated future load projections. The revisions over 2024 projections are astronomical. Future demands are so large, supply can't possibly keep up. The power savings potential introduced by Deep Seek is a necessary step to keep the power production problem both realistic and solvable.
Energy and utility stocks have been in focus after last week's launch of China's open-source AI model DeepSeek, which promises lower energy consumption than existing AI technologies.
The average of price targets set by Wall Street analysts indicates a potential upside of 30.6% in Talen Energy Corporation (TLN). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Does Talen Energy Corporation (TLN) have what it takes to be a top stock pick for momentum investors? Let's find out.
Talen Energy Corp. is a mission-driven company focused on sustainable solutions, showing remarkable financial turnaround and strong growth, making it a 'Strong Buy.' TLN's Q3 2024 highlights include a shift from a $77M net loss in Q3 2023 to a $168M net income. TLN's strategic initiatives, including asset sales and refinancing, enhance liquidity and shareholder returns, with a $1B share repurchase program signaling strong confidence.