Talen Energy Corporation (TLN)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Talen Energy Corporation (TLN) Q2 Earnings and Revenues Surpass Estimates
Talen Energy Corporation (TLN) came out with quarterly earnings of $1.5 per share, beating the Zacks Consensus Estimate of a loss of $1.13 per share. This compares to earnings of $0.19 per share a year ago.
Talen Energy quarterly profit falls on higher expenses, Susquehanna outage
Utility Talen Energy reported a fall in second-quarter profit on Thursday, hurt by higher energy purchase costs and maintenance expenses associated with a refueling outage at its Susquehanna nuclear facility.
Is Galp Energia (GLPEY) Stock Outpacing Its Oils-Energy Peers This Year?
Here is how Galp Energia SGPS SA (GLPEY) and Talen Energy Corporation (TLN) have performed compared to their sector so far this year.
Analysts Estimate Talen Energy Corporation (TLN) to Report a Decline in Earnings: What to Look Out for
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.
Talen: The Race For Megawatts
Talen Energy Corporation's aggressive commercial strategy and recent acquisitions position it to benefit from rising US electricity demand. The Amazon PPA expansion and regulatory breakthroughs signal strong future growth potential, enhancing Talen's credibility and long-term valuation. The Moxie & Guernsey acquisition boosts capacity by 33% and adds 25% to 2026 cash earnings, though added debt may limit buybacks or dividends in the short term.
Talen Energy: The Street Chases AI Chips, I'm Buying The Power Behind Them
Talen Energy is transforming from a traditional utility into a critical AI infrastructure provider, with strong positioning in the PJM market and long-term Amazon contracts. Recent acquisitions of gas-fired plants and an expanded AWS deal drive significant cash flow growth, making Talen a unique, scalable energy partner for data centers. Despite risks around leverage, refinancing, and regulatory exposure, Talen's forward valuation is attractive, with FCF yield near 9% and substantial upside potential.
Talen Energy Stock Surges on Plant Purchases. It's Not Just a Nuclear Play.
Talen is acquiring two combined-cycle gas-fired plants for $3.5 billion.
Talen Energy Corporation: A Structurally Improved Business That Enjoys A Strong Secular Tailwind
I rate TLN a buy, driven by its prime positioning to benefit from surging data center power demand and the transformational AWS contract. The AWS power purchase agreement de-risks TLN's business, provides long-term cash flow visibility, and accelerates free cash flow growth potential. TLN's business model now deserves a premium valuation, with stable, contracted margins and multi-decade earnings visibility compared to peers.
Talen Energy: The Nuclear Energy Advantage
Talen Energy has outperformed peers YTD, with a 43% YTD rise, driven by its expanded partnership with Amazon. Despite regulatory hurdles and questions regarding the future of energy demand from data centres, the support towards nuclear energy is significant, driving the stock forward. The stock's market multiples are uncomfortably high for 2025, though, especially considering the risks to its earnings guidance for the year. For the long-term, however, TLN still looks good.
Talen: Up Almost 400%, What's Built Into Today's Stock Price?
Talen's stock price is almost 5x higher than when it came out of bankruptcy in June 2023. The company benefits from significant tailwinds, but the big jump in the stock makes one question if it has gone up too fast. Detailed modeling of the company supports the strong FCF outlook.
Talen Energy: Disappointing Q1 Earnings, But Strong Demand Keeps This Stock A Hold
Talen Energy has surged 5x since its IPO in June 2023, driven by strong demand for energy and strategic partnerships. Q1 2025 earnings were disappointing with a net income loss of $135 million and missed EPS expectations, but guidance remains optimistic. Despite higher energy expenses, TLN's robust position in fossil fuels and nuclear energy aligns well with rising energy demand and future growth prospects.
Talen Energy Corporation (TLN) Q1 2025 Earnings Call Transcript
Talen Energy Corporation (NASDAQ:TLN ) Q1 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Sergio Castro - Vice President and Treasurer Mac McFarland - Chief Executive Officer Terry Nutt - Chief Financial Officer Chris Morice - Chief Commercial Officer Cole Muller - Executive Vice President, Strategic Ventures John Wander - General Counsel Conference Call Participants David Arcaro - Morgan Stanley Angie Storozynski - Seaport Michael Sullivan - Wolfe Jeremy Tonet - JPMorgan Julien Dumoulin-Smith - Jefferies Ross Fowler - Bank of America Craig Shere - Tuohy Brothers Durgesh Chopra - Evercore Operator Ladies and gentlemen, thank you for standing by. And welcome to Talen Energy First Quarter 2025 Earnings Call.
