Talen Energy Corporation (TLN)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XMIL 
Talen Energy Corporation (TLN) Moves 12.4% Higher: Will This Strength Last?
Talen Energy Corporation (TLN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Talen Energy Expands Buyback Plan With $1.5B Accelerated Repurchase
TLN launches a $1.5B accelerated buyback and raises repurchase capacity to $3B, backed by contracted capacity revenues and cash flow.
Talen Energy: The Operational Mix The Market Is Overlooking
Talen Energy presents a compelling buy opportunity, combining spot market exposure with long-term hyperscaler contracts, including an $18B Amazon PPA through 2042. TLN's operational mix is shifting, targeting 60% contracted EBITDA by 2030, leveraging nuclear, natural gas, and coal generation to meet surging data center demand. Despite near-term losses and high capex, TLN's forward P/E of 13–15x and PEG of 0.33x offer attractive upside versus sector peers trading at higher multiples.
Talen Energy: The Cash Flow Behind The Data Center Story
Talen Energy offers a compelling entry point after a price decline, leveraging existing assets and a major Amazon nuclear contract to enhance earnings durability. The Amazon deal secures up to 1,920 MW of nuclear power through 2042, improving cash flow visibility but not guaranteeing indefinite margin expansion. TLN guides to $2.125B adjusted EBITDA and $1.275B adjusted free cash flow for the year, with next year's base case at $2.5B EBITDA and a target price of $431 per share.
TLN Q2 Earnings Call Emphasizes Cash Flow and Data Center Strategy
Talen Energy raises 2026 guidance and its 2028 cash-flow outlook while advancing grid-connected data centers and preserving merchant upside in PJM.
Talen Energy Q2 Earnings Call Highlights
Talen Energy NASDAQ: TLN reported second-quarter adjusted EBITDA of $374 million and adjusted free cash flow of $212 million, citing contributions from recently acquired natural gas plants, higher PJM capacity pricing, increased generation volumes and the ramp of its AWS contract.
Talen Energy Corporation (TLN) Q2 Earnings and Revenues Miss Estimates
Talen Energy Corporation (TLN) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $3.2 per share. This compares to a loss of $1.19 per share a year ago.
Talen Energy Corporation (TLN) Q2 2026 Earnings Call Transcript
Talen Energy Corporation (TLN) Q2 2026 Earnings Call Transcript
Talen Energy Set to Report Q2 Earnings: What's in Store for the Stock?
TLN heads into second-quarter results with sharply higher estimates, added gas-fired capacity and a strategy focused on locking in new power demand.
All You Need to Know About Talen Energy Corporation (TLN) Rating Upgrade to Strong Buy
Talen Energy Corporation (TLN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Why Talen Energy Corporation (TLN) is Poised to Beat Earnings Estimates Again
Talen Energy Corporation (TLN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Talen Energy: A Good Bet On Direct Data Centers Energy
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.
