Talen Energy Corporation (TLN)
NASDAQ (NGS) NASDAQ (NGS) Primary 
XMIL 
Own The AI Power Bottleneck With Value Through Talen Energy
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.
Talen Energy: A Lower-Risk AI Trade
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) Surges 5.3%: Is This an Indication of Further Gains?
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.
Veteran Investor: Talen Energy Is a Double at Minimum, With Triple-Digit Upside as Power Demand Rises
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: Another Day, Another Deal, Another Repricing
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.
Talen CEO lands $300 million-plus stock payout
Talen Energy has awarded CEO Mark "Mac" McFarland more than $300 million in stock-based pay three years after the Houston company emerged from bankruptcy and generated a total return of 620% for investors.
Talen Energy Corporation (TLN) Q1 Earnings and Revenues Beat Estimates
Talen Energy Corporation (TLN) came out with quarterly earnings of $5.55 per share, beating the Zacks Consensus Estimate of $5.28 per share. This compares to earnings of $0.82 per share a year ago.
Talen Energy Corporation (TLN) Q1 2026 Earnings Call Transcript
Talen Energy Corporation (TLN) Q1 2026 Earnings Call Transcript
Talen Energy: Acquisitions Strengthen Prospects
Talen Energy's stock price has underwhelmed in 2026, after an 86% uptick last year. Here I argue, though, that it's only because its long-term prospects aren't priced in yet. Its three recent natural gas asset acquisitions add notably to the company's production capacity as well as to its financials, like adjusted EBITDA and FCF. While its forward EV/EBITDA is elevated in the short-to-medium term compared with peers, over the next five years, along with the forward P/E, it looks attractive.
Talen Energy Corporation (TLN) Reports Next Week: Wall Street Expects Earnings Growth
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 Energy Is A Rare AI Infrastructure Winner Hiding In Plain Sight
I rate Talen Energy a Strong Buy rating for its strategic positioning at the intersection of surging AI-driven power demand and hard-to-replicate generation assets. TLN's forward revenue growth of 30.17% and EBITDA growth of 43.48% are supported by robust guidance, with 2026 EBITDA targeted at $1.75–$2.05B and FCF at $980M–$1.18B. Susquehanna, TLN's 2.2GW net nuclear facility, anchors a first-of-its-kind 24/7 carbon-free data center campus and underpins a transformative partnership with Amazon.
Talen Energy: All Roads Lead To Higher Energy Prices
Talen Energy is rated a buy, best leveraged to rising US electricity prices and aggressive asset acquisition. TLN's acquisition of 2.6 GW gas-fired plants adds 19% capacity, expected to be fully accretive to cash flow in 2026. A combination of capacity growth and energy price increases should lead to over 20% annual cash flow growth through 2028.
