Investors looking for stocks in the Alternative Energy - Other sector might want to consider either Clearway Energy (CWENA) or Talen Energy Corporation (TLN). But which of these two companies is the best option for those looking for undervalued stocks?
Talen Energy Corporation (TLN) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
Does Talen Energy Corporation (TLN) have what it takes to be a top stock pick for momentum investors? Let's find out.
Talen Energy Corporation (NASDAQ:TLN ) Q2 2025 Earnings Call August 7, 2025 8:00 AM ET Company Participants Christopher E. Morice - Chief Commercial Officer Cole Muller - Executive Vice President of Strategic Ventures Mark Allen McFarland - CEO, President & Director Sergio Castro - Vice President & Treasurer Terry L.
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.
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.
Here is how Galp Energia SGPS SA (GLPEY) and Talen Energy Corporation (TLN) have performed compared to their sector so far this year.
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 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 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 is acquiring two combined-cycle gas-fired plants for $3.5 billion.
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.