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TLN

Talen Energy Corp

TLN

Market cap $15B

312.74 USD

+1.20

0.39%

At close Updated Sep 11, 4:00 PM EDT

Pre-market

After hours

312.74

0.00

0%

1 day

0.39%

5 days

2.54%

1 month

-12.61%

3 months

-9.3%

6 months

-1.1%

Year to date

-21.17%

1 year

-21.99%

5 years

145.29%

10 years

145.29%

About: Talen Energy Corp is an independent power producer and energy infrastructure company based in the United States. It owns and operates several gigawatts of power infrastructure in the United States, including 2.2GW of nuclear power and a dispatchable fossil fleet. The company produces and sells electricity, capacity, and ancillary services into wholesale U.S. power markets, with its generation fleet principally located in the Mid-Atlantic, Ohio, and Montana. Talen's operating segments are: PJM and Others. The PJM segment, which generates maximum revenue, is engaged in electricity generation, marketing activities, and commodity risk and fuel management within the PJM market and is comprised of Susquehanna and Talen's natural gas and coal generation facilities in PJM.

Employees: 1,880

Utilities Independent Power Producers

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 62.5%

Neutral 21.9%

Negative 15.6%

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.

Talen Energy: The Cash Flow Behind The Data Center Story

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OKLO vs. TLN: Which Nuclear Energy Stock Looks Better Now?

OKLO and Talen Energy offer contrasting nuclear-power bets, balancing future commercialization potential with operating assets and cash flow.

OKLO vs. TLN: Which Nuclear Energy Stock Looks Better Now?

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3 Nuclear Energy Stocks for the AI Power Era

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Bank of America Sees Bargains in These 16 Knocked-Down AI Stocks

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Talen Energy: Very Solid FCF Yield, With More Upside If Data Center Pipeline Converts

Talen Energy remains a buy, with robust FCF growth visibility driven by data center demand and the Cornerstone acquisition. TLN raised 2026 adj. EBITDA guidance to $2.025–2.225 billion and adj. FCF to $1.2–1.35 billion, excluding Keystone, implying further upside. The 2028/2029 PJM capacity auction and a growing data center pipeline underpin a more predictable, resilient earnings base and margin mix.

Talen Energy: Very Solid FCF Yield, With More Upside If Data Center Pipeline Converts

Zacks Investment Research

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.

TLN Q2 Earnings Call Emphasizes Cash Flow and Data Center Strategy

Talen Energy: The PPL Basis Discount Is The Dark Horse For FCF Growth

Talen Energy Corporation is rated Buy with a $575/share 2028 price target, driven by strong capacity auction results and robust FCF projections. TLN benefits from multi-year visibility into rising contracted revenues, with capacity prices at PJM's cap and 20% further upside expected in 2H-2026. Transmission upgrades and in-zone demand growth could narrow the $20/MW-hr PPL basis, potentially boosting FCF yield to 17% or higher by 2028.

Talen Energy: The PPL Basis Discount Is The Dark Horse For FCF Growth

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 Q2 Earnings Call Highlights

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