Headquartered in Houston, TX Fiscal year ends December NASDAQ: TLN talenenergy.com
Talen Energy Corporation (NASDAQ: TLN) is an independent power producer and energy infrastructure company that owns and operates approximately 15.7 GW of power generation capacity in the United States, including 2.2 GW of nuclear power and a significant dispatchable fossil fuel fleet. The company produces and sells electricity, capacity, and ancillary services into wholesale U.S. power markets, with generation assets located in the Mid-Atlantic, Ohio, Indiana, and Montana regions. Talen is increasingly focused on powering digital infrastructure, positioning itself to serve growing demand from artificial intelligence data centers that require reliable baseload power. The company is developing a pipeline of approximately 4 GW of powered land and data center contracting options. Talen recently expanded its fleet through the Cornerstone Acquisition, adding approximately 2.6 GW of efficient baseload and peaker generation capacity. Updated
A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG |…
Vistra has shed nearly 30% while Wall Street analysts keep raising their price targets, creating a gap that one top analyst thinks is worth 115% upside. The catch sits inside two words…
US data center demand has outrun the grid’s ability to add generation, and the power buyers know it. PJM’s most recent Base Residual Auction for the 2028/2029 delivery year cleared at $325.00/MWd,…
Vistra has quietly shed a quarter of its value while its operating results kept beating expectations, and Wall Street's most bullish analyst thinks that disconnect points to something big coming in 2027.
Vistra has spent nine months drifting lower while Wall Street piled up bullish price targets, and at least one major bank now sees a setup that looks nothing like the slow bleed…
Hyperscalers are desperate for firm, carbon-free power and three nuclear stocks sit directly in their crosshairs, but only one of them has actual cash flow today, and the gap between the three…
Vistra has shed nearly 30% over the past year while one prominent Wall Street firm just slapped a target on it that implies triple-digit gains. The reasoning behind that call cuts against…
AI data centers are devouring power faster than the grid can supply it, and three nuclear stocks sitting at different layers of the fuel-to-reactor stack are pricing in very different pieces of…
Goldman Sachs is warning that a collapse in Chinese oil demand may be only partly reversible, and the reason has less to do with the Strait of Hormuz than with what Chinese…
A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record…
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…
Thomas Richmond If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat…
Howard Marks, co-founder of Oaktree Capital Management, built his reputation by focusing on cycles, capital flows, and where the risk-reward has shifted in his favor. When Oaktree starts adding to positions, it usually…
Talen Energy Corporation (NASDAQ: TLN) is an independent power producer and energy infrastructure company that owns and operates approximately 15.7 GW of power generation capacity in the United States, including 2.2 GW of nuclear power and a significant dispatchable fossil fuel fleet.
24/7 Wall St.'s 12-month price target for TLN is $446.27, rated Buy. The Wall Street consensus target is $455.65. TLN price prediction →
