TLN Stock Recent News

HOUSTON, July 22, 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” “we,” or “our”) (NASDAQ: TLN), a leading independent power producer, today reported its results from the PJM Base Residual Auction for the 2026/2027 planning year. Talen cleared a total of 6,702 megawatts at a clearing price of $329.17 per megawatt-day across the MAAC, PPL and PSEG Locational Deliverability Areas, equating to approximately $805 million in capacity revenues for the 2026/2027 planning year. The planning year runs from June 1, 2026, through May 31, 2027.

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 Energy (NYSE: TLN) shares surged over 25% on Friday, reaching $330.99 in intraday trading and setting a new all-time high before paring slightly. The rally follows the company's announcement of a major acquisition involving two natural gas power plants, the Moxie Freedom Energy Center in Pennsylvania and the Guernsey Power Station in Ohio.

Talen is acquiring two combined-cycle gas-fired plants for $3.5 billion.

HOUSTON, July 17, 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation ("Talen") (NASDAQ: TLN) plans to release its second quarter 2025 financial results on Thursday, August 7, 2025, before market open. President and Chief Executive Officer Mac McFarland and Chief Financial Officer Terry Nutt will discuss the financial and operating results during an earnings call at 8:00 a.m. EDT (7:00 a.m. CDT) on August 7, 2025.

HOUSTON, July 17, 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” “we,” or “our”) (NASDAQ: TLN), a leading independent power producer, announced it has signed definitive agreements to acquire Caithness Energy's Moxie Freedom Energy Center (“Moxie”) in Pennsylvania and Caithness Energy and BlackRock's Guernsey Power Station (“Guernsey”) in Ohio, both combined-cycle gas-fired plants located within the PJM power market.

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.

Investors interested in stocks from the Alternative Energy - Other sector have probably already heard of Ameresco (AMRC) and Talen Energy Corporation (TLN). But which of these two stocks offers value investors a better bang for their buck right now?

Talen Energy has outperformed peers YTD, with a 43% YTD rise, driven by its expanded partnership with Amazon. Despite regulatory hurdles and questions regarding the future of energy demand from data centres, the support towards nuclear energy is significant, driving the stock forward. The stock's market multiples are uncomfortably high for 2025, though, especially considering the risks to its earnings guidance for the year. For the long-term, however, TLN still looks good.