TLN Stock Recent News

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.

Electric company Talen Energy Corporation (TLN) earns first Big Money outlier signal on June 10, then two more soon after.

CEG and TLN secure decades-long nuclear power deals with tech giants, tapping soaring AI data center energy demand.

My investing framework guides every decision, focusing on company factors, economic fundamentals, and external risks to find the best opportunities. Nuclear energy is resurging as a vital, reliable power source amid rising demand and innovation, an essential trend for all investors to understand now. I highlight two lesser-known energy companies poised to benefit from this nuclear revival, offering compelling growth potential beyond traditional dividend plays.

Talen's stock price is almost 5x higher than when it came out of bankruptcy in June 2023. The company benefits from significant tailwinds, but the big jump in the stock makes one question if it has gone up too fast. Detailed modeling of the company supports the strong FCF outlook.

Shares of clean-energy peers Constellation Energy and Vistra are also on the rise.

U.S. utility Talen Energy announced on Wednesday an expanded nuclear energy partnership with Amazon.com to supply up to 1,920 megawatts of electricity from its Susquehanna plant in Pennsylvania to Amazon Web Services (AWS) data centers.

Talen enters power purchase agreement for 1,920 megawatts of carbon-free electricity at full quantity to support Amazon operations, and explore SMR technology Talen enters power purchase agreement for 1,920 megawatts of carbon-free electricity at full quantity to support Amazon operations, and explore SMR technology

There's a reiteration of interest in nuclear stocks thanks to A.I. stocks rallying back off April lows.

April's market volatility, driven by tariffs and led by tech sector declines, created opportunities to deploy cash. However, it was an opportunity to reposition my portfolio as well, with 2 swap trades to de-risk my portfolio. There were 2 corporate actions in the last month that also saw two more positions removed from my CEF portfolio, but overall, I was a net buyer for the month.