TLN Stock Recent News

Talen Energy has surged 5x since its IPO in June 2023, driven by strong demand for energy and strategic partnerships. Q1 2025 earnings were disappointing with a net income loss of $135 million and missed EPS expectations, but guidance remains optimistic. Despite higher energy expenses, TLN's robust position in fossil fuels and nuclear energy aligns well with rising energy demand and future growth prospects.

Talen Energy Corporation (NASDAQ:TLN ) Q1 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Sergio Castro - Vice President and Treasurer Mac McFarland - Chief Executive Officer Terry Nutt - Chief Financial Officer Chris Morice - Chief Commercial Officer Cole Muller - Executive Vice President, Strategic Ventures John Wander - General Counsel Conference Call Participants David Arcaro - Morgan Stanley Angie Storozynski - Seaport Michael Sullivan - Wolfe Jeremy Tonet - JPMorgan Julien Dumoulin-Smith - Jefferies Ross Fowler - Bank of America Craig Shere - Tuohy Brothers Durgesh Chopra - Evercore Operator Ladies and gentlemen, thank you for standing by. And welcome to Talen Energy First Quarter 2025 Earnings Call.

Talen Energy is considering alternative arrangements to supply electricity to data centers, executives with the major U.S. power company said on Thursday, after regulators pushed back on a plan to fuel an Amazon data center directly from Talen's Pennsylvania nuclear power plant.

Agreement maintains reliable electricity supply in Baltimore through May 2029 Agreement maintains reliable electricity supply in Baltimore through May 2029

Talen Energy, valued at nearly $10 billion, is aggressively growing peak power demand and boasts a strong dispatchable fleet, driving impressive FCF and shareholder returns. The company reported nearly $1 billion in FY GAAP net income and executed $1 billion in share repurchases, buying back 22% of its shares. Talen Energy's dynamic hedging program and robust growth in FCF and EBITDA position it well for future profitability, despite potential regulatory hurdles with AWS.

Investors looking for stocks in the Alternative Energy - Other sector might want to consider either Excelerate Energy (EE) or Talen Energy Corporation (TLN). But which of these two companies is the best option for those looking for undervalued stocks?

HOUSTON, April 17, 2025 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen”) (NASDAQ: TLN) plans to release its first quarter 2025 financial results on Thursday, May 8, 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 9:00 a.m. EDT (8:00 a.m. CDT) on May 8, 2025.

Investors interested in Alternative Energy - Other stocks are likely familiar with Kolibri Global Energy Inc. (KGEI) and Talen Energy Corporation (TLN). But which of these two stocks is more attractive to value investors?

Talen's aggressive commercial strategy and hedging position it to benefit from rising energy prices, with significant exposure to the PJM grid (largest in the US). Amazon's co-location deal boosts EBITDA, especially in 2026, and regulatory issues are expected to be resolved by 2028. Consensus estimates project cash earnings to grow over 30% on average through 2027.

Morgan Stanley initiated Talen Energy with overweight rating and lofty target. Nuclear energy stocks rallied broadly amid megacap pledge.