Talen Energy Corp
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No enriched coverage for $TLN in the last 7 days.
No SEC Form 4 filings for $TLN in the last 30 days.
See all $TLN insider activity →Analyst Felix Prehn highlights four power companies as key players in AI infrastructure, citing long-term contracts with tech giants. Constellation Energy (CEG) and Talen Energy (TLN) reported new power agreements and raised earnings guidance. Vistra (VST) partnered with NVIDIA and others for a $1B digital infrastructure fund. All three stocks are down from recent highs.
Mizuho initiated Talen Energy (TLN) with an 'Outperform' rating and $405 price target, citing its strong position in PJM power markets. The company's adjusted free cash flow yield is expected to reach 14% by 2028. Talen's strategic acquisitions and partnerships, including a deal with Amazon, position it to benefit from rising power demand, particularly from data centers. However, regulatory hurdles and potential AI slowdown pose risks.
Mizuho Securities initiated coverage on Talen Energy with an Outperform rating and a $405 price target. The stock has a 5-day change of -2.84%, a 1st Jan change of -15.77%, and a year-to-date change of -18.49%. The rating is based on various composite metrics including valuation, EPS revisions, and visibility.
Recent TLN coverage spans market movers, earnings and financial news.
Higher EBITDA and cash flow guidance reflect new AWS contract and acquisition synergies.
Analyst upgrade and high price target could drive near-term buying pressure.
Mizuho Securities initiated coverage on Talen Energy with an Outperform rating and a $405 price target. The stock has a 5-day change of -2.84%, a 1st Jan change of -15.77%, and a year-to-date change of -18.49%. The rating is based on various composite metrics including valuation, EPS revisions, and visibility.
Near-term downside risk remains elevated due to dilution overhang from the $984M shelf and valuation derating.
The selloff appears driven by earnings quality concerns (GAAP loss, derivatives, interest expense) and potential share-supply overhang from Cornerstone resale registration.
alphai scores every news story that mentions TLN with an AI model for sentiment and relevance, and aggregates insider trades from Talen Energy Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Analyst Felix Prehn highlights four power companies as key players in AI infrastructure, citing long-term contracts with tech giants. Constellation Energy (CEG) and Talen Energy (TLN) reported new power agreements and raised earnings guidance. Vistra (VST) partnered with NVIDIA and others for a $1B digital infrastructure fund. All three stocks are down from recent highs.
2 min readMizuho initiated Talen Energy (TLN) with an 'Outperform' rating and $405 price target, citing its strong position in PJM power markets. The company's adjusted free cash flow yield is expected to reach 14% by 2028. Talen's strategic acquisitions and partnerships, including a deal with Amazon, position it to benefit from rising power demand, particularly from data centers. However, regulatory hurdles and potential AI slowdown pose risks.
2 min readMizuho Securities initiated coverage on Talen Energy with an Outperform rating and a $405 price target. The stock has a 5-day change of -2.84%, a 1st Jan change of -15.77%, and a year-to-date change of -18.49%. The rating is based on various composite metrics including valuation, EPS revisions, and visibility.
1 min readTalen Energy (TLN) stock dropped 11.3% to $316.69 due to post-earnings valuation adjustments, a $984M shelf registration, and sector-wide selloff. Analysts cut price targets citing execution risks. NASDAQ fell 1.2%, and peers like Vistra and NRG also declined.
6 min readTalen Energy (TLN) shares fell 7.7% after its Q2 report showed a GAAP loss of $92M, though adjusted EBITDA and free cash flow rose. Management raised 2026 guidance, but investors may be concerned about earnings quality and potential share overhang from the Cornerstone acquisition.
4 min readBank of America cited a July selloff in AI stocks and named 16 “oversold” picks it rates Buy and Top Pick, each down at least 20% from 52-week highs. Examples include Oracle (ORCL) down 55% and CoreWeave (CRWV) down 31%. BofA also listed 12-month price targets, including MU $1,550 (+63%) and ORCL $240 (+54%).
7 min readSimply Wall St reports Talen Energy (TLN) posted Q2 2026 sales of $959M and revenue of $747M, with a swing to a $92M net loss. The article cites a latest share price of $362.74 and notes buybacks. It presents fair value estimates of about $469.57 and $1,005.91, implying the stock trades below those levels.
6 min readBank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
5 min readTalen Energy (NASDAQ:TLN) reported a Q2 net loss on Aug. 5 but raised full-year 2026 outlook and increased expectations for 2027 and 2028. The company cited higher adjusted EBITDA ($374 million) and adjusted free cash flow ($212 million). Guidance includes 2026 adjusted EBITDA of $2.025B to $2.225B and adjusted FCF of $1.2B to $1.35B, while GAAP loss was linked to derivatives and higher interest expense.
4 min readTalen Energy (TLN) said on its Q2 2026 earnings call it expects 2026 adjusted EBITDA of $2.025B-$2.225B and adjusted free cash flow of $1.2B-$1.35B, raised after Cornerstone closed. Management increased 2028 free-cash-flow-per-share to $40. Q2 EPS was $0.16 and revenue $747M. Strategy emphasized PJM economics and grid-connected data centers.
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