Talen Energy Corp
No SEC Form 4 filings for $TLN in the last 30 days.
See all $TLN insider activity →Bank 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.
Talen 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.
Talen 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.
Over the past 7 days, alphai's AI scored 2 news stories mentioning TLN (Talen Energy Corp). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent TLN coverage spans sector analysis, market movers and earnings.
TLN is framed as a value entry within AI-related power demand exposure, per the screen.
Guidance lift despite GAAP loss suggests cash flow and capacity economics are improving, but higher interest and derivatives raise balance-sheet risk.
Guidance lift plus higher contracted gross margin potential supports a constructive medium-term view, but the call also flags execution and PJM basis uncertainty.
Guidance raise plus Cornerstone Acquisition close and active buybacks improve forward cash-flow visibility, supporting a constructive near-term risk/reward.
Reported quarterly earnings plus refinancing savings are concrete fundamentals that can move TLN sentiment.
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.
Bank 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.
4 min readTalen Energy Corp (TLN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a20260805q22026earningsrel.htm EX-99.1 Document Exhibit 99.1 Talen Energy Reports Second Quarter 2026 Results, Raises 2026 Guidance Earnings Release Highlights ▪ Second quarter GAAP Net Income (Loss) Attributable to Stockholders of $(92) million. ▪ Second quarter Adjust
7 min readGoldman Sachs said data center power demand could drive growth for seven regulated utilities and independent power producers. It raised its global data center capacity forecast to 217GW by 2030 from 168GW. The note includes Buy ratings and price targets for FirstEnergy (FE $54), Xcel Energy (XEL $93), Duke (DUK $145), Sempra (SRE $109), Talen (TLN $499), Vistra (VST $209), and NRG (NRG $197).
7 min readInvesting.com reports Goldman Sachs raised its forecast for global data center capacity to 217 GW by 2030 from 168 GW, versus 101 GW expected in 2025. Goldman estimates $6 trillion capex and expects utilities FirstEnergy, Xcel Energy, Duke Energy, Sempra, and power producers Talen, Vistra, NRG to benefit. It maintained a Buy on Digital Realty, citing tight supply and higher power pricing.
5 min readA Pennsylvania right-to-know request disclosed NDAs involving Lower Mount Bethel Township and Talen Energy, signed by township supervisors and a former manager, with confidentiality covering discussions tied to land and operations. Talen said no valid NDA was in place. The township is drafting an ordinance to regulate data centers, and Peron Development said it is adjusting plans based on resident feedback. A public hearing is set for Aug. 17.
5 min readTalen Energy (NASDAQ: TLN) reported PJM Base Residual Auction results for the 2028/2029 planning year. According to the company, Talen cleared 10,180 MW at a clearing price of $325 per MW-day across PJM, implying about $1,208 million in capacity revenues. The planning year runs June 1, 2028 to May 31, 2029.
2 min readThe article says US data center power demand is forecast by 451 Research, part of S&P Global, to rise from 75.8 GW in 2026 to 134.4 GW in 2030. It links the power bottleneck to utility consolidation and private capital. Examples include BlackRock GIP and EQT buying AES for $33.4B, Stonepeak and Bernhard acquiring Cleco for about $17B, and Talen Energy paying $3.45B for gas plants.
6 min readA July heat dome pushed PJM Interconnection’s forecasted Friday demand to 166 GW, above the prior 2012 record, with data-center electricity use rising. The article highlights Vistra (VST), Constellation Energy (CEG), Talen Energy (TLN) and NRG (NRG), citing Q1 revenue/EPS and analyst targets, noting weather-driven wholesale-price sensitivity.
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