News

Barclays Maintains Overweight on Talen Energy, Lowers Price Target to $387

Barclays analyst Nicholas Campanella maintains Talen Energy (NASDAQ:TLN) with a Overweight and lowers the price target from $408 to $387.

Benzinga·05:27TLN▲+2.0%

Is Talen Energy (TLN) Still Undervalued After A 7x Run?

Talen Energy has delivered a very large gain over the past three years, which puts a lot of weight on the question of whether its current share price of US$327.91 is properly supported by the sales it generates. With the stock also seeing some shorter term swings, investors are increasingly asking how much of that long run performance is backed by the company’s revenue base rather than shifting sentiment. Talen Energy has risen about 7x over the last three years, so a lot of future...

Yahoo·04:09TLN▲+2.0%

TD Cowen Initiates Coverage On Talen Energy with Buy Rating, Announces Price Target of $475

TD Cowen analyst Shelby Tucker initiates coverage on Talen Energy (NASDAQ:TLN) with a Buy rating and announces Price Target of $475.

Benzinga·06:34TLN▲+2.0%

HSBC Initiates Coverage On Talen Energy with Buy Rating, Announces Price Target of $444.3

HSBC analyst Meike Becker initiates coverage on Talen Energy (NASDAQ:TLN) with a Buy rating and announces Price Target of $444.3.

Benzinga·03:03TLN▲+2.0%

Morgan Stanley Maintains Overweight on Talen Energy, Lowers Price Target to $504

Morgan Stanley analyst David Arcaro maintains Talen Energy (NASDAQ:TLN) with a Overweight and lowers the price target from $514 to $504.

Benzinga·08:54TLN▲+2.0%

CIBC Initiates Coverage On Talen Energy with Outperformer Rating, Announces Price Target of $499

CIBC analyst Mark Jarvi initiates coverage on Talen Energy (NASDAQ:TLN) with a Outperformer rating and announces Price Target of $499.

Benzinga·04:11TLN▲+2.0%

Here’s What Weighed on Talen Energy Corporation (TLN)

Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here. The Reaves Long-Term Value Wrap Composite saw an 11.83% decline before fees in Q3, underperforming the MSCI USA Infrastructure Index’s -5.73%, though it gained 7.88% in the first nine months of 2026, […]

Yahoo·08:33TLN▲+2.0%

Talen Energy to Report Third Quarter 2026 Financial Results on November 3, 2026

HOUSTON, Oct. 13, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen”) (NASDAQ: TLN) plans to report its third quarter 2026 financial and operating results on Tuesday, November 3, 2026, during a conference call and webcast beginning at 8 a.m. ET (7 a.m. CT). To listen to the earnings call, please register in advance for the webcast here. For participants joining the call via phone, please register here prior to the start time to receive dial-in information. A digital replay will be archiv

Yahoo·07:00TLN▲+2.0%

Talen: Cornerstone And Buybacks Strengthen The Buy Case

Talen Energy looks undervalued after a guidance raise and a $3B buyback plan. Click for more on TLN stock.

SeekingAlpha·04:45TLN▲+2.0%

Constellation vs. Talen: Does Talen’s Buyback Make the Cheaper Power Stock the Better Buy?

Constellation Energy Corporation (NASDAQ:CEG) and Talen Energy Corporation (NASDAQ:TLN) own generation assets that can benefit as data centers compete for dependable electricity. Talen offers the lower earnings price, but its latest repurchase financing makes the cash available behind that price more complicated. Using October 7 closing prices and consensus adjusted earnings for calendar 2026, Constellation […]

Yahoo·17:18TLN▲+2.0%

Will Talen Energy’s (TLN) 2027 CEO Transition Reframe Its Power and Infrastructure Risk Profile?

Talen Energy Corporation previously announced that President Terry L. Nutt will become CEO and join the Board on January 1, 2027, with current CEO Mark “Mac” A. McFarland stepping down then and serving as Senior Advisor until his retirement on March 1, 2027. This planned handover brings a finance-focused leader with deep energy trading and nuclear exposure to the top job, potentially influencing how Talen executes its power, PPA, and infrastructure ambitions. We’ll now examine how Terry...

Yahoo·06:14TLN▲+2.0%

Vistra vs. Talen: Which AI Power Stock Has the Stronger Cash-Flow Case?

AI data centers need dependable electricity, and Vistra Corp. (NYSE:VST) and Talen Energy Corporation (NASDAQ:TLN) offer two ways to own the plants supplying it. Both have nuclear generation and dispatchable fossil capacity. The harder question is how much of that opportunity becomes cash available to each shareholder after investment and financing. Talen’s September 29 announcement […]

Yahoo·22:38TLN▲+2.0%

CEG, VST, TLN Jump: Google’s Power Deal Sparks A Nuclear Rally

Constellation and Google announced two contracts on Tuesday, totaling about 3,590 megawatts, sparking buying in CEG, as well as peers VST and TLN.

Yahoo·14:31TLN▲2.0%

Constellation Energy Soars 12% on Google Nuclear Deal for 890 MW; Vistra Jumps 8%, Talen Energy Climbs 7%

A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG). Constellation Energy stock is at $300.30, rising 12% in morning trading. That jump follows a twenty-year power purchase agreement with Alphabet‘s (NASDAQ:GOOGL) Google that […]

Yahoo·10:06TLN▲+2.0%

Talen Energy (TLN) Buyback Puts Its Undervalued Narrative To The Test

Talen Energy (TLN) has put a US$3b share repurchase authorization and a US$1.5b accelerated buyback at the center of investor attention, funded by monetizing cleared PJM capacity revenues. Talen Energy’s latest buyback move comes after a mixed run, with the share price down 19.15% year to date and roughly 15.09% lower over three months, yet showing a 510.99% three year total shareholder return that points to powerful longer term momentum. Scan other power and infrastructure plays whose...

Yahoo·09:05TLN▲+2.0%

Talen Energy Expands Buyback Plan With $1.5B Accelerated Repurchase

TLN launches a $1.5B accelerated buyback and raises repurchase capacity to $3B, backed by contracted capacity revenues and cash flow.

Yahoo·09:08TLN▲+2.0%

Vistra’s Price Dropped 30% in 1 Year: Why One Wall Street Analyst Predicts 115% Returns From Here

Vistra has shed nearly 30% while Wall Street analysts keep raising their price targets, creating a gap that one top analyst thinks is worth 115% upside. The catch sits inside two words that management itself flagged as a problem: ERCOT prices.

Yahoo·07:15

Talen Energy Names New CEO; Announces $1.5 Billion Accelerated Share Repurchases, Raises Repurchase Capacity to $3 Billion

Talen Energy (TLN) said late Tuesday it has planned a CEO succession, $1.5 billion accelerated share

Yahoo·16:35TLN▲+2.0%

Talen Names Terry Nutt Chief Executive Officer and Announces $1.5 Billion Accelerated Share Repurchase

Mac McFarland to retire as CEO at year-end and serve as senior advisor through March 2027 Upsizes share repurchase program to a total of $3.0 billion through 2028 HOUSTON, Sept. 29, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” the “Company,” “we” or “our”) (NASDAQ: TLN), a leading independent power producer, today announced a planned CEO succession, $1.5 billion accelerated share repurchase transactions (“ASRs”) and an upsized $3.0 billion share repurchase program (“SRP”). The Boa

Yahoo·16:05TLN2.0%

Talen Forecasts ~$4B Adjusted Free Cash From H2 FY26 Through 2028 End, Expects $2.8B Adjusted Free Cash From H2 FY26 Through 2028 End

Talen Energy Corporation ("Talen," the "Company," "we" or "our") (NASDAQ:TLN), a leading independent power producer, today announced it forecasts approximately $4 billion of adjusted free

Benzinga·12:14TLN▲+2.0%

Talen Energy Appoints President Terry Nutt CEO, Effective Jan. 1, 2027, Succeeding Mac McFarland; Board Approves Upsized $3B Buyback Plan Through 2028

Talen Energy Corporation ("Talen," the "Company," "we" or "our") (NASDAQ: TLN), a leading independent power producer, today announced a planned CEO succession, $1.5 billion accelerated

Benzinga·12:06TLN▲+2.0%

Talen Energy: The Operational Mix The Market Is Overlooking

SeekingAlpha·08:55TLN▲+2.0%

SMR vs. TLN: Betting on Nuclear Growth or Proven Earnings?

NuScale Power's commercialization push and Talen Energy's cash-generating fleet highlight contrasting paths to rising U.S. electricity demand.

Yahoo·08:22TLN▲+2.0%

Talen Energy (TLN) Stock Looks Below Fair Value On Its 3 Year Surge

Talen Energy has delivered a very large 3 year share price gain while more recent trading has been weaker, and that mix of outcomes raises a simple question for investors who care about what they are paying for the company’s sales. The stock is up very sharply over 3 years, which puts real weight on whether the current valuation can still be grounded in the revenue it generates. The business model is tightly linked to power generation and energy sales, so expectations around how reliably...

Yahoo·16:11TLN▲+2.0%

Talen Energy (TLN) Gains as Regulatory Progress Enhances Data Center Framework

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

Yahoo·10:59TLN▲+2.0%