Latest TLN news

TLN Drops 33.3% in 3 Months as Risks Test Its Cash Flow Story

Zacks Investment Research · Mon, 21 Sep 2026 10:21:05 -0400

Talen Energy's stronger cash generation offers support, but debt, pricing pressure and data-center execution risks keep the recovery case unsettled.

Is TLN Worth Buying as Cash Flow Improves Despite High Debt?

Zacks Investment Research · Mon, 21 Sep 2026 10:16:11 -0400

Talen Energy's valuation sits below its historical and sub-industry multiples, while its capital-return plan ties buybacks to stronger cash generation.

Talen Raises 2026 Guidance as Cornerstone Boosts Cash Flow

Zacks Investment Research · Mon, 21 Sep 2026 10:16:09 -0400

Talen Energy's enlarged fleet and stronger market backdrop set a higher benchmark for converting favorable power conditions into sustained cash generation.

The AI Boom Has a Power Problem. These 3 Utilities Are Getting Paid to Solve It.

24/7 Wall Street · Thu, 17 Sep 2026 11:06:44 -0400

US data center demand has outrun the grid's ability to add generation, and the power buyers know it. PJM's most recent Base Residual Auction for the 2028/2029 delivery year cleared at $325.

Vistra vs. Constellation vs. Talen Energy: Which Nuclear-Heavy Stock Is the Better AI-Power Bet?

The Motley Fool · Wed, 16 Sep 2026 21:05:00 -0400

Constellation Energy boasts the nation's largest nuclear fleet and has long-term agreements with Microsoft and Meta Platforms. Vistra also has large energy capacity and long-term agreements with Amazon Web Services, Meta Platforms, and Helix Digital Infrastructure.

Talen Energy: The Cash Flow Behind The Data Center Story

Seeking Alpha · Fri, 11 Sep 2026 13:32:38 -0400

Talen Energy offers a compelling entry point after a price decline, leveraging existing assets and a major Amazon nuclear contract to enhance earnings durability. The Amazon deal secures up to 1,920 MW of nuclear power through 2042, improving cash flow visibility but not guaranteeing indefinite margin expansion. TLN guides to $2.125B adjusted EBITDA and $1.275B adjusted free cash flow for the year, with next year's base case at $2.5B EBITDA and a target price of $431 per share.

3 Small Nuclear Stocks Wall Street Has Not Fully Priced for the AI Power Shortage Yet.

24/7 Wall Street · Tue, 08 Sep 2026 12:14:26 -0400

Small modular reactors sit at the intersection of the two biggest stories in power right now: hyperscalers scrambling for firm, carbon-free baseload, and a US grid that has not built meaningful new nuclear capacity in a generation.

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