Talen Energy Corporation (TLN)

Lone Pine Capital’s Q1 2026 13F update: portfolio fell to $12.54B, new stakes and big exits.

Talen Energy (TLN) Stock May Be Overvalued On Fresh PJM Auction Revenue

Talen Energy stock has delivered a very large 3 year return, yet the current valuation checks and recent pullback raise questions about how much of that strength is already reflected in the price. Over the past 3 years, Talen Energy has returned a very large multiple on the share price. This puts extra focus on whether current buyers are paying a premium for that recovery. The recent PJM capacity auction result, which secured contracted revenue visibility for Talen Energy’s generation fleet,...

Talen Energy (TLN) Could Be 23% Undervalued Following Earnings And Analyst Calls

Fresh analyst commentary on Talen Energy (TLN), along with its latest quarterly report showing higher revenue and net profit than a year earlier, has put the stock back on the radar for many investors. See our latest analysis for Talen Energy. The recent analyst attention and earnings update come after a period of mixed momentum for Talen Energy, with the share price down 11.33% over the past 30 days and 9.28% year to date. However, the company has delivered a very large 3 year total...

Goldman lifts data center capacity outlook, flags utility stocks set to benefit

Investing.com -- Global data center capacity is set to expand far faster than previously expected over the rest of the decade, driven by surging AI infrastructure demand, but supply is still likely to remain tight as hyperscalers and emerging cloud providers race to secure computing power.