TLN
Talen Energy Corporation Common Stock
About: Talen Energy Corp is an independent power producer and infrastructure company. The company owns and operates approximately 10.7 gigawatts of power infrastructure in the United States. The group produces and sells electricity, capacity, and ancillary services into wholesale U.S. power markets, including PJM and WECC, with its generation fleet located in the Mid-Atlantic and Montana.
Employees: 4,981
0
Funds holding %
of 6,831 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
10,900% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 2
3,524% more capital invested
Capital invested by funds: $258M [Q2] → $9.34B (+$9.08B) [Q3]
1,817% more funds holding
Funds holding: 12 [Q2] → 230 (+218) [Q3]
1,200% more funds holding in top 10
Funds holding in top 10: 3 [Q2] → 39 (+36) [Q3]
97.83% more ownership
Funds ownership: 1.81% [Q2] → 99.64% (+97.83%) [Q3]
47% more call options, than puts
Call options by funds: $89.1M | Put options by funds: $60.4M
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$250
7%
upside
Avg. target
$266
14%
upside
High target
$293
25%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
B of A Securities Ross Fowler 63% 1-year accuracy 15 / 24 met price target | 8%upside $253 | Buy Initiated | 3 Feb 2025 |
Barclays Nicholas Campanella 61% 1-year accuracy 48 / 79 met price target | 25%upside $293 | Overweight Maintained | 27 Jan 2025 |
UBS William Appicelli 73% 1-year accuracy 8 / 11 met price target | 15%upside $269 | Buy Maintained | 3 Jan 2025 |
Oppenheimer Ian Zaffino 78% 1-year accuracy 25 / 32 met price target | 7%upside $250 | Outperform Maintained | 9 Dec 2024 |
Financial journalist opinion
Based on 17 articles about TLN published over the past 30 days
Positive
Benzinga
1 day ago
Talen Energy To Benefit From DeepSeek, 'Lucrative Datacenter Contract': Analyst
Energy and utility stocks have been in focus after last week's launch of China's open-source AI model DeepSeek, which promises lower energy consumption than existing AI technologies.
Positive
Zacks Investment Research
6 days ago
Can Talen Energy Corporation (TLN) Climb 30.56% to Reach the Level Wall Street Analysts Expect?
The average of price targets set by Wall Street analysts indicates a potential upside of 30.6% in Talen Energy Corporation (TLN). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Neutral
Yahoo Finance
1 week ago
Why China's DeepSeek cast 'uncertainty' on utility stocks
Utility stocks (XLU) are rebounding Tuesday morning following yesterday's market downturn triggered by Chinese artificial intelligence (AI) startup DeepSeek. Jefferies managing director of US power, utilities, and clean energy research Paul Zimbardo joins Morning Brief to analyze the sector's outlook.
Positive
Seeking Alpha
1 week ago
DeepSeek: Why REITs And Utilities Loved The News
The market reacted strongly to the unveiling of China's AI, DeepSeek, with AI stocks plummeting and REITs and utilities trading up significantly. Investors are shifting towards predictable returns from REITs and regulated utilities, which offer 8%-10% expected returns, amid uncertainties surrounding AI's future profitability. The DeepSeek news has made the steady cashflows of REITs and utilities more attractive as the allure of AI's unbridled growth diminishes.
Negative
Reuters
1 week ago
Talen goes to court over FERC's Amazon co-located data center rejection
Talen Energy is asking a U.S. appeals court to weigh in on a decision by federal regulators last year to reject a power agreement for an Amazon data center connected directly to Talen's Pennsylvania nuclear plant, according to court filings this week.
Negative
Reuters
1 week ago
US power stocks plummet as DeepSeek raises data center demand doubts
Shares of U.S. power, utility and natural gas companies sold off on Monday in some of the biggest recorded one-day drops, as new AI technology from Chinese start-up DeepSeek cast doubt on a projected surge in U.S. electricity demand and tech spending.
Negative
CNBC Television
1 week ago
Tech and utilities lead stocks lower amid market sell-off
CNBC's Brian Sullivan joins 'Power Lunch' to discuss how energy stocks are moving on the market sell-off.
Neutral
Zacks Investment Research
1 week ago
Buy 5 Nuclear Energy Stocks to Tap Huge AI-Powered Data Center Growth
Five nuclear energy stocks have strong potential for 2025. These are: CEG, BWXT, D, TLN, PCG.
Positive
Zacks Investment Research
2 weeks ago
Energy Sector Gains Momentum: 3 Top Ranked Stocks to Buy Now
The energy sector has emerged as 2025's early market leader, surging nearly 10% year-to-date amid a powerful confluence of catalysts. A renewed focus on domestic energy production under the new administration, combined with soaring power demands from artificial intelligence infrastructure, has created a particularly favorable environment for energy stocks.
Positive
Benzinga
2 weeks ago
4 Stocks to Buy for "Higher for Longer" Interest Rates
Markets tumbled this week as a number of factors came into focus, pointing toward rates that would remain higher for longer. A hot jobs report sent stocks plummeting as the economy added 256,000 jobs vs 155,000 expected, dampening the prospects of multiple rate cuts in 2025.
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