TLN

HOUSTON, July 15, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation ("Talen") (NASDAQ: TLN) plans to release its second quarter 2026 financial results on Wednesday, August 5, 2026, after market close. Chief Executive Officer Mac McFarland, President Terry Nutt, and Chief Financial Officer Cole Muller will discuss the financial and operating results during an earnings call at 4:30 p.m. ET (3:30 p.m. CT) on August 5, 2026. 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. For those unable to participate in the live event, a digital replay will be archived for approximately one year and available on the Events page of Talen's Investor Relations website linked here. About Talen Talen Energy (NASDAQ: TLN) is a leading independent power producer and energy infrastructure company dedicated to powering the future. We own and operate approximately 15.6 gigawatts of power infrastructure in the United States, including 2.2 gigawatts of nuclear power and a significant dispatchable fossil fleet. We produce and sell electricity, capacity, and ancillary services into wholesale U.S. power markets, with our generation fleet principally located in the Mid-Atlantic, Ohio, Indiana, and Montana. Our team is committed to generating power safely and reliably and delivering the most value per megawatt produced. Talen is also powering the digital infrastructure revolution. We are well-positioned to serve this growing industry, as artificial intelligence data centers increasingly demand more reliable power. Talen is headquartered in Houston, Texas. For more information, visit https://www.talenenergy.com/. Investor Relations:Sergio CastroVice President & [email protected] Media:Taryne WilliamsDirector, Corporate [email protected] Forward-Looking Statements This communication contains forward-looking statements within the meaning of the federal securities laws, which statements are subject to substantial risks and uncertainties. These forward-looking statements are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact included in this communication, or incorpo...

HOUSTON, July 14, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” “we,” or “our”) (NASDAQ: TLN), a leading independent power producer, today reported its results from the PJM Base Residual Auction for the 2028/2029 planning year. Talen cleared a total of 10,180 megawatts at a clearing price of $325 per megawatt-day across the PJM Interconnection Regional Transmission Organization, equating to approximately $1,208 million in capacity revenues for the 2028/2029 planning year. The planning year runs from June 1, 2028 through May 31, 2029. About Talen Talen Energy (NASDAQ: TLN) is a leading independent power producer and energy infrastructure company dedicated to powering the future. We own and operate approximately 15.6 gigawatts of power infrastructure in the United States, including 2.2 gigawatts of nuclear power and a significant dispatchable fossil fleet. We produce and sell electricity, capacity, and ancillary services into wholesale U.S. power markets, with our generation fleet principally located in the Mid-Atlantic, Ohio, Indiana, and Montana. Our team is committed to generating power safely and reliably and delivering the most value per megawatt produced. Talen is also powering the digital infrastructure revolution. We are well-positioned to serve this growing industry, as artificial intelligence data centers increasingly demand more reliable power. Talen is headquartered in Houston, Texas. For more information, visit https://www.talenenergy.com/. Investor Relations:Sergio CastroVice President & [email protected] Media:Taryne WilliamsDirector, Corporate [email protected] Forward-Looking Statements This communication contains forward-looking statements within the meaning of the federal securities laws, which statements are subject to substantial risks and uncertainties. These forward-looking statements are intended to qualify for the safe harbor from liability established by the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact included in this communication, or incorporated by reference into this communication, are forward-looking statements. Throughout this communication, we have attempted to identify forward-looking statements by using words such as "anticipate," "believe," "continue," "could," "estimate," "expect," "forecasts," "g...

Investing.com -- Goldman Sachs initiated coverage of two major U.S. independent power producers, arguing that tightening electricity supply and surging demand from data centers in the PJM power market will support higher power prices and earnings growth through the end of the decade. The brokerage launched coverage of Talen Energy with a Buy rating and a $499 price target, while assigning Constellation Energy a Neutral rating and a $305 target. Goldman said the PJM grid, which serves 67 million customers across 13 states and hosts roughly 35% of U.S. data center capacity, is experiencing a structural supply-demand imbalance driven by power plant retirements and growing electricity demand. Talen Energy emerged as Goldman’s preferred way to play the theme, with analysts citing the company’s 17-year power purchase agreement with Amazon Web Services, its nearly exclusive exposure to the PJM market, and valuation that they view as attractive relative to growth prospects. Goldman estimates Talen offers a potential total return of 29%, compared with 17% for Constellation. The bank expects PJM demand to grow at a 3% annual rate through 2035, fueled by data centers, manufacturing reshoring and electrification trends. At the same time, more than 40 gigawatts of thermal generation capacity have retired since 2010, while grid connection bottlenecks are slowing new supply additions. Goldman forecasts reserve margins in PJM could shrink from about 23% in 2026 to just 7% by 2030. The tightening market has already pushed PJM capacity auction prices to record highs, with recent auctions clearing at regulatory caps above $325 per megawatt-day. Goldman expects elevated capacity prices and firm power markets to persist, benefiting owners of existing nuclear and natural-gas-fired generation assets. While Goldman acknowledged ongoing regulatory uncertainty surrounding PJM’s proposed Reliability Backstop Procurement mechanism and data center-related power contracting, it expects greater clarity over the coming months to unlock additional power purchase agreements and support earnings revisions across the sector. Among major U.S. independent power producers, Goldman continues to favor Talen, Vistra and NRG Energy, while viewing Constellation’s premium valuation as already reflecting the scarcity value of its nuclear fleet, potential data-center contracts and benefits from its acqui...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Talen Energy (TLN) is back in focus after weak first quarter 2026 GAAP earnings and insider selling coincided with a 5 day, 14% slide in the stock, sharpening investor attention on the quality of profitability. See our latest analysis for Talen Energy. The recent 5 day slide sits within a mixed picture, with a 7 day share price return down 9.65% and year to date share price return down 11.05%, while the 1 year total shareholder return is 44.15%. This suggests momentum has cooled in the short term even as longer term holders remain ahead. If you are weighing up how Talen Energy fits alongside other opportunities in power and grid infrastructure, this is a good moment to look at 39 power grid technology and infrastructure stocks Put simply, Talen now trades after a sharp pullback, with a history of earnings volatility, insider selling and a large completed buyback. Investors may be asking whether this weakness is an entry point or whether the market is already pricing in future growth. At a last close of $352.88 against a narrative fair value of $469.57, Talen Energy is framed as undervalued, with that gap built on ambitious earnings and margin assumptions. Read the complete narrative. Curious what turns loss making results today into the cash flow profile behind that fair value? Revenue acceleration, margin expansion and future earnings multiples all do heavy lifting in this narrative. Result: Fair Value of $469.57 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on gas reliant assets and debt funded growth. Faster decarbonization policy or weaker power pricing could quickly challenge those upbeat assumptions. Find out about the key risks to this Talen Energy narrative. While the narrative fair value of $469.57 frames Talen as 24.9% undervalued, the simple P/S check pushes back hard. At around 5x sales, the stock trades well above both peers at 2.2x and the North American renewable energy group at 2.6x, and also above a 3.3x fair ratio that the market could move toward. If sentiment cools, the current premium may represent either a cushion or a cliff edge for new buyers. See what the numbers say about this price — find out in our valuation breakdown. Giv...

Nuclear stock Vistra and Energy Fuels reported strong earnings and outlook Thursday. But their shares closed lower amid a broader market reversal. NuScale Power missed views after market close. Oklo is due next week.

HOUSTON (AP) — HOUSTON (AP) — Talen Energy (TLN) on Tuesday reported first-quarter earnings of $63 million. On a per-share basis, the Houston-based company said it had net income of $1.33. Earnings, adjusted for non-recurring costs, were $5.55 per share. The results surpassed Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was for earnings of $5.28 per share. The power generation and infrastructure company posted revenue of $1.13 billion in the period, which also beat Street forecasts. Four analysts surveyed by Zacks expected $1.02 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on TLN at https://www.zacks.com/ap/TLN

Talen Energy (TLN) reported Q1 earnings late Tuesday of $1.33 per diluted share, swinging from a los

Earnings Release Highlights First quarter GAAP Net Income of $63 million. First quarter Adjusted EBITDA of $473 million and Adjusted Free Cash Flow of $350 million. Reaffirming 2026 Adjusted EBITDA and Adjusted Free Cash Flow guidance ranges of $1,750 million - $2,050 million and $980 million - $1,180 million, respectively. Signed definitive agreement to acquire the Lawrenceburg Power Plant (“Lawrenceburg”) in Indiana, and the Waterford Energy Center (“Waterford”) and Darby Generating Station (“Darby”) each in Ohio (collectively, the “Cornerstone Acquisition”) from Energy Capital Partners (“ECP”). Raised $4 billion to finance the Cornerstone Acquisition and redeem $1.2 billion of 8.625% Senior Secured Notes. Expecting more than an aggregate $40 million annual interest savings as a result of the 8.625% Senior Secured Notes redemption. HOUSTON, May 05, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” the “Company,” “we,” or “our”) (NASDAQ: TLN), a leading independent power producer, today reported its first quarter 2026 financial results and other highlights. “Talen started the year strong and today we are reporting first quarter results, earning $473 million of Adjusted EBITDA and $350 million of Adjusted Free Cash Flow. We continue to progress the Cornerstone Acquisition and secured financing in April. During the quarter, we repurchased 300,000 shares for $100 million under our share repurchase program and have $1.9 billion remaining through year end 2028. With strong first quarter results, and until we close the Cornerstone Acquisition, we are reaffirming our 2026 guidance,” said Talen Chief Executive Officer Mac McFarland. He continued, “We continue to progress on several land development and contracting growth options through our flywheel strategy.” Operating Results (Unaudited) __________________ (a) Total generation is net of station use consumption, where applicable. Volumes associated with acquired and sold generation facilities are presented for the periods in which Talen owned the facilities. For the quarter ended March 31, 2026, Talen reported GAAP Net Income of $63 million, Adjusted EBITDA of $473 million, and Adjusted Free Cash Flow of $350 million. Compared with the three months ended March 31, 2025: GAAP Net Income increased by $198 million primarily due to increases of capacity revenues and energy and other revenues, net of fuel and...

Talen reported strong Q1 operational results with $473 million of adjusted EBITDA and $350 million of adjusted free cash flow, and reaffirmed 2026 guidance of $1.75–2.05 billion adjusted EBITDA and $980 million–1.18 billion adjusted free cash flow. The company is moving to close its Cornerstone acquisition “as soon as this summer,” has cleared HSR and filed a FERC 203 application, and pre-funded deal financing with a $4 billion senior unsecured note sale (blended ~6.25%) while retiring $1.2 billion of higher‑cost secured debt to cut interest expense and improve leverage. Talen is pursuing a data‑center growth strategy using a “hybrid” mix of existing generation and new builds, targeting multiple 1+ GW PPAs, up to 3,000 acres that could support 3–4 GW of capacity, and advancing >2 GW of gas and storage projects into PJM interconnection studies. Interested in Talen Energy Corporation? Here are five stocks we like better. Atomic Dividends: Big Tech's New Energy Bet Talen Energy (NASDAQ:TLN) reported first-quarter 2026 results that management said reflected strong operational performance through winter weather events, continued tightening in PJM power markets, and the early benefits of recent acquisitions. The company also reaffirmed its 2026 guidance, outlined a preliminary outlook for 2027 and 2028 that includes its pending Cornerstone acquisition, and provided an update on its developing data center-focused contracting and land strategy. For the first three months of 2026, President Terry Nutt said Talen generated $473 million of adjusted EBITDA and $350 million of adjusted free cash flow. Nutt highlighted strong fleet performance “during the frigid temperatures and icy conditions” in late January and early February, and said the company is in the middle of the spring outage season. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook 2 Defensive Energy Stocks to Hedge Against Trade Turmoil Nutt said the refueling outage at Susquehanna Unit 1 progressed efficiently, benefiting from “learnings” from similar work executed on Unit 2 last spring, and that the unit was synchronized back to the grid the day before the call. He also pointed to safety results, saying the company’s recordable incident rate was 0.37, which he said remained below the industry average. Operationally, Nutt said the fleet generated approximately 16 TWh of electricity and ach...

Delivered strong operational performance during winter cold events, with the Susquehanna Unit 1 refueling outage completing ahead of schedule to maximize availability. Attributed significant year-over-year growth in adjusted EBITDA and free cash flow to the successful integration of the Freedom and Guernsey acquisitions and higher spark spreads. Articulated a 'hybrid model' strategy that leverages existing generation for immediate speed-to-market while supplementing with new-build gas and storage assets for long-term reliability. Observed a 3% increase in weather-adjusted PJM demand, validating management's view that tightening supply-demand fundamentals are driving higher dispatch for the flexible fleet. Positioned the portfolio to reach 35% long-term contracted gross margin upon the full ramp of the AWS PPA, with a strategic target to reach 50% through incremental 1 GW contracts. Noted that recent widening of the West Hub to PPL zonal basis is likely driven by temporary transmission work rather than fundamental shifts, representing a potential reversion upside. Reaffirmed 2026 guidance while providing a preliminary 2027-2028 outlook that projects significant free cash flow per share growth, reaching approximately $41 per share by 2028 including buybacks. Anticipates closing the Cornerstone acquisition by summer 2026 following expected regulatory approvals from FERC and the Indiana Utility Regulatory Commission. Advancing a 2 GW pipeline of gas and storage projects, with initial development being capital-light and future spending tied strictly to customer contracts or PJM Reliability Backstop Procurement (RVP) awards. Expects 2026 to be a year of 'market rationalization' for development projects, focusing on a pipeline of 3 to 4 gigawatts of data center capacity across 3,000 acres of land. Assumes a capital allocation strategy utilizing 70% of available free cash flow for share repurchases, leaving approximately $1 billion in additional cash for further strategic flexibility through 2028. Executed a $4 billion senior unsecured notes offering to de-risk Cornerstone financing and retire $1.2 billion of 8.625% senior secured notes, reducing annual interest expense by over $40 million. Strategically shifted the debt composition from 60% secured to 30% secured, resulting in improved credit ratings and enhanced liquidity through upsized revolving credit facilitie...

Image source: The Motley Fool. Tuesday, May 5, 2026 at 4:30 p.m. ET Chief Executive Officer — Mac McFarland Chief Operating Officer — Terry L. Nutt Chief Financial Officer — Cole Muller Senior Vice President, Commercial — Christopher E. Morice Need a quote from a Motley Fool analyst? Email [email protected] Mac McFarland: Great. Thank you, Sergio, and good afternoon, everyone. We appreciate your interest in Talen Energy Corporation, and we look forward to the discussion during our Q&A. I will start with our first quarter results. In the first quarter, we delivered strong operational and financial results, including strong plant performance during the winter cold events, and we are off to a good start to the outage season. In fact, we are in start-up at Susquehanna, slightly exceeding our planned outage duration. Terry and Cole will discuss all of this in more detail later. Also in the first quarter, we signed a Cornerstone transaction advancing our Talen Energy Corporation flywheel strategy and adding meaningful free cash flow per share growth through acquisitions. Today, we are reaffirming our 2026 guidance and providing a preliminary view of our 2027 and 2028 outlooks. Our 2026 guidance does not include the Cornerstone assets; however, we expect to close as soon as this summer and we will update 2026 guidance once we close. We recently closed on the financing for the Cornerstone acquisition, which positions us to close as quickly as possible once we obtain all regulatory approvals. Cole will explain why we acted now in more detail. In short, the carry cost of funding now should be more than offset by closing as soon as possible. We have also reduced market volatility risk and replaced some higher-cost debt. Our preliminary 2027 and 2028 outlooks do include the Cornerstone assets as well as other updates, including higher current forward mark-to-market values from March 31 of this year, improved financing costs, and several other changes. These outlooks show significant year-over-year growth in free cash flow per share and meaningful upside versus the outlook we shared this past January. This demonstrates the strength of our business and our continued ability to return cash to shareholders through meaningful share repurchases. These outlooks also imply we are trading at double-digit free cash flow yields, which we do not believe reflect our increasingly contracte...

Talen Energy Corporation (TLN) came out with quarterly earnings of $5.55 per share, beating the Zacks Consensus Estimate of $5.28 per share. This compares to earnings of $0.82 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +5.03%. A quarter ago, it was expected that this power generation and infrastructure company would post earnings of $2.8 per share when it actually produced earnings of $2.94, delivering a surprise of +5%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Talen Energy Corporation, which belongs to the Zacks Alternative Energy - Other industry, posted revenues of $1.13 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 11.04%. This compares to year-ago revenues of $390 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Talen Energy Corporation shares have added about 2.6% since the beginning of the year versus the S&P 500's gain of 5.2%. While Talen Energy Corporation has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Talen Energy Corporation was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with t...