Notícias

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

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...

BE stock's 20% rally in a month, rising AI data-center demand, the S&P 500 inclusion and improving EPS estimates boost its appeal despite a premium valuation.

Talen Energy Corporation recently reported second-quarter 2026 results showing sales rising to US$959 million and revenue to US$747 million, but swinging from net income of US$72 million a year earlier to a net loss of US$92 million, or US$2 basic and diluted loss per share from continuing operations. Despite the quarterly loss, Talen has materially strengthened its forward profile by completing a US$1.48 billion share buyback retiring 18.96% of shares and boosting Adjusted EBITDA and...

Talen Energy Corporation (TLN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Talen Energy Corporation (TLN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Shares of some upstream, services, and independent power producers could gain more than 20%. Where to invest.

A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record set all the way back in August 2006. Dan Leonard, Director of Forecasting for the USA at MetDesk, joined CNBC on July 1st ... Record Heat Dome Drove the Grid to All-Time Peak Demand Friday: Here’s 4 Stocks To Buy As Things Heat Up

IBM upgrade, SpaceX initiation among today's top calls on Wall Street

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.62%. June E-mini S&P futures (ESM26 ) are up +0.80%, and June E-mini Nasdaq futures...

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.

SpaceX initiated, Salesforce upgraded: Wall Street's top analyst calls

The once-hot nuclear fission stock Oklo climbed 3.5% on Thursday. Meanwhile, Centrus Energy rose about 8.5% after news of the deal broke.

Talen Energy Corporation (TLN) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

(Bloomberg) -- Junk-rated firms are rushing to reprice and refinance existing US-dollar debt, seizing on renewed investor appetite for riskier loans to slash borrowing costs. Most Read from BloombergInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaIran Makes New Offer on Uranium in Response to US, WSJ SaysNvidia’s CEO to Miss China Trip After Year of Travels With TrumpMore than 20 companies have kicked off deals to c

Talen Energy Corporation (NASDAQ:TLN) is one of the 15 Best Power Generation Stocks To Buy For Data Center Demand. On May 5, 2026, Talen Energy Corporation (NASDAQ:TLN) reported Q1 EPS of $1.33 compared to ($2.94) last year, while revenue came in at $1.12B versus $1.07B consensus. CEO Mac McFarland said the company generated $473M in […]

Talen Energy Corporation (TLN) delivered earnings and revenue surprises of +5.03% and +11.04%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

We just covered the Billionaire Howard Marks’ 10 Stock Picks with Huge Upside Potential and Talen Energy Corporation (NASDAQ:TLN) ranks 7th on this list. Talen Energy Corporation (NASDAQ:TLN) first appeared in the 13F portfolio of Oaktree Capital Management in the third quarter of 2023. This position comprised just under 700,000 shares. The fund reduced this […]

The market has a funny way of chasing what’s visible while missing what actually powers it. Everyone is focused on AI chips, software, and trillion-dollar tech giants. But here’s the question investors should be asking: what happens when all that computing power needs electricity — lots of it? Data centers don’t run on code alone. ... The 1 Energy Stock You Should Be Buying for the $700 Billion AI Spending Spree

Howard Marks, co-founder of Oaktree Capital Management, built his reputation by focusing on cycles, capital flows, and where the risk-reward has shifted in his favor. When Oaktree starts adding to positions, it usually reflects a broader view about where real-world demand is heading, not just short-term price action. Recent filings show the asset manager has been building ... Billionaire Howard Marks Is Buying These 3 Power and Real Asset Stocks for the AI Boom

BE trades above its 50 and 200-day SMAs as clean-power demand from AI data centers lifts momentum after a 91.8% six-month run.