Professional
Added to YB: 2025-09-11
Pitch date: 2025-06-30
TLN [neutral]
Talen Energy Corporation
+22.45%
current return
Author Info
No bio for this author
Company Info
Talen Energy Corporation, an independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States.
Market Cap
$16.5B
Pitch Price
$291.03
Price Target
N/A
Dividend
N/A
EV/EBITDA
30.68
P/E
79.26
EV/Sales
8.10
Sector
Independent Power and Renewable Electricity Producers
Category
growth
Loomis Sayles Small Cap Value Fund Portfolio Holding: Talen Energy Corporation
TLN (holding update): Mid-Atlantic power producer emerged from 2022 bankruptcy with undervalued nuclear assets. March 2024 Amazon AWS deal for adjacent data center + contracted ~half nuclear capacity at premium rates. 2025 AI/reshoring driving power demand acceleration. Q2 2025 expanded Amazon deal addresses regulatory concerns.
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