Talen Energy Corporation (NASDAQ:TLN) is one of the best AI energy stocks to buy now. Scotiabank Modestly Bullish on Talen Energy (TLN) Amid Attractive Valuation Following Three Gas-Fired Power Plants Acquisition Photo from PBF Energy LinkedIn On January 16, 2026, Scotiabank raised its price target on Talen Energy Corporation (NASDAQ:TLN) from $428 to $463, while reiterating its ‘Sector Perform’ rating. The update followed the company’s acquisition of three gas-fired power plants from Energy Capital Par ...

These ten large-cap stocks were the worst performers last week. Are they a part of your portfolio?AeroVironment, Inc. (NASDAQ:AVAV) decreased 19.45% this week after the US government issued a stop work order to AeroVironment on SCAR program.DraftKings Inc. (NASDAQ:DKNG) fell 14.4% this week. Sr. betting analyst Bill Speros posted on X that a judge allowed Massachusetts to block Kalshi from offering sports-related contracts in the state. He quoted the ruling saying the state can seek an injunction unless Kal ...

Talen Energy ( TLN ) has followed the IPP and utility market downward as AI uforia has faded in recent months. The company is now down 15% from my previous coverage in October.I am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appreciation. ...

Talen Energy Corporation (NASDAQ:TLN) is included among the 10 Best Performing Utility Stocks in 2025. Talen Energy (TLN) Buys Three Gas-Fired Power Plants Talen Energy Corporation (NASDAQ:TLN) is a leading independent power producer and energy infrastructure company with 13.1 GW of generation assets. Talen Energy Corporation (NASDAQ:TLN) shot up by almost 12% on January 15 when the company announced that it had signed definitive agreements to acquire three gas-fired power plants in the PJM Interconnect ...

Core Viewpoint - Talen Energy is acquiring three natural gas generation plants from Energy Capital Partners for approximately $3.45 billion, which will increase its natural gas capacity by about 2.6 gigawatts [1] Company Summary - The acquisition will enhance Talen Energy's portfolio by adding significant natural gas generation capacity [1] - The deal is valued at around $3.45 billion, indicating a substantial investment in expanding energy infrastructure [1] Industry Summary - The transaction reflects ongoing trends in the energy sector, particularly the focus on natural gas as a key component of energy generation [1] - The addition of 2.6 gigawatts of capacity aligns with industry movements towards increasing reliance on natural gas for energy production [1]

Core Viewpoint - The Trump administration is expected to sign an agreement aimed at curbing electricity prices, leading to a decline in stock prices of major U.S. power companies [1] Company Impact - Talen Energy (TLN.US) shares fell by 8% following the news [1] - Vistra Energy (VST.US) experienced a 6.9% drop in its stock price [1] - Constellation Energy (CEG.US) saw a decrease of 6.3% in its share value [1]

Core Viewpoint - Talen Energy Corporation is experiencing significant stock price movement and is expanding its asset base through a major acquisition, which is expected to enhance its financial performance and cash flow generation capabilities [1][2][3]. Group 1: Stock Performance - Talen Energy shares increased by 11.8% to close at $419.07, with trading volume significantly higher than usual [1]. - The stock has gained 6.5% over the past four weeks, indicating positive momentum [1]. Group 2: Acquisition Details - Talen Energy announced the acquisition of approximately 2.6 GW of natural gas generation assets in Ohio and Indiana for $3.45 billion, which will strengthen its position in the western PJM market [2]. - This acquisition is expected to enhance the company's capacity to support large-scale customers and is projected to be immediately accretive to adjusted free cash flow per share [3]. Group 3: Financial Expectations - The company is anticipated to report quarterly earnings of $2.82 per share, reflecting a year-over-year increase of 55.8%, with revenues expected to reach $690.13 million, up 47.8% from the previous year [4]. - The consensus EPS estimate for the quarter has been revised 31.6% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation [5]. Group 4: Industry Context - Talen Energy operates within the Zacks Alternative Energy - Other industry, where Excelerate Energy, another company in the sector, has also shown positive stock performance [6]. - Excelerate Energy's EPS estimate has remained unchanged, reflecting a year-over-year decline of 27.5%, and it currently holds a Zacks Rank of 3 (Hold) [7].

Group 1: Robotics Sector - The robotics concept stocks experienced a broad increase, with notable gains from companies like XAG (02590) up 5.93%, Yunji (02670) up 5.10%, and Blues Technology (06613) up 4.82%. According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units by 2025, with Zhiyuan Robotics leading the market in installations [1][2] - Tianyue Advanced (02631) surged over 15.8% as a report from Zheshang Securities highlighted its active expansion into silicon carbide applications in emerging fields, indicating long-term growth potential [1] - WeRide (00800) rose over 3.4% as it announced that its global Robotaxi fleet will reach 1,000 vehicles by January 12, 2026, with successful commercial operations in cities like Guangzhou, Beijing, and Abu Dhabi [1] - Cao Cao Mobility (02643) increased nearly 8% following its announcement of two strategic acquisitions, including a full acquisition of Weixing Technology and plans to acquire Geely Business Travel [1] Group 2: Energy and Materials Sector - Oil and gas stocks saw significant declines, with Shandong Molong (00568) dropping over 8.1% due to a sharp decrease in international oil prices, with Brent crude futures falling by $2.76 or 4.15% to $63.76 per barrel [2] - Innovation Industry (02788) rose nearly 8% as aluminum prices have surged significantly since 2026, with Huatai Securities indicating that the overall supply-demand tightness will continue, supporting a long-term profit increase in the aluminum sector [2] Group 3: Aerospace and Technology Sector - The commercial aerospace sector showed signs of recovery, with companies like Asia Pacific Satellite (01045) and JunDa Co. (02865) both rising by 5.02%. This follows Elon Musk's announcement that SpaceX aims to increase Starship launch frequency to over once per hour within three years [2] - Weichai Power (02338) increased over 4.9% as it announced advancements in solid-state battery research and strong demand for its power generation products [3] - Zhaoyi Innovation (03986) rose over 6.2% as a Counterpoint Research report indicated that the memory market has entered a "super bull market," surpassing historical highs from 2018 [4] Group 4: US Market Highlights - Nuclear power stocks strengthened, with Talen Energy (TLN.US) up 11.8% and Vistra Energy (VST.US) up 6.63%, following news of a new bipartisan bill proposing a $2.5 billion Strategic Resilience Reserve to secure key minerals domestically [5] - Morgan Stanley (MS.US) rose 5.78% after reporting Q4 revenue growth of 10% to $17.89 billion, exceeding market expectations [5] - The weight loss drug sector faced pressure, with Eli Lilly (LLY.US) down 3.76% as its weight loss drug was placed under FDA review, delaying a decision until April 2026 [6] - Dell Technologies (DELL.US) increased by 0.82% as Omdia reported a significant recovery in the global PC market, with a projected 9.2% increase in total shipments for 2025 [8]

PresentationLadies and gentlemen, thank you for standing by. Welcome to Talen Energy Business Update Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would like now to turn the conference over to Sergio Castro, Vice President and Treasurer. Please go ahead.Sergio CastroVice President & Treasurer Thank you, Michelle. Good morning, everyone, and thank you for joining Talen's conference call. Participating on today's call are Chief Executive Officer, Mac McFarland; P ...

PresentationRoy Campbell Good afternoon and welcome. I am Roy Campbell, and I am pleased to announce that I've recently joined Aspen in the capacity of Investor Relations, working closely with Stephen, Sean and Sanelisiwe. It is good to be on board, and we look forward to interacting with many of you going forward. This afternoon is an opportunity to engage with the market and to walk you through a transaction that was announced on the 29th of December, being the divestment of Aspen APAC. Stephen and Sean ...