{"data":{"ticker":"TLN","slug":"talen-energy","name":"Talen Energy","exchange":"NASDAQ","sector":"Utilities","headquarters":"Houston, Texas","ceo":"Mark Allen McFarland","employees":1880,"website":"https://www.talenenergy.com","founded":"2015","layers":[{"slug":"power-energy","name":"Power & Energy"}],"exposure":{"score":60,"tier":"Strategic","rationale":"Talen sells power from its Susquehanna nuclear plant and gas fleet, including an expanded 1,920 MW agreement supplying Amazon data centers. The thesis is monetizing scarce firm power into AI demand, making the buildout the central driver despite merchant market swings."},"quote":{"price":338.64,"change24hPct":7.09,"change7dPct":-1.31,"change30dPct":-5.73,"change1yPct":-12.4,"high52w":438.12,"low52w":282.15,"marketCap":14732639232,"peRatio":null,"eps":-5.59,"volume24h":428510653},"nextEarningsDate":"2026-11-03","summary":"Talen Energy is an independent power producer. It generates and sells electricity from its Susquehanna nuclear plant and a fleet of gas plants, earning revenue from power sales into wholesale markets and long term agreements.","explainer":["Talen Energy is an independent power producer. It generates and sells electricity from its Susquehanna nuclear plant and a fleet of gas plants, earning revenue from power sales into wholesale markets and long term agreements.","Its defining AI contract is with Amazon: an expanded agreement to supply 1,920 MW from Susquehanna to Amazon data centers. That deal turns nuclear output that once sold into merchant markets into committed supply for AI infrastructure, alongside its gas generation business.","Founded in 2015 and headquartered in Houston, Texas, Talen employs about 1,900 people under CEO Mark Allen McFarland and trades on the NASDAQ."],"buildoutRole":"Talen sits in the Power & Energy layer of the buildout, where AI demand meets the grid. Data centers need firm, around the clock power, and nuclear plants like Susquehanna are among the few sources that can promise it. Talen's expanded 1,920 MW agreement with Amazon is the model: monetizing scarce firm power directly into AI demand. Merchant market swings still matter to its gas fleet, but the buildout is the central driver, and Supercycle scores its exposure at 60 out of 100.","faq":[{"q":"What does Talen Energy do?","a":"Talen generates and sells electricity from its Susquehanna nuclear plant and a gas fleet, earning revenue from wholesale power markets and long term supply agreements."},{"q":"How is Talen exposed to AI?","a":"Its expanded 1,920 MW agreement supplying Amazon data centers from Susquehanna makes monetizing firm power into AI demand the central thesis. Supercycle scores its AI exposure at 60 out of 100."},{"q":"What is Talen's deal with Amazon?","a":"An expanded agreement under which the Susquehanna nuclear plant supplies 1,920 MW of power to Amazon data centers, converting merchant nuclear output into committed AI infrastructure supply."},{"q":"Who leads Talen and where is it based?","a":"CEO Mark Allen McFarland leads Talen from Houston, Texas. Founded in 2015, the company employs about 1,900 people and trades on the NASDAQ."},{"q":"Is TLN a pure play AI stock?","a":"No. Talen is a power producer whose gas fleet still rides merchant markets, but AI data center demand for its nuclear output is the central driver. Its Supercycle score is 60 out of 100."}],"history1y":[{"date":"2026-09-28","close":303.5},{"date":"2026-09-29","close":314.84},{"date":"2026-09-30","close":312.69},{"date":"2026-10-01","close":323.09},{"date":"2026-10-02","close":320.77},{"date":"2026-10-05","close":331.87},{"date":"2026-10-06","close":373.11},{"date":"2026-10-07","close":378.32},{"date":"2026-10-08","close":359.22},{"date":"2026-10-09","close":378.57},{"date":"2026-10-12","close":379.77},{"date":"2026-10-13","close":382.14},{"date":"2026-10-14","close":358.42},{"date":"2026-10-15","close":353.6},{"date":"2026-10-16","close":354.81},{"date":"2026-10-19","close":351.22},{"date":"2026-10-20","close":349.43},{"date":"2026-10-21","close":359.49},{"date":"2026-10-22","close":331.42},{"date":"2026-10-23","close":327.91},{"date":"2026-10-26","close":337.78},{"date":"2026-10-27","close":345.73},{"date":"2026-10-28","close":347.75},{"date":"2026-10-29","close":348.85},{"date":"2026-10-30","close":343.12},{"date":"2026-11-02","close":332.99},{"date":"2026-11-03","close":357.28},{"date":"2026-11-04","close":326.78},{"date":"2026-11-05","close":316.23},{"date":"2026-11-06","close":338.64}],"incomeStatements":[{"ticker":"TLN","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","revenue":2626000000,"cost_of_revenue":1625000000,"gross_profit":1001000000,"operating_expense":0,"operating_income":16000000,"net_income":-219000000,"earnings_per_share":-4.79,"earnings_per_share_diluted":-4.79,"research_and_development":0,"selling_general_and_administrative_expenses":624000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"TLN","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","revenue":2073000000,"cost_of_revenue":1409000000,"gross_profit":664000000,"operating_expense":0,"operating_income":165000000,"net_income":998000000,"earnings_per_share":17.67,"earnings_per_share_diluted":17.67,"research_and_development":0,"selling_general_and_administrative_expenses":163000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"TLN","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","revenue":2412000000,"cost_of_revenue":1642000000,"gross_profit":770000000,"operating_expense":0,"operating_income":104000000,"net_income":-1289000000,"earnings_per_share":-2864.4444,"earnings_per_share_diluted":-2864.4444,"research_and_development":0,"selling_general_and_administrative_expenses":106000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0},{"ticker":"TLN","report_period":"2021-12-31","fiscal_period":"2021-FY","period":"annual","currency":"USD","revenue":1775000000,"cost_of_revenue":1534000000,"gross_profit":241000000,"operating_expense":0,"operating_income":-446000000,"net_income":-989000000,"earnings_per_share":-2198.06,"earnings_per_share_diluted":-2198.06,"research_and_development":0,"selling_general_and_administrative_expenses":147000000,"interest_expense":0,"income_tax_expense":0,"weighted_average_shares_diluted":0}],"balanceSheets":[{"ticker":"TLN","report_period":"2025-12-31","fiscal_period":"2025-FY","period":"annual","currency":"USD","total_assets":10905000000,"current_assets":1349000000,"cash_and_equivalents":689000000,"total_liabilities":9812000000,"current_liabilities":1050000000,"total_debt":6811000000,"shareholders_equity":1093000000,"retained_earnings":-612000000},{"ticker":"TLN","report_period":"2024-12-31","fiscal_period":"2024-FY","period":"annual","currency":"USD","total_assets":6106000000,"current_assets":1040000000,"cash_and_equivalents":328000000,"total_liabilities":4719000000,"current_liabilities":455000000,"total_debt":3004000000,"shareholders_equity":1387000000,"retained_earnings":-326000000},{"ticker":"TLN","report_period":"2023-12-31","fiscal_period":"2023-FY","period":"annual","currency":"USD","total_assets":7121000000,"current_assets":1554000000,"cash_and_equivalents":400000000,"total_liabilities":4587000000,"current_liabilities":486000000,"total_debt":2820000000,"shareholders_equity":2457000000,"retained_earnings":134000000},{"ticker":"TLN","report_period":"2022-12-31","fiscal_period":"2022-FY","period":"annual","currency":"USD","total_assets":2000000,"current_assets":2000000,"cash_and_equivalents":1000000,"total_liabilities":3000000,"current_liabilities":0,"total_debt":4352000000,"shareholders_equity":-1000000,"retained_earnings":-2971000000}],"holders13f":[{"slug":"ray-dalio","personName":"Ray Dalio","fundName":"Bridgewater Associates","value":46689896,"portfolioPct":0.0019153975328458927,"change":"trimmed","period":"2026-06-30"},{"slug":"george-soros","personName":"George Soros","fundName":"Soros Fund Management","value":704349,"portfolioPct":0.00009240846287662958,"change":"new","period":"2026-06-30"}],"news":[{"title":"Growing US Power Demand Positions Talen Energy (TLN) for Long-Term Upside","source":null,"url":"https://finance.yahoo.com/energy/articles/growing-us-power-demand-positions-150358450.html?.tsrc=rss","date":"2026-11-05"},{"title":"Why Talen Energy Stock Is In Focus After Buyback Expansion And Cash Flow Guidance","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/why-talen-energy-stock-focus-061507021.html?.tsrc=rss","date":"2026-11-04"},{"title":"Talen Energy (TLN) Could Be 22% Undervalued As Buyback And Q3 Results Reset The Debate","source":null,"url":"https://finance.yahoo.com/markets/stocks/articles/talen-energy-tln-could-22-001904857.html?.tsrc=rss","date":"2026-11-04"},{"title":"Talen Energy Corp (TLN) (Q3 2026) Earnings Call Highlights: Adjusted EBITDA Nearly Doubles as ...","source":null,"url":"https://finance.yahoo.com/energy/articles/talen-energy-corp-tln-q3-210515734.html?.tsrc=rss","date":"2026-11-03"},{"title":"Talen Energy (TLN) Q3 2026 Earnings Call Transcript","source":null,"url":"https://www.fool.com/earnings/call-transcripts/2026/11/03/talen-energy-tln-q3-2026-earnings-call-transcript/?.tsrc=rss","date":"2026-11-03"},{"title":"Talen Energy Corporation Q3 2026 Earnings Call Summary","source":null,"url":"https://app.moby.co/home/research/tools/earningsCalendar/earnings-talen-energy-corporation-q3-2026-earnings-call-summary?utm_source=yahoo_finance&utm_medium=rss&.tsrc=rss","date":"2026-11-03"},{"title":"Talen Energy Q3 Earnings Call Highlights","source":null,"url":"https://www.marketbeat.com/instant-alerts/transcript-talen-energy-q3-earnings-call-highlights-2026-11-03/?utm_source=yahoofinance&utm_medium=yahoofinance&.tsrc=rss","date":"2026-11-03"},{"title":"Vistra Gains 5% as Talen Guides 2027 EBITDA Up 26% on “Strong PJM Fundamentals”","source":null,"url":"https://www.tikr.com/blog/vistra-gains-5-as-talen-guides-2027-ebitda-up-26-on-strong-pjm-fundamentals?ref=yahoofinance&tlnk=yf-261103-gv5cj647&.tsrc=rss","date":"2026-11-03"}]},"meta":{"version":"v1","asOf":"2026-11-06","builtAt":"2026-11-08T15:24:45.587Z","tier":"free","source":"https://supercyclehq.com/stock/talen-energy","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/stocks/TLN","html":"https://supercyclehq.com/stock/talen-energy","md":"https://supercyclehq.com/stock/talen-energy.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}