Talen Energy
TLN · NASDAQ · Utilities
$300.34
+$0.36 (+0.12%) today
Market Cap
$17.00B
24h Volume
$277.6M
P/E Ratio
0.0
52w High
$445.84
52w Low
$282.15
Est. AI Revenue
30%
7-Day Sparkline (Static)
Company facts
Performance
About Talen Energy
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.
Talen Energy in the AI buildout
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.
TLN is tracked in Power & Energy, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
TLN trades at $300.34, 11% of the way up its 52-week range of $282.15 to $445.84.
Market cap
Market capitalization is $17.00B, with an AI Exposure Score of 60 out of 100.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Talen Energy do?
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.
How is Talen exposed to AI?
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.
What is Talen's deal with Amazon?
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.
Who leads Talen and where is it based?
CEO Mark Allen McFarland leads Talen from Houston, Texas. Founded in 2015, the company employs about 1,900 people and trades on the NASDAQ.
Is TLN a pure play AI stock?
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.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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