Talen Energy

Talen Energy's stock hit a 52-week low of $288.46 and is down 28.31% year-to-date. Despite the low, InvestingPro rates the stock as undervalued and analysts expect a return to profitability for the year with projected EPS of $22.71 after a recent -$4.05. In Q2 Talen reported a loss of $2.00 per share on $747 million in revenue, adjusted EBITDA of $374 million and adjusted free cash flow of $212 million; following the acquisition of Cornerstone the annual outlook was raised. Mizuho initiated coverage with an "Outperform" rating and a $405.00 price target, citing Talen's positions in the PJM market and a PPA for the Susquehanna nuclear plant with Amazon. » Więcej na de.investing.com

Talen Energy’s stock fell to a new 52-week low of $301.35, about 19% below the prior year and 18% year-to-date. In the second quarter the company reported a loss of $2.00 per share on revenue of $747 million, adjusted EBITDA of $374 million and adjusted free cash flow of $212 million. After completing the Cornerstone takeover in June, Talen raised its full-year outlook. Mizuho rates the stock as “Outperform” with a $405.00 price target, while a fair-value analysis by InvestingPro indicates the shares appear undervalued. » Więcej na de.investing.com

Alluvial Fund highlights Talen Energy Corporation as a long‑held position bought out of bankruptcy, praising management for large share buybacks, sales of older assets and reinvestment in modern generation. The fund notes Talen’s merchant power profile, growing electricity demand and a supply agreement with Amazon that support strong free cash flow, forecasting >$40 per share in 2028. Market sentiment treats Talen as an AI/data‑center proxy, creating pronounced volatility that the fund exploits with options strategies while holding the core position. » Więcej na finance.yahoo.com