Latest news with #TLN
Yahoo
a day ago
- Business
- Yahoo
Best Momentum Stock to Buy for August 18th
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, August 18th: Talen Energy Corporation TLN: This company which produce and sell electricity, capacity and ancillary services primarily into wholesale power markets principally in United States, has a Zacks Rank #1 (Strong Buy), and witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.6% over the last 60 days. Talen Energy Corporation Price and Consensus Talen Energy Corporation price-consensus-chart | Talen Energy Corporation Quote Talen Energy's shares gained 57.3% over the last three month compared with the S&P 500's gain of 8.2%. The company possesses a Momentum Score of A. Talen Energy Corporation Price Talen Energy Corporation price | Talen Energy Corporation Quote China Yuchai International CYD: This company which primarily manufactures and sells diesel engines for medium-duty trucks in China., has a Zacks Rank #1, and witnessed the Zacks Consensus Estimate for its current year earnings increasing 37.2% over the last 60 days. China Yuchai International Limited Price and Consensus China Yuchai International Limited price-consensus-chart | China Yuchai International Limited Quote China Yuchai International's shares gained 67.8% over the last three month compared with the S&P 500's gain of 8.2%. The company possesses a Momentum Score of A. China Yuchai International Limited Price China Yuchai International Limited price | China Yuchai International Limited Quote Magic Software Enterprises MGIC: This company which is a member of the Formula Group, develops, markets and supports software development and deployment technology that enables enterprises to accelerate the process of building and deploying applications that can be rapidly customized and integrated with existing systems, has a Zacks Rank #1, and witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.1% over the last 60 days. Magic Software Enterprises Ltd. Price and Consensus Magic Software Enterprises Ltd. price-consensus-chart | Magic Software Enterprises Ltd. Quote Magic Software Enterprises' shares gained 26.1% over the last three month compared with the S&P 500's gain of 8.2%. The company possesses a Momentum Score of A. Magic Software Enterprises Ltd. Price Magic Software Enterprises Ltd. price | Magic Software Enterprises Ltd. Quote See the full list of top ranked stocks here Learn more about the Momentum score and how it is calculated here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Magic Software Enterprises Ltd. (MGIC) : Free Stock Analysis Report Talen Energy Corporation (TLN) : Free Stock Analysis Report China Yuchai International Limited (CYD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
6 days ago
- Business
- Yahoo
Here's What Boosted Talen Energy Corporation (TLN) in Q2
Alluvial Capital Management, an investment advisory firm, released its second-quarter 2025 investor letter. A copy of the same can be downloaded here. The fund rose 8.5% in the quarter, bringing the year-to-date returns to 15.6%. As of June 30, the comparable US benchmarks continued to be in negative territory for the year. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its second-quarter 2025 investor letter, Alluvial Capital Management highlighted stocks such as Talen Energy Corporation (NASDAQ:TLN). Talen Energy Corporation (NASDAQ:TLN) is an independent power producer and infrastructure company. The one-month return of Talen Energy Corporation (NASDAQ:TLN) was 43.75%, and its shares gained 193.21% of their value over the last 52 weeks. On August 12, 2025, Talen Energy Corporation (NASDAQ:TLN) stock closed at $380.61 per share, with a market capitalization of $17.388 billion. Alluvial Capital Management stated the following regarding Talen Energy Corporation (NASDAQ:TLN) in its second quarter 2025 investor letter: "Talen Energy Corporation (NASDAQ:TLN) was the biggest contributor to this quarter's returns. In June, the company announced an agreement with Amazon to provide 1,920 megawatts of nuclear power to Amazon datacenters through 2042. The agreement provides a highly valuable long-term earnings stream for Talen. When power delivery reaches scale in 2032, Talen expects the agreement to provide incremental annual free cash flow per share of at least $7. I think this guidance will prove far too conservative based on continued share repurchases. Talen continues to shift its activities away from merchant power production and toward providing clean energy to datacenters on long-term, highly predictable contracts. As a result, investors are starting to value Talen shares less like those of an electricity wildcatter and more like a quasi-regulated utility with a blue-chip end customer. Every business would love to find a way to make more money and take less risk doing it, and that's exactly what Talen is achieving. An electrical engineer inspecting a wiring accessories product. Talen Energy Corporation (NASDAQ:TLN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 80 hedge fund portfolios held Talen Energy Corporation (NASDAQ:TLN) at the end of the first quarter, compared to 77 in the previous quarter. While we acknowledge the potential of Talen Energy Corporation (NASDAQ:TLN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Talen Energy Corporation (NASDAQ:TLN) and shared the list of best multibagger stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
07-08-2025
- Business
- Globe and Mail
Talen Energy (TLN) Q2 Revenue Jumps 61%
Key Points GAAP revenue of $630 million beat expectations by 60.7% in Q2 2025. Adjusted EBITDA edged up despite higher maintenance costs from a lengthy Susquehanna nuclear outage in Q2 2025. Adjusted Free Cash Flow swung negative to $(78) million in Q2 2025, reflecting higher capital and tax spending. These 10 stocks could mint the next wave of millionaires › Talen Energy (NASDAQ:TLN), a power producer active in the PJM electricity market, released its second quarter results on August 7, 2025. The standout news was a notable revenue beat: GAAP revenue was $630 million in Q2 2025, sharply ahead of the $392 million analyst estimate. Despite the revenue surprise, GAAP net income attributable to stockholders was $72 million in Q2 2025, down from $454 million in Q2 2024, which benefited from a large one-time asset sale. Adjusted EBITDA, a non-GAAP measure of operational profitability, increased to $90 million in Q2 2025, up from $87 million in Q2 2024, a 3.4% improvement. However, the period was marked by heavy cash outflows from a protracted nuclear refueling outage. Adjusted Free Cash Flow (non-GAAP) dropped into negative territory in Q2 2025 due to increased capital spending and tax payments. While management maintained full-year 2025 guidance, the quarter highlighted both growth opportunities and short-term operational challenges. Metric Q2 2025 Q2 2025 Estimate Q2 2024 Y/Y Change EPS – Diluted (GAAP) $1.50 $(1.04) $7.60 (80.3%) Operating Revenues (GAAP) $630 million $392.0 million $489 million 28.8% Net Income Attributable to Stockholders (GAAP) $72 million $454 million (84.1%) Adjusted EBITDA $90 million $87 million 3.4% Adjusted Free Cash Flow $(78) million $(29) million (169.0%) Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report. Company Overview and Success Drivers Talen Energy is a major independent power producer with a core focus on the PJM market in the U.S. Northeast and Mid-Atlantic regions. The company owns a diverse fleet of energy assets, primarily nuclear and natural gas generation. Its Susquehanna plant in Pennsylvania forms the backbone of its zero-carbon generation, while combined-cycle gas plants supply flexible energy to meet market needs. Recently, Talen has sharpened its efforts on two fronts: expanding its business in digital infrastructure through a strategic relationship with Amazon Web Services (AWS), and investing in nuclear efficiency and reliability. Its success hinges on executing complex nuclear maintenance, building contracted revenue streams, efficiently deploying capital, and navigating a fast-changing regulatory environment. Balancing capital outlays, maintaining safe operations, and seizing growth in power demand are all central to its strategy. Key Quarter Developments and Performance Drivers A major event this quarter was the extended refueling and maintenance outage at the Susquehanna nuclear plant. The outage aimed to recover 27 megawatts through condenser improvements and included additional system maintenance, which management expects will provide a payback in approximately 1.5 years at current power prices. As a result of the outage, nuclear output fell, with carbon-free nuclear accounting for 41% of total generation in Q2 2025, down from 49% in Q2 2024. Total generation in Q2 2025 was 7.3 terawatt hours, compared to 8.2 terawatt hours in Q2 2024. Despite reduced nuclear output, the company posted a modest increase in Adjusted EBITDA in Q2 2025, thanks to higher capacity revenues. GAAP capacity revenues jumped to $88 million in Q2 2025, up from $46 million in Q2 2024. This uptick reflects greater earnings from readiness and reliability contracts, including new commitments in Maryland and strong results in the PJM capacity market. Operating expenses increased due to maintenance and operational activities during the Susquehanna outage, depressing net profits and cash flow in Q2 2025. The OSHA Total Recordable Incident Rate (TRIR), a worker safety measure, rose to 0.7 in Q2 2025, compared to 0.2 in Q2 2024, while Fleet Equivalent Forced Outage Factor (EFOF) remained stable at 2.3% in Q2 2025. The digital infrastructure segment saw further expansion of Talen's power purchase agreement (PPA) with AWS in June 2025. The partnership now covers up to 1,920 megawatts of "front-of-the-meter" power through 2042, with plans for full delivery by 2032, according to the expanded PPA announced in June 2025. The company also entered into agreements on July 17, 2025, to acquire two combined-cycle gas plants, Freedom Energy Center and Guernsey Power Station, for $3.8 billion. These plants are designed to serve regional capacity needs and support Talen's push into large-scale, contracted energy supply for data centers and other customers. Talen's capital strategy maintained a focus on liquidity and balance sheet strength, ending the quarter with $861 million in available liquidity, including $161 million in unrestricted cash as of August 4, 2025. However, the pending acquisitions will increase leverage. Management targets a ratio of net debt to Adjusted EBITDA (non-GAAP) below 3.5 times by year-end 2026, up from the current 2.7 times Adjusted EBITDA (non-GAAP, midpoint basis) as of August 4, 2025. The company continued to execute share buybacks in recent quarters, shrinking its outstanding shares year on year, and maintains an ongoing program to return 70% of adjusted free cash flow to shareholders when available, as stated in management commentary and filings. Talen does not currently pay a dividend. Looking Ahead: Outlook and Investor Focus Management reaffirmed its full-year 2025 guidance, projecting Adjusted EBITDA between $975 million and $1,125 million and Adjusted Free Cash Flow of $450 million to $540 million. The outlook for 2026 and beyond will be revisited at its September Investor Day. Investors will likely watch for updates on integration of the new gas plants, operational improvements at Susquehanna, and progress navigating regulatory and legal actions affecting grid access and power contracts. Short-term results will be sensitive to power prices, outage management, and the realization of planned operational upgrades. Hedging remains robust, with approximately 100% of 2025 generation volume hedged, 66% of 2026 hedged, and 33% of 2027 hedged as of June 30, 2025, supporting near-term cash flow consistency. Revenue and net income presented using U.S. generally accepted accounting principles (GAAP) unless otherwise noted. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor's total average return is 1,026%* — a market-crushing outperformance compared to 180% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. See the stocks » *Stock Advisor returns as of August 4, 2025
Yahoo
26-06-2025
- Business
- Yahoo
Big Money Inflows Electrify Talen Energy
TLN is a power infrastructure company that produces and sells electricity from multiple sources. A recent partnership with Amazon to power its corporate campus and provide nuclear power for data centers captured Big Money's attention. Financially, TLN's first-quarter fiscal 2025 report showed $200 million in EBITDA and $87 million in free cash, both exceeding estimates. TLN also repurchased $83 million of its shares. In addition to its strong partnerships, the company is also well positioned for the future with $970 million in available liquidity, $270 million of which is cash. No wonder TLN shares are up 46% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock. Institutional volumes reveal plenty. In the last year, TLN has enjoyed strong investor demand, which we believe to be institutional support. Each green bar signals unusually large volumes in TLN shares. They reflect our proprietary inflow signal, pushing the stock higher: Plenty of utilities names are under accumulation right now. But there's a powerful fundamental story happening with Talen Energy. Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, TLN has had strong sales and earnings growth: 3-year sales growth rate (+45.1%) 3-year EPS growth rate (+77.1%) Source: FactSet Also, EPS is estimated to ramp higher this year by +140.9%. Now it makes sense why the stock has been generating Big Money interest. TLN has a track record of strong financial performance. Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term. Talen Energy recently became a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis. It made the rare Outlier 20 report multiple times since June 10. The blue bars below show when TLN was a top pick… Big Money is buying: Tracking unusual volumes reveals the power of money flows. This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward. The TLN action isn't new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio. Disclosure: the author holds no position in TLN at the time of publication. If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights. This article was originally posted on FX Empire ECB: Gold Now Second Only to USD in Global Reserves Ulta Beauty Sales Growth Attracts Inflows Royal Caribbean Seeing Inflows Silver Price Outlook Stocks Playbook for Geopolitical Tensions (Overreacting is Costly) Strong Inflows Make Catalyst Stock an Outlier Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-05-2025
- Business
- Yahoo
‘Why is this not being covered?': Moms with Blue Cross must pay or forego lactation support
Christie Saxton holds her 1-month-old son, Maverick Saxton, during a visit to Erin Mattingly Birth Services in Madison, Miss., Thursday, May 22, 2025. ( Eric Shelton/Mississippi Today) Three weeks after a medical biller announced it would no longer be working with Blue Cross Blue Shield of Mississippi, moms in the state face out-of-pocket costs of over $100 per session for breastfeeding help – and are calling on lawmakers and the state's largest private insurer to step up. Although Blue Cross has always restricted which lactation consultants it considers in-network – generally only covering services in hospitals provided directly after birth – moms with Blue Cross insurance previously had a workaround. A third party biller called The Lactation Network (TLN), which contracts with lactation consultants, covered the costs for women with the insurance. However, on April 30, TLN sent out a letter to consultants saying their organization was not being reimbursed by insurance companies and could not afford to continue fronting the money to cover moms with certain health insurance – including Blue Cross Blue Shield of Mississippi, Louisiana and Alabama. TLN did not respond to multiple requests for comment from Mississippi Today. 'You're sitting there like: I've got to feed my baby, and something's not right, and I can't get help,' said Patience Pierini, a Gulfport mom of two. '… If, more than anything, people need nourishment, why is this not being covered?' The recent development has prompted moms and lactation consultants to ask why Blue Cross never covered these services directly in the first place – which nurse practitioner and lactation consultant Laken Miller called 'even worse' than dropping the coverage. 'We didn't know before that the Lactation Network was just bridging the gap, and understandably, it was a cost that they couldn't continue to absorb,' said Miller, who is an International Board Certified Lactation Consultant (IBCLC) – the highest form of accreditation in lactation care – in Laurel. The only in-network lactation consultants currently covered by Blue Cross in Mississippi are physicians, who do not generally operate outpatient clinics focused solely on breastfeeding care. But there's nothing stopping the insurance company from working with non-MD lactation consultants, explained Marsha Walker, president of the National Lactation Consultant Alliance. Blue Cross operates independently in each state, and the restrictions on lactation services vary significantly. In Tennessee, they are slightly more lax than Mississippi, with the insurance company working with certified lactation consultants who also have nursing degrees, two consultants told Mississippi Today. Blue Cross also did not respond to questions from Mississippi Today about why it does not cover non-physician lactation care in Mississippi or if it has plans to in the future. Insurance companies are required by federal law to cover breastfeeding support, counseling and equipment. But they've been allowed to meet this requirement while offering limited access to few providers, or only covering virtual consultations, explained Walker, who is also a registered nurse and IBCLC. 'The (Affordable Care Act) does say that breastfeeding counseling needs to be covered, but it doesn't say how – and that's the problem,' Walker said. 'It's general in scope, leaving it up to the insurers to figure out how to adhere to that.' There were 97 IBCLCs in the state in 2023, but the vast majority of those work in hospitals and provide support to mothers during their stay following birth – which is typically long before mature milk comes in and various breastfeeding problems surface, Miller, the lactation consultant and nurse practitioner, explained. Miller said she only knows of four IBCLCs besides herself working outside of hospitals in the state. Last week, Miller and her colleagues sent a letter to state lawmakers asking that the Legislature ensure insurance companies are adequately fulfilling their obligation under the ACA to cover lactation care. 'We recognize that BCBS supports breastfeeding … However, the reality is that thousands of mothers in Mississippi will no longer have access to no-cost lactation services from private practice IBCLCs due to no available in-network or out-of-network providers,' the letter read. Covering lactation services yields a huge return on investment for insurance companies, explained Walker, if it prevents even one infant's stay in the neonatal intensive care unit for a condition like necrotizing enterocolitis (NEC), a severe gastrointestinal condition in premature infants that is made more likely by a diet of formula. 'If you do not cover breastfeeding, it comes back to haunt you later on with the increased amount of money they're going to spend on diseases and conditions that are preventable by breastfeeding,' Walker said. One study estimated each baby who is breastfed for three months saves private insurance companies $750 compared to those who are never breastfed. For new moms, whether they have access to timely care will make or break their decision to breastfeed, explained Erin Mattingly, a Jackson-based IBCLC who also signed the legislative letter. 'When parents run into trouble in that 10-day to two-week period, if they don't have access to help, the vast majority of them will quit breastfeeding,' Mattingly said. 'Because it's very difficult to push through a situation that feels dire when you are postpartum and recovering from a birth and learning a new baby.' SUPPORT: YOU MAKE OUR WORK POSSIBLE This article first appeared on Mississippi Today and is republished here under a Creative Commons Attribution-NoDerivatives 4.0 International License.
