TLN $TLNE is one of the most exciting stocks in the energy sector in 2025 - and for good reason:
🚀 Performance & figures
- +44% YTD, over +100% in 12 months
- 2024 EBITDA: USD 770 million, FCF: USD 283 million, net result: ~USD 1 billion
- Share buybacks of over USD 2 bn since 2024 - almost 25% of the free float
⚡ Growth driver
- 2.5 GW nuclear power (Susquehanna) + 10 additional power plants (10.7 GW in total)
- Mega deal with Amazon Web Services: up to 1,920 MW of CO₂-free electricity for AI data centers
- Further AI deals in the pipeline likely
📉 Risks
- Regulatory hurdles (FERC examining AWS deal)
- Valuation ambitious (forward P/E ratio ~28)
- Decline in revenue 2024 (-15%), but well compensated
✅ Conclusion
Talen is a high-risk/high-reward play on the future of AI & nuclear energy. Anyone who believes in long-term energy supply for data centers should $TLNE definitely have it on their watchlist.
