Tag: Talen Energy

TALEN Energy (TLN) 12-month baseline target price $480 (approx. 739,200 KRW) · Buy rating. We analyze a high-growth, high-volatility stock that has emerged as a key beneficiary of the power shortage for AI data centers, leveraging the long-term 1,920MW Amazon AWS contract based on the Susquehanna nuclear power plant and the tightening of supply and demand in the PJM power market. Base exchange rate 1 USD = 1,540 KRW (2026-06-24).