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Posted by
Two Blokes Jun 28 -
Filed in
Stock
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Talen Energy has outperformed peers YTD, with a 43% YTD rise, driven by its expanded partnership with Amazon. Despite regulatory hurdles and questions regarding the future of energy demand from data centres, the support towards nuclear energy is significant, driving the stock forward. The stock's market multiples are uncomfortably high for 2025, though, especially considering the risks to its earnings guidance for the year. For the long-term, however, TLN still looks good.
