Grant Bishop

Tuesday, 10 November 2026 · Markets closed · Edition 20

Talen Energy

TLN

Talen Energy owns and operates power plants, including nuclear facilities, and sells electricity into regional wholesale markets, mainly in the mid-Atlantic United States. We follow it because its business sits among the companies that supply the power the AI build-out needs.

Revised after a check against the company's own annual filing. · entry updated 2026-10-19
Ticker
TLN
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Last refreshed from 10-Q filed (EDGAR)

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The living report

Bears on our standing view that spare computing capacity does not stop new power construction. It is proved wrong if hyperscaler capital-spending guidance cut at the late-October reports; or a data center of 100 megawatts or more publicly deferred citing surplus; or Vertiv cutting its growth guidance. Vertiv stopped reporting quarterly orders and backlog in February; we watch deferred revenue and growth guidance instead.

last revised 19 Oct 2026 · next scheduled disclosure not yet announced
The full report

Members: queues this company for a report on a coming night.

The market record

Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.

Last close$363.13
close of 9 Nov 2026 · Massive and Yahoo agree
52-week range$279.77 – $449.84
intraday low 15 Sep 2026 · intraday high 18 Jun 2026 · 251 sessions to 9 Nov 2026 · both providers agree
Market value$15.8 billion
the 9 Nov 2026 close × 43,505,312 shares outstanding on the 10-Q cover, as of 3 Nov 2026
$

Enter any price. The page shows the multiple on the forward estimate on file and where that price sits in the 52-week range. It computes; it does not recommend.

Filings

Newest first, from EDGAR. Where a piece read a filing, one line of what it said.

3 Nov 202610-Q · period ending 30 Sep 2026
3 Nov 20268-K · period ending 3 Nov 2026
29 Sep 20268-K · period ending 25 Sep 2026
12 Aug 20268-K/A · period ending 15 Jun 2026
5 Aug 202610-Q · period ending 30 Jun 2026
5 Aug 20268-K · period ending 5 Aug 2026
14 Jul 20268-K · period ending 14 Jul 2026
18 Jun 20268-K/A · period ending 25 Nov 2025
15 Jun 20268-K · period ending 15 Jun 2026
21 May 20268-K · period ending 20 May 2026
7 May 20268-K · period ending 5 May 2026
5 May 202610-Q · period ending 31 Mar 2026
5 May 20268-K · period ending 5 May 2026
17 Apr 20268-K · period ending 17 Apr 2026
26 Feb 202610-K · period ending 31 Dec 2025
26 Feb 20268-K · period ending 26 Feb 2026
9 Feb 20268-K/A · period ending 25 Nov 2025
15 Jan 20268-K · period ending 15 Jan 2026
17 Dec 20258-K · period ending 17 Dec 2025
15 Dec 20258-K · period ending 9 Dec 2025
25 Nov 20258-K · period ending 25 Nov 2025
5 Nov 202510-Q · period ending 30 Sep 2025
5 Nov 20258-K · period ending 5 Nov 2025
27 Oct 20258-K · period ending 27 Oct 2025
10 Oct 20258-K · period ending 10 Oct 2025
10 Oct 20258-K · period ending 9 Oct 2025
6 Oct 20258-K · period ending 6 Oct 2025
9 Sep 20258-K · period ending 8 Sep 2025
7 Aug 202510-Q · period ending 30 Jun 2025
7 Aug 20258-K · period ending 7 Aug 2025
22 Jul 20258-K · period ending 22 Jul 2025
17 Jul 20258-K · period ending 17 Jul 2025
11 Jun 20258-K · period ending 11 Jun 2025
19 May 20258-K · period ending 19 May 2025
12 May 20258-K · period ending 12 May 2025
8 May 202510-Q · period ending 31 Mar 2025
8 May 20258-K · period ending 8 May 2025
28 Feb 202510-K · period ending 31 Dec 2024
27 Feb 20258-K · period ending 27 Feb 2025
27 Jan 20258-K · period ending 27 Jan 2025
14 Jan 20258-K · period ending 13 Jan 2025
6 Jan 20258-K · period ending 6 Jan 2025
20 Dec 20248-K · period ending 20 Dec 2024
13 Dec 20248-K · period ending 13 Dec 2024
10 Dec 20248-K · period ending 10 Dec 2024
5 Dec 20248-K · period ending 4 Dec 2024
14 Nov 202410-Q · period ending 30 Sep 2024
14 Nov 20248-K · period ending 14 Nov 2024
4 Nov 20248-K · period ending 3 Nov 2024

Where it sits in the frame

Reports next

not yet announced

Latest disclosed

10-Q · filed 2026-08-05 · period ending 2026-06-30

Read the filing

Machine-readable

/index/TLN.json

What it has disclosed

Newest first. Every figure traces to a filing; "Show sources" shows which.

—No figure from this company appears in a committed piece yet.

Mentioned in

Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.

—No piece names this company yet.

Same question

Other companies under Who supplies the power?

This entry

19 Oct 2026Entry rewritten in plain words: what the company sells, and why we follow it.
12 Oct 2026Verified against the 10-Q filed 2026-08-05 at launch.

Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.

Follow Talen Energy. The weekly piece, and a note when a filing moves it.

Record

Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.

Verification
multi-source verified, machine-drafted, human-gated
As of
2026-08-05
Position disclosure
The publisher holds index-level U.S. equity exposure and no direct position in any single name discussed.
Not advice
General commentary for a general audience. Not advice for your situation.
Sources (12)