$Talen Energy(TLN.US) | Jefferies 𝐢𝐧𝐢𝐭𝐢𝐚𝐭𝐞𝐬 𝐓𝐚𝐥𝐞𝐧 𝐄𝐧𝐞𝐫𝐠𝐲 with a 𝐇𝐨𝐥𝐝, sets 𝐏𝐓 𝐚𝐭 $𝟒𝟓𝟑
Analyst sees shares as fairly valued after a ~20% run-up, with recent positive updates now fully reflected in the stock price.H![图片 1，共 1 张]()
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📊 Jim Cramer’s Lightning Round Picks
$Joby Aviation(JOBY.US) $Billiontoone(BLLN.US) $Boston Scientific(BSX.US) $Rocket Lab(RKLB.US) $Fabrinet(FN.US) $Pinnacle West(PNW.US) $Talen Energy(TLN.US) $Intuitive Machines(LUNR.US) $QXO(QXO.US)Source: Hardik Shah
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The recent two-week trend of energy stocks appears to be a divergence in fundamentals, but it's more like a policy stance.
Similarly, for "electric power", on one side, $GE Vernova(GEV.US), $Quanta Services(PWR.US), and $Bloom Energy(BE.US) surged straight up; on the other side, $Constellation Energy(CEG.US), $Vistra(VST.US), and $Talen Energy(TLN.US), these IPPs holding large amounts of power generation assets, were directly pressed to the floor. This is not a stock selection issue, but a matter of being on the wrong side. The past hundred years...