Talen Energy at $403.50 on Amazon AWS Nuclear Deal and $3.45B Buys

Talen Energy is in focus as the AI-power beneficiary supplying Amazon Web Services from its Susquehanna nuclear station. The company just closed $3.45 billion in power-plant acquisitions in Indiana and Ohio, expanding its generation capacity to meet hyperscaler demand. Fourteen of 16 analysts rate the shares buy or outperform with a 478.87 consensus target, though valuation concerns prompted a Jefferies downgrade and leverage remains elevated. Current-quarter EPS is projected to surge 145% on 32% sales growth, while the stock consolidates below its 449.84 buy point.