CEG vs TLN: AI Stock Comparison

Constellation Energy Corporation vs Talen Energy Corporation: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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Tie: both score 2/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$CEG
Constellation Energy Corporation
Largest U.S. nuclear fleet operator.
$TLN
Talen Energy Corporation
Independent power producer with a nuclear plant.
AI exposure score⚡⚡⚡⚡⚡ 2/5⚡⚡⚡⚡⚡ 2/5
Shares outstanding354.3M
as of 2026-07-31 · 10-Q cover page · SEC filing
43.5M
as of 2026-11-03 · 10-Q cover page · SEC filing
CategoryPower producersPower producers
Key metrics
Revenue (latest quarter) $7.50B
10-Q period ended 2026-06-30; +23% y/y · SEC filing
Operating income $580.0M
Same quarter; 8% operating margin · SEC filing
Net income $513.0M
Same quarter · SEC filing
Revenue (latest quarter) $1.33B
10-Q period ended 2026-09-30; +63% y/y · SEC filing
Operating income $255.0M
Same quarter; 19% operating margin · SEC filing
Net income $138.0M
Same quarter · SEC filing
Next earnings
Nov 9, 2026 expected
Constellation Energy Corporation quarterly earnings · source
Not yet announced / not on our calendar
Next catalyst
Nov 9, 2026 expected
Constellation Energy Corporation quarterly earnings · source
Not yet announced / not on our calendar
Upcoming catalysts
Nov 9, 2026 expected
Constellation Energy Corporation quarterly earnings · source
None tracked
Most recent reportedNot yet announced / not on our calendar
Nov 3, 2026
Talen Energy Corporation reports quarterly results · source
Power producer with data-center supply deals. Revenue: $1.33B (+63% y/y), per 10-Q.
Key risks
  • “NRC actions could negatively affect the operations and profitability of our nuclear generating fleet.” — 10-K risk factor (filed 2026-02-24) · source
  • “We are subject to risks associated with weather, including its effect on the supply and demand for electricity, as well as impacts from climate change, including extreme weather events.” — 10-K risk factor (filed 2026-02-24) · source
  • “Expected demand growth from the technology sector, manufacturing, and other uses of electricity, which has driven recent improvements in the outlook for the competitive wholesale power…” — 10-K risk factor (filed 2026-02-26) · source
  • “We are exposed to credit risk, concentrations of credit risk, and counterparty risk from RTOs and ISOs, other customers, commercial counterparties, financial institutions, suppliers, and…” — 10-K risk factor (filed 2026-02-26) · source
AI angle

Constellation sells carbon-free nuclear power and has signed long-term supply deals with tech companies; data-center electricity demand is the AI link.

Talen's AI link is selling power from its generation fleet to data-center customers; its 10-K notes the outlook depends partly on tech-sector demand growth.

Full analysis: $CEG →Full analysis: $TLN →

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Deep dives: CEG next earnings & catalysts · TLN next earnings & catalysts · AI earnings this week