NRG vs TLN: AI Stock Comparison

NRG Energy, Inc. 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.
$NRG
NRG Energy, Inc.
Power generation and retail electricity.
$TLN
Talen Energy Corporation
Independent power producer with a nuclear plant.
AI exposure score⚡⚡⚡⚡⚡ 2/5⚡⚡⚡⚡⚡ 2/5
Shares outstanding210.2M
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) $7.48B
10-Q period ended 2026-06-30; +11% y/y · SEC filing
Operating income $976.0M
Same quarter; 13% operating margin · SEC filing
Net income $506.0M
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 confirmed
NRG Energy, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Next catalyst
Nov 9, 2026 confirmed
NRG Energy, Inc. quarterly earnings · source
Not yet announced / not on our calendar
Upcoming catalysts
Nov 9, 2026 confirmed
NRG Energy, Inc. 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
  • “Volatile power and gas supply costs and demand for power and gas could adversely affect the financial performance of NRG's retail operations.” — 10-K risk factor (filed 2026-02-24) · source
  • “The Company’s use of, or failure to effectively adopt, AI systems in its operations, services and products poses operational, competitive, cybersecurity, legal and compliance risks that…” — 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

NRG's AI angle is rising electricity demand from data centers in its markets; most revenue comes from retail energy.

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: $NRG →Full analysis: $TLN →

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