TLN vs VST: AI Stock Comparison

Talen Energy Corporation vs Vistra Corp.: 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.
$TLN
Talen Energy Corporation
Independent power producer with a nuclear plant.
$VST
Vistra Corp.
Power generator with nuclear and gas plants.
AI exposure score⚡⚡⚡⚡⚡ 2/5⚡⚡⚡⚡⚡ 2/5
Shares outstanding43.5M
as of 2026-11-03 · 10-Q cover page · SEC filing
335.6M
as of 2026-08-03 · 10-Q cover page · SEC filing
CategoryPower producersPower producers
Key metrics
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
Revenue (latest quarter) $4.02B
10-Q period ended 2026-06-30; -5% y/y · SEC filing
Operating income $553.0M
Same quarter; 14% operating margin · SEC filing
Net income $305.0M
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendar
Nov 6, 2026 confirmed
Vistra Corp. quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Nov 6, 2026 confirmed
Vistra Corp. quarterly earnings · source
Upcoming catalystsNone tracked
Nov 6, 2026 confirmed
Vistra Corp. quarterly earnings · source
Most recent reported
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.
Not yet announced / not on our calendar
Key risks
  • “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
  • “Volatile power supply costs and demand for power have and could in the future adversely affect the financial performance of our retail businesses.” — 10-K risk factor (filed 2026-02-27) · source
  • “We may suffer material losses, costs and liabilities due to operation risks, regulatory risks, and the risk of nuclear accidents arising from the ownership and operation of the nuclear…” — 10-K risk factor (filed 2026-02-27) · source
AI angle

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.

Vistra owns generation that can supply data centers; its AI exposure is via power demand and potential long-term contracts with tech customers.

Full analysis: $TLN →Full analysis: $VST →

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