During a recent segment, a caller expressed concern over Talen Energy Corporation's stock performance, noting struggles in the past few months after profitable trades earlier in 2025. Jim Cramer responded directly to the inquiry.
"No, no, I think you're okay. I actually... I think you're okay. It's come down, I know it's come down a lot, but it's only down 1% for the year. I think you're fine. As a matter of fact, I actually would be inclined to buy some here. I don't want you to sell that stock," Cramer said.
Polen Capital referenced Talen Energy in its third quarter 2025 investor letter. The firm listed Talen among the top contributors to portfolio performance for that quarter, alongside Bloom Energy and SoFi Technologies.
In the letter, Polen Capital described Talen Energy as one of North America's largest power generation companies, with a total capacity of 10.7 gigawatts. This includes 2.2 gigawatts from its nuclear plant in Susquehanna, Pennsylvania. The letter linked the company's position to increased electricity demand driven by data center expansion for AI workloads.
The investor letter further noted that Talen Energy's stock reacted positively to news in July of a $3.8 billion deal. This agreement, described as the year's fourth major deal, was for two relatively new gas-fired power plants located in Pennsylvania and Ohio.