TLN

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TLN
$386,83
+$0,03(0,00%)

*Data last updated: 2026-05-10 01:54 (UTC+8)

As of 2026-05-10 01:54, Talen Energy Corp (TLN) is priced at $386,83, with a total market cap of $17,65B, a P/E ratio of -78,20, and a dividend yield of 0,00%. Today, the stock price fluctuated between $381,19 and $399,68. The current price is 1,47% above the day's low and 3,21% below the day's high, with a trading volume of 521,12K. Over the past 52 weeks, TLN has traded between $310,98 to $415,88, and the current price is -6,98% away from the 52-week high.

TLN Key Stats

Yesterday's Close$390,55
Market Cap$17,65B
Volume521,12K
P/E Ratio-78,20
Dividend Yield (TTM)0,00%
Diluted EPS (TTM)0,47
Net Income (FY)-$219,00M
Revenue (FY)$2,52B
Earnings Date2026-08-06
EPS Estimate4,00
Revenue Estimate$828,73M
Shares Outstanding45,20M
Beta (1Y)1.6679301

About TLN

Talen Energy Corporation, an independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States. The company operates nuclear, fossil, solar, and coal power plants. It is also developing battery storage projects. The company owns and operates approximately 10.7 GW of power infrastructure. Talen Energy Corporation is headquartered in Houston, Texas.
SectorUtilities
IndustryIndependent Power Producers
CEOMark Allen McFarland
HeadquartersHouston,TX,US
Employees (FY)1,88K
Average Revenue (1Y)$1,34M
Net Income per Employee-$116,48K

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Talen Energy Corp (TLN) is currently trading at $386,83, with a 24h change of 0,00%. The 52-week trading range is $310,98–$415,88.

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Hot Posts su Talen Energy Corp (TLN)

MarsBitNews

MarsBitNews

19 ore fa
null 作者: Rand Group (@cryptorand) 编译: 深潮 TechFlow 深潮导读: 加密 KOL Rand Group 将 AI 超级周期拆成四个阶段,从芯片到基建到机器人再到平台软件,逐一标注了每个阶段的核心标的和风险收益比。他的判断是:第一阶段(半导体)已经跑完,第二阶段(电力/散热/网络)正在定价,真正的不对称机会在第三阶段——机器人、太空、国防、核能。 AI 超级周期会持续 15 年。现在是第三年。 多数投资者还在买第一阶段的股票,但真正的聪明钱已经在向第三阶段轮动。 我把整个周期拆成了四个阶段,每个阶段标注了最重要的标的。 AI 超级周期是这一代人最大的投资主题。比移动互联网大,比云计算大。一个持续 15 年的结构性变革,会重塑全球经济的每一个行业。超大规模云厂商刚刚为 2026 年承诺了 7250 亿美元的资本开支,几乎是去年的两倍。Microsoft、Google、Amazon、Meta 每家单独超过 1000 亿。 这不是推测。 🔴 第一阶段:已经跑完(2023-2025) 基础层已经完成。AMD 2025 年涨了 78%,NVDA 涨了 39%,Intel 刚交出一个炸裂的 Q1,把费城半导体指数首次推上 10000 点。芯片仍然驱动每一个阶段,但入场的历史性机会已经过去,风险收益比已经压缩。 标的: NVDA、AMD、ARM、INTC、AVGO、MU、GLW 板块: 半导体、存储、光子/光学 状态: 基础层完成,还在增长,但已经被定价。 🟡 第二阶段:建设高峰(2025-2027) 多数投资者刚刚醒过来的阶段。CEG 收购 Calpine,以 55 GW 成为美国最大的民营电力生产商。GEV 一年涨了 200% 以上。VRT 为 NVIDIA 的 Rubin 架构联合设计散热方案。GLW 因光纤需求年内涨了 74%。核能 SMR 是最大的黑马——OKLO、SMR、BWXT 正在直接为数据中心供电布局。 还有上行空间,但最明显的名字已经动过了。 标的: CEG、GEV、VRT、VST、TLN、ANET、GLW、MOD、EQIX、OKLO、SMR、BWXT、NNE 板块: 电力/电网、散热、网络、核能 SMR 建设高峰 注意: 核能 SMR 是隐藏的大机会。 🟡 第三阶段:定位窗口(2026-2028) AI 走出数据中心、进入物理世界的阶段。多数人会迟到。 Tesla 正在把 Fremont 工厂转型为 Optimus 机器人生产线,250 亿美元资本开支,目标 2026 年下半年量产。Rocket Lab 创下 6.02 亿美元营收纪录,积压订单 18.5 亿。LUNR 年内涨 47%,手握 9.43 亿合同。KTOS 的 Valkyrie 无人机被海军陆战队选中。 定位窗口现在就是打开的。 标的: TSLA、RKLB、LUNR、KTOS、AVAV、PATH、ISRG、MP、FCX、ALB、ASTS 板块: 机器人/自动驾驶、太空/国防/无人机、稀土 判断: 不对称风险收益比就在这里。 🟢 第四阶段:终局(2028+) 终局。Microsoft 资本开支 1900 亿,Alphabet 1900 亿,Amazon 2000 亿,Meta 1450 亿。Google Cloud 积压订单超过 4600 亿。他们在建的是 AI 软件霸权和 AGI 的基础设施。量子计算还早,但 IONQ 和 D-Wave 已经在打地基。 控制软件层的平台赢下整个超级周期。 标的: MSFT、GOOGL、AMZN、META、ORCL、IONQ 板块: AI 软件霸权、AGI 基础设施,十年级别论点 策略: 逢跌买入。 核心结论 第二阶段已确认(超大规模云厂商 7250 亿资本开支) 第三阶段是聪明钱正在布局的地方——机器人、太空、国防、核能 SMR 是 2026 到 2028 的核心交易 多数人会晚 12 个月才轮动到这些名字 15 年的超级周期。不是一笔交易。第一阶段跑完了,第二阶段在定价,第三阶段才是你该在的位置。
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Blotienso

Blotienso

21 ore fa
Chu kỳ siêu việt của AI là chủ đề đầu tư lớn nhất của thế hệ chúng ta. Lớn hơn di động. Lớn hơn đám mây. Một sự chuyển dịch cấu trúc 15 năm sẽ định hình lại mọi ngành của nền kinh tế toàn cầu. Các hyperscaler vừa cam kết 725 tỷ USD chi tiêu vốn cho năm 2026, gần như gấp đôi năm ngoái. Microsoft, Google, Amazon và Meta mỗi công ty chi tiêu hơn 100 tỷ USD riêng lẻ. 👉 Đây không phải là suy đoán. Tôi đã vẽ bản đồ toàn bộ chu kỳ siêu việt thành bốn giai đoạn để bạn biết chính xác chúng ta đang ở đâu và các cơ hội bất đối xứng nằm ở đâu. Giai Đoạn 1: Đã Chạy (2023 Đến 2025) Tầng nền tảng đã hoàn thành. $AMD tăng 78% trong năm 2025, $NVDA tăng 39%, và $INTC vừa công bố kết quả Q1 bùng nổ khiến Chỉ số Bán dẫn Philadelphia vượt mốc 10.000 lần đầu tiên. Chip vẫn cung cấp năng lượng cho mọi giai đoạn nhưng các điểm vào thế hệ đã biến mất và rủi ro/lợi nhuận đã bị nén lại. - $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW - Bán dẫn, Bộ nhớ & Lưu trữ, Quang học/Quang tử - Nền tảng hoàn thành. Vẫn đang tăng trưởng nhưng đã được định giá cho điều đó. Giai Đoạn 2: Đỉnh Cao Xây Dựng (2025 Đến 2027) Giai đoạn mà hầu hết các nhà đầu tư vừa mới tỉnh ngộ. $CEG mua lại Calpine để trở thành nhà sản xuất điện tư nhân lớn nhất Mỹ với 55 GW. $GEV tăng hơn 200% trong một năm. $VRT đồng thiết kế hệ thống làm mát cho kiến trúc Rubin của NVIDIA. $GLW tăng 74% từ đầu năm nhờ nhu cầu sợi quang. Các lò phản ứng hạt nhân SMR là điểm đột phá với $OKLO, $SMR và $BWXT đang định vị để cung cấp năng lượng trực tiếp cho các trung tâm dữ liệu. Vẫn còn tiềm năng tăng nhưng các mã rõ ràng đã di chuyển. - $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE - Điện/Lưới điện, Làm mát, Mạng, Hạt nhân/SMR Đỉnh cao xây dựng. - Các lò phản ứng hạt nhân SMR là những "ngựa ô". Giai Đoạn 3: Cửa Sổ Định Vị (2026 đến 2028) Nơi AI thoát khỏi trung tâm dữ liệu và bước vào thế giới vật lý. Hầu hết sẽ đến muộn. Tesla đang chuyển đổi Fremont thành dây chuyền sản xuất Optimus, chi tiêu vốn 25 tỷ USD, sản xuất hàng loạt nhắm đến nửa sau năm 2026. Rocket Lab công bố doanh thu kỷ lục 602 triệu USD với backlog 1,85 tỷ USD. $LUNR tăng 47% từ đầu năm với 943 triệu USD hợp đồng. Máy bay không người lái Valkyrie của $KTOS được chọn cho Thủy quân Lục chiến. Cửa sổ định vị đang mở ngay lúc này. - $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS - Robot/Tự động hóa, Không gian/Phòng thủ/Máy bay không người lái, Đất hiếm - Đây là nơi rủi ro/lợi nhuận bất đối xứng tồn tại. Giai đoạn 4: Biên Giới Cuối Cùng (2028+) Trò chơi kết thúc. Chi tiêu vốn của Microsoft 190 tỷ USD. Alphabet 190 tỷ USD. Amazon 200 tỷ USD. Meta 145 tỷ USD. Backlog của Google Cloud vượt 460 tỷ USD. Họ đang xây dựng đường ray cho sự thống trị phần mềm AI và AGI. Công nghệ lượng tử vẫn còn sớm nhưng $IONQ và D Wave đang đặt nền móng. Các nền tảng kiểm soát tầng phần mềm sẽ thắng toàn bộ chu kỳ siêu việt. - $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ - Thống trị Phần mềm AI, Cơ sở hạ tầng AGI Luận điểm kéo dài một thập kỷ. - Tích lũy khi yếu thế. Bài Học Chính - Giai đoạn 2 đã được xác nhận (chi tiêu vốn hyperscaler 725 tỷ USD) - Giai đoạn 3 là nơi dòng tiền thông minh định vị ngay bây giờRobot, không gian, phòng thủ, hạt nhân - SMR là các giao dịch từ 2026 đến 2028 - Hầu hết sẽ luân chuyển vào các mã này muộn 12 tháng Chu kỳ siêu việt 15 năm. Không phải giao dịch. Giai đoạn 1 đã chạy. Giai đoạn 2 đã được định giá. Giai đoạn 3 là nơi bạn muốn ở.
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SelfRugger

SelfRugger

04-08 09:10
Stocks Muted Before the Open as Investors Digest Nvidia Earnings, U.S.-Iran Talks in Focus ========================================================================================== Oleksandr Pylypenko Thu, February 26, 2026 at 8:30 PM GMT+9 10 min read In this article: * StockStory Top Pick NVDA -5.27% March S&P 500 E-Mini futures (ESH26) are down -0.05%, andMarch Nasdaq 100 E-Mini futures (NQH26) are down -0.09% this morning, pointing to a muted open on Wall Street as investors digest earnings from AI bellwether Nvidia, while nuclear talks between the U.S. and Iran have begun. Nvidia (NVDA) rose about +0.6% in pre-market trading after the chipmaker posted stronger-than-expected Q4 results and provided Q1 revenue guidance that smashed Wall Street expectations. However, investors delivered a muted response to the chip giant’s results as doubts lingered over whether strong AI sales can be sustained. ### More News from Barchart * As Nvidia Launches New AI Laptop Chips, Should You Buy NVDA Stock? * 3 Highest Rated Dividend Kings for Generations of Income * GE Aerospace Is Linking Up with Palantir. Should You Buy GE Stock Here? * Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Investor attention is now squarely on a third round of high-stakes nuclear talks between the U.S. and Iran in Geneva. The semi-official Iranian Students’ News Agency reported that the two sides are holding negotiations through mediator Oman at its embassy in Geneva. U.S. President Donald Trump had set a March 1-6 deadline for Tehran to reach an agreement and has threatened military strikes if it does not comply. In yesterday’s trading session, Wall Street’s three main equity benchmarks ended in the green. Axon Enterprise (AXON) jumped over +17% and was the top percentage gainer on the S&P 500 and Nasdaq 100 after the maker of Taser stun guns reported upbeat Q4 results and provided strong FY26 revenue growth guidance. Also, cryptocurrency-exposed stocks rallied after Bitcoin climbed more than +7%, with Coinbase Global (COIN) surging over +13% and Strategy (MSTR) gaining more than +8%. In addition, software stocks advanced, with Thomson Reuters (TRI) climbing over +10% and Intuit (INTU) rising more than +6%. On the bearish side, GoDaddy (GDDY) plunged over -14% and was the top percentage loser on the S&P 500 after the domain registrar and web hosting company issued below-consensus FY26 revenue guidance. Kansas City Fed President Jeff Schmid on Wednesday repeated his concerns about inflation but stopped short of outlining how monetary policy should respond. “I think we have work to do on the inflation side of things,” Schmid said. “I think we’re in a pretty good place for employment,” he added. Also, St. Louis Fed President Alberto Musalem said he believes the current U.S. policy rate setting appropriately balances prevailing economic risks. Story Continues Meanwhile, U.S. rate futures have priced in a 98.0% probability of no rate change and a 2.0% chance of a 25 basis point rate cut at the next FOMC meeting in March. In tariff news, U.S. Trade Representative Jamieson Greer said on Wednesday that President Trump will sign a directive in the coming days raising his global tariff to 15% “where appropriate” and is seeking “continuity” with countries that have reached trade deals. Today, investors will focus on U.S. Initial Jobless Claims data, which is set to be released in a couple of hours. Economists expect this figure to be 217K, compared to last week’s number of 206K. Also, Fed Vice Chair for Supervision Michelle Bowman is set to testify today before the Senate Committee on Banking, Housing, and Urban Affairs at a hearing titled “Update from the Prudential Regulators.” On the earnings front, high-profile companies such as Intuit (INTU), Monster Beverage (MNST), Dell Technologies (DELL), Vistra (VST), and CoreWeave (CRWV) are slated to release their quarterly results today. In the bond market, the yield on the benchmark 10-year U.S. Treasury note is at 4.047%, down -0.05%. The Euro Stoxx 50 Index is up +0.30% this morning, hitting a new record high as investors cheered a slew of positive corporate earnings reports. Utility and industrial stocks outperformed on Thursday. Defense stocks also advanced, led by a more than +18% jump in Indra Sistemas Sa (IDR.E.DX) after the company posted upbeat 2025 results. In addition, technology stocks rose following strong results and guidance from AI bellwether Nvidia. The European Commission reported on Thursday that business confidence in the Eurozone weakened in February amid renewed uncertainties over Europe’s political and economic ties with the U.S. Separately, data from the European Central Bank showed that lending to Eurozone businesses slowed in January, while credit to households remained steady. Meanwhile, ECB President Christine Lagarde said on Thursday that the Eurozone economy expanded more quickly last year than the central bank had anticipated, and that growth would be supported in 2026 by stronger household demand as well as increased investment. However, Lagarde said exporters will continue to face headwinds and uncertainty, partly due to shifting policy in the U.S. Investor focus now turns to nuclear talks between the U.S. and Iran in Geneva. In other corporate news, Puma SE (PUM.D.DX) climbed over +4% after reporting a narrower-than-expected annual loss. Also, Schneider Electric SE (SU.FP) rose more than +4% after the company reported better-than-expected core earnings. At the same time, Syensqo (SYENS.BB) cratered over -24% after the Belgian chemicals group posted weaker-than-expected Q4 core earnings. Eurozone’s Business and Consumer Survey and Eurozone’s Consumer Confidence data were released today. Eurozone’s February Business and Consumer Survey stood at 98.3, weaker than expectations of 99.8. Eurozone’s February Consumer Confidence came in at -12.2, in line with expectations. Asian stock markets today settled mixed. China’s Shanghai Composite Index (SHCOMP) closed down -0.01%, and Japan’s Nikkei 225 Stock Index (NIK) closed up +0.29%. China’s Shanghai Composite Index closed just below the flatline today as investors cautiously awaited next week’s annual parliamentary meeting. Property stocks led the declines on Thursday, wiping out all of yesterday’s gains after Shanghai further eased homebuying restrictions. Liquor and energy stocks also slid. Limiting losses, AI-related stocks climbed. Also, lithium stocks rose following reports that Zimbabwe had banned the export of lithium concentrate materials. Meanwhile, UBS Securities Asia said on Thursday that Chinese stocks could climb another 20% as rising inflation expectations translate into stronger earnings. Analysts said more Chinese companies are looking to raise prices this year due to higher input costs, while excess capacity is beginning to show signs of improvement. In the case of rising prices, “the potential share price reaction is weighed towards the upside given low expectations around reflation and low positioning of inflation-related stocks,” according to strategists led by James Wang. Investors are looking ahead to the upcoming sessions of the National People’s Congress and the National Committee of the Chinese People’s Political Consultative Conference for fresh policy signals and guidance. State media reported in late December that the closely watched annual parliamentary session is set to begin on March 5th. Julius Baer’s Sophie Altermatt said China is likely to set a lower economic growth target for 2026 as it transitions from high-speed to high-quality growth, and she expects Beijing to announce a goal of 4.5%-5.0%. Japan’s Nikkei 225 Stock Index closed higher and hit a new record high today, tracking overnight gains on Wall Street. Software stocks led the gains on Thursday as concerns about AI disruption subsided. Financial and energy stocks also advanced. At the same time, chip stocks retreated as investors digested Nvidia’s quarterly results. Yutaka Miura, senior technical analyst at Mizuho Securities, said, “Since it was widely expected that NVIDIA would post strong results, and it did, this has prompted some profit-taking for the moment.” The benchmark index initially climbed more than +1% to break above the 59,000 level for the first time, but gave up most of those gains following hawkish signals from the Bank of Japan. The Yomiuri newspaper reported on Thursday that BOJ Governor Kazuo Ueda said the central bank will closely examine data at its March and April meetings when deciding whether to raise interest rates, keeping the door open for a near-term hike. Also, BOJ board member Hajime Takata, the most hawkish voice on the panel, reiterated calls for additional rate hikes. “I believe the bank should make a further gear shift, and engage in communication that assumes that the price stability target is almost achieved,” Takata said. Meanwhile, the yen and shorter-dated domestic government bond yields rose on Thursday after comments from BOJ officials fueled expectations of an early interest rate hike. On the economic front, data showed that Japan’s December leading economic indicators index, which gauges the economic outlook for a few months ahead based on data such as job offers and consumer sentiment, was revised higher. Investors are awaiting a slew of Japan’s economic data due on Friday, including Tokyo core CPI, industrial production, and retail sales. The Nikkei Volatility Index, which takes into account the implied volatility of Nikkei 225 options, closed up +16.07% to 31.21. The Japanese December Leading Index came in at 111.0, stronger than expectations of 110.2. **Pre-Market U.S. Stock Movers** Nvidia (NVDA) rose about +0.6% in pre-market trading after the chipmaker posted stronger-than-expected Q4 results and provided Q1 revenue guidance that smashed Wall Street expectations. IonQ (IONQ) surged more than +16% in pre-market trading after the quantum-computing company reported much stronger-than-expected Q4 revenue and issued strong FY26 revenue guidance. U.S. Bancorp (USB) gained about +1% in pre-market trading after Truist upgraded the stock to Buy from Hold with a price target of $66. Salesforce (CRM) slid over -3% in pre-market trading after the software maker issued tepid full-year revenue guidance that failed to reassure investors concerned about the threat posed by AI agents. The Trade Desk (TTD) plunged more than -16% in pre-market trading after the advertising technology company provided below-consensus Q1 revenue guidance. _You can see more __pre-market stock movers__ here_ **Today’s U.S. Earnings Spotlight: Thursday - February 26th** Intuit (INTU), Monster Beverage (MNST), Dell Technologies (DELL), Warner Bros. Discovery (WBD), Sempra (SRE), Vistra (VST), CoreWeave (CRWV), Rocket Companies (RKT), Autodesk (ADSK), Cheniere Energy (LNG), Public Service Enterprise Group (PEG), Rocket Lab (RKLB), EMCOR Group (EME), Coupang (CPNG), Block (XYZ), Natera (NTRA), Qnity Electronics (Q), Zscaler (ZS), Coterra Energy (CTRA), Formula One Group (FWONA), MasTec (MTZ), Formula One Group (FWONK), SBA Communications (SBAC), NetApp (NTAP), Viatris (VTRS), Talen Energy (TLN), Hormel Foods (HRL), TopBuild (BLD), Celsius Holdings (CELH), Solventum (SOLV), Donaldson Company (DCI), The AES Corporation (AES), The J. M. Smucker Company (SJM), MP Materials (MP), Bentley Systems (BSY), American Healthcare REIT (AHR), Masimo (MASI), CubeSmart (CUBE), Installed Building Products (IBP), The Middleby Corporation (MIDD), TeraWulf (WULF), Figure Technology Solutions (FIGR), Kymera Therapeutics (KYMR), D-Wave Quantum (QBTS), Nexstar Media Group (NXST), Primo Brands (PRMB), Rhythm Pharmaceuticals (RYTM), Arcosa (ACA), Loar Holdings (LOAR), Elastic (ESTC), OneStream (OS), Acushnet Holdings (GOLF), Energy Fuels (UUUU), Compass (COMP), The Brink's Company (BCO), Main Street Capital (MAIN), KBR, Inc. (KBR), Caris Life Sciences (CAI), Duolingo (DUOL), Millrose Properties (MRP), Shift4 Payments (FOUR), Lantheus Holdings (LNTH), Teleflex (TFX), FTI Consulting (FCN), Nelnet (NNI), Sunrun (RUN), Crinetics Pharmaceuticals (CRNX), Tutor Perini (TPC), ACM Research (ACMR), TG Therapeutics (TGTX), National Health Investors (NHI), Hilton Grand Vacations (HGV), ACI Worldwide (ACIW), Frontdoor (FTDR), Applied Optoelectronics (AAOI), NuScale Power (SMR), Vistance Networks (VISN), Alignment Healthcare (ALHC), Hagerty (HGTY), Assured Guaranty (AGO), Shake Shack (SHAK), Tidewater (TDW), Perimeter Solutions (PRM), Ligand Pharmaceuticals (LGND), Eos Energy Enterprises (EOSE), SoundHound AI (SOUN), International Seaways (INSW), nLIGHT (LASR), MARA Holdings (MARA), Edgewise Therapeutics (EWTX), NCR Atleos (NATL), Ambarella (AMBA), Concentra Group Holdings Parent (CON), Privia Health Group (PRVA), Warby Parker (WRBY), Wave Life Sciences (WVE), DENTSPLY SIRONA (XRAY), The Baldwin Insurance Group (BWIN), Enerflex (EFXT), AvePoint (AVPT), Grindr (GRND), Walker & Dunlop (WD), DiamondRock Hospitality Company (DRH), Flowco Holdings (FLOC), Nektar Therapeutics (NKTR). _ On the date of publication, Oleksandr Pylypenko did not have (either directly or indirectly) positions in any of the securities mentioned in this article. 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