Shared on 04 Dec 25

Fair value Increased 0.13%

TLN: Rising Data Center Demand Will Drive Long-Term Cash Flow Expansion

Analysts have nudged their blended price target for Talen Energy slightly higher to about $450 per share, citing the anticipated earnings uplift from the Caithness acquisition by late 2025, stronger forward PJM power prices, and ongoing data center driven demand tailwinds. Analyst Commentary Street research remains broadly constructive on Talen, with a steady cadence of target hikes and positive rating reiterations tied to improving fundamentals in PJM, growing data center demand, and the integration of the Caithness assets.

Shared on 20 Nov 25

Fair value Increased 0.81%

TLN: Increasing Demand For Data Center Power Will Drive Long-Term Cash Flow Expansion

Talen Energy's analyst fair value estimate has been revised upward from $445.35 to $448.97. This change reflects analysts' increased confidence in the company's data center pipeline opportunities and robust cash flow outlook.

Shared on 05 Nov 25

Fair value Increased 1.39%

TLN: Cash Flow Expansion Will Drive Upside on Data Center Demand

Talen Energy's analyst price target has increased by approximately $6 to $445, as analysts cite robust fundamentals in the independent power sector, as well as expectations of continued cash flow growth and data center demand. Analyst Commentary Recent Street research indicates that analysts are broadly constructive on Talen Energy’s prospects, following a series of price target increases and positive assessments around the company’s growth potential, sector positioning, and evolving data center demand.

Shared on 22 Oct 25

Fair value Increased 1.24%

Talen Energy’s analyst price target has risen modestly, up by $5 to $439. This increase reflects improved outlooks for revenue growth, profit margin, and sector cash flows as highlighted by recent analyst discussions.

Shared on 08 Oct 25

Fair value Increased 1.25%

Talen Energy’s analyst price target has increased from approximately $428 to $434 per share. Analysts cite stronger guidance, bullish peer trends, and a robust backdrop for power producers as drivers behind the upward revision.

Shared on 19 Sep 25

Fair value Increased 6.65%

Analysts have raised Talen Energy's price target to $428.47, citing upside from conservative long-term guidance, incremental value from new PPAs (particularly with data center clients), strong PJM market positioning, and enhanced capital returns, while noting some need for increased disclosure on gas marketing and contracts. Analyst Commentary Bullish analysts highlight conservative long-term guidance through 2028, suggesting upside potential as the company executes beyond stated targets.

Shared on 04 Sep 25

Fair value Increased 0.77%

Analysts maintain a positive outlook on Talen Energy, citing transformative AI-related demand growth, lucrative PPAs, and robust M&A prospects as key drivers for future value creation, with the consensus price target unchanged at $398.66. Analyst Commentary Bullish analysts highlight the transformative impact of AI adoption on the energy sector, forecasting a “Power revolution” that positions Talen among potential new industry leaders.

Shared on 31 Jul 25

Fair value Increased 7.77%

Talen Energy's consensus revenue growth forecasts have materially declined while its expected P/E multiple has risen, indicating softer fundamentals and a less attractive valuation, yet the analyst price target remains unchanged at $369.90. What's in the News Talen Energy expanded its nuclear energy partnership with Amazon, signing a long-term PPA to supply up to 1,920 MW of carbon-free power to Amazon Web Services, with options to extend and initiatives to explore SMRs and plant uprates.

Shared on 30 Apr 25

Fair value Increased 45%

Shared on 23 Apr 25

Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.089%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 10%

AnalystConsensusTarget has decreased revenue growth from 9.5% to 8.4%.

Shared on 02 Apr 25

Fair value Increased 12%

AnalystConsensusTarget has increased revenue growth from 8.4% to 9.5%.

Shared on 26 Mar 25

Fair value Decreased 0.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 44%

AnalystConsensusTarget has decreased revenue growth from 13.1% to 8.3%, increased profit margin from 10.5% to 24.1% and decreased future PE multiple from 24.9x to 18.0x.

Analyst Commentary Highlights Talen Energy’s Modest Valuation Upside and Strategic Growth Developments

TLN: Rising Data Center Demand Will Drive Long-Term Cash Flow Expansion

TLN: Increasing Demand For Data Center Power Will Drive Long-Term Cash Flow Expansion

TLN: Cash Flow Expansion Will Drive Upside on Data Center Demand

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