Update shared on31 Jul 2025
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.
- The company’s share buyback program repurchased 452,130 shares (0.98%) for $83.36 million in Q1 2025, totaling 9,519,871 shares (17.09%) for $1.19 billion since October 2023.
- Talen Energy was added to multiple Russell indexes, including Russell 1000, 2500, 3000, Midcap, Small Cap Completeness, and associated value/dynamic subsets, increasing its index presence.
- Talen Energy held an M&A call with Caithness Energy LLC.
Valuation Changes
Summary of Valuation Changes for Talen Energy
- The Consensus Analyst Price Target remained effectively unchanged, at $369.90.
- The Consensus Revenue Growth forecasts for Talen Energy has significantly fallen from 13.7% per annum to 10.2% per annum.
- The Future P/E for Talen Energy has significantly risen from 21.34x to 25.00x.
Disclaimer
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