Electrification, Decarbonization And Digitalization Will Open Clean Energy Pathways

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

15 Jun 25

Updated

20 May 26

Views

67

20 May

US$358.74

AnalystHighTarget's Fair Value

US$589.15

39.1% undervalued

1Y

40.6%

7D

-6.9%

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1Y

40.6%

7D

-6.9%

You can edit this narrative until May 21 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$589.1539.1% undervalued

AnalystHighTarget Fair Value

Shared on 20 May 26

Fair value Increased 7.51%

TLN: PJM Power Prices And Nuclear Shift Will Support Future Earnings Power

Talen Energy keeps drawing mixed reactions from Wall Street, but several big firms are still nudging their expectations higher after the latest quarterly results. A new push into next‑generation nuclear projects and continued buybacks could reshape how investors think about its long-term growth and risks.

4 views

Shared on 04 Apr 26

TLN: PJM Power Prices And Nuclear Shift Will Recast Earnings Power

Analysts have trimmed their price targets on Talen Energy by $2 to $27 in recent updates, citing adjustments to their models that reflect slightly different assumptions on discount rates, revenue growth, profit margins and future P/E multiples, while still incorporating a mix of cautious and constructive views from recent research. Analyst Commentary Street research on Talen Energy has been mixed, with some investors dialing back their expectations and others still highlighting upside based on updated cash flow and earnings assumptions.

7 views

Shared on 21 Mar 26

Fair value Decreased 1.62%

TLN: PJM Power Prices And Data Center Demand Will Recast Earnings Power

Analysts have adjusted the Talen Energy price target to $548, trimming their fair value view while citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that reflect recent shifts in sector research and company specific debates across firms such as JPMorgan, BNP Paribas, Morgan Stanley, Wells Fargo, and Seaport Research. Analyst Commentary Recent Street research around Talen Energy centers on how quickly analysts are recalibrating their models, with several firms revisiting price targets in light of updated sector work, valuation frameworks, and upcoming earnings discussions.

4 views

Shared on 06 Feb 26

Fair value Increased 1.03%

TLN: Caithness Closing And PJM Power Prices Will Recast Earnings Power

Analysts have lifted their price targets on Talen Energy by a wide margin, with recent increases of $5, $27, $61 and a move to $457, citing updated EBITDA and free cash flow estimates, expectations around the Caithness transaction closing by late 2025, and higher forward power prices in PJM as key drivers behind the higher fair value estimate of $557.02. Analyst Commentary Bullish analysts have been revisiting their fair value frameworks for Talen Energy, with several research updates pointing to higher assumed earnings power and cash generation.

6 views

Shared on 23 Jan 26

Fair value Decreased 1.07%

TLN: Caithness Deal And PJM Power Prices Will Reshape Earnings Power

Analysts have nudged their price targets on Talen Energy higher by around $6 per share, citing modestly stronger revenue growth and profit margins, along with slightly adjusted discount rate and P/E assumptions based on recent research updates from major firms. Analyst Commentary Recent Street research on Talen Energy has leaned positive, with several bullish analysts adjusting their valuation work and lifting price targets.

8 views

Shared on 08 Jan 26

Fair value Increased 40%

TLN: Data Center Demand And Caithness Deal Will Reshape Earnings Power

Analysts have lifted their blended price target on Talen Energy to about US$557 from roughly US$399, citing updated assumptions that reflect recent price target increases across the Street, the planned closing of the Caithness transaction by late 2025, higher forward power prices in PJM, and growing attention on Talen's role in supporting data center demand. Analyst Commentary Bullish analysts are framing the recent set of price target moves on Talen Energy as a re-marking of the stock to reflect updated deal assumptions, power market inputs in PJM, and rising visibility into data center related demand.

7 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$589.15

39.1% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

9.39%

Historical revenue growth rate

N/A

Renewable Energy revenue growth rate

26.73%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.91%

Calculation

US$2.07b

Earnings '29

x

15.71x

PE Ratio '29

=

US$32.60b

Market Cap '29

US$32.60b

Market Cap '29

/

44.54m

No. shares '29

=

US$732.10

Share Price '29

US$732.10 Share Price '29

Discounted to 2026 @ 7.94% p.a.

=

US$582.07

Fair Value '26