Dashboard Portfolios Watchlist Community Discover Screener

Community
/
United States
/
Utilities

Published

15 Jun 25

Updated

19 Aug 26

Views

107

Not Invested

Talen EnergyTLN

Fair Value

US$567

Share price19 Aug

US$312.7444.8% undervalued intrinsic discount

Loading

1Y-22.87%

7D-1.34%

Electrification, Decarbonization And Digitalization Will Open Clean Energy Pathways

AN

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

15 Jun 25

Updated

19 Aug 26

Views

107

Not Invested

Fair ValueUS$567

Share priceUS$312.74

44.8% undervalued intrinsic discount

Shared on 19 Aug 26

Fair value Decreased 3.76%

TLN: PJM Tightness And Data Center Contracts Will Support Future Earnings Power

Talen expands its power fleet and locks in long-term deals tied to fast-growing data center demand, giving it steadier cash coming in even as the power market tightens. The big question is whether grid rule changes and possible delays to new data center connections slow that momentum—or whether the contracted revenue keeps earnings on track.

9 viewsusers have viewed this narrative update

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.

11 viewsusers have viewed this narrative update

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.

9 viewsusers have viewed this narrative update

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.

7 viewsusers have viewed this narrative update

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.

7 viewsusers have viewed this narrative update

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.

11 viewsusers have viewed this narrative update

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.

10 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$567

vs US$312.7444.8% undervalued intrinsic discount

18.6%

Revenue growth

41.8%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Talen Energy

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Good value with reasonable growth potential.

Market capUS$15.0b

PB9.3x

Estimated Growth11.6%

Dividend YieldN/A

CEO & management

Mark McFarland

CEO

2.3yrs

CEO Tenure

An independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States.

Make Better Investing Decisions Anywhere

Scan to download

Open AppStore Open Google Play

Chrome Web Store

Level 5, 320 Pitt Street, Sydney

Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.

View Data Sources

Markets

US: NYSE & NASDAQ
UK: FTSE
Australia: ASX
India: NIFTY
Canada: TSX
South Africa: JSE
Japan: NIKKEI
South Korea: KOSPI
Germany: DAX

Investing Ideas

Undervalued Companies
Dividend Powerhouses
Insider Buying
Nuclear Energy
Autonomous Vehicles
Artificial Intelligence
Crypto and Blockchain
Cybersecurity
More ideas

Stock Communities

AstraZeneca
HSBC Holdings
Shell
Unilever
Diageo
Rio Tinto Group
RELX
BP
Barclays

Features & Tools

Portfolio Tracker
Stock Screener & Alerts
Narratives & Fair Values
Dividend Calculator

News & Discovery

Latest Stock News
Global Market Insights
The Foxhole
Investing Ideas
Community Narratives
What's New

Simply Wall St

Plans & Pricing
Advertising
About Us
Contact Us
Careers

Help Center
Learn Stock Investing
Affiliate Program
Business & Enterprise
Charlie AI

Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206

Terms and Conditions
Privacy Policy
AI Terms
Financial Services Guide