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Talen Energy Corporation Stock Price

NasdaqGS:TLN Community·US$15.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 91 Fair Values set on narratives written by author

TLN Share Price Performance

US$347.71
-26.97 (-7.20%)
US$469.57
Fair Value
US$347.71
-26.97 (-7.20%)
26.0% undervalued intrinsic discount
US$469.57
Fair Value
Price US$347.71
AnalystConsensusTarget US$469.57
AnalystLowTarget US$333.82
AnalystHighTarget US$589.15

TLN Community Narratives

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Fair Value US$469.57 26.0% undervalued intrinsic discount

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

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Fair Value US$333.82 4.2% overvalued intrinsic discount

Decarbonization Pressures Will Erode Legacy Fossil Assets

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Fair Value US$589.15 41.0% undervalued intrinsic discount

Electrification, Decarbonization And Digitalization Will Open Clean Energy Pathways

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3users have followed this narrative
US$333.82
4.2% overvalued intrinsic discount
Profit Margin
27.81%
Future PE
12.3x
Price in 2029
US$414.6

Trending Discussion

No trending discussion available.

Updated Narratives

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TLN: PJM Capacity Auction Reliance Will Constrain Upside From Current Levels

Fair Value: US$333.82 4.2% overvalued intrinsic discount
4 users have set this as their fair value
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TLN: PJM Power Prices And Nuclear Shift Will Support Future Earnings Power

Fair Value: US$589.15 41.0% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
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TLN: Data Center Demand And Nuclear Transition Will Drive Future Upside

Fair Value: US$469.57 26.0% undervalued intrinsic discount
46 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Reasonable growth potential and fair value.

2 Risks
3 Rewards

Talen Energy Corporation Key Details

US$3.7b

Revenue

US$2.2b

Cost of Revenue

US$1.6b

Gross Profit

US$1.8b

Other Expenses

-US$185.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-3.86
37.79%
-5.31%
584.0%
View Full Analysis

About TLN

Founded
2014
Employees
1880
CEO
Mark McFarland
WebsiteView website
www.talenenergy.com

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’s plants generate power using a variety of fuels, such as nuclear, fossil, oil, natural gas, and coal power plants. It owns and operates approximately 13.1 GW of power infrastructure. Talen Energy Corporation was incorporated in 2014 and is headquartered in Houston, Texas.

Recent TLN News & Updates

Seeking Alpha Aug 07

Talen Energy: The PPL Basis Discount Is The Dark Horse For FCF Growth

Summary Talen Energy Corporation is rated Buy with a $575/share 2028 price target, driven by strong capacity auction results and robust FCF projections. TLN benefits from multi-year visibility into rising contracted revenues, with capacity prices at PJM’s cap and 20% further upside expected in 2H-2026. Transmission upgrades and in-zone demand growth could narrow the $20/MW-hr PPL basis, potentially boosting FCF yield to 17% or higher by 2028. TLN's strategic shift toward long-term PPAs aims to sustain margins as auction-driven capacity revenues face long-term competition risk. Read the full article on Seeking Alpha
Narrative Update Jul 16

TLN: PJM Capacity Auction Reliance Will Constrain Upside From Current Levels

Talen Energy's updated analyst price target framework reflects a higher Street range, with several firms lifting targets into the $470 to $508 area. The internal fair value estimate adjusts to $333.82 as analysts temper revenue growth, margin, and future P/E assumptions in light of mixed signals from recent PJM auction outcomes and evolving contracted cash flow expectations.

Recent updates

No updates