Talen Energy（TLN）株式概要
独立系発電・インフラ企業であるタレン・エナジー・コーポレーションは、米国内の卸電力市場で電力、容量、アンシラリーサービスを生産・販売している。 詳細
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Analyst Price Targets
Talen Energy Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$372.37 |
| 52週高値 | US$451.28 |
| 52週安値 | US$300.00 |
| ベータ | 1.62 |
| 1ヶ月の変化 | -14.65% |
| 3ヶ月変化 | 7.54% |
| 1年変化 | 13.31% |
| 3年間の変化 | 616.10% |
| 5年間の変化 | n/a |
| IPOからの変化 | 700.80% |
最新ニュース
ナラティブ更新 • 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.Seeking Alpha • Jul 11
Talen Energy: A Good Bet On Direct Data Centers Energy
Summary Talen Energy is rated Buy, driven by transformative contracts, accretive acquisitions, and a robust free cash flow growth outlook. TLN's 17-year, $1.4B annual PPA with Amazon anchors long-term cash flows, with $8+ after-tax cash flow per share projected by 2030-2032. The recent $3.5B acquisition of gas plants expands TLN's PJM capacity to 13.1GW, is immediately accretive, and is supported by intelligent refinancing. Capacity market exposure is largely locked in at record rates through 2029, while aggressive share buybacks and debt reduction enhance shareholder returns. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • 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.Seeking Alpha • Jul 11
Talen Energy: A Good Bet On Direct Data Centers Energy
Summary Talen Energy is rated Buy, driven by transformative contracts, accretive acquisitions, and a robust free cash flow growth outlook. TLN's 17-year, $1.4B annual PPA with Amazon anchors long-term cash flows, with $8+ after-tax cash flow per share projected by 2030-2032. The recent $3.5B acquisition of gas plants expands TLN's PJM capacity to 13.1GW, is immediately accretive, and is supported by intelligent refinancing. Capacity market exposure is largely locked in at record rates through 2029, while aggressive share buybacks and debt reduction enhance shareholder returns. Read the full article on Seeking Alphaナラティブ更新 • Jun 18
TLN: Refinancing And Gas Acquisitions With Nuclear Plans Guide A Measured Outlook
Analysts have nudged the Talen Energy price target higher, citing refreshed models that reflect updated revenue growth, profit margin and P/E assumptions, along with a series of recent Street target increases to $411 and $499. Analyst Commentary Recent Street research on Talen Energy has featured multiple price target revisions, giving you a mixed picture of how analysts are thinking about the stock.ナラティブ更新 • Jun 03
TLN: Refinancing And Nuclear Projects Will Shape A Cautious Balanced Outlook
Analysts have raised the Talen Energy price target by $1 to $499, citing updated utility sector models and revised views following recent quarterly results and broader coverage changes. Analyst Commentary Recent research on Talen Energy shows a mix of optimism and caution, with several firms adjusting price targets around updated sector models, new coverage and reactions to quarterly results.
ナラティブ更新 • May 20
TLN: PJM Power Prices And Nuclear Shift Will Support Future Earnings Power
Analysts have lifted the Talen Energy price target by $41.15, supported by updated models that reflect a fair value estimate of $589.15, a discount rate of 7.94%, revenue growth assumptions of 24.07%, a profit margin of 33.58%, and a future P/E of 15.71, following recent Q1 related research updates. Analyst Commentary Recent Street research around Talen Energy has centered on fresh price targets and model updates following the latest quarterly report and sector review work.
ナラティブ更新 • May 03
TLN: Data Center Demand And Nuclear Transition Will Drive Future Upside
The updated analyst price target for Talen Energy rises by about $7 to reflect higher modeled fair value, slightly adjusted discount rate assumptions, and modestly stronger revenue growth and profit margin estimates, even as some recent Street research has moved individual targets both up and down. Analyst Commentary Recent Street research on Talen Energy shows a wide range of price target changes as analysts refresh their views on valuation, growth potential, and execution risks.ナラティブ更新 • Apr 18
TLN: Data Center And Nuclear Projects Will Shape A Cautious Balanced Outlook
Analysts have adjusted their price targets on Talen Energy, citing updated assumptions for fair value to $388.56, a higher discount rate, stronger modeled revenue growth, slightly lower profit margins, and a modestly lower future P/E multiple based on recent research updates across the Street. Analyst Commentary Recent Street research on Talen Energy shows a mix of views, with both bullish and bearish analysts adjusting their assumptions around fair value, discount rates, and earnings power.ナラティブ更新 • Apr 04
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.ナラティブ更新 • Mar 21
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.ナラティブ更新 • Mar 07
TLN: New Gas Fleet And Data Center Demand Will Drive Upside
Analysts have nudged their Talen Energy price expectations higher, with recent target increases to $457, $473 and $474, tied to updated views on utilities, Q4 earnings discussions and revised EBITDA and free cash flow assumptions. Analyst Commentary Recent research highlights a cluster of upward price target revisions for Talen Energy, giving you a clearer view of how the Street is thinking about valuation, execution and growth prospects around upcoming catalysts like Q4 earnings.ナラティブ更新 • Feb 21
TLN: New Gas Assets Will Support Future Data Center Power Demand
Analysts have nudged their price targets for Talen Energy higher, with recent moves such as Morgan Stanley's adjustment to $474 from $473, reflecting updated assumptions around fair value, revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates around Talen Energy have centered on valuation tweaks, earnings expectations and how the stock fits within the broader utilities and independent power producer group.ナラティブ更新 • Feb 06
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.ナラティブ更新 • Jan 23
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.ナラティブ更新 • Jan 08
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.ナラティブ更新 • Dec 18
TLN: Future Data Center Demand And PJM Pricing Will Drive Balanced Outlook
Analysts have lifted their price target for Talen Energy by $24 to reflect stronger forward power prices in PJM, the expected closing of the Caithness transaction, and growing conviction in the company’s margin resilience and data center driven growth. Analyst Commentary Recent Street research on Talen Energy has been broadly constructive, with multiple price target increases reflecting higher forward power prices in PJM, the anticipated completion of the Caithness transaction, and rising conviction in data center driven growth.ナラティブ更新 • Dec 04
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.ナラティブ更新 • Nov 20
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.ナラティブ更新 • Nov 05
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.ナラティブ更新 • Oct 22
Analyst Commentary Highlights Talen Energy’s Modest Valuation Upside and Strategic Growth Developments
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.ナラティブ更新 • Oct 08
US Electricity Demand And Nuclear Expansion Will Shape Markets
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.ナラティブ更新 • Sep 19
US Electricity Demand And Nuclear Expansion Will Shape Markets
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.ナラティブ更新 • Sep 04
US Electricity Demand And Nuclear Expansion Will Shape Markets
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.分析記事 • Jul 24
Here's Why We Think Talen Energy (NASDAQ:TLN) Might Deserve Your Attention Today
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Seeking Alpha • Apr 25
Talen Energy Benefits From Growing Power Demand
Summary Talen Energy, valued at nearly $10 billion, is aggressively growing peak power demand and boasts a strong dispatchable fleet, driving impressive FCF and shareholder returns. The company reported nearly $1 billion in FY GAAP net income and executed $1 billion in share repurchases, buying back 22% of its shares. Talen Energy's dynamic hedging program and robust growth in FCF and EBITDA position it well for future profitability, despite potential regulatory hurdles with AWS. With significant renewable power assets and a focus on datacenter power demand, Talen Energy is poised for substantial long-term shareholder returns. Read the full article on Seeking AlphaSeeking Alpha • Mar 14
Talen Energy: Exaggerated Fears Provides Upside
Summary Talen's aggressive commercial strategy and hedging position it to benefit from rising energy prices, with significant exposure to the PJM grid (largest in the US). Amazon's co-location deal boosts EBITDA, especially in 2026, and regulatory issues are expected to be resolved by 2028. Consensus estimates project cash earnings to grow over 30% on average through 2027. I rate TLN a Buy due to its strong assets, commercial strategy, and potential for significant upside, with a YE26 price target of $387. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Downgrading Talen Energy To Hold Due To High Valuations
Summary Hedge funds are betting on utilities like Talen Energy and Vistra Corp., but Talen Energy's valuation is too high at a 23.4x P/E. Talen's involvement in Bitcoin mining and regulatory issues with FERC over its AWS power deal raise concerns about its growth and profitability. Despite higher power prices, increased natural gas costs mean TLN's future profitability remains similar to previous years, not higher. I prefer investing in grid infrastructure companies like GE Vernova or cheaper utilities like National Grid plc, which offer growth without regulatory uncertainty. Read the full article on Seeking AlphaSeeking Alpha • Feb 14
Talen Energy: Supply And Demand Have Never Been So Far Apart
Summary PJM has updated future load projections. The revisions over 2024 projections are astronomical. Future demands are so large, supply can't possibly keep up. The power savings potential introduced by Deep Seek is a necessary step to keep the power production problem both realistic and solvable. Power generators with existing assets are still sitting in the driver's seat. I maintain my $300/share price target, but am optimistic about the potential for future capacity prices in the 2026/2027 auction. Read the full article on Seeking AlphaSeeking Alpha • Jan 12
Talen Energy: Powering Sustainable Growth
Summary Talen Energy Corp. is a mission-driven company focused on sustainable solutions, showing remarkable financial turnaround and strong growth, making it a 'Strong Buy.' TLN's Q3 2024 highlights include a shift from a $77M net loss in Q3 2023 to a $168M net income. TLN's strategic initiatives, including asset sales and refinancing, enhance liquidity and shareholder returns, with a $1B share repurchase program signaling strong confidence. Despite potential risks, TLN's undervalued P/E ratio and alignment with rising energy demand position it as a valuable long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Vistra Corp. Vs. Talen Energy: Where To Follow The Smart Money?
Summary Vistra Corp. is up over 260% YTD, driven by strong fundamentals and a bullish outlook on electricity demand growth, especially from AI-driven data centers. Vistra's inclusion in the S&P 500 and its ownership of battery energy storage systems make it a more attractive investment than Talen Energy. Vistra's strategic focus on zero-carbon electricity and significant capex plans position it well for future growth, despite potential risks from commodity price fluctuations. VST trades at a more attractive forward EV/EBITDA multiple compared to peers, making it a compelling choice for investors seeking exposure to the power demand boom. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Talen Energy: Staying At Full Throttle Despite Regulatory Setbacks
Summary The Sierra Clubs assert that the PJM auction is faulty displays its lack of understanding of energy markets. Over 60% of near-term generation that is under construction in the PJM market is solar, which has a capacity factor of only 12%. I have increased my price target to $300/share from $260/share. This implies 40% upside at current market prices. TLN may join the Russell 1000 and the S&P 500 indices in 2025, creating more exposure for the stock. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
Talen Energy: High Voltage Growth
Summary Talen's aggressive commercial strategy and significant exposure to market electricity prices position it to benefit from high demand drivers like hot weather and AI data centers. The Amazon PPA, scaling up to 960MW by 2034, offers long-term incremental cash flow and enhances Talen's valuation and growth potential. Increased EBITDA guidance for 2025/2026 and a higher price target of US$220, driven by AI data center demand and a US$1.2bn buyback. Despite some regulatory risks, Talen's generation assets are well-positioned for higher electricity demand and prices, making it a buy recommendation. Read the full article on Seeking AlphaSeeking Alpha • Oct 13
Talen Energy: Own 2 Nuclear Plants With A Behind-The-Meter Data Center Contract For Massive Growth
Summary Talen Energy will massively benefit from improved PJM capacity auction prices, premium data center contracts with Amazon, and rising whole sale electricity prices. The company's Susquehanna Nuclear Station has downside protection through the Inflation Reduction Act, cementing a lucrative margin. Large increases in FCF are due to changing market conditions and requires little to no capital spending on TLN's part. TLN will be a beneficiary of an underinvested market. I rate TLN as a BUY with 60% upside in 2026. Read the full article on Seeking Alpha
新しいナラティブ • Aug 27
Mounting Risks Shadow Revenue Prospects Amid Regulatory And Market Uncertainties
Reliance on PJM capacity markets and regulatory challenges with AWS deals may lead to revenue volatility and unpredictable earnings.Seeking Alpha • Aug 02
Talen Energy Brings 'Shockingly' Good News
Summary Talen Energy is an independent power producer and infrastructure business focusing on nuclear, fossil fuels, and green energy. Recent transactions, including selling assets and securing deals with Amazon, have positioned Talen Energy for growth and increased revenue. A surge in electricity prices in the PJM Interconnection market is expected to benefit TLN, making it a favorable investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Jul 25
Talen Energy: The More I Learned About Nuclear Power, The More Bullish I Became
Summary The investment story for Talen begins with the Company's 2022 bankruptcy. The bankruptcy process allowed Talen to clean up its balance sheet by converting debt liabilities to equity capital. Talen's new management team resolved a pragmatic strategy for Talen 2.0. The stock has appreciated substantially; however, I believe there is significant upside remaining. Read the full article on Seeking Alpha株主還元
| TLN | US Renewable Energy | US 市場 | |
|---|---|---|---|
| 7D | -3.5% | -2.8% | -2.0% |
| 1Y | 13.3% | -7.9% | 17.2% |
業界別リターン: TLN過去 1 年間で-7.9 % の収益を上げたUS Renewable Energy業界を上回りました。
リターン対市場: TLNは、過去 1 年間で17.2 % のリターンを上げたUS市場を下回りました。
価格変動
| TLN volatility | |
|---|---|
| TLN Average Weekly Movement | 8.6% |
| Renewable Energy Industry Average Movement | 7.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: TLN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TLNの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2014 | 1,880 | Mac McFarland | www.talenenergy.com |
独立系発電・インフラ企業であるタレン・エナジー・コーポレーションは、米国内の卸電力市場で電力、容量、アンシラリーサービスを生産・販売している。同社の発電所は、原子力、化石燃料、石油、天然ガス、石炭など様々な燃料を使用して発電している。約1,310万kWの電力インフラを所有・運営している。タレン・エナジー・コーポレーションは2014年に法人化され、テキサス州ヒューストンに本社を置いている。
Talen Energy Corporation 基礎のまとめ
| TLN 基礎統計学 | |
|---|---|
| 時価総額 | US$17.83b |
| 収益（TTM） | -US$21.00m |
| 売上高(TTM) | US$3.24b |
5.5x
P/Sレシオ-849.3x
PER（株価収益率TLN は割高か？
公正価値と評価分析を参照収益と収入
| TLN 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.24b |
| 売上原価 | US$1.94b |
| 売上総利益 | US$1.30b |
| その他の費用 | US$1.32b |
| 収益 | -US$21.00m |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 05, 2026
| 一株当たり利益（EPS） | -0.44 |
| グロス・マージン | 40.14% |
| 純利益率 | -0.65% |
| 有利子負債／自己資本比率 | 635.4% |
TLN の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/19 03:22 |
| 終値 | 2026/07/17 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Talen Energy Corporation 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Nicholas Campanella | Barclays |
| Moses Sutton | BNP Paribas |
| Ross Fowler | BofA Global Research |