Talen Energy Corporation

NasdaqGS:TLN 주식 리포트

시가총액: US$18.6b

Talen Energy 향후 성장

Future 기준 점검 4/6

Talen Energy (는) 각각 연간 31.3% 및 9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 34.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 94.4% 로 예상됩니다.

핵심 정보

31.3%

이익 성장률

34.77%

EPS 성장률

Renewable Energy 이익 성장24.5%
매출 성장률9.0%
향후 자기자본이익률94.38%
애널리스트 커버리지

Good

마지막 업데이트06 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
Seeking Alpha • Apr 29

Talen Energy: Acquisitions Strengthen Prospects

Summary Talen Energy's stock price has underwhelmed in 2026, after an 86% uptick last year. Here I argue, though, that it's only because its long-term prospects aren't priced in yet. Its three recent natural gas asset acquisitions add notably to the company's production capacity as well as to its financials, like adjusted EBITDA and FCF. While its forward EV/EBITDA is elevated in the short-to-medium term compared with peers, over the next five years, along with the forward P/E, it looks attractive. The only drawback to TLN now is the move away from purely clean energy sources like nuclear, which can limit its appeal to investors focused on decarbonization. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새 내러티브 • Feb 21

Nuclear Resurgence: Powering the AI Grid of Tomorrow

Talen Energy (TLN) is at the epicenter of the 2026 energy rotation, with shares trading around $382 as investors scramble for reliable, "always-on" carbon-free power. The company's crown jewel, the Susquehanna nuclear plant, has become one of the most valuable assets in the PJM Interconnection grid.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • Jul 03

Should You Investigate Talen Energy Corporation (NASDAQ:TLN) At US$276?

Let's talk about the popular Talen Energy Corporation ( NASDAQ:TLN ). The company's shares saw a significant share...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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새 내러티브 • 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 Alpha
Seeking 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

이익 및 매출 성장 예측

NasdaqGS:TLN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20284,8851,4291,7062,1836
12/31/20274,6641,3141,5261,8678
12/31/20264,2271,0041,1901,6477
3/31/20263,365-218351,046N/A
12/31/20252,626-219498704N/A
9/30/20252,343226226434N/A
6/30/20252,128187-16041N/A
3/31/20252,08756915202N/A
12/31/20242,07399867256N/A
9/30/20242,0161,098263468N/A
6/30/20242,105853337553N/A
3/31/20242,1284289293N/A
12/31/20232,439134516864N/A
9/30/20232,671117203604N/A
6/30/20232,872-106197624N/A
3/31/20232,888-712530919N/A
12/31/20222,412-1,289-125187N/A
12/31/20211,775-977-518-294N/A
9/30/20164,230174N/A586N/A
6/30/20164,312-315N/A620N/A
3/31/20164,563-286N/A743N/A
12/31/20154,481-341N/A768N/A
9/30/20156,287-130N/A728N/A
6/30/20156,568365N/A527N/A

애널리스트 향후 성장 전망

수입 대 저축률: TLN 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: TLN (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: TLN 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: TLN 의 수익(연간 9%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: TLN 의 수익(연간 9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: TLN의 자본 수익률은 3년 후 94.4%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 19:59
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Talen Energy Corporation는 26명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Nicholas CampanellaBarclays
Moses SuttonBNP Paribas
Ross FowlerBofA Global Research