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Talen Energy Corporation Stock Price

NasdaqGS:TLN Community·US$14.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 105 Fair Values set on narratives written by author
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TLN Share Price Performance

US$292.30
-137.42 (-31.98%)
​
US$459.94
Fair Value
US$292.30
-137.42 (-31.98%)
36.4% undervalued intrinsic discount
US$459.94
Fair Value
Price US$292.30
AnalystConsensusTarget US$459.94
AnalystLowTarget US$333.82
AnalystHighTarget US$567.00

TLN Community Narratives

Fair Value
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Fair Value US$459.94 36.4% undervalued intrinsic discount

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

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Fair Value
·
Fair Value US$333.82 12.4% undervalued intrinsic discount

Decarbonization Pressures Will Erode Legacy Fossil Assets

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Fair Value
·
Fair Value US$567 48.4% undervalued intrinsic discount

Electrification, Decarbonization And Digitalization Will Open Clean Energy Pathways

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Talen Energy
36.4% undervalued intrinsic discount

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

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Updated 3 Sep
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TLN logo
Talen Energy
48.4% undervalued intrinsic discount

Electrification, Decarbonization And Digitalization Will Open Clean Energy Pathways

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Updated 19 Aug
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TLN logo
Talen Energy
12.4% undervalued intrinsic discount

Decarbonization Pressures Will Erode Legacy Fossil Assets

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Updated 16 Jul
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Updated Narratives

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TLN: PJM Power Tightness And Data Center Buildouts Will Drive Future Upside

Fair Value: US$459.94 36.4% undervalued intrinsic discount
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TLN: PJM Tightness And Data Center Contracts Will Support Future Earnings Power

Fair Value: US$567 48.4% undervalued intrinsic discount
3 users have set this as their fair value
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TLN: PJM Capacity Auction Reliance Will Constrain Upside From Current Levels

Fair Value: US$333.82 12.4% undervalued intrinsic discount
5 users have set this as their fair value
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Snowflake Analysis

Good value with reasonable growth potential.

1 Risk
3 Rewards
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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
42.10%
-4.95%
584.1%
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

Narrative Update • Sep 03

TLN: PJM Power Tightness And Data Center Buildouts Will Drive Future Upside

Analysts have trimmed their blended price target for Talen Energy to reflect a fair value move from about $470 to roughly $460, as they factor in slightly higher risk, more moderate revenue growth assumptions, and updated views on PJM power market conditions and data center related timing. Analyst Commentary Recent research on Talen Energy highlights a mix of optimism around growth projects and PJM exposure, alongside caution on policy risk, contracting visibility, and the stock's valuation.
Narrative Update • Aug 19

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

The analyst fair value estimate for Talen Energy has been revised modestly lower from $589.15 to $567.00 as analysts factor in higher perceived risk around data center buildouts and regulatory directives, partly offset by stronger margin assumptions and contracted cash flow support. Analyst Commentary Recent Street research on Talen Energy shows a mixed but generally constructive tone, with several bullish analysts still highlighting growth projects, contracted cash flows and market exposure, even as some price targets are revised lower to reflect project and regulatory risks.
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

Recent updates

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