Talen Energy Stock Price

TLN Community Fair Values

• AN

  

  AnalystConsensusTarget

  Consensus Narrative from 13 Analysts

  Power Supply Deal With AWS Will Boost Renewable Energy Prospects, But Regulatory Risks Remain

  Key Takeaways Significant AWS power contract and RMR agreement ensure stable revenue growth, enhancing cash flows and enabling dividends or buybacks. Operational expansions and market reforms boost revenue potential and margins, driving earnings growth and competitive advantage.

  US$344.99

  FV

  4.0% overvalued intrinsic discount

  11.68%

  Revenue growth p.a.

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  5 days ago author updated this narrative
• AN

  

  AnalystLowTarget

  Consensus Narrative from 13 Analysts

  Legacy Assets Will Face Write-Downs Amid Renewable Disruption

  Key Takeaways Dependence on fossil-fueled assets and rising regulatory costs threaten profitability as renewables, stricter emissions policies, and distributed generation disrupt legacy business models. Uncertain execution on digital infrastructure initiatives exposes Talen to legal, regulatory, and competitive risks, jeopardizing anticipated growth in stable, high-margin revenue streams.

  US$268.05

  FV

  33.8% overvalued intrinsic discount

  11.07%

  Revenue growth p.a.

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  5 days ago author updated this narrative
• AN

  

  AnalystHighTarget

  Consensus Narrative from 13 Analysts

  Electrification, Decarbonization And Digitalization Will Open Clean Energy Pathways

  Key Takeaways Talen's unique data center contracts, strategic assets, and rapid capital returns position it for sustained growth, outsized margins, and upside surprises versus market expectations. Proactive plant upgrades and multi-decade, flexible power agreements enable Talen to capture premium pricing and expand revenue beyond legacy models in a surging electricity market.

  US$399.00

  FV

  10.1% undervalued intrinsic discount

  18.32%

  Revenue growth p.a.

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  2users have followed this narrative

  5 days ago author updated this narrative