Talen Energy Corporation

Talen Energy Corporation

TLN·NASDAQ

$378.08

-0.40%
UtilitiesIndependent Power Producers

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 operates nuclear, fossil, solar, and coal power plants. It is also developing battery storage projects. The company owns and operates approximately 10.7 GW of power infrastructure. Talen Energy Corporation is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$17.28B
EPS-4.7900
P/E Ratio-78.93
Earnings Date08/06/2026
tln

Talen Energy Corporation Street Expectations Map

TLN · NASDAQ

Wall Street analysts project that TLN stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 476.60, with estimates ranging from a low of 411.00 to a high of 510.00.

Lowest Target
411.00
8.71%
Consensus Target
476.60
26.06%
Highest Target
510.00
34.89%

The consensus 1-year price target stands at 476.60, with estimates ranging from a low of 411.00 to a high of 510.00.

Analyst Consensus Analysis

Upside Potential

+26.1%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

20.8% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Talen Energy Corporation Forward Estimates of Revenue

TLN · NASDAQ
Latest Revenue
2.52B
FY 2025
Avg Estimate
4.38B
FY 2026
Estimate Range
4.08B - 4.84B
Analyst Spread

Forward Growth Analysis

Projected Growth+73.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Talen Energy Corporation Forward Estimates of Net Income

TLN · NASDAQ
Latest Net Income
-219.00M
FY 2025
Avg Estimate
1.00B
FY 2026
Estimate Range
844.26M - 1.14B
Analyst Spread

Forward Growth Analysis

Projected Growth+558.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread29%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Talen Energy Corporation Forward Estimates of EPS

TLN · NASDAQ
Latest EPS
-4.79
FY 2025
Avg Estimate
$22.22
FY 2026
Estimate Range
$18.48 - $24.86
Analyst Spread

Forward Growth Analysis

Projected Growth+563.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread29%

Moderate uncertainty in forecasts—typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Talen Energy Corporation Forward Estimates of EBIT

TLN · NASDAQ
Latest EBIT
136.00M
FY 2025
Avg Estimate
-35.69M
FY 2026
Estimate Range
-39.47M - -33.26M
Analyst Spread

Forward Growth Analysis

Projected Growth-126.2%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Talen Energy Corporation Forward Estimates of EBITDA

TLN · NASDAQ
Latest EBITDA
415.00M
FY 2025
Avg Estimate
975.36M
FY 2026
Estimate Range
908.81M - 1.08B
Analyst Spread

Forward Growth Analysis

Projected Growth+135.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Talen Energy Corporation Forward Estimates of SG&A Expense

TLN · NASDAQ
Latest SG&A Expense
624.00M
FY 2025
Avg Estimate
447.17M
FY 2026
Estimate Range
416.66M - 494.52M
Analyst Spread

Forward Growth Analysis

Projected Growth-28.3%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Talen Energy Corporation Insider Positioning

TLN · NASDAQ

During the last 12 months, insiders have sold $398K worth of TLN shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

1.3K

398.10K

Net Activity

-398K

-$398K

Top Buyers

No buying activity

Top Sellers

1
RCML

Rubric Capital Management Lp

10 Percent Owner

1.3K shares3 transactions

$398K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $398K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.