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Talen Energy Corporation
TLN
NASDAQ·Utilities·Independent Power Producers·Mkt cap $16.4B
$364.67
▲ +1.08%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$255.50 - $451.28
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 30.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Diversified generation portfolio (10.7 GW) reducing revenue concentration risk
- Reliable baseload power from nuclear and fossil assets providing stable cash flows
- Strategic positioning in wholesale power markets with direct grid access
- Battery storage development capabilities supporting energy transition opportunities
- Established infrastructure and operational expertise in power generation
Bear Case
2 risks
- Above-average volatility (beta 1.6).
- Growth premium of 0.9x vs sector peers. Reasonable for this growth rate.
Growth
Turning profitable
Increasing electricity demand from data centers, AI infrastructure, and electrification trends
Value
Growth premium of 0.9x vs sector peers. Reasonable for this growth rate.
Momentum
Strong
+10.1% over 3m
Quality
Strong
Emerging growth company (125% revenue growth). Early stage with higher risk.
Dividend
None
No dividend
Smart-money signal
Who's buying TLN right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 30, 2026
MAY 5, 2026
Reported EPS of $1.38 vs $5.01 consensus (-72.5% surprise). Revenue of $1.1B vs $1.0B expected (+7.8%).
EPS surprise · last 4Q
0 of 1 beats
Q2 26
-72.5%
Next: Apr 30, 2026
Revenue trend · last 8Q
—
—
+53%
+2%
+10%
+39%
+37%
+345%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$413.0M
$555.0M
$488.0M
$631.0M
$454.0M
$770.0M
$670.0M
$2.8B
Margins · last 8Q
Gross
—
Operating
—
Profit
2.2%
Wall Street consensus
6 analysts · 83% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
83%
Hold
17%
Sell
0%
Median Price Target
$457.00
▲ +25.3% vs $364.67
Latest: Morgan Stanley · Jun 24, 2026
3 analysts covering