Talen Energy Corporation
TLN
NASDAQ·Utilities·Independent Power Producers·Mkt cap $14.4B
$317.00
▲ +3.76%
P/E
-64.69
Mkt Cap
$14.4B
52-Wk Range
$288.58–$451.28
52-Week Range
$288.58 - $451.28
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 17.3% 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
1 risk
- Above-average volatility (beta 1.6).
Growth
Turning profitable
Increasing electricity demand from data centers, AI infrastructure, and electrification trends
Value
Trading at 0.9x sector peers — a discount despite the growth profile.
Momentum
Weak
-13.1% over 3m
Quality
Strong
Emerging growth company (130% 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: Nov 4, 2026
AUG 5, 2026
Reported EPS of -$2.00 vs $3.21 consensus (-162.3% surprise). Revenue of $747.0M vs $832.8M expected (-10.3%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-162.3%
Revenue trend · last 8Q
—
+53%
+2%
+10%
+39%
+37%
+345%
+40%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$555.0M
$488.0M
$631.0M
$454.0M
$770.0M
$670.0M
$2.8B
$635.0M
Margins · last 8Q
Gross
-77.0%
Operating
-35.6%
Profit
-20.5%
Wall Street consensus
7 analysts · 86% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
86%
Hold
14%
Sell
0%
Median Price Target
—
Latest: Exane BNP Paribas · Aug 19, 2026
vs Industry
How TLN stacks vs Independent Power Producers
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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