Talen Energy Corporation (TLN)

US — Utilities Sector
Peers: NI  EVRG  KEP  LNT  EBR  EIX  AQNB  CMS  EBR-B  SMR 

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Key Metrics & Ratings

  • symbol TLN
  • Rev/Share 50.4676
  • Book/Share 27.3522
  • PB 13.4779
  • Debt/Equity 0.0136
  • CurrentRatio 1.8363
  • ROIC 0.0272

 

  • MktCap 16842817792.0
  • FreeCF/Share -1.2952
  • PFCF -285.4715
  • PE 89.8047
  • Debt/Assets 0.0029
  • DivYield 0
  • ROE 0.1206

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 1
  • DCF Score 1
  • P/B Score 1
  • D/E Score 4

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Initiation TLN Wells Fargo -- Overweight -- $453 Oct. 28, 2025
Initiation TLN Scotiabank -- Sector Perform -- $418 Sept. 22, 2025
Initiation TLN Melius -- Buy -- $427 Aug. 20, 2025
Initiation TLN Raymond James -- Outperform -- $314 June 13, 2025
Initiation TLN Morgan Stanley -- Overweight -- $243 March 12, 2025
Initiation TLN Evercore ISI -- Outperform -- -- Feb. 21, 2025
Initiation TLN BofA Securities -- Buy -- $253 Feb. 3, 2025
Initiation TLN Daiwa Securities -- Buy -- $248 Dec. 4, 2024
Initiation TLN JP Morgan -- Overweight -- $268 Oct. 17, 2024
Initiation TLN RBC Capital Mkts -- Outperform -- $233 Sept. 26, 2024

News

PGIM Jennison Utility Fund Q3 2025 Performance Update
EQIX, LNG, NEE, PEG, SRE, TLN
Published: November 18, 2025 by: Seeking Alpha
Sentiment: Positive

The PGIM Jennison Utility Fund advanced and outperformed the 7.6% return of the S&P 500 Utilities Index over the third quarter. Key contributors were Talen Energy Corporation, NextEra and Sempra. Key detractors were Cheniere Energy, Public Service Enterprise Group and Equinix.

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image for news PGIM Jennison Utility Fund Q3 2025 Performance Update
The 1 Thing That Can Slow AI's Growth — And 3 Stocks That Will Profit From It
CEG, TLN, VST
Published: November 17, 2025 by: 24/7 Wall Street
Sentiment: Positive

Because artificial intelligence (AI) demand is growing so rapidly, and data centers are such power-hungry operations, the one thing that will slow AI's rapid ascent is energy supply.

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image for news The 1 Thing That Can Slow AI's Growth — And 3 Stocks That Will Profit From It
CEG vs. TLN: Which Power-Producer Stock Has the Stronger Outlook?
CEG, TLN
Published: October 29, 2025 by: Zacks Investment Research
Sentiment: Positive

Constellation Energy and Talen Energy continue to produce a large volume of clean energy and expand their generation portfolio to meet the rising demand from customers.

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image for news CEG vs. TLN: Which Power-Producer Stock Has the Stronger Outlook?
Alger Capital Appreciation Fund Q3 2025 Portfolio Update
APP, NBIS, TLN
Published: October 28, 2025 by: Seeking Alpha
Sentiment: Neutral

Nebius is a leading provider of AI infrastructure and cloud-based solutions, delivering specialized GPU computing capabilities designed to support large-scale AI workloads for enterprise and research clients globally. AppLovin is an advertising technology company offering a digital platform that helps mobile app developers market, monetize, and analyze their apps. Talen Energy is an independent power producer operating in the PJM market across the Mid-Atlantic and Midwest, where constrained supply and rising demand from data centers running AI workloads - particularly in northern Virginia - are supporting higher power prices and capacity.

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image for news Alger Capital Appreciation Fund Q3 2025 Portfolio Update
Eos Energy, Talen Energy partner on energy storage in Pennsylvania
TLN
Published: October 21, 2025 by: Reuters
Sentiment: Positive

Eos Energy Enterprises and Talen Energy announced a partnership on Tuesday to develop energy storage capacity across Pennsylvania, to help meet the state's demand for artificial intelligence infrastructure.

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image for news Eos Energy, Talen Energy partner on energy storage in Pennsylvania
TLN Stock's Strategic Acquisitions to Boost Long-Term Prospects
TLN
Published: October 16, 2025 by: Zacks Investment Research
Sentiment: Positive

Talen Energy's decision to acquire expands capacity, boosts efficiency and strengthens its clean power portfolio for long-term growth.

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image for news TLN Stock's Strategic Acquisitions to Boost Long-Term Prospects
TLN Stock Trades Above 50 & 200-Day SMAs: How to Play It Now?
TLN
Published: October 15, 2025 by: Zacks Investment Research
Sentiment: Positive

Talen Energy's shares surge above key SMAs, fueled by acquisitions, a long-term Amazon deal and robust clean power demand.

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image for news TLN Stock Trades Above 50 & 200-Day SMAs: How to Play It Now?
3 Must-Buy Non-Tech Stocks for the Long Term Amid AI Data Center Boom
FIX, MTZ, TLN
Published: September 22, 2025 by: Zacks Investment Research
Sentiment: Positive

MTZ, FIX and TLN emerge as top non-tech plays to ride the AI-fueled data center infrastructure surge.

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image for news 3 Must-Buy Non-Tech Stocks for the Long Term Amid AI Data Center Boom
Talen Energy Corporation (TLN) Discuses On Investor Update Call (Transcript)
TLN
Published: September 10, 2025 by: Seeking Alpha
Sentiment: Neutral

Talen Energy Corporation (NASDAQ:TLN ) Investor Update Conference September 9, 2025 9:00 AM EDT Company Participants Sergio Castro - Vice President & Treasurer Mark McFarland - CEO, President & Director Terry Nutt - Chief Financial Officer Christopher Morice - Chief Commercial Officer Cole Muller - Executive Vice President of Strategic Ventures Conference Call Participants Agnieszka Storozynski - Seaport Research Partners Jeremy Tonet - JPMorgan Chase & Co, Research Division Nicholas Campanella - Barclays Bank PLC, Research Division Michael Sullivan - Wolfe Research, LLC Julien Dumoulin-Smith - Jefferies LLC, Research Division Nicholas Amicucci - Evercore ISI Institutional Equities, Research Division Ian …

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image for news Talen Energy Corporation (TLN) Discuses On Investor Update Call (Transcript)
Talen Energy Corporation (TLN) Upgraded to Strong Buy: What Does It Mean for the Stock?
TLN
Published: August 27, 2025 by: Zacks Investment Research
Sentiment: Positive

Talen Energy Corporation (TLN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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image for news Talen Energy Corporation (TLN) Upgraded to Strong Buy: What Does It Mean for the Stock?
Top 2 Utilities Stocks That May Fall Off A Cliff In Q3
HE, TLN
Published: August 27, 2025 by: Benzinga
Sentiment: Negative

As of Aug. 27, 2025, two stocks in the utilities sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

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image for news Top 2 Utilities Stocks That May Fall Off A Cliff In Q3
3 Alternative Energy Stocks to Watch Amid Impacts of Policy Shift
BE, BEPC, TLN
Published: August 22, 2025 by: Zacks Investment Research
Sentiment: Positive

About the Industry

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image for news 3 Alternative Energy Stocks to Watch Amid Impacts of Policy Shift
Best Momentum Stock to Buy for August 22nd
AM, JXN, TLN
Published: August 22, 2025 by: Zacks Investment Research
Sentiment: Positive

AM, BZ and TLN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 22, 2025.

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image for news Best Momentum Stock to Buy for August 22nd
CWENA or TLN: Which Is the Better Value Stock Right Now?
TLN
Published: August 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors looking for stocks in the Alternative Energy - Other sector might want to consider either Clearway Energy (CWENA) or Talen Energy Corporation (TLN). But which of these two companies is the best option for those looking for undervalued stocks?

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image for news CWENA or TLN: Which Is the Better Value Stock Right Now?
Here's Why Talen Energy Corporation (TLN) Is a Great 'Buy the Bottom' Stock Now
TLN
Published: August 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Talen Energy Corporation (TLN) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.

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image for news Here's Why Talen Energy Corporation (TLN) Is a Great 'Buy the Bottom' Stock Now
AI Is Ushering in a ‘Power Revolution.' Buy These 5 Energy Stocks, Melius Says.
CEG, NEE, NRG, TLN, VST
Published: August 20, 2025 by: Barrons
Sentiment: Positive

Independent power producers like Constellation Energy and Vistra are well-positioned to benefit from the AI boom, the analysts said.

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image for news AI Is Ushering in a ‘Power Revolution.' Buy These 5 Energy Stocks, Melius Says.
Best Momentum Stock to Buy for August 20th
HWKN, MGIC, TLN
Published: August 20, 2025 by: Zacks Investment Research
Sentiment: Positive

HWKN, TLN and MGIC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 20, 2025.

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image for news Best Momentum Stock to Buy for August 20th
Talen Energy Corporation (TLN) Is Up 0.84% in One Week: What You Should Know
TLN
Published: August 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Does Talen Energy Corporation (TLN) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news Talen Energy Corporation (TLN) Is Up 0.84% in One Week: What You Should Know
Best Momentum Stock to Buy for August 18th
CYD, MGIC, TLN
Published: August 18, 2025 by: Zacks Investment Research
Sentiment: Positive

TLN, CYD and MGIC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 18, 2025.

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image for news Best Momentum Stock to Buy for August 18th
Three Stocks Morgan Stanley Recommends for Playing the ‘Nuclear Renaissance'
PEG, TLN, VST
Published: August 13, 2025 by: Investopedia
Sentiment: Positive

The world is having a “nuclear renaissance,” according to Morgan Stanley, and the opportunity for investors is ample.

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image for news Three Stocks Morgan Stanley Recommends for Playing the ‘Nuclear Renaissance'
Talen Energy Corporation (TLN) Q2 2025 Earnings Call Transcript
TLN
Published: August 07, 2025 by: Seeking Alpha
Sentiment: Neutral

Talen Energy Corporation (NASDAQ:TLN ) Q2 2025 Earnings Call August 7, 2025 8:00 AM ET Company Participants Christopher E. Morice - Chief Commercial Officer Cole Muller - Executive Vice President of Strategic Ventures Mark Allen McFarland - CEO, President & Director Sergio Castro - Vice President & Treasurer Terry L.

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image for news Talen Energy Corporation (TLN) Q2 2025 Earnings Call Transcript
Talen Energy Stock, Constellation, and Vistra Are on the Rise. What's Lifting the Shares.
CEG, TLN
Published: July 23, 2025 by: Barrons
Sentiment: Positive

Power grid operator PJM Interconnection says the balance between supply and demand ‘remains tight.'

Read More
image for news Talen Energy Stock, Constellation, and Vistra Are on the Rise. What's Lifting the Shares.
Talen: The Race For Megawatts
TLN
Published: July 22, 2025 by: Seeking Alpha
Sentiment: Positive

Talen Energy Corporation's aggressive commercial strategy and recent acquisitions position it to benefit from rising US electricity demand. The Amazon PPA expansion and regulatory breakthroughs signal strong future growth potential, enhancing Talen's credibility and long-term valuation. The Moxie & Guernsey acquisition boosts capacity by 33% and adds 25% to 2026 cash earnings, though added debt may limit buybacks or dividends in the short term.

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image for news Talen: The Race For Megawatts
Talen Energy Corporation: A Structurally Improved Business That Enjoys A Strong Secular Tailwind
TLN
Published: July 15, 2025 by: Seeking Alpha
Sentiment: Positive

I rate TLN a buy, driven by its prime positioning to benefit from surging data center power demand and the transformational AWS contract. The AWS power purchase agreement de-risks TLN's business, provides long-term cash flow visibility, and accelerates free cash flow growth potential. TLN's business model now deserves a premium valuation, with stable, contracted margins and multi-decade earnings visibility compared to peers.

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image for news Talen Energy Corporation: A Structurally Improved Business That Enjoys A Strong Secular Tailwind
AMRC vs. TLN: Which Stock Is the Better Value Option?
AMRC, TLN
Published: July 08, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors interested in stocks from the Alternative Energy - Other sector have probably already heard of Ameresco (AMRC) and Talen Energy Corporation (TLN). But which of these two stocks offers value investors a better bang for their buck right now?

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image for news AMRC vs. TLN: Which Stock Is the Better Value Option?
Big Money Inflows Electrify Talen Energy
TLN
Published: June 25, 2025 by: FXEmpire
Sentiment: Neutral

Electric company Talen Energy Corporation (TLN) earns first Big Money outlier signal on June 10, then two more soon after.

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image for news Big Money Inflows Electrify Talen Energy
2 Nuclear Energy Stocks in Focus Amid Multi-Decade Data Center Deal
CEG, TLN
Published: June 23, 2025 by: Zacks Investment Research
Sentiment: Positive

CEG and TLN secure decades-long nuclear power deals with tech giants, tapping soaring AI data center energy demand.

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image for news 2 Nuclear Energy Stocks in Focus Amid Multi-Decade Data Center Deal
Talen: Up Almost 400%, What's Built Into Today's Stock Price?
TLN
Published: June 12, 2025 by: Seeking Alpha
Sentiment: Positive

Talen's stock price is almost 5x higher than when it came out of bankruptcy in June 2023. The company benefits from significant tailwinds, but the big jump in the stock makes one question if it has gone up too fast. Detailed modeling of the company supports the strong FCF outlook.

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image for news Talen: Up Almost 400%, What's Built Into Today's Stock Price?
Talen Energy Stock Rises as Nuclear Partnership With Amazon Is Expanded
AMZN, TLN
Published: June 11, 2025 by: Barrons
Sentiment: Positive

Shares of clean-energy peers Constellation Energy and Vistra are also on the rise.

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image for news Talen Energy Stock Rises as Nuclear Partnership With Amazon Is Expanded
Talen Energy and Amazon sign nuclear power deal to fuel data centers
AMZN, TLN
Published: June 11, 2025 by: Reuters
Sentiment: Positive

U.S. utility Talen Energy announced on Wednesday an expanded nuclear energy partnership with Amazon.com to supply up to 1,920 megawatts of electricity from its Susquehanna plant in Pennsylvania to Amazon Web Services (AWS) data centers.

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image for news Talen Energy and Amazon sign nuclear power deal to fuel data centers

About Talen Energy Corporation (TLN)

  • IPO Date 2023-06-02
  • Website https://www.talenenergy.com
  • Industry Independent Power Producers
  • CEO Mark Allen McFarland
  • Employees 1894

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.