Google's Power Deal Fuels Fresh Interest in Nuclear Stocks
Google's 20-year nuclear power deal sparked fresh interest in TLN, OKLO and SMR as investors weighed data-center demand and future nuclear growth.
Zacks Investment Research10/7/2026Neutral
TLN
Talen Energy CorporationNASDAQUTILITIESUTILITIES - INDEPENDENT POWER PRODUCERS
Key Statistics
Market Cap
$16.78B
P/E Ratio
—
EPS
$-4.14
Beta
1.62
52W High
$449.84
52W Low
$279.77
50-Day MA
$324.33
200-Day MA
$351.42
Dividend Yield
—
Profit Margin
-4.95%
Forward P/E
9.94
PEG Ratio
—
About Talen Energy Corporation
Talen Energy Corporation (Ticker: TLN) is a prominent player in the U.S. power generation and infrastructure sector, committed to delivering reliable energy solutions through a robust portfolio that includes both traditional and renewable resources. The company emphasizes environmental sustainability and grid resilience, adapting to the increasing demand for electricity in a rapidly evolving energy landscape. With a strategic focus on innovation and advanced technology, Talen is well-positioned to capitalize on the transition to cleaner energy alternatives, making it an attractive investment opportunity for institutional investors.
Fundamentals
| Revenue (TTM) | $3.74B |
| Gross Profit (TTM) | $1.57B |
| EBITDA | $582.00M |
| Operating Margin | -4.80% |
| Return on Equity | -12.80% |
| Return on Assets | 0.92% |
| Revenue/Share (TTM) | $81.82 |
| Book Value | $33.74 |
| Price-to-Book | 8.91 |
| Price-to-Sales (TTM) | 4.49 |
| EV/Revenue | 6.34 |
| EV/EBITDA | 30.82 |
| Quarterly Earnings Growth (YoY) | 34.50% |
| Quarterly Revenue Growth (YoY) | 111.20% |
| Shares Outstanding | $47.30M |
| Float | $38.11M |
| % Insiders | 1.38% |
| % Institutions | 102.72% |
Historical Volatility
HV 10-Day
81.70%
HV 20-Day
59.95%
HV 30-Day
58.99%
HV 60-Day
56.79%
HV Rank
69.8%
Volatility is currently expanding
Analyst Ratings
Consensus ($457.94 target)
6
Strong Buy9
Buy2
HoldLatest News
Talen Energy Corporation (TLN) Moves 12.4% Higher: Will This Strength Last?
Talen Energy Corporation (TLN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Zacks Investment Research10/7/2026Positive
Constellation Energy Soars 12% on Google Nuclear Deal for 890 MW; Vistra Jumps 8%, Talen Energy Climbs 7%
A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG | CEG Price Prediction).
24/7 Wall Street10/6/2026Positive
Talen Energy Expands Buyback Plan With $1.5B Accelerated Repurchase
TLN launches a $1.5B accelerated buyback and raises repurchase capacity to $3B, backed by contracted capacity revenues and cash flow.
Zacks Investment Research10/2/2026Positive
Vistra vs. Talen: Which Stock Is Better Positioned for Investors?
VST's nuclear scale, diversified generation mix, lower debt-to-capital ratio and stronger ROE give it an edge over TLN.
Zacks Investment Research9/30/2026Positive
Talen Names Terry Nutt Chief Executive Officer and Announces $1.5 Billion Accelerated Share Repurchase
Mac McFarland to retire as CEO at year-end and serve as senior advisor through March 2027 Upsizes share repurchase program to a total of $3.0 billion through 2028 HOUSTON, Sept. 29, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” the “Company,” “we” or “our”) (NASDAQ: TLN), a leading independent power producer, today announced a planned CEO succession, $1.5 billion accelerated share repurchase transactions (“ASRs”) and an upsized $3.0 billion share repurchase program (“SRP”).
GlobeNewsWire9/29/2026Neutral
Talen Energy: The Operational Mix The Market Is Overlooking
Talen Energy presents a compelling buy opportunity, combining spot market exposure with long-term hyperscaler contracts, including an $18B Amazon PPA through 2042. TLN's operational mix is shifting, targeting 60% contracted EBITDA by 2030, leveraging nuclear, natural gas, and coal generation to meet surging data center demand. Despite near-term losses and high capex, TLN's forward P/E of 13–15x and PEG of 0.33x offer attractive upside versus sector peers trading at higher multiples.
Seeking Alpha9/29/2026Positive
SMR vs. TLN: Betting on Nuclear Growth or Proven Earnings?
NuScale Power's commercialization push and Talen Energy's cash-generating fleet highlight contrasting paths to rising U.S. electricity demand.
Zacks Investment Research9/28/2026Neutral
TLN Drops 33.3% in 3 Months as Risks Test Its Cash Flow Story
Talen Energy's stronger cash generation offers support, but debt, pricing pressure and data-center execution risks keep the recovery case unsettled.
Zacks Investment Research9/21/2026Negative
Is TLN Worth Buying as Cash Flow Improves Despite High Debt?
Talen Energy's valuation sits below its historical and sub-industry multiples, while its capital-return plan ties buybacks to stronger cash generation.
Zacks Investment Research9/21/2026Positive
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Data last updated: 10/17/2026