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TLN Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
350.360
Open
346.400
VWAP
348.42
Vol
13.66K
Mkt Cap
15.72B
Low
346.400
Amount
4.76M
EV/EBITDA(TTM)
54.88
Total Shares
45.40M
EV
21.84B
EV/OCF(TTM)
31.02
P/S(TTM)
6.20
Talen Energy Corporation is an independent power producer and energy infrastructure company. It owns and operates approximately 13.1 gigawatts of power infrastructure in the United States, including 2.2 gigawatts of nuclear power and a dispatchable fossil fleet. It produces and sells electricity, capacity, and ancillary services into wholesale U.S. power markets, with its generation fleet located in the Mid-Atlantic, Ohio and Montana. Its PJM segment is engaged in electricity generation, marketing activities, commodity risk and fuel management within the PJM RTO or ISO markets and comprises Susquehanna and Talen’s natural gas and coal generation facilities. Its Other segment includes the operating and marketing activities of Montana’s proportionate share of Colstrip in the WECC market and other non-material operating and development activities. Its power generation assets provide reliable and dispatchable energy for the requirements of commercial, industrial and residential customers.
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Events Timeline

(ET)
2026-02-26
16:40:00
Reaffirms FY26 Adjusted Free Cash Flow View of $980M to $1.18B
select
2026-02-26
16:40:00
Talen Reports $1.035B EBITDA, Reaffirms 2026 Guidance
select

News

seekingalpha
8.5
04-18seekingalpha
Talen Energy Prices $4B in Senior Notes for Acquisition Financing
  • Financing Size: Talen Energy's subsidiary, Talen Energy Supply, announced the pricing of $1.5 billion in 6.125% senior notes and $2.5 billion in 6.375% senior notes in private placements, expected to close on April 29, 2026, demonstrating the company's strong capital market capabilities.
  • Acquisition Plan: The net proceeds from this financing will be used to acquire a total of 2,451 MW of generation capacity, including the Lawrenceburg Power Plant (1,120 MW), Waterford Energy Center (875 MW), and Darby Generation Station (456 MW), aimed at enhancing the company's generation asset portfolio.
  • Debt Management: Proceeds will also be utilized to fully redeem the outstanding 8.625% Senior Secured Notes due 2030, which will help optimize the company's capital structure and reduce financing costs.
  • Merger Agreement: The acquisition is being made pursuant to a merger agreement dated January 15, 2026, and if not consummated by January 15, 2027, the 2031 and 2033 notes will be subject to mandatory redemption, adding urgency to the transaction.
Newsfilter
8.5
04-17Newsfilter
Talen Energy Prices $4 Billion in Senior Notes for Acquisition Financing
  • Bond Issuance Size: Talen Energy Corporation announced the pricing of $1.5 billion in 6.125% and $2.5 billion in 6.375% senior notes, expected to close on April 29, 2026, demonstrating the company's strong capital market financing capabilities.
  • Acquisition Plan: The proceeds from the bond issuance will be used to acquire a total of 2,451 megawatts of generation capacity from the Lawrenceburg, Waterford, and Darby power plants, further enhancing the company's market competitiveness and generation capacity.
  • Debt Redemption: The company also plans to use part of the proceeds to redeem its outstanding 8.625% senior secured notes due 2030, optimizing its capital structure and reducing future interest burdens, thereby enhancing financial flexibility.
  • Risk Management Clause: Should the acquisition not be completed by January 15, 2027, the 2031 and 2033 notes will be subject to mandatory redemption, ensuring investor capital safety and mitigating potential risks.
Newsfilter
8.5
04-02Newsfilter
LandBridge and PowerBridge Sign Lease Agreement for Data Center Development
  • Data Center Development Agreement: LandBridge has signed a lease agreement with PowerBridge to lease approximately 3,400 acres in Reeves County, Texas, for the development of the 2 GW Alpha Digital Campus, which is expected to meet the growing demand for data centers.
  • Power Infrastructure Development: PowerBridge has filed its Generation Interconnection Request and ordered necessary long-lead-time equipment, with the first power delivery anticipated in 2027 and large-scale generation in 2028, indicating steady progress in project preparations.
  • Regional Market Potential: LandBridge CEO Jason Long stated that West Texas, with its abundant natural gas and water resources, along with favorable grid outlooks, is an ideal location for data center development, likely attracting more investments and customers.
  • Strategic Partnership Outlook: PowerBridge CEO Alex Hernandez emphasized that this partnership will integrate energy and digital infrastructure, providing customers with multi-gigawatt data center solutions that meet the demands of large-scale clients, further strengthening both companies' competitive positions in the market.
seekingalpha
8.5
03-19seekingalpha
Talen Energy Signs LOI with X-energy for Nuclear Project Development
  • Nuclear Project Collaboration: Talen Energy has signed a letter of intent with advanced nuclear reactor developer X-energy to assess the deployment of Xe-100 small modular reactors in Pennsylvania and the PJM transmission market, marking a significant step towards transitioning to nuclear energy.
  • Project Development Activities: Under the agreement, both companies will engage in early-stage project development activities, including feasibility studies, site evaluations, and the establishment of a project execution framework, laying the groundwork for future nuclear projects.
  • Meeting Energy Demand: The Xe-100 reactor, with an output of 80 MW, is particularly suited to meet the growing energy needs of the Mid-Atlantic region, especially for large commercial off-takers and hyperscale data centers.
  • Nuclear Capacity Expansion: X-energy is currently developing over 11 GW of new nuclear capacity across the U.S. and U.K. through commercial partnerships, further promoting the application of nuclear energy in the market and enhancing overall energy supply stability.
Newsfilter
7.5
03-19Newsfilter
X-energy and Talen Sign LOI to Advance Nuclear Energy Deployment
  • LOI Signing: X-energy and Talen have signed a Letter of Intent to explore deploying Xe-100 small modular reactors in Pennsylvania and the PJM market, which is expected to add clean baseload capacity to meet the growing energy demands from manufacturing and data centers.
  • Project Development Activities: The companies will conduct early-stage project development activities, including feasibility studies and site evaluations, aiming to transition fossil-fired generation to nuclear power, thereby enhancing energy supply reliability through existing infrastructure and resources.
  • Xe-100 Reactor Features: The Xe-100 is an 80-megawatt high-temperature gas-cooled reactor that can come online independently, allowing for phased capacity increases that align with real-world load growth, making it well-suited for the Mid-Atlantic region's energy needs.
  • Future Development Commitment: X-energy is developing over 11 gigawatts of new nuclear capacity, and through its partnership with Talen, aims to advance clean, safe, and reliable energy solutions that support the energy transition in the U.S. and globally.
CNBC
7.5
03-11CNBC
Dublin Data Center First to Use Independent Microgrid in Europe
  • Microgrid Innovation: The Dublin facility, a collaboration between AVK and Pure Data Centre Group, establishes Europe's first independent microgrid data center with an estimated total investment of €1 billion, aimed at addressing power connection delays and promoting sustainable development in data centers.
  • Rising Energy Demand: The European Commission estimates that by 2040, at least €1.2 trillion will be needed to meet growing energy demands, with data centers consuming 22% of Ireland's power in 2024, highlighting their pressure on the national grid.
  • Policy Changes Impact: The Irish government has eased the moratorium on new data center applications, mandating that new facilities provide dispatchable power or energy storage capacity, which promotes the adoption of microgrids and reflects a reassessment of the AI industry's potential.
  • Market Growth Potential: The global microgrid market is projected to reach $29 billion by 2025, with Europe's market expected to grow nearly 10% annually, providing new investment opportunities for companies like AVK and driving technological advancements in the data center sector.
Wall Street analysts forecast TLN stock price to rise
9 Analyst Rating
Wall Street analysts forecast TLN stock price to rise
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
418.00
Averages
457.00
High
511.00
Current: 0.000
sliders
Low
418.00
Averages
457.00
High
511.00
Morgan Stanley
NULL
to
Overweight
maintain
$472 -> $479
AI Analysis
2026-04-21
New
Reason
Morgan Stanley
Price Target
$472 -> $479
AI Analysis
2026-04-21
New
maintain
NULL
to
Overweight
Reason
Morgan Stanley raised the firm's price target on Talen Energy to $479 from $472 and keeps an Overweight rating on the shares. The firm is updating the price targets for Regulated & Diversified Utilities / IPPs in North America under its coverage, the analyst tells investors. In March, utilities outperformed the S&P's return.
Barclays
Overweight
to
Overweight
downgrade
$425 -> $408
2026-04-20
New
Reason
Barclays
Price Target
$425 -> $408
2026-04-20
New
downgrade
Overweight
to
Overweight
Reason
Barclays lowered the firm's price target on Talen Energy to $408 from $425 and keeps an Overweight rating on the shares. The firm adjusted targets in the power and utilities group as part of a Q1 preview.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for TLN
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Valuation Metrics

The current forward P/E ratio for Talen Energy Corp (TLN.O) is 15.36, compared to its 5-year average forward P/E of 25.88. For a more detailed relative valuation and DCF analysis to assess Talen Energy Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
25.88
Current PE
15.36
Overvalued PE
36.91
Undervalued PE
14.85

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
14.66
Current EV/EBITDA
-16.46
Overvalued EV/EBITDA
29.54
Undervalued EV/EBITDA
-0.23

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
3.45
Current PS
3.58
Overvalued PS
4.79
Undervalued PS
2.11

Financials

AI Analysis
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Quarterly

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Whales Holding TLN

C
Castleknight Management LP
Holding
TLN
+32.60%
3M Return
V
Value Aligned Research Advisors, LLC
Holding
TLN
+28.60%
3M Return
S
Sourcerock Group LLC
Holding
TLN
+26.83%
3M Return
M
MFN Partners Management, LP
Holding
TLN
+14.29%
3M Return
D
DZ BANK AG Deutsche Zentral-Genossenschaftsbank, Frankfurt am Main
Holding
TLN
+13.92%
3M Return
A
Aventail Capital Group, LP
Holding
TLN
+12.22%
3M Return

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Frequently Asked Questions

What is Talen Energy Corp (TLN) stock price today?

The current price of TLN is 348.5 USD — it has increased 0.65

What is Talen Energy Corp (TLN)'s business?

Talen Energy Corporation is an independent power producer and energy infrastructure company. It owns and operates approximately 13.1 gigawatts of power infrastructure in the United States, including 2.2 gigawatts of nuclear power and a dispatchable fossil fleet. It produces and sells electricity, capacity, and ancillary services into wholesale U.S. power markets, with its generation fleet located in the Mid-Atlantic, Ohio and Montana. Its PJM segment is engaged in electricity generation, marketing activities, commodity risk and fuel management within the PJM RTO or ISO markets and comprises Susquehanna and Talen’s natural gas and coal generation facilities. Its Other segment includes the operating and marketing activities of Montana’s proportionate share of Colstrip in the WECC market and other non-material operating and development activities. Its power generation assets provide reliable and dispatchable energy for the requirements of commercial, industrial and residential customers.

What is the price predicton of TLN Stock?

Wall Street analysts forecast TLN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TLN is457.00 USD with a low forecast of 418.00 USD and a high forecast of 511.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Talen Energy Corp (TLN)'s revenue for the last quarter?

Talen Energy Corp revenue for the last quarter amounts to 771.00M USD, increased 57.99

What is Talen Energy Corp (TLN)'s earnings per share (EPS) for the last quarter?

Talen Energy Corp. EPS for the last quarter amounts to -7.95 USD, decreased -609.62

How many employees does Talen Energy Corp (TLN). have?

Talen Energy Corp (TLN) has 1880 emplpoyees as of April 21 2026.

What is Talen Energy Corp (TLN) market cap?

Today TLN has the market capitalization of 15.72B USD.