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TLN Overview

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$
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

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High
332.265
Open
329.690
VWAP
321.16
Vol
984.73K
Mkt Cap
14.45B
Low
315.000
Amount
316.26M
EV/EBITDA(TTM)
67.32
Total Shares
45.70M
EV
21.27B
EV/OCF(TTM)
30.22
P/S(TTM)
5.94
Talen Energy Corporation is an independent power producer and energy infrastructure company. The Company owns and operates approximately 10.7 gigawatts of power infrastructure in the United States, including 2.2 gigawatts of nuclear power and a significant dispatchable fossil fleet. It produces and sell electricity, capacity, and ancillary services into wholesale U.S. power markets, with its generation fleet principally located in the Mid-Atlantic 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. It is also powering the digital infrastructure revolution.
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Events Timeline

(ET)
2026-02-26
16:40:00
Talen Reports $1.035B EBITDA, Reaffirms 2026 Guidance
select
2026-02-26
16:40:00
Reaffirms FY26 Adjusted Free Cash Flow View of $980M to $1.18B
select
2026-01-16 (ET)
2026-01-16
10:20:00
Trump Unveils Great Healthcare Plan Impacting Health Insurers
select
2026-01-16
10:00:00
Talen Energy Shares Drop 7% to $387.83 as Trump and Governors Seek to Cap Grid Auctions
select

News

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.
CNBC
2.0
03-10CNBC
Musk Plans Natural Gas Power Plant in Southaven
  • Environmental Controversy: The Mississippi Department of Environmental Quality is set to hold a meeting on Election Day 2026 to decide on key permits for Musk's xAI to build a natural gas power plant in Southaven, which has sparked strong opposition from the NAACP and other civil rights and environmental groups, arguing that the timing conflicts with residents' voting rights.
  • Community Opposition: The NAACP has submitted a letter to the environmental agency requesting the meeting be postponed and moved closer to the facility to allow affected residents to participate, highlighting the community's strong discontent with xAI's plans and concerns over air quality and health issues.
  • Post-Merger Investment Plans: Following its merger with SpaceX, xAI's valuation reached $1.25 trillion, with plans to invest in a power plant and large data center in Southaven, demonstrating the company's ambition in the rapidly growing generative AI market, but also raising environmental impact concerns.
  • Increased Legal Risks: The NAACP has filed a notice of intent to sue xAI for alleged Clean Air Act violations, pointing out that the company has been operating multiple
Fool
8.5
03-05Fool
Clearline Capital Increases Stake in Core Scientific
  • Stake Increase: According to an SEC filing dated February 17, 2026, Clearline Capital LP increased its stake in Core Scientific by 3,436,127 shares, representing 3.37% of its 13F reportable AUM, reflecting confidence in the company's growth potential.
  • Market Capitalization Growth: Core Scientific's market capitalization reached $4.95 billion, despite a trailing twelve-month net income of -$280.74 million, indicating strong investor interest in its digital asset infrastructure services.
  • Profitability Analysis: Core Scientific's profitability hinges on the difference between Bitcoin market prices and production costs, with key factors such as electricity prices, hardware efficiency, and facility utilization becoming increasingly critical, especially following the recent Bitcoin halving.
  • Infrastructure Advantage: Core Scientific is evolving from merely a cryptocurrency miner to a power infrastructure operator, leveraging reliable electricity supply and high-density data center facilities, which provide a competitive edge in the digital asset market.
NASDAQ.COM
6.5
03-05NASDAQ.COM
Clearline Capital Increases Stake in Core Scientific
  • Stake Increase: Clearline Capital LP disclosed an increase of 3,436,127 shares in Core Scientific on February 17, 2026, with an estimated transaction value of $59.91 million, reflecting confidence in the company's growth potential.
  • Quarter-End Value Growth: Following the increase, the quarter-end position value of Core Scientific rose by $45.79 million, indicating a dual impact from trading activities and stock price appreciation, showcasing the company's robust performance in the digital asset market.
  • Holding Proportion Change: Post-trade, Clearline Capital's holdings in Core Scientific reached 4,689,443 shares valued at $68.28 million, accounting for 3.37% of its reportable 13F AUM, although it did not rank among the top five holdings, it still signifies a notable investment position.
  • Strong Market Performance: As of February 17, 2026, Core Scientific's share price stood at $17.23, reflecting a 39.1% increase over the past year, outperforming the S&P 500 by 25.81 percentage points, highlighting its competitive edge in the digital asset infrastructure sector.
CNBC
8.0
03-04CNBC
Trump Pushes Tech Firms for Self-Powered AI Data Centers
  • Self-Power Commitment: Trump is set to sign an agreement with major tech firms like Amazon, Google, and Meta, mandating them to supply their own power for AI data centers, addressing rising public anger over electricity prices, although the specifics of the commitment remain unclear.
  • Rising Electricity Pressure: Average residential electricity prices in the U.S. increased by 6% in 2025, contrasting Trump's promise to halve prices during his term, highlighting the government's challenges in controlling energy costs, which could impact his support in the midterm elections.
  • Implementation Challenges: The decentralized nature of electric grid regulations across states poses significant hurdles for the Trump administration in converting the pledge into actionable policy, with experts indicating that new federal legislation is necessary to address power supply shortages.
  • Increased Political Pressure: Trump is leveraging his political influence to pressure tech companies into absorbing the costs associated with their data centers, despite the complexities arising from state-level regulation of power generation, which may complicate policy implementation.
NASDAQ.COM
8.0
03-03NASDAQ.COM
Hecla Mining and Calumet Inc Show Active Options Trading
  • Hecla Mining Options Volume: Hecla Mining Co has seen options trading volume of 98,225 contracts today, representing approximately 9.8 million shares, which accounts for 41.9% of its average daily trading volume over the past month, indicating a significant increase in market interest.
  • High Volume Put Options: Within Hecla Mining, the $10 strike put option expiring on January 15, 2027, has particularly high volume with 9,839 contracts traded, equating to about 983,900 underlying shares, reflecting investor expectations of potential downward price movement.
  • Calumet Inc Options Activity: Calumet Inc has recorded options trading volume of 6,249 contracts, representing approximately 624,900 shares, which is about 40.7% of its average daily trading volume over the past month, showcasing active market engagement with the stock.
  • Put Options Trading Insights: For Calumet Inc, the $26 strike put option expiring on March 20, 2026, has seen 2,504 contracts traded, amounting to approximately 250,400 shares, indicating a cautious outlook among investors regarding the stock's future performance.
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
Overweight
maintain
$473 -> $474
AI Analysis
2026-02-20
Reason
Morgan Stanley
Price Target
$473 -> $474
AI Analysis
2026-02-20
maintain
Overweight
Reason
Morgan Stanley raised the firm's price target on Talen Energy to $474 from $473 and keeps an Overweight rating on the shares. The firm is updating its price targets for Regulated & Diversified Utilities / IPPs stocks in North America under its coverage for January, the analyst tells investors. Morgan Stanley notes utilities underperformed the S&P's return this month. Previewing Q4 earnings, the firm expects some balance in the discussion of data center pipelines given increased affordability and political concerns.
Morgan Stanley
NULL -> Overweight
maintain
$470 -> $473
2026-02-17
Reason
Morgan Stanley
Price Target
$470 -> $473
2026-02-17
maintain
NULL -> Overweight
Reason
Morgan Stanley raised the firm's price target on Talen Energy to $473 from $470 and keeps an Overweight rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for TLN
Unlock Now

Valuation Metrics

The current forward P/E ratio for Talen Energy Corp (TLN.O) is 27.89, compared to its 5-year average forward P/E of 26.20. 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
26.20
Current PE
27.89
Overvalued PE
37.70
Undervalued PE
14.70

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
5Y Average EV/EBITDA
10.91
Current EV/EBITDA
11.65
Overvalued EV/EBITDA
14.26
Undervalued EV/EBITDA
7.56

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
4.93
Overvalued PS
4.87
Undervalued PS
2.04

Financials

AI Analysis
Annual
Quarterly

Whales Holding TLN

C
Castleknight Management LP
Holding
TLN
+33.90%
3M Return
S
Sourcerock Group LLC
Holding
TLN
+33.33%
3M Return
V
Value Aligned Research Advisors, LLC
Holding
TLN
+21.08%
3M Return
K
Kayne Anderson Capital Advisors, L.P.
Holding
TLN
+17.56%
3M Return
T
Tortoise Capital Advisors, L.L.C.
Holding
TLN
+17.14%
3M Return
C
Cushing Asset Management, LP
Holding
TLN
+15.88%
3M Return

Trading Trends

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Frequently Asked Questions

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

The current price of TLN is 316.22 USD — it has decreased -4.63

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

Talen Energy Corporation is an independent power producer and energy infrastructure company. The Company owns and operates approximately 10.7 gigawatts of power infrastructure in the United States, including 2.2 gigawatts of nuclear power and a significant dispatchable fossil fleet. It produces and sell electricity, capacity, and ancillary services into wholesale U.S. power markets, with its generation fleet principally located in the Mid-Atlantic 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. It is also powering the digital infrastructure revolution.

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 March 12 2026.

What is Talen Energy Corp (TLN) market cap?

Today TLN has the market capitalization of 14.45B USD.