TLNUtilities · Utilities - Independent Power ProducersThe 20 Wall Street analysts covering Talen Energy Corp. hold a median 12-month price target of $460 — +40.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 18 of 100 as at 4 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Talen Energy Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (68): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Volatility (7): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on TLN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +40.5% from it.
Of the 20 most recent actions, 3 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 4 Nov 2026 | Evercore ISI Group | Maintains | Outperform | $499 → $515 |
| 28 Oct 2026 | CIBC | Maintains | Outperformer | $499 → $493 |
| 28 Oct 2026 | Wells Fargo | Maintains | Overweight | $501 → $479 |
| 27 Oct 2026 | Barclays | Maintains | Overweight | $408 → $387 |
| 22 Oct 2026 | HSBC | Initiates | Buy | $444 |
| 22 Oct 2026 | TD Cowen | Initiates | Buy | $475 |
| 21 Oct 2026 | Morgan Stanley | Maintains | Overweight | $514 → $504 |
| 16 Oct 2026 | CIBC | Initiates | Outperformer | — |
| 16 Oct 2026 | CIBC | Initiates | Outperformer | $499 |
| 18 Sept 2026 | Morgan Stanley | Maintains | Overweight | — |
| 18 Sept 2026 | Morgan Stanley | Maintains | Overweight | $503 → $514 |
| 24 Aug 2026 | Mizuho | Initiates | Outperform | $405 |
| 24 Aug 2026 | Mizuho | Initiates | Outperform | — |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | $508 → $503 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 6 Aug 2026 | Wells Fargo | Maintains | Overweight | $482 → $501 |
| 6 Aug 2026 | Wells Fargo | Maintains | Overweight | — |
| 28 July 2026 | Barclays | Maintains | Overweight | — |
| 28 July 2026 | Barclays | Maintains | Overweight | $411 → $408 |
| 27 July 2026 | Wells Fargo | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 10 pass every test this week.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Talen Energy Corp. returned −17.2% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 10% of US stocks
Cheaper than 37% of US stocks
Cheaper than 9% of US stocks
Cheaper than 5% of US stocks
Higher than 92% of US stocks
Higher than 15% of US stocks
Higher than 47% of US stocks
Higher than 75% of US stocks
Higher than 23% of US stocks
Higher than 33% of US stocks
Higher than 47% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Talen Energy Corp. has a market value of $15.5B and an enterprise value of $24.7B.
Revenue in the twelve months to 30 June 2026: $3.7B. The latest quarter grew 96.1% year on year.
Net income over the same four quarters: −$185.0M, a −4.9% net margin.
Free cash flow in the twelve months to 30 June 2026: $444.0M, after $222.0M of capital spending.
Talen Energy Corp. spent $298.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 71.6×; forward P/E: 11.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Talen Energy Corp. employs 1,880 people — $2.0M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| TLNTalen Energy Corp. | $15.5B | 18 |
| NRGNRG Energy, Inc. | $17.9B | 27 |
| VSTVistra Corp. | $40.4B | 41 |
| OKLOOklo, Inc. | $4.1B | 1 |
| KENKenon Holdings Ltd. | $3.3B | 21 |
| CEGConstellation Energy Corp. | $89.0B | 36 |
| WTRGEssential Utilities, Inc.* | $12.8B | 30 |
* Nearest Utilities names by size — few utilities - independent power producers companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Talen Energy Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The headline identifies a Seeking Alpha transcript of Talen Energy Corporation’s Q3 2026 earnings call; no call details are included in the supplied excerpt.
Why it matters — The transcript may be relevant to TLN watchers, but the provided text gives no information about the company’s results or commentary.
Talen Energy reported third-quarter adjusted EBITDA of $669 million and adjusted free cash flow of $433 million. Management cited higher power prices, increased generation volumes, capacity revenues, and contributions from acquired generation assets.
Why it matters — The results and management’s cited drivers give TLN watchers an update on the factors contributing to the company’s third-quarter financial performance.
Talen Energy reported quarterly earnings of $5.65 per share, below the Zacks Consensus Estimate of $8.26. Earnings were $2.38 per share a year earlier.
Why it matters — The reported earnings miss and year-over-year comparison are relevant to investors tracking TLN’s quarterly results.
Zacks Investment Research says Talen Energy lacks the two key ingredients it identifies as supporting a likely earnings beat in the upcoming report. The item points readers to its expectations for the report.
Why it matters — TLN watchers may note the article's caution about the prospects for an earnings beat as they follow the upcoming report.
Talen plans to borrow against its 2027 and 2028 guaranteed capacity payments to accelerate those payments and repurchase $1.5 billion in shares by the end of March 2027.
Why it matters — The plan would use future capacity payments to fund a substantial share repurchase, a capital-allocation development relevant to TLN watchers.
The 20 Wall Street analysts covering Talen Energy Corp. have a median 12-month price target of $460, with estimates ranging from $307 to $560. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 20 analysts covering Talen Energy Corp., 18 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Talen Energy Corp. 18 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Talen Energy Corp. ranks 18 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (68 of 100).
No one can know that. What the data says: the median 12-month target from 20 analysts implies +40.5% from the last close, and Ticker Nerd's factor model ranks Talen Energy Corp. 18 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Talen Energy Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TLN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $307 to $560 over the next 12 months.
Talen Energy Corp. returned -17.2% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Talen Energy Corporation is an independent power producer and energy infrastructure company focused on generating and supplying electricity across wholesale markets in the United States. Its portfolio includes nuclear, natural gas, coal, and oil generation assets, supported by infrastructure designed to provide dispatchable power and grid reliability.
The most recent item we track (Seeking Alpha, 3 Nov 2026): "Talen Energy Corporation (TLN) Q3 2026 Earnings Call Transcript". The headline identifies a Seeking Alpha transcript of Talen Energy Corporation’s Q3 2026 earnings call; no call details are included in the supplied excerpt.
Talen Energy Corporation is an independent power producer and energy infrastructure company focused on generating and supplying electricity across wholesale markets in the United States. Its portfolio includes nuclear, natural gas, coal, and oil generation assets, supported by infrastructure designed to provide dispatchable power and grid reliability. The company sells electricity, capacity, and ancillary services, helping balance supply and demand while supporting the operational needs of regional power systems. Talen Energy Corporation serves competitive energy markets across regions including the Mid-Atlantic, Ohio, and Montana, with operations centered on utility-scale generation and power marketing. Its nuclear generation platform provides a substantial source of baseload electricity, while its fossil-fuel facilities offer operational flexibility to respond to changing system requirements. Through this combination of generation technologies and market services, Talen Energy Corporation occupies an important role in the U.S. power sector, connecting large-scale generating assets with wholesale electricity demand and essential grid-support functions.
CEO Mr. Mark Allen McFarland · 1,880 employees · United States · https://www.talenenergy.com
