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TLNTLNUtilities · Utilities - Independent Power Producers

TLN Stock Forecast: Talen Energy Corp. Price Predictions for 2026-2027

Last close, 14 Oct 2026
$358
−6.21% on the day

The 17 Wall Street analysts covering Talen Energy Corp. hold a median 12-month price target of $449 — +25.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 26 of 100 as at 14 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$17.0B
Ticker Nerd rank
26 / 100
Median analyst target
$449
Analysts covering
17
Revenue$959.0M+111.2% y/y
Operating income$139.0M
Net income−$92.0M
Free cash flow−$612.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−5.3%
1M
+25.1%
YTD
−4.4%
1Y
−14.2%
From 52W high
−18.2%
From 52W low
+27.0%
$282
$438
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

TLN stock analysis: one number for the whole business

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.

Where the model ranks itAs at 14 Oct 2026
26 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Value
78
Revisions
51
Quality
47
Accruals
43
Growth
43
Momentum
41
Issuance
28
Size
11
Volatility
8

Value (78): 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 (8): The share price moves around a lot.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

TLN stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on TLN, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$250$300$350$400$450$500$550$600Jan 26Apr 26Jul 26Oct 26TLNHigh $560Median $449Low $307

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

What Wall Street says17 analysts
15 Buy2 Hold0 Sell
Low $307Median $449High $560

The green dot is the last close — the median target sits +25.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 4 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
18 Sept 2026Morgan StanleyMaintainsOverweight$503 → $514
24 Aug 2026MizuhoInitiatesOutperform$405
24 Aug 2026MizuhoInitiatesOutperform—
21 Aug 2026Morgan StanleyMaintainsOverweight$508 → $503
21 Aug 2026Morgan StanleyMaintainsOverweight—
6 Aug 2026Wells FargoMaintainsOverweight$482 → $501
6 Aug 2026Wells FargoMaintainsOverweight—
28 July 2026BarclaysMaintainsOverweight—
28 July 2026BarclaysMaintainsOverweight$411 → $408
27 July 2026Wells FargoMaintainsOverweight—
27 July 2026Wells FargoMaintainsOverweight$477 → $482
20 July 2026JefferiesMaintainsHold—
20 July 2026JefferiesMaintainsHold$453 → $422
15 July 2026ScotiabankMaintainsSector Perform—
15 July 2026ScotiabankMaintainsSector Perform$463 → $470
23 June 2026JefferiesAssumesHold$453
18 June 2026Goldman SachsInitiatesBuy$499
18 June 2026Goldman SachsInitiatesBuy—
19 May 2026BarclaysMaintainsOverweight—
6 May 2026Wells FargoMaintainsOverweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TLN appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

TLN vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 14 Oct 2026, Talen Energy Corp. returned −14.2% against +17.5% for the S&P 500, dividends included.

TLN vs S&P 500, last 12 monthsTotal return, rebased to 100
60708090100110120Jan 26Apr 26Jul 26Oct 26TLNS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

TLN analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−5.3%
Analysts raising
0
Analysts cutting
1
Fundamentals

Talen Energy Corp. (TLN) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
71.6×

Cheaper than 10% of US stocks

Price / sales
4.5×

Cheaper than 26% of US stocks

Price / book
10.6×

Cheaper than 8% of US stocks

EV / EBITDA
45.6×

Cheaper than 5% of US stocks

Growth & margins
Revenue growth (YoY)
111.2%

Higher than 93% of US stocks

Earnings growth (YoY)
111.2%

Higher than 85% of US stocks

Gross margin
38.6%

Higher than 47% of US stocks

Operating margin
−4.8%

Higher than 27% of US stocks

Net margin
−4.9%

Higher than 24% of US stocks

Returns & dividend
Return on equity
−12.8%

Higher than 35% of US stocks

Return on assets
0.9%

Higher than 49% of US stocks

Dividend yield
0.0%

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.

Key statistics

Talen Energy Corp. (TLN) statistics: revenue, profit & scale

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 $17.0B and an enterprise value of $26.5B.

  • Revenue in the twelve months to 30 June 2026: $3.7B. The latest quarter grew 111.2% 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.

  • Shares outstanding: 47.9M.

  • Trailing P/E: 71.6×; forward P/E: 11.6× — 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.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 15 Oct 2026

Data provided by Twelve Data

Peers

TLN vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelUtilities - Independent Power Producers
CompanyMarket capTKN rank
TLNTalen Energy Corp.$17.0B
26
NRGNRG Energy, Inc.$21.7B
26
OKLOOklo, Inc.$5.4B
2
VSTVistra Corp.$51.4B
27
KENKenon Holdings Ltd.$3.2B
21
CEGConstellation Energy Corp.$101.3B
33
LNTAlliant Energy Corp.*$17.4B
32

* 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 →

News

Latest TLN news & analysis

Talen: Cornerstone And Buybacks Strengthen The Buy Case

Seeking Alpha · 11 Oct 2026positive

Talen announced a $3 billion share buyback authorization, including $1.5 billion in accelerated repurchases. The Cornerstone acquisition adds 2.5 GW of gas generation capacity, and the company raised its 2026 adjusted EBITDA guidance to $2.025–$2.225 billion.

Why it matters — The buyback authorization, added generation capacity and higher guidance are developments relevant to investors tracking Talen’s capital returns and growth.

Top 3 Utilities Stocks That May Keep You Up At Night In October

Benzinga · 8 Oct 2026neutral

Benzinga’s October 8, 2026 item says three utilities-sector stocks may be flashing warning signs for investors who prioritize momentum. The excerpt does not identify the stocks or state whether Talen Energy is among them.

Why it matters — TLN watchers may note the sector-level momentum concern, but the excerpt provides no company-specific information about Talen Energy.

Google's Power Deal Fuels Fresh Interest in Nuclear Stocks

Zacks Investment Research · 7 Oct 2026positive

Google’s 20-year nuclear power deal sparked fresh interest in Talen Energy, Oklo and NuScale Power as investors weighed data-center demand and future nuclear growth.

Why it matters — The deal has drawn investor attention to TLN amid discussion of data-center demand and nuclear growth.

Talen Energy Corporation (TLN) Moves 12.4% Higher: Will This Strength Last?

Zacks Investment Research · 7 Oct 2026positive

Talen Energy shares rose 12.4% in the latest session on above-average trading volume. The excerpt notes that recent earnings estimate revisions could support further near-term price increases.

Why it matters — TLN watchers may note the sharp session move, elevated volume, and the stated link to recent earnings estimate revisions.

Constellation Energy Soars 12% on Google Nuclear Deal for 890 MW; Vistra Jumps 8%, Talen Energy Climbs 7%

24/7 Wall Street · 6 Oct 2026positive

Constellation Energy shares rose 12% following a Google deal for 890 MW of nuclear power, while Vistra gained 8% and Talen Energy climbed 7%. The excerpt describes the deal as a two-decade commitment for firm, around-the-clock nuclear power.

Why it matters — The reported rise in Talen shares alongside other merchant nuclear companies makes the nuclear-demand signal relevant to TLN watchers.

FAQ

Frequently asked questions about TLN stock

What is the TLN stock price forecast for 2026-2027?

The 17 Wall Street analysts covering Talen Energy Corp. have a median 12-month price target of $449, with estimates ranging from $307 to $560. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is TLN stock a buy right now?

Of the 17 analysts covering Talen Energy Corp., 15 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Talen Energy Corp. 26 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TLN?

As at 14 Oct 2026, Talen Energy Corp. ranks 26 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 (78 of 100).

Will TLN stock go up?

No one can know that. What the data says: the median 12-month target from 17 analysts implies +25.3% from the last close, and Ticker Nerd's factor model ranks Talen Energy Corp. 26 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the TLN stock forecast for 2030?

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.

How has TLN stock performed over the past year?

Talen Energy Corp. returned -14.2% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Talen Energy Corp. do?

Talen Energy Corporation is an independent power producer and energy infrastructure company focused on generating and selling electricity, capacity, and ancillary services in wholesale U.S. power markets.

What is the latest news on TLN?

The most recent item we track (Seeking Alpha, 11 Oct 2026): "Talen: Cornerstone And Buybacks Strengthen The Buy Case". Talen announced a $3 billion share buyback authorization, including $1.5 billion in accelerated repurchases. The Cornerstone acquisition adds 2.5 GW of gas generation capacity, and the company raised its 2026 adjusted EBITDA guidance to $2.025–$2.225 billion.

Company

About Talen Energy Corp.

Talen Energy Corporation is an independent power producer and energy infrastructure company focused on generating and selling electricity, capacity, and ancillary services in wholesale U.S. power markets. The company operates a diverse portfolio of power assets that includes nuclear and dispatchable fossil generation, supported by natural gas, coal, oil, and other fuel sources. Its operations are centered in key U.S. power regions, including the Mid-Atlantic, Ohio, Montana, and the broader PJM and WECC markets. Talen Energy serves commercial, industrial, and residential demand through its subsidiaries by supplying reliable, dispatchable electricity and related grid services. Headquartered in Houston, Texas, Talen Energy plays an important role in the U.S. utility sector as a provider of baseload and flexible generation capacity.

CEO Mr. Mark Allen McFarland · 1,880 employees · United States · https://www.talenenergy.com