TLNUtilities · Utilities - Independent Power ProducersThe 17 Wall Street analysts covering Talen Energy Corp. hold a median 12-month price target of $470 — +53.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 29 of 100 as at 2 Sept 2026 — in the lower half. 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 (91): 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.
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 +53.9% from it.
Of the 20 most recent actions, 3 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 24 Aug 2026 | Mizuho | Initiates | Outperform | $405 |
| 21 Aug 2026 | Morgan Stanley | Maintains | Overweight | $508 → $503 |
| 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 | — |
| 27 July 2026 | Wells Fargo | Maintains | Overweight | $477 → $482 |
| 20 July 2026 | Jefferies | Maintains | Hold | — |
| 20 July 2026 | Jefferies | Maintains | Hold | $453 → $422 |
| 15 July 2026 | Scotiabank | Maintains | Sector Perform | — |
| 15 July 2026 | Scotiabank | Maintains | Sector Perform | $463 → $470 |
| 23 June 2026 | Jefferies | Assumes | Hold | $453 |
| 18 June 2026 | Goldman Sachs | Initiates | Buy | $499 |
| 18 June 2026 | Goldman Sachs | Initiates | Buy | — |
| 19 May 2026 | Barclays | Maintains | Overweight | — |
| 6 May 2026 | Wells Fargo | Maintains | Overweight | — |
| 21 Apr 2026 | Barclays | Maintains | Overweight | — |
| 19 Mar 2026 | JP Morgan | Maintains | Overweight | — |
| 11 Feb 2026 | Barclays | 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.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Sept 2026, Talen Energy Corp. returned −19.1% against +21.4% 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 32% of US stocks
Cheaper than 11% of US stocks
Cheaper than 6% of US stocks
Higher than 93% of US stocks
Higher than 85% of US stocks
Higher than 48% of US stocks
Higher than 28% of US stocks
Higher than 24% of US stocks
Higher than 34% of US stocks
Higher than 49% of US stocks
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 $14.5B and an enterprise value of $23.8B.
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.
Trailing P/E: 71.6×; forward P/E: 9.8× — the forward figure prices analyst consensus estimates, not reported 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.
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 →
Market Watch reported on 12 stocks near 52-week lows that analysts expect to recover, naming Dick's Sporting Goods, McDonald's and L3Harris as examples for "bottom-fishing" investors seeking cheap growth opportunities.
Why it matters — Talen Energy Corp. is not mentioned in the article, so the item carries no specific implications for TLN watchers.
Zacks Investment Research published a comparison of OKLO and Talen Energy, portraying them as contrasting nuclear-power investment options—one focused on future commercialization potential and the other on operating assets and cash flow.
Why it matters — The article highlights how Talen Energy is positioned relative to a speculative nuclear startup, emphasizing its existing operating assets and cash flow as distinctive strengths for TLN watchers.
The article spotlights three nuclear energy stocks positioned for the AI power era, presenting AI compute as fundamentally a power challenge before a chip challenge.
Why it matters — It highlights nuclear energy companies as relevant to meeting AI-driven electricity demand, a factor directly tied to Talen Energy’s power-generation business.
Bank of America analysts identified 16 AI-related stocks, including Talen Energy Corp., as bargains following a pullback in the AI trade. The report suggests these knocked-down stocks now present buying opportunities for investors.
Why it matters — Talen Energy Corp. is highlighted by Bank of America as one of the knocked-down AI stocks viewed as a bargain, signaling analyst attention on the company amid the broader AI-market pullback.
Talen Energy reaffirmed its buy status, citing robust free cash flow growth visibility driven by data center demand and its Cornerstone acquisition. The company raised its 2026 adjusted EBITDA guidance to $2.025–2.225 billion and adjusted FCF to $1.2–1.35 billion (excluding Keystone), implying further upside, supported by the 2028/2029 PJM capacity auction and a growing data center pipeline.
Why it matters — For TLN watchers, the raised 2026 guidance and growing data center pipeline signal a more predictable, resilient earnings base and improved margin mix ahead.
The 17 Wall Street analysts covering Talen Energy Corp. have a median 12-month price target of $470, with estimates ranging from $307 to $560. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
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. 29 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Sept 2026, Talen Energy Corp. ranks 29 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 (91 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +53.9% from the last close, and Ticker Nerd's factor model ranks Talen Energy Corp. 29 out of 100 as at 2 Sept 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 -19.1% over the 12 months to 3 Sept 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 selling electricity, capacity, and ancillary services in wholesale U.S. power markets.
The most recent item we track (Market Watch, 26 Aug 2026): "12 stocks for ‘bottom-fishing' investors looking for cheap growth opportunities". Market Watch reported on 12 stocks near 52-week lows that analysts expect to recover, naming Dick's Sporting Goods, McDonald's and L3Harris as examples for "bottom-fishing" investors seeking cheap growth opportunities.
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
