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TLNTLNUtilities · Utilities - Independent Power Producers

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

Last close, 24 Aug 2026
$305
−2.86% on the day

The 16 Wall Street analysts covering Talen Energy Corp. hold a median 12-month price target of $474 — +55.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 33 of 100 as at 22 Aug 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
$15.1B
Ticker Nerd rank
33 / 100
Median analyst target
$474
Analysts covering
16
Total return, dividends reinvested
1W
−14.4%
1M
−15.1%
YTD
−18.5%
1Y
−14.2%
From 52W high
−31.5%
From 52W low
+0.8%
$303
$446
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 22 Aug 2026
33 / 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
89
Momentum
62
Revisions
52
Quality
46
Growth
42
Accruals
42
Issuance
28
Size
12
Volatility
7

Value (89): 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 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$600Oct 25Jan 26Apr 26Jul 26TLNHigh $567Median $474Low $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 says16 analysts
14 Buy2 Hold0 Sell
Low $307Median $474High $567

The green dot is the last close — the median target sits +55.0% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
21 Aug 2026Morgan StanleyMaintainsOverweight$508 → $503
6 Aug 2026Wells FargoMaintainsOverweight$482 → $501
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—
21 Apr 2026BarclaysMaintainsOverweight—
19 Mar 2026JP MorganMaintainsOverweight—
11 Feb 2026BarclaysMaintainsOverweight—
20 Jan 2026Wells FargoMaintainsOverweight—
16 Jan 2026Morgan StanleyMaintainsOverweight—

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.

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
−8.5%
Analysts raising
0
Analysts cutting
4
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
4.0×

Cheaper than 32% of US stocks

Price / book
9.3×

Cheaper than 11% of US stocks

EV / EBITDA
42.0×

Cheaper than 6% 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 48% of US stocks

Operating margin
−4.8%

Higher than 28% of US stocks

Net margin
−4.9%

Higher than 24% of US stocks

Returns & dividend
Return on equity
−12.8%

Higher than 34% of US stocks

Return on assets
0.9%

Higher than 49% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

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.$15.1B
33
NRGNRG Energy, Inc.$24.3B
27
OKLOOklo, Inc.$7.8B
2
VSTVistra Corp.$46.2B
28
KENKenon Holdings Ltd.$3.5B
17
CEGConstellation Energy Corp.$98.9B
29
LNTAlliant Energy Corp.*$17.5B
35

* 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

OKLO vs. TLN: Which Nuclear Energy Stock Looks Better Now?

Zacks Investment Research · 24 Aug 2026neutral

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.

3 Nuclear Energy Stocks for the AI Power Era

24/7 Wall Street · 24 Aug 2026positive

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 Sees Bargains in These 16 Knocked-Down AI Stocks

Investopedia · 14 Aug 2026positive

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: Very Solid FCF Yield, With More Upside If Data Center Pipeline Converts

Seeking Alpha · 12 Aug 2026positive

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.

TLN Q2 Earnings Call Emphasizes Cash Flow and Data Center Strategy

Zacks Investment Research · 7 Aug 2026positive

On its Q2 earnings call, Talen Energy raised its 2026 guidance and its 2028 cash-flow outlook. The company also discussed advancing grid-connected data centers while preserving its merchant upside in the PJM market.

Why it matters — A TLN watcher would care because the raised guidance and cash-flow outlook signal improving financial expectations tied to its data center and merchant power strategies.

FAQ

Frequently asked questions about TLN stock

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

The 16 Wall Street analysts covering Talen Energy Corp. have a median 12-month price target of $474, with estimates ranging from $307 to $567. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is TLN stock a buy right now?

Of the 16 analysts covering Talen Energy Corp., 14 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Talen Energy Corp. 33 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TLN?

As at 22 Aug 2026, Talen Energy Corp. ranks 33 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 (89 of 100).

Will TLN stock go up?

No one can know that. What the data says: the median 12-month target from 16 analysts implies +55.0% from the last close, and Ticker Nerd's factor model ranks Talen Energy Corp. 33 out of 100 as at 22 Aug 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 $567 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 24 Aug 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 based in Houston, Texas. The company owns, operates, and optimizes a large U.S.

What is the latest news on TLN?

The most recent item we track (Zacks Investment Research, 24 Aug 2026): "OKLO vs. TLN: Which Nuclear Energy Stock Looks Better Now?". 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.

Company

About Talen Energy Corp.

Talen Energy Corporation is an independent power producer and energy infrastructure company based in Houston, Texas. The company owns, operates, and optimizes a large U.S. generation portfolio capable of producing roughly mid-teens gigawatts of power across about 15 sites, using fuels that range from zero-carbon nuclear to natural gas, coal, and oil. Talen Energy focuses on producing and selling electricity, capacity, and ancillary services into competitive wholesale power markets, primarily in regions such as PJM, ERCOT, and WECC, with a concentration in the Mid-Atlantic, Ohio, Indiana, Texas, and Montana. A core asset is the Susquehanna nuclear facility, which provides carbon-free baseload generation that is important for grid reliability and large-load customers. Today, Talen Energy plays a significant role in serving wholesale market participants and digital infrastructure customers, including data centers, by offering reliable power and energy infrastructure solutions tailored to substantial, continuous demand.

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