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TLNTLNUtilities · Utilities - Independent Power Producers

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

Last close, 18 Sept 2026
$292
−0.34% on the day

The 17 Wall Street analysts covering Talen Energy Corp. hold a median 12-month price target of $470 — +60.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 27 of 100 as at 19 Sept 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
$14.0B
Ticker Nerd rank
27 / 100
Median analyst target
$470
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
−6.5%
1M
−8.0%
YTD
−22.0%
1Y
−29.6%
From 52W high
−34.4%
From 52W low
+3.6%
$282
$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 19 Sept 2026
27 / 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
91
Revisions
51
Quality
47
Accruals
43
Growth
42
Momentum
33
Issuance
27
Size
13
Volatility
7

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 (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 $560Median $470Low $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 $470High $560

The green dot is the last close — the median target sits +60.8% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
24 Aug 2026MizuhoInitiatesOutperform$405
21 Aug 2026Morgan StanleyMaintainsOverweight$508 → $503
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—
21 Apr 2026BarclaysMaintainsOverweight—
19 Mar 2026JP MorganMaintainsOverweight—
11 Feb 2026BarclaysMaintainsOverweight—

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 18 Sept 2026, Talen Energy Corp. returned −29.6% against +16.3% for the S&P 500, dividends included.

TLN vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120Oct 25Jan 26Apr 26Jul 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
−7.7%
Analysts raising
3
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
3.7×

Cheaper than 33% of US stocks

Price / book
8.7×

Cheaper than 11% of US stocks

EV / EBITDA
40.2×

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 47% 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.

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 $14.0B and an enterprise value of $23.4B.

  • 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: 9.5× — the forward figure prices analyst consensus estimates, not reported 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 18 Sept 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.$14.0B
27
NRGNRG Energy, Inc.$22.3B
27
OKLOOklo, Inc.$7.1B
2
VSTVistra Corp.$47.7B
27
KENKenon Holdings Ltd.$3.4B
21
CEGConstellation Energy Corp.$92.3B
31
HNRGHallador Energy Co.$704.6M
23

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

The AI Boom Has a Power Problem. These 3 Utilities Are Getting Paid to Solve It.

24/7 Wall Street · 17 Sept 2026positive

The article reports that US data center demand has outrun the grid's ability to add generation capacity. It notes that PJM's most recent Base Residual Auction for the 2028/2029 delivery year cleared at $325, and it identifies three utilities that are getting paid to help address the power shortfall.

Why it matters — As a PJM power generator, Talen Energy could be directly affected by the higher capacity auction clearing price and sustained data center power demand.

Vistra vs. Constellation vs. Talen Energy: Which Nuclear-Heavy Stock Is the Better AI-Power Bet?

The Motley Fool · 17 Sept 2026neutral

The Motley Fool article compares nuclear-heavy stocks Vistra, Constellation, and Talen Energy as potential AI-power investments. It highlights Constellation's large nuclear fleet and agreements with Microsoft and Meta, and Vistra's capacity and long-term deals with AWS, Meta, and Helix, while assessing Talen Energy alongside them.

Why it matters — TLN watchers would care because the article evaluates Talen Energy within the competitive landscape of AI-power plays, which could influence investor perception of its positioning in the nuclear-heavy sector.

Talen Energy: The Cash Flow Behind The Data Center Story

Seeking Alpha · 11 Sept 2026positive

Talen Energy is highlighted as an attractive entry point after a price decline, leveraging existing assets and an Amazon nuclear contract of up to 1,920 MW through 2042 to strengthen cash flow visibility. The company guides to $2.125B adjusted EBITDA and $1.275B adjusted free cash flow for the year.

Why it matters — A TLN watcher would care because the Amazon nuclear agreement and cash flow guidance underscore the durability of the company's earnings and its positioning in the data-center power demand story.

3 Small Nuclear Stocks Wall Street Has Not Fully Priced for the AI Power Shortage Yet.

24/7 Wall Street · 8 Sept 2026neutral

The article highlights small modular reactors as a technology positioned between hyperscalers' demand for firm carbon-free baseload power and a US grid that has not added meaningful new nuclear capacity in decades, noting three small nuclear stocks Wall Street has not fully priced in.

Why it matters — A TLN watcher would care because it situates the company within the broader small modular reactor investment theme tied to AI-driven power demand.

12 stocks for ‘bottom-fishing' investors looking for cheap growth opportunities

Market Watch · 26 Aug 2026neutral

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.

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 $470, 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. 27 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank TLN?

As at 19 Sept 2026, Talen Energy Corp. ranks 27 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).

Will TLN stock go up?

No one can know that. What the data says: the median 12-month target from 17 analysts implies +60.8% from the last close, and Ticker Nerd's factor model ranks Talen Energy Corp. 27 out of 100 as at 19 Sept 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 -29.6% over the 12 months to 18 Sept 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 (24/7 Wall Street, 17 Sept 2026): "The AI Boom Has a Power Problem. These 3 Utilities Are Getting Paid to Solve It.". The article reports that US data center demand has outrun the grid's ability to add generation capacity. It notes that PJM's most recent Base Residual Auction for the 2028/2029 delivery year cleared at $325, and it identifies three utilities that are getting paid to help address the power shortfall.

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