TLNUtilities · Utilities - Independent Power ProducersThe 17 Wall Street analysts covering Talen Energy Corp. hold a median 12-month price target of $473 — +37.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 32 of 100 as at 1 Aug 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 (92): 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.
The rank is the raw material. Whether the rules would actually own Talen Energy Corp. — and when they’d sell — is the membership.
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.
The green dot is the last close — the median target sits +37.2% from it.
Of the 20 most recent actions, 2 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 July 2026 | Barclays | Maintains | Overweight | $411 → $408 |
| 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 | $463 → $470 |
| 15 July 2026 | Scotiabank | Maintains | Sector Perform | — |
| 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 | — |
| 20 Jan 2026 | Wells Fargo | Maintains | Overweight | — |
| 16 Jan 2026 | Morgan Stanley | Maintains | Overweight | — |
| 9 Jan 2026 | Barclays | Maintains | Overweight | — |
| 6 Nov 2025 | Wells Fargo | Maintains | Overweight | — |
| 28 Oct 2025 | Morgan Stanley | Maintains | Overweight | — |
| 28 Oct 2025 | Wells Fargo | Initiates | 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.
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 25% of US stocks
Cheaper than 7% of US stocks
Cheaper than 8% of US stocks
Higher than 93% of US stocks
Higher than 86% of US stocks
Higher than 51% of US stocks
Higher than 77% of US stocks
Higher than 29% of US stocks
Higher than 42% of US stocks
Higher than 58% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| TLNTalen Energy Corp. | $16.0B | 32 |
| NRGNRG Energy, Inc. | $28.8B | 15 |
| OKLOOklo, Inc. | $6.7B | 3 |
| VSTVistra Corp. | $50.2B | 26 |
| KENKenon Holdings Ltd. | $3.5B | 18 |
| CEGConstellation Energy Corp. | $95.2B | 20 |
| LNTAlliant Energy Corp.* | $18.3B | 41 |
* Nearest Utilities names by size — few utilities - independent power producers companies of this scale trade in the US universe.
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.
Talen Energy Corporation (TLN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects.
Why it matters — A Strong Buy rating upgrade signals increased analyst confidence in Talen's earnings outlook, which could influence investor perception and market activity for the stock.
Zacks Investment Research notes that Talen Energy Corporation possesses the key ingredients for a likely earnings beat in its upcoming report next week.
Why it matters — TLN watchers will be watching for whether the company delivers on Wall Street's earnings growth expectations in next week's report.
Zacks Investment Research named Talen Energy Corp. (TLN) among three alternative energy stocks positioned to benefit from the long-term growth of renewable energy, citing expanding wind power, rising EV adoption and improving clean energy demand.
Why it matters — The article suggests TLN is well-positioned to ride the next wave of clean energy growth, which would matter to investors tracking the company's prospects in the renewable sector.
Zacks reported that Talen Energy Corporation (TLN) has a strong history of exceeding earnings expectations and currently shows characteristics that suggest it may beat estimates again in its upcoming quarterly report.
Why it matters — TLN investors watch earnings surprises closely, and the article suggests the company is positioned to continue its pattern of outperforming analyst forecasts.
The 17 Wall Street analysts covering Talen Energy Corp. have a median 12-month price target of $473, with estimates ranging from $307 to $595. 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. 32 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Talen Energy Corp. ranks 32 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 (92 of 100).
No one can know that. What the data says: the median 12-month target from 17 analysts implies +37.2% from the last close, and Ticker Nerd's factor model ranks Talen Energy Corp. 32 out of 100 as at 1 Aug 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 $595 over the next 12 months.
Talen Energy Corp. returned -8.9% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (Zacks Investment Research, 30 July 2026): "All You Need to Know About Talen Energy Corporation (TLN) Rating Upgrade to Strong Buy". Talen Energy Corporation (TLN) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects.
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