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NASDAQ · US · Utilities - Independent Power Producers

TLN Talen Energy

Nuclear-adjacent campus power

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$339.3
+3.48% today
1W
−3.4%
1M
+11.5%
3M
+4.1%
YTD
−9.5%
1Y
−16.8%
Off 52w high
−22.6%
Next earnings (est.): 2026-11-03
Market cap$15.51B
P/E (trailing)—Forward 10.6
EV / sales6.8×EV/EBITDA 43.4×
Revenue (TTM)$3.74BGrowth 111.2% y/y
Margins42.1%gross · op -4.8%
Free cash flow$1.26BCash $232M · debt $9.57B
Analyst target$457.3+34.8% upside · 20 analysts · strong buy
Riskβ 1.62Short 5.9% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

TLN · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-05EarningsMiss / cut

    Reported EPS 2.37 vs 3.39 expected (-30.0% surprise).

  2. 7
    2026-05-05EarningsBeat / raise

    Reported EPS 4.38 vs 4.26 expected (+2.9% surprise).

  3. 6
    2026-02-26EarningsBeat / raise

    Reported EPS 4.38 vs 4.33 expected (+1.2% surprise).

  4. 5
    2025-11-05EarningsMiss / cut

    Reported EPS 3.29 vs 3.67 expected (-10.3% surprise).

  5. 4
    2025-08-07EarningsMiss / cut

    Reported EPS -1.08 vs -0.18 expected (-496.6% surprise).

  6. 3
    2025-05-08EarningsBeat / raise

    Reported EPS 1.72 vs 0.71 expected (+143.1% surprise).

  7. 2
    2025-02-28EarningsBeat / raise

    Reported EPS 0.47 vs -0.2 expected (+331.1% surprise).

  8. 1
    2024-11-14EarningsBeat / raise

    Reported EPS 0.99 vs -0.13 expected (+860.4% surprise).

Predictions involving TLN

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-053.392.37−30.0%
2026-05-054.264.38+2.9%
2026-02-264.334.38+1.2%
2025-11-053.673.29−10.3%
2025-08-07-0.18-1.08−496.6%
2025-05-080.711.72+143.1%
2025-02-28-0.20.47+331.1%
2024-11-14-0.130.99+860.4%
2024-08-13-1.137.6+769.6%
2024-05-130.834.84+483.1%
2024-03-13-0.193.08+1721.0%

About Talen Energy

Website ↗

Talen Energy Corporation, an independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States. The company's plants generate power using a variety of fuels, such as nuclear, fossil, oil, natural gas, and coal power plants. It owns and operates approximately 13.1 GW of power infrastructure. Talen Energy Corporation was incorporated in 2014 and is headquartered in Houston, Texas.

1,880 employees · Houston, United States

Hyperscalers buy electrons with duration. Existing reactors, uprates and restarts are the only large firm carbon-free supply available this decade.

Fuel→Reactor→PPA→Campus

What would prove us wrong. Weakens if hyperscaler PPAs stall and merchant power prices fall without demand growth.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
CEG
Constellation Energy
Largest US nuclear fleet; hyperscaler PPAs $253.7+0.12%−3.6%−27.9%
VST
Vistra
Nuclear and gas fleet with data-centre offtake $142.8+1.90%+3.1%−11.1%
PEG
Public Service Enterprise Group
Nuclear fleet in PJM $71.95−0.09%+7.4%−8.1%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.