Talen Energy Corporation (TLN)

Official site

UTILITIES • UTILITIES - INDEPENDENT POWER PRODUCERS • NASDAQ

$353.60

-4.82 (-1.34%)

Market Cap: $16.78B

Last updated: Oct 16, 2026 at 5:00 PM ET

Earnings

Performance (10Y)

Beat Rate

82%(9/11)

Avg Surprise

+477.58%

Upcoming Estimates

Period ending Sep 30, 2026

EPS Consensus$7.30

Range$4.08 - $10.41

4 analysts

EPS RevisionsNo revisions (7d)

30d

EPS Estimate DriftChange to current

90d ago$6.47+12.8%

60d ago$6.35+14.9%

30d ago$7.37-1.0%

7d ago$7.37-1.0%

Current$7.30

Revenue Consensus

$1.3B

Range$1.2B - $1.5B

6 analysts

Period ending Dec 31, 2026

EPS Consensus$7.13

Range$1.38 - $11.02

6 analysts

Revenue Consensus

$1.3B

Range$837M - $1.9B

10 analysts

Period	Reported	Est.	Range	Surprise	B/M	Analysts	Revisions	YoY
Dec 31, 2026Dec 26EST	-	$7.13	$1.38 - $11.02	-	-	6	-	-
Sep 30, 2026Sep 26EST	-	$7.30	$4.08 - $10.41	-	-	4	2 0 30d	-
Jun 30, 2026Jun 26 Reported Aug 5, 2026Reported Aug 5	$0.16	N/A	-	-95.00%	Miss	4	1 0 30d	-89.3%
Mar 31, 2026Mar 26 Reported May 5, 2026Reported May 5	$4.38	$4.25	$4.10 - $4.41	+2.90%	Beat	2	2 0 30d	+154.6%
Dec 31, 2025Dec 25 Reported Feb 26, 2026Reported Feb 26	$3.94	$2.80	$2.80 - $2.80	+40.71%	Beat	1	1 0 30d	+90.3%
Sep 30, 2025Sep 25 Reported Nov 5, 2025Reported Nov 5	$2.38	$3.62	$3.42 - $4.31	-34.25%	Miss	2	1 1 30d	+140.4%
Jun 30, 2025Jun 25 Reported Aug 7, 2025Reported Aug 7	$1.50	$-1.13	$-1.29 - $-0.97	+232.74%	Beat	2	0 1 30d	-80.3%
Mar 31, 2025Mar 25 Reported May 8, 2025Reported May 8	$1.72	$0.71	-	+142.25%	Beat	-	-	-64.5%
Dec 31, 2024Dec 24 Reported Feb 27, 2025Reported Feb 27	$2.07	$-0.20	-	+1125.77%	Beat	2	2 0 30d	-32.8%
Sep 30, 2024Sep 24 Reported Nov 14, 2024Reported Nov 14	$0.99	$-0.13	-	+861.54%	Beat	1	1 0 30d	+176.2%
Jun 30, 2024Jun 24 Reported Aug 13, 2024Reported Aug 13	$7.60	$-1.13	$-1.13 - $-1.13	+772.57%	Beat	0	1 0 30d	-11.7%
Mar 31, 2024Mar 24 Reported May 13, 2024Reported May 13	$4.84	$0.83	-	+483.13%	Beat	-	-	-
Dec 31, 2023Dec 23 Reported Mar 14, 2024Reported Mar 14	$3.08	$-0.19	-	+1721.05%	Beat	-	-	-
Sep 30, 2023Sep 23 Reported Nov 14, 2023Reported Nov 14	$-1.30	$0.00	-	N/A	Miss	-	-	-
Jun 30, 2023Jun 23 Reported Aug 14, 2023Reported Aug 14	$8.61	N/A	-	N/A	Beat	-	-	-

Key Metrics

Valuation
P/E Ratio	32.56	EV/EBITDA	36.90x
Price/FCF	28.58x	FCF Yield	3.50%
Profitability
Profit Margin	-4.95%	Operating Margin	-4.80%
ROE	-12.80%	ROIC	2.66%
Financial Health
Debt/Equity	5.92x	Interest Coverage	0.60x
Current Ratio	0.78x	Quick Ratio	0.55x
Trading Statistics
Beta	1.62	Avg Volume	1.14M
52-Week High	$449.84	52-Week Low	$279.77

Technical Indicators Dashboard

Moving Averages

SMA 10$361.58

SMA 20$333.07

SMA 50$324.33

SMA 200$351.42

EMA 10$357.12

EMA 20$343.00

EMA 50$334.48

EMA 200$344.04

MACD

Line: 15.41Signal: 11.57Hist: 3.84

ADX

ADX: 24.7+DI: 23.5-DI: 22.5

Aroon & PSAR

Aroon Up88.0

Aroon Down12.0

PSAR$390.54

Bollinger Bands

Upper Band$399.82

Lower Band$266.33

%B Position4008%(Upper)

Band Width0.65

RSI (14-Day)

Neutral

56.3

Momentum Oscillators

Stoch %K72.8

Stoch %D82.6

Williams %R-39.1

ROC (10d)9.4%

Momentum30.51

CCI (20d)38.8

MFI (14d)54.9

Volatility Measures

ATR (14d)$18.22(5.2%)

StdDev (20d)33.37

Hist Vol61.6%(High)

Volume Flow

VWAP$349.25

OBV31.9M

AD Line13.0M

CMF (20d)0.218

Volume Metrics

Avg Vol (20d)1.2M

Vol Ratio1.0x

VWMA (20d)$341.00

Pivot Points

R3$395.86

R2$387.30

R1$372.86

Pivot Point$364.30

S1$349.86

S2$341.30

S3$326.86

Advanced Oscillators

TSI25.10

Ultimate Osc55.9

KST160.71

Financial Data

Quarter	Jun 2026	Mar 2026	Dec 2025	Sep 2025	Jun 2025	Mar 2025	Dec 2024	Sep 2024	Jun 2024	Mar 2024	Dec 2023	Sep 2023
Total Revenue	$747.00M	$1.13B	$749.00M	$812.00M	$630.00M	$390.00M	$467.00M	$650.00M	$489.00M	$509.00M	$318.00M	$516.00M
Cost of Revenue	$379.00M	$587.00M	$257.00M	$286.00M	$168.00M	$294.00M	$189.00M	$252.00M	$191.00M	$185.00M	$199.00M	$300.00M
Gross Profit	$368.00M	$542.00M	$492.00M	$526.00M	$462.00M	$96.00M	$278.00M	$398.00M	$298.00M	$324.00M	$119.00M	$216.00M

Operating Expenses	$441.00M	$290.00M	$775.00M	$257.00M	$312.00M	$261.00M	$287.00M	$247.00M	$286.00M	$272.00M	$206.00M	$253.00M
R&D	$210.00M	$165.00M	$151.00M	$131.00M	$192.00M	$146.00M	$147.00M	$127.00M	$164.00M	$154.00M	$0	$140.00M
SG&A	$98.00M	$24.00M	$511.00M	$38.00M	$41.00M	$34.00M	$42.00M	$38.00M	$40.00M	$43.00M	$38.00M	$37.00M
Operating Income	$-72,000,000	$210.00M	$-313,000,000	$263.00M	$66.00M	$-106,000,000	$16.00M	$158.00M	$27.00M	$25.00M	$-87,000,000	$7.00M

Interest Income	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
Interest Expense	$214.00M	$119.00M	$99.00M	$67.00M	$62.00M	$74.00M	$51.00M	$66.00M	$62.00M	$59.00M	$70.00M	$68.00M
Income Before Tax	$-129,000,000	$81.00M	$-380,000,000	$304.00M	$97.00M	$-187,000,000	$-26,000,000	$179.00M	$570.00M	$388.00M	$236.00M	$-92,000,000
Income Tax Expense	$-37,000,000	$18.00M	$-17,000,000	$97.00M	$25.00M	$-52,000,000	$-94,000,000	$11.00M	$112.00M	$69.00M	$48.00M	$-16,000,000

Net Income	$-92,000,000	$63.00M	$-363,000,000	$207.00M	$72.00M	$-135,000,000	$68.00M	$168.00M	$458.00M	$319.00M	$182.00M	$-76,000,000

EBITDA	$200.00M	$248.00M	$-214,000,000	$459.00M	$162.00M	$44.00M	$149.00M	$354.00M	$745.00M	$529.00M	$412.00M	$86.00M
EBIT	$86.00M	$158.00M	$-311,000,000	$365.00M	$75.00M	$-54,000,000	$50.00M	$252.00M	$647.00M	$420.00M	$306.00M	$20.00M

* Some calculated fields are derived from available data when not provided by source

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News

4,200 Shares of Talen Energy Corporation $TLN Bought by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC recently purchased 4,200 shares of Talen Energy Corporation (NASDAQ:TLN) worth approximately $1.31 million. Other institutional investors like BlackRock and MFN Partners also made significant...

MarketBeat•Oct 15, 2026 4:11 AM ET10/15/26•Neutral

Talen Energy Corp (TLN) Stock Down 6.2% -- Now Undervalued? GF S

Talen Energy Corp (TLN) shares dropped 6.2% to $358.42, placing it 14.8% below its GF Value™ estimate, suggesting it is undervalued. Despite an above-average GF Score™ of 67/100...

GuruFocus•Oct 14, 2026 6:11 PM ET10/14/26•Somewhat-Bearish

Talen's results webcast is scheduled for 8 a.m. ET on Nov. 3. A replay will be archived online.

Talen Energy (TLN) is scheduled to report its third-quarter 2026 financial and operating results on November 3, 2026. The company will host a conference call and webcast at 8 a.m. ET (7 a.m. CT) to discuss the results...

Stock Titan•Oct 13, 2026 8:42 AM ET10/13/26•Neutral

Wells Fargo Sticks to Its Buy Rating for Talen Energy Corp (TLN)

Wells Fargo analyst Shahriar Pourreza maintained a Buy rating on Talen Energy Corp (TLN) with a price target of $501.00. This follows a similar Buy rating from Goldman Sachs in September with a $509.00 target....

The Globe and Mail•Oct 13, 2026 7:10 AM ET10/13/26•Bullish

A Look at Talen Energy Corp (TLN) After 5.4% Gain -- GF Value $4

Talen Energy Corp (TLN) saw a 5.4% stock gain, reaching $378.57, and is considered "Modestly Undervalued" by GuruFocus's GF Value at $420.93. Despite this, the company faces significant risks due to its unprofitability...

GuruFocus•Oct 9, 2026 10:39 PM ET10/9/26•Neutral

TLN Valuation and Fair Value

P/E: 32.6x
Forward P/E: 9.9x
EV/EBITDA: 36.9x
P/FCF: 28.6x
P/B: 10.0x

See GNG's fair value

TLN Profitability: Margins, ROIC and FCF

Gross margin: 56.1%
Operating margin: -4.8%
Net margin: -5.0%
ROIC: 2.7%
ROE: -12.8%
FCF margin: 16.5%
FCF yield: 3.5%

TLN Competitors

Company	Ticker
Alliant Energy Corp	LNT
Emera Incorporated	EMA
Evergy, Inc.	EVRG
Brookfield Renewable Partners LP	BEP
NiSource Inc	NI
Korea Electric Power Corp ADR	KEP
CMS Energy Corporation	CMS
Pinnacle West Capital Corp	PNW

Sector: Utilities

TLN Analyst Ratings

Consensus: Buy
Analysts: 17
Strong Buy: 6
Buy: 9
Hold: 2
Sell: 0
Strong Sell: 0

TLN Bull Case vs Bear Case

Bull case

TLN converts 16.5% of revenue into free cash flow.
TLN beat EPS estimates in 75.0% of its last 8 reported quarters.
TLN grew quarterly revenue 111.2% year over year.

Bear case

TLN has a -5.0% net profit margin.
TLN has a debt-to-equity ratio of 5.9x.

TLN Earnings: Beat Rate and Next Report

Beat rate: 6 of 8 quarters (75.0%)
Average surprise: 284.6%
EPS estimate (fiscal period ending Sep 30, 2026): $7.30
Estimate revisions (30 days, fiscal period ending Sep 30, 2026): 2 up, 0 down

Frequently Asked Questions About TLN

Does TLN pay dividends?

Talen Energy Corporation (TLN) does not currently pay a regular dividend.

What is TLN's P/E ratio?

Talen Energy Corporation has a price-to-earnings (P/E) ratio of 32.56.

What is TLN's market cap?

Talen Energy Corporation (TLN) has a market capitalization of $16.78B with a current stock price of $353.60.

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