Talen Energy Corporation
TLN · Price history
Price at last available close
$347.75
+$32.91 (+10.45%) 1M
2026-10-28
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Company & revenue
About Talen Energy Corporation
Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Talen Energy Corporation functions as an independent power producer and infrastructure enterprise, providing electricity, capacity, and essential ancillary services to wholesale energy markets across the United States. The company's diverse generation assets include nuclear, fossil fuel, solar, and coal-powered facilities. Additionally, it is currently engaged in the development of battery energy storage projects.
How they make money
Talen Energy Corporation operates as an independent power producer in the United States, generating revenue primarily through the sale of electricity, capacity, and ancillary services into wholesale power markets. The company optimizes its portfolio by managing fuel procurement, hedging commodity price risks, and leveraging its power generation assets to meet grid demand and support data center infrastructure.
Products & services
Electricity generation, capacity market participation, ancillary grid services, and data center power infrastructure support.
Brands & revenue mix
No separate brand or brand-level revenue disclosure was confirmed in the reviewed sources. This does not mean the company has no brands.
Product / operating segments
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Period ended 2025-12-31Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Geographic revenue
No reconciled geographic revenue breakdown was confirmed for the current research period.
Customer types
Customer concentration
The company operates in competitive wholesale markets where it sells to regional transmission organizations and independent system operators, with no single customer accounting for a majority of revenue as of 2025-12-31.
Suppliers, materials & equipment
- Fuel and natural gas suppliers — Various counterparties providing natural gas and other fuel sources for power generation.Source
Competitors
Strengths
Financial risk observations and what to check
These are saved observations about business performance, not predictions. Review the company filings alongside the interpretation below. Latest stored financial period end: 2026-06-30.
Quarterly EPS turned negative at -2.00 versus 1.50 a year earlier.
Separate recurring operating losses from noncash or one-time charges, and check cash flow rather than interpreting negative EPS as a cash-outflow amount.
Quarterly net income turned from a profit to a loss versus the same quarter last year.
Identify the causes in the interim report and distinguish operating cash use from accounting charges. Prior profitability is not a guarantee of recovery.
Total debt increased 212.9% versus the same quarter last year.
Compare the added borrowing with available cash, cash generation and maturities. A percentage increase from a small starting balance can look large without measuring the full debt burden.
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
22
Poor
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
38
Poor
Financial Strength
14
Business Quality / Moat
65
Management
0
Growth Quality
100
Risk / Durability
20
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
43
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
52/100
Building Historical Record
Model Score 52/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently moderate.
- •Recent buyback activity is present
- •Elevated debt risk
- •Repurchase headline · Oct 2, 2026
- •Repurchase headline · Oct 1, 2026
- •Repurchase headline · Sep 29, 2026
- •Valuation is a weaker part of the current profile
Company-specific research
Questions worth answering for TLN
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can TLN maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is TLN's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Is TLN's debt load manageable relative to cash generation, interest costs and upcoming maturities?
- •What specifically needs to improve for TLN to reach sustainable profitability?
- •What future growth or profitability would be needed to justify TLN's current valuation?
Essential Investment Snapshot
Wall Street Score
22
Opportunity Score
43
Market Cap
$16.45B
P/E Ratio
-85.3
EPS
$-4.04
52-Week High
$449.84
52-Week Low
$279.77
Beta
1.62
Analyst Target
$457.00
Shares Outstanding
45.7M
Total Revenue
$3.53B
Total Debt
$9.57B
Dividend
No current dividend
Liquidation Value / Share
$35.87
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Neutral / mixed momentum
Elevated movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for TLN
Detected from reported data — verify before acting.Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Elevated debt risk
Total debt is at least one year of revenue • Interest coverage is below 2x • Cash covers less than 20% of total debt
Repurchase headline · Oct 2, 2026
Talen Energy Expands Buyback Plan With $1.5B Accelerated Repurchase — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
Zacks Investment ResearchRepurchase headline · Oct 1, 2026
Talen names new CEO, lifts buyback to $3 billion — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
Defense WorldRepurchase headline · Sep 29, 2026
Talen Energy names Terry Nutt as CEO, expands share repurchase — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
ReutersRepurchase headline · Sep 29, 2026
Talen Names Terry Nutt Chief Executive Officer and Announces $1.5 Billion Accelerated Share Repurchase — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
GlobeNewsWireCommunity Sentiment
0 active · 0 total callsNo personal call yet on TLN.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Strategic location of power generation assets within high-demand grid regions.
- +Integration of data center projects to provide incremental revenue streams.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Debt risk (elevated): Total debt is at least one year of revenue.
- −Interest coverage is below 2x.
- −Cash covers less than 20% of total debt.
- −Exposure to volatile wholesale electricity and commodity prices.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
3 historical score records availablePrevious Score
22
Oct 1, 2026
Change
-0.4
points
Current Score
22
Oct 22, 2026
Category Changes
TLN decreased 0.4 points because Capital declined by 3 points.
Negative Contributors
- − Capital declined by 3 points
Projected Score
Projected Score
23
Projected Change
+1.1 points
Preliminary comparable-period financial changes suggest improvement of approximately 1.1 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
Valuation unavailableCurrent Price
$347.75
Model Intrinsic Value
—
Difference
—
Margin of Safety
—
Intrinsic value is not currently available for this stock, so valuation can't be calculated.
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Revenue | $3.53B | $2.63B | $2.07B | $2.44B | ···· | ···· |
| Cost of Revenue | $1.96B | $1.63B | $1.41B | $1.38B | ···· | ···· |
| Gross Profit | $1.57B | $1.00B | $664.0M | $1.05B | ···· | ···· |
| Research & Development | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· |
| SG&A Expenses | $671.0M | $624.0M | $163.0M | $142.0M | ···· | ···· |
| Operating Expenses | $1.31B | $985.0M | $499.0M | $971.0M | ···· | ···· |
| EBITDA | $721.0M | $512.0M | $1.77B | $977.0M | ···· | ···· |
| Operating Income | $258.0M | $16.0M | $165.0M | $84.0M | ···· | ···· |
| Interest Expense | $499.0M | $302.0M | $238.0M | $335.0M | ···· | ···· |
| Income Before Tax | -$124.0M | -$166.0M | $1.11B | $871.0M | ···· | ···· |
| Income Tax Expense | $61.0M | $53.0M | $98.0M | $263.0M | ···· | ···· |
| Net Income | -$185.0M | -$219.0M | $998.0M | $613.0M | ···· | ···· |
| Basic EPS | $-4.04 | $-4.79 | $18.39 | $10.38 | ···· | ···· |
| Basic Shares | 45.90M | 45.69M | 54.25M | 59.03M | ···· | ···· |
| Diluted Shares | 45.90M | 45.69M | 56.49M | 59.03M | ···· | ···· |
Earnings Summary
Revenue
$747.0M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
-$2.00
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
+212.9%
Cash Change
+89.3%
Margin Change
-28.2 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Cash position grew
What Weakened
- Margins contracted
- Debt increased
Potential Score Impact
Positive indicators included revenue growth, cash levels. Pressure indicators included EPS growth, debt levels, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 64.5%. EPS declined 233.3%. Cash increased 89.3%. Total debt increased 212.9%. Net income margin declined by 28.2 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
51
Smart Money
51
Number of Gurus
5
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
3 historical recordsHistorical Score Chart
3 of 3 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Rumor Mill · TLN
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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