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Talen Energy Corporation is an independent power producer operating natural gas and nuclear generation assets, supplying clean baseload electricity to AI data centers and high-performance computing facilities.
- Share Price
- 361.18USD
- Market Cap
- 15.71BUSD
- Revenue
- 4.48BUSD
- Net Income
- -254.00MUSD
Financial data: Yahoo Finance, as of 11-Nov-2026
Price & Size
| Price |
361.18 USD |
| Market Cap |
15.71B USD |
| Shares Outstanding |
43.51M |
| Shares Float |
33.70M |
| 52w Low |
279.77 USD |
| 52w High |
449.84 USD |
| Avg Volume |
1.02M |
Valuation
| P/E (forward) |
11.8x |
| P/B |
10.82x |
| Enterprise Value |
24.97B USD |
| Book Value / Share |
33.39 USD |
| P/S |
3.51x |
| EV / Revenue |
5.57x |
| EV / EBITDA |
37.04x |
Income
| Revenue |
4.48B USD |
| Revenue / Share |
96.96 USD |
| EBITDA |
674.00M USD |
| Net Income |
-254.00M USD |
| EPS (trailing) |
-5.59 USD |
| EPS (forward) |
30.54 USD |
Margins & Profitability
| Gross Margin |
42.7% |
| Operating Margin |
17.3% |
| Profit Margin |
-5.7% |
| EBITDA Margin |
15.0% |
| Return on Equity |
-16.5% |
| Return on Assets |
0.9% |
Growth
| Revenue Growth |
96.1% |
| Earnings Growth |
-32.2% |
Cash & Debt
| Total Cash |
339.00M USD |
| Total Debt |
9.57B USD |
| Free Cash Flow |
941.63M USD |
| Operating Cash Flow |
770.00M USD |
| Debt / Equity |
5.97x |
| Current Ratio |
0.89x |
| Quick Ratio |
0.50x |
Dividend
| Yield |
0.0% |
| Payout Ratio |
0.0% |
Analyst Consensus
| Target (Mean) |
453.82 USD |
| Target (Median) |
456.50 USD |
| Target (High) |
560.00 USD |
| Target (Low) |
307.00 USD |
| Analysts' Rating |
Strong buy |
| # Analysts |
20 |
Identifiers
| ISIN | US87422Q1094 |
| CUSIP | 874224207 |
| FIGI | BBG01GWQVVD3 |
| SEDOL | BFZP4N9 |
Sentiment 78.0%
as of 11-Nov-2026
Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.
Positive drivers
Talen Energy benefited from surging demand for baseload power to support AI data center expansion, highlighted by ongoing nuclear restart projects and hyperscaler offtake agreements. Positive analyst coverage emphasized the company's strategic positioning in the AI energy supply chain, driving upward revisions to revenue forecasts. Stock price appreciation reflected investor enthusiasm for Talen's unique nuclear assets amid the broader AI infrastructure boom.
Neutral / mixed
Energy price volatility and seasonal demand patterns introduced some uncertainty, with mixed signals from broader utility sector performance. Regulatory timelines for plant operations remained on track but required continued monitoring without major breakthroughs or setbacks during the period. Macroeconomic factors such as interest rate expectations created neutral headwinds for capital-intensive energy plays.
Negative drivers
Competition from alternative clean energy providers and potential delays in grid interconnection approvals posed minor risks to near-term execution. Broader market rotation out of high-growth tech-adjacent names occasionally pressured TLN shares despite fundamentals. Lingering concerns over nuclear regulatory scrutiny added a layer of caution for some investors.
Bottom line
Overall sentiment remained strongly positive, anchored by AI-driven power demand tailwinds that outweighed neutral and negative factors. TLN is viewed as a key beneficiary of the ongoing energy transition supporting artificial intelligence infrastructure.
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