Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
Agent APISubscribe
Sign in
Pokedex
Atlasresearch

Workspace

WorkspacePokedexHPC MapPortfolioCalendarTaiwan RevenueMemory
Calculators
  • 01AI Factory
  • 02CPO Stack
  • 03HBM Bridge
  • 04GPU Cloud TCO
  • 05Inference Tokens
  • 06Power Bottleneck
  • 07Custom ASIC
  • 08OCS TAM
  • 09N3 Allocation
  • 10Optical TAM
Agent APISubscribe
Sign in
Pokedex/DC Infra/TLN
Search/
Search/
Company exports

Pro company pages include CSV downloads for statements, ratios, chart data, and transcript indexes.

CSV downloads
DC Infra·TLN
Talen Energy Corporation logo

Talen Energy Corporation

NASDAQ · US

Independent power producer with dispatchable generation and nuclear capacity serving wholesale power markets.

AI relevance

Directly relevant to AI data center power procurement through nuclear and dispatchable generation capacity near large load centers.

DC InfraIPP

Price

$348.85

Change

+1.10 (+0.32%)

Market cap

$16.5B

52w range

$280–$450

Exchange

NASDAQ

Country

US

Jason's Chips

Subscribe or sign in with your Substack email for charts, exports, estimates, transcripts, filings, earnings, and news.

Subscribe to Jason's ChipsSign in
Price chart

TLN market performance

Daily close for Talen Energy Corporation

$269.7$314.9$360.1$405.4$450.6Oct 25Jan 26May 26Jul 26Oct 26
Latest close
$348.9
Range move
-$49.70 (-12.5%)
Range high
$438.1
Range low
$282.1
Latest volume
653.9K
Source
FMP EOD
Downloads

Exports

Download statements, ratios, chart data, and transcript indexes.

CSV

Income statement

5 annual rows

Revenue, gross profit, R&D, operating income, EBITDA, net income, and EPS.

Annual

Balance sheet

5 annual rows

Cash, receivables, inventory, PP&E, assets, debt, liabilities, and equity.

Annual

Cash flow

5 annual rows

Operating cash flow, capital expenditures, and free cash flow.

Annual

Key metrics

5 annual rows

Enterprise value, valuation multiples, returns, yields, and cash conversion.

Annual

Ratios

5 annual rows

Margins, liquidity ratios, valuation ratios, leverage, and per-share metrics.

Annual

Chart data

856 rows

Five years of daily close and volume data powering the company chart.

Download

Transcript list

16 rows

Available earnings-call transcript dates by fiscal year and quarter.

Download
StreetBuy

Analyst expectations

Consensus target
$465.94
+33.6%
Target range
$387.00 - $560.00
Rating mix
Buy
14 ratings
Next FY revenue
$4.48B
2026-12-31
Next FY EPS
$18.64
$12.64 - $24.31
Rating consensus14 ratings

Strong buy

0

Buy

12

Hold

2

Sell

0

Strong sell

0

Annual estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2026-12-31$4.48B$4.28B - $4.85B$18.64$12.64 - $24.31$1.67B$1.26B$844.2M$449.0M10 rev / 6 EPS
2027-12-31$5.22B$5.04B - $5.53B$29.97$22.06 - $35.95$2.37B$1.93B$1.42B$523.0M10 rev / 7 EPS
2028-12-31$5.52B$4.52B - $5.95B$36.52$26.90 - $44.05$2.77B$2.30B$1.74B$553.9M12 rev / 7 EPS
2029-12-31$5.74B$5.12B - $6.28B$45.86$39.36 - $51.49$3.22B$2.70B$2.10B$575.7M10 rev / 2 EPS
2030-12-31$5.91B$5.27B - $6.47B$52.27$44.86 - $58.69$3.59B$3.04B$2.39B$592.7M6 rev / 4 EPS
Quarterly estimates
PeriodRevenue avgRevenue rangeEPS avgEPS rangeEBITDA avgEBIT avgNet income avgSG&A avgAnalysts
2026-12-30$1.23B$1.04B - $1.59B$6.27$4.59 - $7.62$572.7M$475.6M$287.9M$123.7M5 rev / 3 EPS
2027-03-30$1.38B$1.14B - $1.70B$5.84$4.52 - $7.59$552.6M$452.5M$267.9M$138.2M4 rev / 1 EPS
2027-06-30$1.21B$1.00B - $1.49B$4.75$3.67 - $6.17$496.9M$395.0M$218.0M$121.4M4 rev / 1 EPS
2027-09-30$1.40B$1.15B - $1.72B$9.82$7.60 - $12.77$768.0M$663.2M$450.8M$140.0M4 rev / 1 EPS
2027-12-30$1.37B$1.13B - $1.69B$8.49$6.57 - $11.05$700.4M$593.1M$389.9M$137.2M4 rev / 1 EPS
2028-03-30$1.70B$1.40B - $2.09B$7.64$5.91 - $9.93$659.2M$547.7M$350.5M$170.0M3 rev / 2 EPS
2028-06-30$1.21B$998.5M - $1.49B$7.01$5.43 - $9.12$627.6M$514.7M$321.9M$121.2M3 rev / 2 EPS
2028-09-30$1.47B$1.22B - $1.81B$11.52$8.91 - $14.98$868.6M$753.0M$528.8M$147.5M3 rev / 2 EPS
Price target history
WindowTargetsAverage target
Last month4$457.08
Last quarter10$476.83
Last year30$473.08
All time50$419.63

Sources: StreetInsider

Latest grade actions
DateFirmActionPreviousNew
2026-10-28Wells FargoMaintainOverweightOverweight
2026-10-28CIBCMaintainOutperformOutperform
2026-10-27BarclaysMaintainOverweightOverweight
2026-10-21Morgan StanleyMaintainOverweightOverweight
2026-09-18Morgan StanleyMaintainOverweightOverweight
2026-08-21Morgan StanleyMaintainOverweightOverweight
2026-08-06Wells FargoMaintainOverweightOverweight
2026-07-28BarclaysMaintainOverweightOverweight
Historical rating snapshots
DateStrong buyBuyHoldSellStrong sell
2026-10-01612200
2026-09-01610200
2026-08-01610200
2026-07-0169200
2026-06-0169200
2026-05-0169100
2026-04-0169100
2026-03-01610100
FinancialsFY 2025

Financials

Revenue
$2.63B
Gross margin
38.1%
Operating income
$16.0M
Free cash flow
$409.0M
Cash + ST investments
$752.0M
Net debt
$6.07B
ROE
-20.0%
ROIC
0.2%
EV / sales
8.8x
EV / EBITDA
45.3x
R&D / revenue
0.0%
Current ratio
1.3x
Income statement annual
PeriodRevenueGross profitGross marginR&DOperating incomeEBITDANet incomeEPS
FY 2025$2.63B$1.00B38.1%$0$16.0M$512.0M-$219.0M$-4.79
FY 2024$2.07B$664.0M32.0%$0$165.0M$1.77B$998.0M$18.39
FY 2023$2.44B$1.05B43.3%$0$84.0M$977.0M$613.0M$10.38
FY 2022$2.41B$770.0M31.9%$0$104.0M-$355.0M-$1.29B$-28.66
FY 2021$1.77B$241.0M13.6%$0-$446.0M-$405.0M-$989.0M$-21.72
Cash flow annual
PeriodOperating cash flowCapexFree cash flow
FY 2025$615.0M$206.0M$409.0M
FY 2024$243.0M$189.0M$54.0M
FY 2023$864.0M$348.0M$516.0M
FY 2022$187.0M$312.0M-$125.0M
FY 2021-$294.0M$142.0M-$518.0M
Balance sheet annual
PeriodCash + ST inv.ReceivablesInventoryPP&EAssetsDebtNet debtLiabilitiesEquity
FY 2025$752.0M$196.0M$278.0M$7.55B$10.90B$6.82B$6.07B$9.81B$1.09B
FY 2024$329.0M$123.0M$302.0M$3.15B$6.11B$3.00B$2.67B$4.72B$1.39B
FY 2023$400.0M$137.0M$375.0M$3.84B$7.12B$2.82B$2.42B$4.59B$2.46B
FY 2022$988.0M$408.0M$457.0M$4.63B$10.72B$4.35B$3.36B$11.20B-$573.0M
FY 2021$276.0M$115.0M$403.0M$4.66B$10.05B$4.74B$4.47B$9.32B$733.0M
Annual ratios and key metrics
PeriodGross marginOp marginNet marginCurrentQuickROEROICEV / salesEV / EBITDAFCF yieldR&D / rev.Cash cycle
FY 202538.1%0.6%-8.3%1.3x1.0x-20.0%0.2%8.8x45.3x2.4%0.0%27d
FY 202432.0%8.0%48.1%2.3x1.6x72.0%2.7%6.6x7.7x0.5%0.0%31d
FY 202343.3%3.4%25.1%3.2x2.4x24.9%0.9%2.5x6.3x13.7%0.0%29d
FY 202231.9%4.3%-53.4%0.9x0.8x225.0%1.3%2.3x-15.4x-6.0%0.0%62d
FY 202113.6%-25.1%-55.7%0.8x0.7x-134.9%-4.5%3.7x-16.2x-24.8%0.0%53d
Annual growth
PeriodRevenueGross profitR&DOp incomeNet incomeEPSFCFCapexCash + ST inv.InventoryAssetsDebt
FY 2025+26.7%+50.8%0.0%-90.3%-121.9%-126.0%+657.4%-9.0%+128.6%-7.9%+78.6%+127.1%
FY 2024-15.0%-37.1%0.0%+96.4%+62.8%+77.2%-89.5%+45.7%-17.8%-19.5%-14.3%+6.5%
FY 2023+1.1%+37.0%0.0%-19.2%+147.6%+136.2%+512.8%-11.5%-59.5%-17.9%-33.6%-35.2%
FY 2022+35.9%+219.5%0.0%+123.3%-30.3%-32.0%+75.9%-39.3%+258.0%+13.4%+6.7%-8.2%
FY 20210.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%0.0%
SegmentsFY 2025

Revenue Mix

Latest product mixFY 2025 · $2.58B
Electricity Sales And Ancillary Services$1.94B · 75.3%
Operating Revenue, Capacity$485.0M · 18.8%
Physical Electricity Sales, Bilateral Contracts, Other$93.0M · 3.6%
Commodity Contracts, Unrealized Gain (Loss)$57.0M · 2.2%
Latest geography mix

Not available.

Product revenue annual
PeriodTotalElectricity Sales And Ancillary ServicesOperating Revenue, CapacityCommodity Contracts, Unrealized Gain (Loss)Physical Electricity Sales, Bilateral Contracts, OtherProduct and Service, Other
FY 2025$2.58B$1.94B$485.0M$57.0M$93.0M--
FY 2024$2.12B$1.14B$192.0M$541.0M$147.0M$91.0M
Geography revenue annual

No segment history on file.

Transcripts16 on file

Transcripts

  • FY2026 · Q22026-08-05
  • FY2026 · Q12026-05-05
  • FY2025 · Q42026-02-26
  • FY2023 · Q12026-01-15
Events

Events

Next earnings

2026-11-03EPS est $8.40

Recent filings
  • 8-K2026-09-29
  • 8-K/A2026-08-12
  • 10-Q2026-08-05
Latest news
  • Talen Energy Corporation (TLN) Earnings Expected to Grow: Should You Buy?

    Zacks Investment Research · 2026-10-27

  • Alluvial Capital Management's Q3 2026 Top 10 Holdings

    Seeking Alpha · 2026-10-26

Atlas/DCF Model LLC/
PrivacyTermsjasonschips.ai