Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$15.9B
48M shares
52-week range
$301.45 – $451.28
21% from low
Sector
ELECTRIC SERVICES
Exchange
NASDAQ
CS
Talen Energy Corp is an independent power producer and energy infrastructure company based in the United States. It owns and operates several gigawatts of power infrastructure in the United States, including 2.2GW of nuclear power and a dispatchable fossil fleet. The company produces and sells electricity, capacity, and ancillary services into wholesale U.S. power markets, with its generation fleet principally located in the Mid-Atlantic, Ohio, and Montana. Talen's operating segments are: PJM and Others. The PJM segment, which generates maximum revenue, is engaged in electricity generation, marketing activities, and commodity risk and fuel management within the PJM market and is comprised of Susquehanna and Talen's natural gas and coal generation facilities in PJM.
www.talenenergy.comNo one on the platform currently holds TLN.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 1,817,947 | $580.3M |
| Third Point LLCas of 2025-06-30 | 785,000 | $228.3M |
No one on the platform has traded TLN yet.
| 266,099 |
| $84.9M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.5B | +84.1% | $22.32 | $14.40–$27.12 | 14.9× | 5 |
| 2027 | $5.1B | +15.1% | $31.56 | $24.96–$41.38 | 10.5× | 5 |
| 2028 | $5.4B | +6.0% | $38.29 | $29.40–$47.18 | 8.7× | 2 |
| 2029 | $5.8B | +6.8% | $43.74 | $37.04–$50.33 | 7.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-05 | $5.01 | $1.33 | -73.5% |
| 2026-02-26 | $2.62 | $-7.60 | -390.1% |
| 2025-11-05 | $3.18 | $2.38 | -25.2% |
| 2025-08-07 | $-1.04 | $-1.19 | -14.4% |
| 2025-05-08 | $1.03 | $0.82 | -20.4% |
| 2025-02-27 | $-0.13 | $1.81 | +1492.3% |
| 2024-11-14 | $0.26 | $1.64 | +531.0% |
| 2024-08-13 | $-1.13 |
| $0.19 |
| +116.8% |
| +0.69% |
| $24.8B |
| — |
| EIXEdison International | $78.73 | +0.13% | $30.3B | — |
| EVRGEvergy, Inc. | $83.25 | -0.89% | $19.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$TLN I have owned this for a few years. Can someone tell me why it is so damn volatile? While the chart is sideways for the year, there is a 100 point range from top to bottom, and it seems to trade with the AI stocks. I say you buy some here and sell at 425. Then, do it over again...
View on StockTwits ↗$TLN $CEG $VST Found this from Today. https://www.utilitydive.com/news/states-ferc-filing-rights-section-205-pjm/826170/
View on StockTwits ↗$TLN Bought more here and took profits on All my covered calls. Looking for a rebound today into this week going into earnings and I'll be selling more covered calls to cover about 70% of my TLN position.
View on StockTwits ↗$TLN Talen Energy price target raised to $482 from $477 at Wells Fargo Wells Fargo raised the firm's price target on Talen Energy to $482 from $477 and keeps an Overweight rating on the shares. Following conversations with its IPP coverage, the firm revised its Q2 estimates to reflect known and measurable drivers across our regulated utility coverage. Additionally, Wells is implementing 7/22/26 forward curves and adjusting valuation.
View on StockTwits ↗$TLN $XE most likely will be new gas fired plant but SMRs may play role in future also IMHO. See TLN XE LOI.
View on StockTwits ↗$TLN $XE Current TLN nuke reactors and gas fire plant (Moxie) not enough to support this development.
View on StockTwits ↗$TLN $XE Salem Township voted last night to move forward with 4000+ acre data center development.
View on StockTwits ↗@bigdick1234 $TLN $XE Current power generated by TLN nuke reactors and Moxie gas fired plant not enough to support this development. Most likely will be another gas fired plant but SMRs may also play role in future IMHO. See TLN XE LOI.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.