Independent Power and Renewable Electricity Producers

Talen Energy

Wells Fargo and Oppenheimer Reiterate Buy Rating on Talen Energy Corp

CFRA Maintains Buy Rating on Talen Energy and Raises Target Price to $453

Talen Energy released FY2026 Q1 earnings on May 5 After-Market (EST), actual revenue USD 1.241 B (forecast USD 1.066 B), actual EPS USD 1.33 (forecast USD 5.2341)

Talen Energy to Release FY2026 Q1 Earnings on May 5 After-Market EST, Forecast Revenue USD 1.063 B, EPS USD 4.792

FactSet analysts lower 2026 EPS forecast for Talen Energy Corp

Talen Energy Signs LOI with X-energy to Deploy Small Modular Reactor

JPMorgan Downgrades Talen Energy Target Price, Shares Fall

X-energy and Talen Energy Collaborate to Explore Deployment of Small Modular Reactors

Talen Reports Q4 2025 Earnings and Reaffirms 2026 Guidance and Stock Repurchase Plan

Talen Energy released FY2025 Q4 earnings on February 26 After-Market EST, actual revenue USD 771 M (forecast USD 739.4 M), actual EPS USD -7.9455 (forecast USD 2.663)

Talen Energy released FY2025 earnings on February 26 After-Market EST, actual revenue USD 2.626 B (forecast USD 2.488 B), actual EPS USD -4.7929 (forecast USD 4.5529)

Talen Energy to release FY2025 Q4 earnings on February 26 After-Market EST, forecast revenue USD 696.74 M, EPS USD 3.128

Northwestern Mutual Investment Management Company Invests in Talen Energy in Q3

Talen Energy's Data Center Project Rejected by Pennsylvania County Board

Jennison Associates LLC Increased Holdings in Talen Energy Corporation

Barclays Analyst Maintains Buy Rating on Talen Energy

Wells Fargo Maintains Buy Rating on Talen Energy Corp with a Price Target of $445.00

Talen Energy Corporation to Acquire $3.45 Billion in Natural Gas Assets

Oregon Public Employees Retirement Fund Acquired Talen Energy Shares in Q3

Talen Energy stock price rises and announces better-than-expected earnings

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Talen Energy (TLN) faces scrutiny after a Q1 2026 EPS miss and insider stock sales, leading to a 5.28% drop in share price. Despite a 39.09% annual return, analysts suggest a fair value of $469.57, indicating the stock may be undervalued. However, concerns about high P/S ratios and potential risks from fossil fuel exposure and market volatility remain. Investors are encouraged to reassess their positions and consider other opportunities in the power sector.

Simplywall

A Look At Talen Energy (TLN) Valuation After Q1 EPS Miss And Insider Stock Sales

Wells Fargo analyst Shahriar Pourreza has reaffirmed a Buy rating on Talen Energy Corp (TLN) with a price target of $585.00. The stock closed at $352.88. Talen Energy has a Strong Buy consensus with a price target of $441.89, indicating a 25.22% upside. Oppenheimer also maintains a Buy rating with a $440.00 target.

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Sempra Energy

Eversource Energy

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Oppenheimer

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Sempra Energy Pref Share SREA 5.75 07/01/79

Wells Fargo Reaffirms Their Buy Rating on Talen Energy Corp (TLN)

Talen Energy Corporation announced refinancing transactions aimed at optimizing its debt structure. The company repriced its $846 million and $839 million senior secured term loan B facilities, reducing interest rates and extending maturities. These changes are expected to save approximately $47 million annually in interest. Talen's CFO emphasized a commitment to capital discipline and projected significant free cash flow by 2028. Talen Energy operates 13.1 gigawatts of power infrastructure in the U.S. and is focused on reliable power generation and growth opportunities in the energy sector.

StockTitan

Talen Energy Announces Credit Facility Refinancing Transactions | TLN Stock News

CFRA maintains a Buy opinion on Talen Energy Corporation, raising its 12-month target by $3 to $453. The firm increased its 2026 EPS estimate by $2.58 to $23.02 and 2027 EPS by $5.87 to $34.61. Anticipated sales growth is 64% to $4.23B in 2026 and 10% to $4.67B in 2027, driven by a long-term PPA with AWS and gas plant acquisitions. Adjusted EBITDA margins are expected to expand to 48% in 2026 and 53% in 2027. Talen repurchased 300k shares for $100M, with $1.9B remaining under its buyback authorization.

Fidelity

Research Alert: CFRA Maintains Buy Opinion On Shares Of Talen Energy Corporation

Talen Energy shareholders elected seven directors at the 2026 Annual Meeting, including Stephen Schaefer and Mark McFarland, ensuring board continuity. They also approved the 2025 executive compensation and ratified PricewaterhouseCoopers as the independent auditor for 2026. Analysts rate TLN stock as a Buy with a $440 price target, though Spark's AI Analyst gives it a Neutral rating due to balance-sheet risks and profitability concerns. Talen Energy focuses on electricity production and supply in the U.S., with a market cap of $18.61B.

Talen Energy Shareholders Affirm Board, Executive Pay, Auditor

Talen Energy shares are trading higher after the company reported better-than-expected Q1 sales results.

benzinga_article

Earnings Watch

Talen Energy | 8-K: FY2026 Q1 Revenue: USD 1.129 B

Talen Energy (NASDAQ:TLN) reported quarterly earnings of $1.33 EPS, missing estimates by $2.97. The company had revenue of $1.13 billion, exceeding expectations of $1.05 billion. Talen Energy's return on equity was 22.58%, but it faced a negative net margin of 8.49%. The firm reaffirmed its 2026 guidance and provided a preliminary outlook for 2027-2028, indicating significant free cash flow growth. Analysts have adjusted price targets, with JPMorgan lowering it to $421.00 while maintaining an "overweight" rating.

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Talen Energy (NASDAQ:TLN) Announces Earnings Results, Misses Estimates By $2.97 EPS

Talen Energy(TLN.US)