Wall Street analyst estimates for Talen Energy Corporation (TLN): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
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.
Consensus price target
$465.94 (+36 % vs price $343.12)
between $387.00 and $560.00 · 10 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $4.5B | $4.3B – $4.8B | $19.59 | 7 |
| 2027E | $5.2B | $5.0B – $5.5B | $30.27 | 8 |
| 2028E | $5.5B | $4.4B – $6.0B | $36.73 | 9 |
Figures in USD · consensus as of October 29, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 12 |
| Hold | 2 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 14 |
| Avg rating (−2 sell to +2 buy) | 0.86 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-03 | $8.40 | ||
| 2026-08-05 | $-2.00 | $3.21 | -162.3% |
| 2026-05-05 | $1.33 | $5.01 | -73.5% |
| 2026-02-26 | $-7.60 | $2.62 | -390.1% |
| 2025-11-05 | $4.25 | $3.18 | +33.6% |
| 2025-08-07 | $1.50 | $-1.04 | +244.2% |
| 2025-05-08 | $-2.94 | $1.03 | -385.4% |
| 2025-02-27 | $2.07 | $0.77 | +168.8% |
Valuation Ratios
| Price / Book | 9.83 |
| EV / EBITDA | 35.84 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $1.77B | $2.41B | $2.44B | $2.07B | $2.63B |
| Cost of Revenue | $1.53B | $1.64B | $1.38B | $1.41B | $1.62B |
| Gross Profit | $241.0M | $770.0M | $1.05B | $664.0M | $1.00B |
| Research & Development | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $147.0M | $106.0M | $142.0M | $163.0M | $624.0M |
| Operating Expenses | $687.0M | $666.0M | $971.0M | $499.0M | $985.0M |
| Operating Income | -$446.0M | $104.0M | $84.0M | $165.0M | $16.0M |
| EBITDA | -$405.0M | -$355.0M | $977.0M | $1.77B | $512.0M |
| Interest Expense | $326.0M | $359.0M | $335.0M | $238.0M | $302.0M |
| Pre-tax Income | -$1.29B | -$1.33B | $871.0M | $1.11B | -$166.0M |
| Income Tax | -$297.0M | -$35.0M | $263.0M | $98.0M | $53.0M |
| Net Income | -$989.0M | -$1.29B | $613.0M | $998.0M | -$219.0M |
| EPS | $-21.72 | $-28.66 | $10.38 | $18.39 | $-4.79 |
| EPS (Diluted) | $-21.72 | $-28.66 | $10.38 | $17.67 | $-4.79 |
| Shares Outstanding (Diluted) | 45.0 M | 45.0 M | 59.0 M | 56.5 M | 45.7 M |
Price
| Price | $343.12 (closing price, October 30, 2026) |
| Market Cap | $16.2B |
| Exchange | NASDAQ |
| Country | US |
Related companies: CEG · VST · NRG · KEN
Explore sector: Utilities · Independent Power Producers
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