Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$15.0B
48M shares
52-week range
$285.86 – $451.28
2% from low
Sector
ELECTRIC SERVICES
Exchange
NASDAQ
CS
P/S (TTM)
3.8
EV / FCF (TTM)
44.3
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.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 26.7% | |||||
| Profit Margin % | -8.3% | -8.8% | ||||
| Free Cash Flow Margin % | 15.6% | 1.0% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +9.7% on the P/E track.
At today's price, your expected annual return is +19.9% on the P/E track.
At today's price, your expected annual return is +27.3% on the P/E track.
| 266,099 |
| $84.9M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $4.5B | +84.0% | $20.58 | $14.59–$24.51 | 14.0× | 6 |
| 2027 | $5.2B | +15.8% | $30.53 | $21.14–$37.79 | 9.5× | 7 |
| 2028 | $5.4B | +4.6% | $35.98 | $28.12–$42.59 | 8.0× | 6 |
| 2029 | $5.8B | +6.9% | $44.11 | $35.49–$49.65 | 6.5× | 3 |
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 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $3.21 | $-2.00 | -162.3% |
| 2026-05-05 | $5.01 | $1.33 | -73.5% |
| 2026-02-26 | $2.62 | $-7.60 | -390.1% |
| 2025-11-05 | $3.18 | $4.25 | +33.6% |
| 2025-08-07 | $-1.04 | $1.50 | +244.2% |
| 2025-05-08 | $1.03 | $-2.94 | -385.4% |
| 2025-02-27 | $0.77 | $2.07 | +168.8% |
| 2024-11-14 | $0.60 |
| $3.16 |
| +430.2% |
| +0.69% |
| $24.8B |
| — |
| EIXEdison International | $56.13 | +0.23% | $21.6B | — |
| EVRGEvergy, Inc. | $80.86 | -0.93% | $18.6B | — |
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  crazy trading at 2027 PE of 10 right now. Growth Amazing free cash flow BuybacksS. Should be trading $500 here. That would be cheap
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$TLN printed a new 52-week low today
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Unusual activity on super far OTM $TLN calls $2.2M+ of the $450 calls for March 19th!
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$NBIS $APLD $WULF $TLN $VST and Constellation energy - Should I sell now ?
View on StockTwits ↗$CEG $TLN $VST Looks like strong rotation started into the "Base of the AI economy this week. All these names ++ caught a nice bid Especially CEG hitting 3 month high in no time.
View on StockTwits ↗$TLN this is a sneaky one. Might have to get a bag soon before its too late
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$TLN printed a new 52-week low today
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$TLN i have being saying since march that those were not acting good...new 52 weeks low.
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$TLN too much energy in the world! Its abundant!
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