Talen Energy (TLN) gains on regulatory progress enhancing data center framework. Regulatory progress on data center framework signals major strategic tailwinds for TLN energy supply role.
| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | — | — | — | — | — | — | — | — | — | — |
| Sell | — | — | — | — | — | — | — | — | 1 | — | — | — |
| total | individual payouts | |
|---|---|---|
| 2028 | ‡‡‡‡‡ |
|
| 2027 | ‡‡‡‡ |
|
| 2026 | ‡‡‡‡ |
|
| 2025 | ‡‡‡‡ |
|
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Cash | 901.00 | 365.00 | 752.00 | 238.00 |
| Receivables | 137.00 | 123.00 | 196.00 | 294.00 |
| Inventory | 375.00 | 302.00 | 278.00 | 298.00 |
| Other | 141.00 | 250.00 | 123.00 | 198.00 |
| 1,554.00 | 1,040.00 | 1,349.00 | 1,028.00 |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Payables | 344.00 | 266.00 | 281.00 | 347.00 |
| ST’ Debt | 9.00 | 17.00 | 29.00 | 29.00 |
| Other | 101.00 | 154.00 | 680.00 | 773.00 |
| 486.00 | 455.00 | 1,050.00 | 1,316.00 |
| 10y | 5y | 3y | |
| Sales | — | — | ‡‡‡‡‡ |
| Cash Flow | — | — | ‡‡‡‡‡ |
| Earnings | — | — | ‡‡‡ |
| Book Value | — | — | ‡‡‡ |
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 1,129.00 | 747.00 | — | — |
—
|
| ’25 | 390.00 | 630.00 | 812.00 | 749.00 |
2,581.00
|
| ’24 | 509.00 | 489.00 | 650.00 | 467.00 |
2,115.00
|
| ’23 | 1,073.00 | 438.00 | 516.00 | 527.00 |
2,554.00
|
| ’22 | — | — | 926.00 | — |
3,089.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 461.00 | (434.00) | — | — |
—
|
| ’25 | 119.00 | (184.00) | 489.00 | 280.00 |
704.00
|
| ’24 | 173.00 | (23.00) | 96.00 | 10.00 |
256.00
|
| ’23 | 744.00 | (283.00) | 181.00 | 222.00 |
864.00
|
| ’22 | — | 24.00 | 201.00 | (225.00) |
187.00
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 392.00 | (612.00) | — | — |
—
|
| ’25 | 55.00 | (221.00) | 424.00 | 240.00 |
498.00
|
| ’24 | 107.00 | (46.00) | 38.00 | (32.00) |
67.00
|
| ’23 | 614.00 | (374.00) | 112.00 | 164.00 |
516.00
|
| ’22 | — | (82.00) | 106.00 | (24.00) |
(125.00)
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 1.33 | (2.00) | — | — |
—
|
| ’25 | (2.94) | 1.50 | 4.25 | (7.75) |
(4.79)
|
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | — | — | — | — | 44.50 | 60.51 | 158.08 | — | — | — |
Low Price
|
| — | — | — | — | — | — | — | 69.99 | 230.89 | 451.28 | — | — | — |
High Price
|
| — | — | — | — | — | — | — | 2,118 | 1,894 | 1,880 | — | — | — |
Employees
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 1.21 | 1.12 | 1.37 | — | — | — |
Revenue/Emp
|
| — | — | — | — | — | ‡‡‡‡‡ | 3,089.00 | 2,554.00 | 2,115.00 | 2,581.00 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| — | — | — | — | — | ‡‡‡‡‡ | 64.91% | 66.05% | 62.32% | 58.70% | — | — | — |
Gross Margin
|
| — | — | — | — | — | ‡‡‡‡‡ | (1,328.00) | 871.00 | 1,111.00 | (166.00) | — | — | — |
EBT
|
| — | — | — | — | — | ‡‡‡‡‡ | (42.99%) | 34.10% | 52.53% | (6.43%) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| — | — | — | — | — | ‡‡‡‡‡ | (1,293.00) | 608.00 | 1,013.00 | (219.00) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| — | — | — | — | — | ‡‡‡‡‡ | 643.00 | 506.00 | 408.00 | 376.00 | — | — | — |
Depreciation
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 43.27 | 38.98 | 56.49 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| — | — | — | — | — | — | — | 10.39 | 18.40 | (4.79) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Earnings/Sh
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 14.64 | 4.72 | 15.41 | — | — | — |
Cash Flow/Sh
|
| — | — | — | — | — | ‡‡‡ | 0.00 | (5.90) | (3.48) | (4.51) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 8.74 | 1.23 | 10.90 | — | — | — |
Free CF/Sh
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 42.93 | 25.56 | 23.92 | — | — | — |
Book Value/Sh
|
| — | — | — | — | — | — | — | 59.03 | 54.25 | 45.69 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| — | — | — | — | — | ‡‡‡‡‡ | 9.24 | 9.24 | 11.09 | 0.00 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
PE Ratio
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 1.51 | 5.17 | 6.64 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| — | — | — | — | — | ‡‡‡‡‡ | 1.20 | 1.52 | 7.88 | 15.67 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 2.26 | 6.42 | 8.98 | ‡‡‡‡ | ‡‡‡ | ‡‡‡ |
EV/Sales
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 11.18 | 202.53 | 46.56 | — | — | — |
EV/FCF
|
| — | — | — | — | — | ‡‡‡‡‡ | 187.00 | 864.00 | 256.00 | 704.00 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| — | — | — | — | — | ‡‡‡‡‡ | (312.00) | (348.00) | (189.00) | (206.00) | ‡‡‡‡‡ | ‡‡‡‡‡ | — |
Capex
|
| — | — | — | — | — | ‡‡‡‡‡ | (125.00) | 516.00 | 67.00 | 498.00 | ‡‡‡‡‡ | — | — |
FCF
|
| — | — | — | — | — | — | (598.00) | 1,068.00 | 585.00 | 299.00 | — | — | — |
Working Cap'
|
| — | — | — | — | — | — | 4,352.00 | 2,820.00 | 3,004.00 | 6,811.00 | — | — | — |
Total Debt
|
| — | — | — | — | — | — | 3,364.00 | 1,919.00 | 2,639.00 | 6,059.00 | — | — | — |
Net Debt
|
| — | — | — | — | — | ‡‡‡ | (482.00) | 2,534.00 | 1,387.00 | 1,093.00 | — | — | — |
Sh' Equity
|
| — | — | — | — | — | ‡‡‡ | (24.04%) | 6.87% | 15.09% | (2.57%) | — | — | — |
ROA
|
| — | — | — | — | — | ‡‡‡ | 5.23% | 1.18% | 3.51% | (0.79%) | — | — | — |
ROIC
|
| — | — | — | — | — | ‡‡‡ | 0.00% | 59.75% | 50.91% | (17.66%) | — | — | — |
ROE
|
Talen Energy Corporation (TLN) is charging ahead at the nexus of reliable nuclear power and the AI-fueled data center boom, transforming from a post-bankruptcy survivor into a high-growth disruptor. After flipping from massive losses in 2021-2022 to $1 billion+ net income by 2024, Talen boasts elite margins (EBT at 52.5%), deleveraging balance sheets, and ROE soaring above 50%—all while stabilizing gross margins near 62% amid volatile wholesale prices. Landmark deals like supplying nuclear power directly to Amazon’s adjacent Cumulus Data campus position TLN as an indispensable enabler for hyperscalers facing power shortages that could cap trillion-dollar tech expansions.
Looking forward, explosive catalysts abound: revenue projected to double to $4.7 billion by 2027 (+121% from 2024), EPS rocketing to $26.56 (44% CAGR), and FCF surging to $434 million, fueled by 2.5 GW nuclear capacity, Inflation Reduction Act credits, and mounting AI demand (data centers eyeing 8% of U.S. power by 2030). Valuation multiples contract from 83x to 14x forward P/E, with analyst targets signaling 23-56% upside, embedding premium for asset quality and strategic pacts.
Despite mixed insider signals and power price risks, Talen’s lean operations, buybacks, and hyperscaler momentum scream multi-year outperformance—potentially 50%+ returns for growth seekers. Dive into the full analysis for the charts, projections, and next catalysts in motion.
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