U.S. Power Demand Is Set to Jump 20% by 2030. Here's What It Means for Energy Stocks.
Power demand is accelerating, and companies that provide power and power equipment are well-positioned to benefit.
TLN - Talen Energy Corporation
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$464.85
DETAILS
HIGH:
$560.00
LOW:
$405.00
MEDIAN:
$457.00
CONSENSUS:
$464.85
UPSIDE:
41.76%
Stock News
4,200 Shares of Talen Energy Corporation $TLN Bought by Sax Wealth Advisors LLC
Sax Wealth Advisors LLC bought a new position in Talen Energy Corporation (NASDAQ: TLN) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,200 shares of the utilities provider's stock, valued at approximately $1,313,000. Other large investors
Top 3 Utilities Stocks That May Keep You Up At Night In October
As of Oct. 8, 2026, three stocks in the utilities sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Google's Power Deal Fuels Fresh Interest in Nuclear Stocks
Google's 20-year nuclear power deal sparked fresh interest in TLN, OKLO and SMR as investors weighed data-center demand and future nuclear growth.
Talen Energy Corporation (TLN) Moves 12.4% Higher: Will This Strength Last?
Talen Energy Corporation (TLN) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Constellation Energy Soars 12% on Google Nuclear Deal for 890 MW; Vistra Jumps 8%, Talen Energy Climbs 7%
A hyperscaler just committed two decades of demand. That demand is for firm, around-the-clock nuclear power, and the merchant nuclear group is repricing around that signal, led by Constellation Energy (NASDAQ:CEG | CEG Price Prediction).
3 Stocks Benefiting From AI Demand Just Announced Major Buybacks
Key stocks benefiting from AI adoption just announced significant buyback programs. This includes the world's leader in AI chips, NVIDIA NASDAQ: NVDA, announcing a huge $150 billion increase to its authorization.
Talen Energy Expands Buyback Plan With $1.5B Accelerated Repurchase
TLN launches a $1.5B accelerated buyback and raises repurchase capacity to $3B, backed by contracted capacity revenues and cash flow.
Talen names new CEO, lifts buyback to $3 billion
What happened Talen Energy Corporation (NASDAQ: TLN) named Terry Nutt chief executive officer, effective Jan. 1, 2027. It also announced $1.5 billion of accelerated share repurchase agreements and a larger buyback plan. Mac McFarland will remain CEO through Dec. 31, 2026. He will then serve as senior advisor until he retires in March 2027. The
Vistra vs. Talen: Which Stock Is Better Positioned for Investors?
VST's nuclear scale, diversified generation mix, lower debt-to-capital ratio and stronger ROE give it an edge over TLN.
Talen Energy names Terry Nutt as CEO, expands share repurchase
Talen Energy on Tuesday named President Terry Nutt as its next chief executive officer effective January 1, and increased its share repurchase authorization to $3 billion through 2028.
Talen Names Terry Nutt Chief Executive Officer and Announces $1.5 Billion Accelerated Share Repurchase
Mac McFarland to retire as CEO at year-end and serve as senior advisor through March 2027 Upsizes share repurchase program to a total of $3.0 billion through 2028 HOUSTON, Sept. 29, 2026 (GLOBE NEWSWIRE) -- Talen Energy Corporation (“Talen,” the “Company,” “we” or “our”) (NASDAQ: TLN), a leading independent power producer, today announced a planned CEO succession, $1.5 billion accelerated share repurchase transactions (“ASRs”) and an upsized $3.0 billion share repurchase program (“SRP”).
Talen Energy: The Operational Mix The Market Is Overlooking
Talen Energy presents a compelling buy opportunity, combining spot market exposure with long-term hyperscaler contracts, including an $18B Amazon PPA through 2042. TLN's operational mix is shifting, targeting 60% contracted EBITDA by 2030, leveraging nuclear, natural gas, and coal generation to meet surging data center demand. Despite near-term losses and high capex, TLN's forward P/E of 13–15x and PEG of 0.33x offer attractive upside versus sector peers trading at higher multiples.
SMR vs. TLN: Betting on Nuclear Growth or Proven Earnings?
NuScale Power's commercialization push and Talen Energy's cash-generating fleet highlight contrasting paths to rising U.S. electricity demand.
TLN Drops 33.3% in 3 Months as Risks Test Its Cash Flow Story
Talen Energy's stronger cash generation offers support, but debt, pricing pressure and data-center execution risks keep the recovery case unsettled.
Is TLN Worth Buying as Cash Flow Improves Despite High Debt?
Talen Energy's valuation sits below its historical and sub-industry multiples, while its capital-return plan ties buybacks to stronger cash generation.
Talen Raises 2026 Guidance as Cornerstone Boosts Cash Flow
Talen Energy's enlarged fleet and stronger market backdrop set a higher benchmark for converting favorable power conditions into sustained cash generation.
The AI Boom Has a Power Problem. These 3 Utilities Are Getting Paid to Solve It.
US data center demand has outrun the grid's ability to add generation, and the power buyers know it. PJM's most recent Base Residual Auction for the 2028/2029 delivery year cleared at $325.
Vistra vs. Constellation vs. Talen Energy: Which Nuclear-Heavy Stock Is the Better AI-Power Bet?
Constellation Energy boasts the nation's largest nuclear fleet and has long-term agreements with Microsoft and Meta Platforms. Vistra also has large energy capacity and long-term agreements with Amazon Web Services, Meta Platforms, and Helix Digital Infrastructure.
Talen Energy: The Cash Flow Behind The Data Center Story
Talen Energy offers a compelling entry point after a price decline, leveraging existing assets and a major Amazon nuclear contract to enhance earnings durability. The Amazon deal secures up to 1,920 MW of nuclear power through 2042, improving cash flow visibility but not guaranteeing indefinite margin expansion. TLN guides to $2.125B adjusted EBITDA and $1.275B adjusted free cash flow for the year, with next year's base case at $2.5B EBITDA and a target price of $431 per share.
Price Targets
Talen Energy initiated with a Buy at HSBC
$444.30
(was $359.49)
Meike Becker
·
HSBC
Talen Energy price target lowered to $504 from $514 at Morgan Stanley
$504.00
(was $362.24)
Morgan Stanley
Talen Energy price target raised to $514 from $503 at Morgan Stanley
$514.00
(was $293.58)
David Arcaro
·
Morgan Stanley
Talen Energy initiated with an Outperform at Mizuho
$405.00
(was $314.46)
New Street
Talen Energy price target lowered to $503 from $508 at Morgan Stanley
$503.00
(was $312.15)
Morgan Stanley
Talen Energy price target lowered to $560 from $595 at BNP Paribas
$560.00
(was $323.24)
BNP Paribas
Talen Energy price target raised to $509 from $499 at Goldman Sachs
$509.00
(was $341.69)
Goldman Sachs
Talen Energy price target lowered to $449 from $463 at Raymond James
$449.00
(was $341.64)
Susquehanna
Talen Energy price target raised to $482 from $477 at Wells Fargo
$482.00
(was $359.90)
Wells Fargo
Talen Energy price target lowered to $422 from $453 at Jefferies
$422.00
(was $365.66)
Jefferies
Talen Energy price target raised to $470 from $463 at Scotiabank
$470.00
(was $394.40)
Andrew Weisel
·
Scotiabank
Talen Energy price target raised to $508 from $499 at Morgan Stanley
$508.00
(was $412.80)
Morgan Stanley
Talen Energy assumed with Hold from Buy at Jefferies
$453.00
(was $438.12)
Jefferies
Talen Energy initiated with a Buy at Goldman Sachs
$499.00
(was $409.81)
Carly Davenport
·
Goldman Sachs
Talen Energy price target raised to $499 from $498 at Morgan Stanley
$499.00
(was $355.89)
David Arcaro
·
Morgan Stanley
Talen Energy price target raised to $411 from $408 at Barclays
$411.00
(was $324.21)
Nicholas Campanella
·
Barclays
Talen Energy price target raised to $498 from $479 at Morgan Stanley
$498.00
(was $373.12)
Morgan Stanley
Talen Energy price target raised to $457 from $456 at Raymond James
$457.00
(was $359.49)
Raymond James
Talen Energy price target raised to $479 from $472 at Morgan Stanley
$479.00
(was $339.17)
Morgan Stanley
Talen Energy price target lowered to $408 from $425 at Barclays
$408.00
(was $365.35)
Barclays