Added to YB: 2025-07-22
Pitch date: 2025-01-06
TLN [bullish]
Talen Energy Corporation
+61.59%
current return
Author Info
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Company Info
Talen Energy Corporation, an independent power producer and infrastructure company, produces and sells electricity, capacity, and ancillary services into wholesale power markets in the United States.
Market Cap
$16.5B
Pitch Price
$220.54
Price Target
655.00 (+84%)
Dividend
N/A
EV/EBITDA
30.68
P/E
79.26
EV/Sales
8.10
Sector
Independent Power and Renewable Electricity Producers
Category
growth
Talen Energy: Undervalued Nuclear Power Levered to Explosive Grid Demand Growth
TLN: Power co w/ assets in PJM grid where data center demand is surging, causing 2x increase in 5yr grid forecasts. Quality nuclear assets provide reliable power. 67%/31% hedged for 2025/26. FCF/share expected to grow 2-3x in 2yrs, trading at 12.3-20.5x 2026E P/FCF. Undervalued quality play.
Read full article (1 min)