Added to YB: 2025-07-30
Pitch date: 2025-07-29
TLN [bullish]
Talen Energy Corporation
-1.75%
current return
Author Info
No bio for this author
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
$362.70
Price Target
718.00 (+101%)
Dividend
N/A
EV/EBITDA
30.68
P/E
79.26
EV/Sales
8.10
Sector
Independent Power and Renewable Electricity Producers
Category
growth
Why Talen Energy Could Double in 12 Months
TLN: Nuclear plant (46% of power) generates high-margin clean energy with bond-like cash flows. Recent acquisitions boost generation from 40→60 TWh/yr at 6.7x 2026 EBITDA. $500M buyback ongoing. PJM auction prices up 22% YoY driven by datacenter/AI demand. Management guides $22.5 2026 FCF/share. 30% YoY FCF growth potential through 2030.
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