Added to YB: 2025-10-08
Pitch date: 2025-10-06
TLN [bullish]
Talen Energy Corporation
-16.93%
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
$429.00
Price Target
2.2K (+504%)
Dividend
N/A
EV/EBITDA
30.68
P/E
79.26
EV/Sales
8.10
Sector
Independent Power and Renewable Electricity Producers
Category
special_situation
Talen Energy – Powering the Next Industrial Revolution
TLN: Nuclear power producer owns Susquehanna plant (2.5GW) w/ adjacent Cumulus Data Campus for AI/cloud customers. Emerged from 2022 bankruptcy w/ clean balance sheet, $1B EBITDA. Trading 5-6x EBITDA vs data center peers at 15-25x. 5x upside potential if data center leases materialize.
Read full article (8 min)