Added to YB: 2026-02-02
Pitch date: 2026-01-30
TLN [bullish]
Talen Energy Corporation
+10.16%
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
$17.2B
Pitch Price
$345.01
Price Target
470.00 (+24%)
Dividend
N/A
EV/EBITDA
31.96
P/E
82.72
EV/Sales
8.42
Sector
Independent Power and Renewable Electricity Producers
Category
growth
The Nuclear Option: Betting on Talen Energy’s 2026 Rebound
TLN: Risk reversal trade betting on 11% upside to $400 by Apr 2026. AWS deal provides $18B revenue visibility; mgmt guides 2026 EBITDA $1.75-2.05B (~100% increase vs 2025). Added 2.6GW gas capacity. $2B buyback through 2028. Analyst avg target $470 vs $360 current price.
Read full article (2 min)