Professional
Added to YB: 2026-09-15
Pitch date: 2026-07-10
TLN [bullish]
Talen Energy Corporation
-24.83%
current return
Author Info
Reaves Asset Management is an independently owned company with decades of experience investing in publicly listed infrastructure equities. Visit the website.
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
$15.0B
Pitch Price
$381.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.84
P/E
-77.29
EV/Sales
6.51
Sector
Independent Power and Renewable Electricity Producers
Category
growth
Reaves Asset Management Portfolio Holding: Talen Energy Corporation
TLN (hold): Talen Energy outperformed as regulatory progress at PJM and FERC began clarifying the framework for serving large data-center loads. On its first-quarter call, management signaled potential for free cash flow to rise from roughly $25 per share in 2026 to $50 by 2028, driven by the closing of its accretive 2.5 GW gas-generation acquisition, investor-friendly capital allocation and strengthening power-market fundamentals amid sustained demand growth.
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