Talen Energy Corp (TLN)
- Analysts16
- Implied upside+29.8%
- Target range$307.00 to $595.00
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | July 15, 2026 | FORM 4 |
| 8-K | July 14, 2026 | 8-K |
| SCHEDULE 13G | June 23, 2026 | View on EDGAR |
| S-3ASR | June 18, 2026 | S-3ASR |
| 8-K/A | June 18, 2026 | 8-K |
| 4 | June 17, 2026 | FORM 4 |
| 144 | June 15, 2026 | View on EDGAR |
| 8-K | June 15, 2026 | 8-K |
Our TLN coverage

Nebius (NBIS) signed a $1 billion deal this week. Its stock is down 14% today anyway, worse than the chipmakers.
Nebius signed a $1 billion, multi-year AI compute deal with Reflection AI, and its stock is still down about 14% today. The pressure has spread well past chips: CoreWeave, crypto miners like IREN and Cipher Mining, power stocks like Talen Energy and Vistra, and now New York's data-center moratorium and a Trump-Hochul clash are all weighing on the same trade.

Meta said it had spare compute. Then it broke ground on a $9 billion data center in Canada (META, CRWV, NBIS)
A week after Meta's excess-compute cloud plan crushed the neoclouds, it broke ground on a C$13 billion, 1-gigawatt data center in Alberta, Canada. The demand is real.

AI's power problem: nuclear, gas, and the stocks feeding the boom
AI data centers need enormous, around-the-clock electricity, and the grid wasn't built for it. That's reviving nuclear, pushing Meta to fund an entire new gas plant in Alberta, and pulling solar into the mix too. Here's the demand, the deals, the stocks, and the risks worth respecting.

The AI stock map: every layer of the trade, from sand to software
A top-to-bottom deep dive on the AI supply chain, from the machines that make the chips down to the hyperscalers writing the checks, and how every layer pushes and pulls on the others.
Frequently asked questions
What do analysts expect for TLN?
16 analysts cover Talen Energy Corp (TLN). The consensus rating is Buy and the average price target is $467.06, in a range of $307.00 to $595.00.
Are insiders buying or selling TLN?
We have no qualifying Form 4 insider purchases or sales on record for Talen Energy Corp (TLN). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see TLN SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed July 15, 2026.