TLN

TLN Earnings Preview

Talen Energy Corporation · Utilities · $16B

13d until earnings

TLN Earnings

Tuesday, May 05 2026
EPS Estimate
$4.19
$3.98 – $4.41
Revenue Estimate
$1.1B
Current Price
$329.74

Our Position

mixed · high

94% Analysts See 41% Upside Despite Insider Selling

structured data est. revisions stable

Strong analyst conviction contrasts with heavy insider selling, signaling potential undervaluation offset by insider caution that could pressure near-term price action.

Watch: Monitor TLN's progress on small modular reactor trials with X-energy as a growth catalyst and valuation driver.

Data Signal Summary

1 bullish
3 bearish
Estimates down -72% Put/call 0.4 (bullish skew) Price downtrend Insider selling

Key Context

Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-9.8%
Est. Revisions (30d)
-71.7% 1up/0dn
Analyst Target (mean)
$468 $389–$548 +42%
Options P/C Ratio
0.44
Est. Dispersion
559% 2 analysts
Fund Convergence
strong Citadel, Bridgewater, D.E. Shaw

Recent Activity

insider trades 19 transactions
Other · NUTT TERRY L (Chief Financial Officer) ·20,779 shares
Sell · RUBRIC CAPITAL MANAGEMENT L.P. (Beneficial Owner of more than 10% of a Class of Security) ·388,530 shares ·$114,091,990
Other · WANDER JOHN C (General Counsel) ·20,779 shares
Other · ABBAS GIZMAN I. (Director) ·4,132 shares
Other · HORTON ANTHONY R (Director) ·4,132 shares
14 more
Other · MCFARLAND MARK ALLEN ·74,380 shr
Other · NIGRO JOSEPH ·4,132 shr
Other · SCHAEFER STEPHEN JAMES ·4,132 shr
Other · SCHWARTZSTEIN CHRISTINE BENSON ·4,132 shr
Other · HYDE KAREN T ·4,132 shr
Other · MORICE CHRISTOPHER E ·14,050 shr
Other · LEBSACK DALE E JR. ·17,946 shr
Other · WRIGHT ANDREW M. ·20,024 shr
Other · BERRYMAN BRAD ·20,779 shr
Other · MULLER COLE ·13,176 shr
Other · PLAGENS ANTHONY J. ·5,667 shr
Buy · HORTON ANTHONY R ·1,000 shr ·$190,588
Sell · RUBRIC CAPITAL MANAGEMENT L.P. ·4,893,507 shr ·$999,999,900
Exercise · NUTT TERRY L ·20,779 shr ·$2,649,322
analyst ratings 1 rating
Barclays Overweight 16h ago