Talen Energy (TLN) Q3 2026 earnings — TrendMatrix coverage

Adjusted EPS

$5.89

Estimate

$7.46

Surprise

-21.1%

Revenue (period 2026-09-30)

$1.66B

Score today

5.9/10

Revenue source: xbrl.

Talen Energy (TLN) missed the $7.46 estimate with adjusted EPS of $5.89 — a large 21.1% shortfall.

• Talen Energy Closes ~$1.5B Monetization Of 2027-29 PJM Capacity Cash Flows; Net $1.3B Funds Accelerated Repurchase — benzinga, 2026-11-03
• Talen Energy Upsizes Share Buyback To $3.0B From $1.5B Through 2028; Includes $1.5B Accelerated Share Repurchase — benzinga, 2026-11-03
• Talen Energy Q3 Total Generation 23.9 TWh vs 11.1 TWh YoY — benzinga, 2026-11-03

TrendMatrix currently rates TLN Sell at 5.9/10; no pre/post engine snapshot brackets this report.

2 of the last 4 quarters beat the estimate; this quarter's -21.1% surprise compares with a -11.7% four-quarter average.

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current price

$357.28

Price target

$407.35

Stop

$332.27

Upside to target

+14.0%

Reward-to-risk

1.2:1

Model outputs from TrendMatrix’s engine as of 2026-11-04 — shown for context, not personalized investment advice.

Utility earnings are regulatory outcomes on a lag — allowed-return and rate-case posture frame any quarter's print.

Industry

Utilities - Independent Power Producers

Market cap

$16.90B

P/E (fwd)

12.9

52-week range

$279.77–$449.84

Off 52-week high

20.6%

RSI (14)

50

Volume vs avg

2.03×

Score today

5.9/10