Global Decarbonization And Electrification Will Drive Renewable Expansion

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

06 Jul 25

Updated

23 Jun 26

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Shared on 23 Jun 26

TA: Colorado Peaking Acquisition Will Support Long Term Upside

TransAlta agrees to buy two fully contracted natural-gas “peaking” power plants near Denver, aiming to add steadier cash flow once the deal closes. The company also raises fresh money for the purchase, but the market reacts cautiously after the announcement.

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Shared on 05 Jun 26

TA: Colorado Peaking Deal And Keephills Data Centres Will Drive Long Term Upside

TransAlta buys two natural-gas “peaking” power plants near Denver that come with long-term contracts, aiming to add reliable earnings while it also pushes ahead with new data-center power projects. The deal is partly funded by a new share sale and comes alongside a leadership shuffle, as the company keeps its long-term growth plan in focus.

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Shared on 02 Apr 26

Fair value Increased 40%

TA: Data Centre Expansion At Keephills Will Drive Long Term Upside

Analysts have lifted their fair value estimate for TransAlta to CA$28.00 from CA$20.00, citing updated assumptions for revenue growth, profit margins and future P/E that they state support a higher long term price target. What's in the News Management outlined a focus on disciplined growth at the 2026 Investor Day, highlighting plans to advance legacy projects such as Centralia and Alberta data centers, pursue value accretive M&A, and progress a defined project development pipeline for long term opportunities.

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Global Decarbonization And Electrification Will Drive Renewable Expansion

TA: Colorado Peaking Acquisition Will Support Long Term Upside

TA: Colorado Peaking Deal And Keephills Data Centres Will Drive Long Term Upside

TA: Data Centre Expansion At Keephills Will Drive Long Term Upside

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