TransAlta Corporation

TSX:TA Rapport sur les actions

Capitalisation boursière : CA$5.2b

TransAlta Croissance future

Future contrôle des critères 3/6

TransAlta devrait augmenter ses bénéfices et ses revenus de 110.4% et de 0.6% par an respectivement, tandis que le BPA devrait croître de croître de 105.8% par an.

Informations clés

110.4%

Taux de croissance des bénéfices

105.79%

Taux de croissance du BPA

Renewable Energy croissance des bénéfices8.3%
Taux de croissance des recettes0.6%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Low

Dernière mise à jour07 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour de l'analyse May 01

TA: Data Centre Expansion And Dividend Increase Are Expected To Cap Future Upside

Analysts have fine tuned their model for TransAlta, keeping fair value around CA$15.39 while adjusting assumptions such as a slightly higher discount rate, a modestly weaker revenue growth outlook, a somewhat stronger profit margin, and a marginally lower future P/E. Together, these factors inform the latest price target update.
Mise à jour de l'analyse Apr 17

TA: Capital Intensive Data Centre Plans Will Likely Restrain Future Share Returns

Analysts have trimmed their CA$ fair value estimate for TransAlta to about CA$15.39 from roughly CA$15.72. This reflects updated assumptions for softer revenue growth, stronger profit margins and a lower expected future P/E multiple.
Mise à jour de l'analyse Apr 02

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.
Mise à jour de l'analyse Mar 19

TA: Keephills Data Centre Development Will Drive Long Term Margin Expansion

Analysts have kept their CA$23.45 price target for TransAlta unchanged, citing only small model tweaks, including a slightly higher discount rate and a marginally adjusted forward P/E assumption. What's in the News TransAlta signed a Memorandum of Understanding with CPP Investments and Brookfield to advance data centre development at the Keephills site in Alberta, with TransAlta as the exclusive site and power provider.
Mise à jour de l'analyse Mar 05

TA: Centralia Gas Conversion And Tolling Will Drive Long Term Margin Expansion

Analysts have modestly lifted their CA$23.45 price target on TransAlta as they factor in a lower discount rate, slightly higher revenue growth expectations of 1.07%, a reduced profit margin outlook of 7.94%, and a higher assumed future P/E of 44.42x. What's in the News Signed a Memorandum of Understanding with Canada Pension Plan Investment Board and Brookfield for data centre development at the Keephills site in Alberta, where TransAlta would be the exclusive site and power provider, with an initial power purchase agreement for about 230 MW and potential evaluation of up to 1 GW of total load, subject to regulatory approvals and definitive agreements (Key Developments).
Mise à jour de l'analyse Feb 19

TA: Centralia Gas Conversion And Tolling Agreement Will Support Long Term Margin Expansion

Analysts have made a minor adjustment to their fair value estimate for TransAlta, trimming the target from CA$23.55 to CA$23.45. This reflects updated views on discount rates and future P/E assumptions.
Mise à jour de l'analyse Feb 04

TA: Centralia Conversion To Gas Will Support Long Term Margin Expansion

Analysts have adjusted their fair value estimate for TransAlta from about $24.27 to $23.55 per share, reflecting updated views on revenue growth expectations, profit margin assumptions near 9.1% and a slightly lower forward P/E of roughly 39.2x. What's in the News TransAlta signed a long term tolling agreement with Puget Sound Energy to convert its 700 MW Centralia Unit 2 facility from coal to natural gas generation.
Mise à jour de l'analyse Jan 21

TA: Future Coal Conversion Spending Will Support Weak Share Return Prospects

Analysts have lifted their price target on TransAlta from $13.50 to about $15.72, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and a lower future P/E estimate as key drivers of the change. What's in the News TransAlta signed a long term tolling agreement with Puget Sound Energy to convert its 700 MW Centralia Unit 2 facility from coal to natural gas, with about US$600 million of capital expenditures expected and a target commercial operation date in late 2028, subject to regulatory approvals (Key Developments).
Mise à jour de l'analyse Jan 07

TA: Centralia Conversion Agreement Will Support Long Term Margin Expansion

Analysts now see only a slight change in TransAlta's fair value estimate, with the price target shifting from $24.00 to about $24.27 as small adjustments to discount rate, profit margin and forward P/E expectations filter through their models. What's in the News TransAlta signed a long term tolling agreement with Puget Sound Energy to convert its 700 MW Centralia Unit 2 facility from coal to natural gas.
Mise à jour de l'analyse Dec 22

TA: Long Term Centralia Conversion Will Support Margin Expansion And Upside

Analysts have raised their price target on TransAlta modestly from 23.59 dollars to 24.00 dollars, citing expectations for stronger profit margins that more than offset slightly lower projected revenue growth and a modestly higher discount rate. What's in the News Signed a long term tolling agreement with Puget Sound Energy to convert the 700 MW Centralia Unit 2 plant from coal to natural gas.
Mise à jour de l'analyse Dec 08

TA: Leadership Transition And Strong Power Production Will Support Future Upside

Analysts have modestly refined their valuation model for TransAlta, leaving the fair value estimate effectively unchanged at approximately $23.59 per share. Slight reductions in the discount rate and future P E assumption offset one another in their outlook.
Mise à jour de l'analyse Nov 24

TA: Upcoming Leadership Shift And Rising Production Will Drive Future Upside

Analysts have slightly raised their price target for TransAlta from $23.36 to $23.59. They cite expectations for stronger revenue growth, despite a more conservative profit margin outlook and higher projected future price-to-earnings ratios.
Mise à jour de l'analyse Nov 09

TA: Leadership Transition And Profitability Trends Will Shape Future Performance

Narrative Update on TransAlta Analyst Price Target The analyst price target for TransAlta has increased moderately from $22.82 to $23.36. Analysts cite improved projected revenue growth and expanding profit margins in their updated assessments.
Mise à jour de l'analyse Oct 26

Share Buybacks and Expanding Demand Will Shape Renewable Outlook

TransAlta's analyst price target has been revised upward from $19.77 to $22.82. Analysts cite improved revenue growth expectations and a slight decrease in the perceived discount rate as key drivers of this increase.
Mise à jour de l'analyse Oct 12

Alberta Data Center Demand Will Drive Renewable Expansion

Analysts have raised their price target for TransAlta from $18.95 to $19.77. They cite improved profit margin expectations and a slightly lower discount rate as key factors behind the revision.
Article d'analyse Oct 07

Subdued Growth No Barrier To TransAlta Corporation's (TSE:TA) Price

There wouldn't be many who think TransAlta Corporation's ( TSE:TA ) price-to-sales (or "P/S") ratio of 2.4x is worth a...
Mise à jour de l'analyse Sep 18

Alberta Data Center Demand Will Drive Renewable Expansion

TransAlta’s consensus price target has edged down to CA$18.95, reflecting minor changes in valuation as both its future P/E ratio and discount rate remained essentially stable. What's in the News From April 1, 2025 to May 30, 2025, TransAlta repurchased 1,638,600 shares (0.55%) for CAD 20 million, completing a total of 8,263,000 shares (2.75%) for CAD 101.66 million under the buyback announced on May 27, 2024.
Mise à jour de l'analyse Sep 03

Alberta Data Center Demand Will Drive Renewable Expansion

The slight increase in TransAlta's future P/E implies a modestly stronger earnings outlook, supporting the upward revision in the consensus analyst price target from CA$18.77 to CA$19.25. What's in the News TransAlta completed the repurchase of 8,263,000 shares (2.75%) for CAD 101.66 million under the buyback announced on May 27, 2024.
Article d'analyse May 08

Why Investors Shouldn't Be Surprised By TransAlta Corporation's (TSE:TA) Low P/S

When you see that almost half of the companies in the Renewable Energy industry in Canada have price-to-sales ratios...
Article d'analyse Jan 28

The Market Doesn't Like What It Sees From TransAlta Corporation's (TSE:TA) Revenues Yet As Shares Tumble 25%

TransAlta Corporation ( TSE:TA ) shares have retraced a considerable 25% in the last month, reversing a fair amount of...
Article d'analyse Jan 23

Does TransAlta (TSE:TA) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Nouvelle analyse Dec 28

Despite Data Center Ambitions In Alberta, Regulatory Hurdles And Oversupply Threaten Earnings

Regulatory hurdles and Alberta market conditions could delay synergies and compress margins, impacting earnings despite mitigation strategies.
Article d'analyse Dec 07

TransAlta Corporation's (TSE:TA) Shares Climb 31% But Its Business Is Yet to Catch Up

TransAlta Corporation ( TSE:TA ) shares have continued their recent momentum with a 31% gain in the last month alone...
Article d'analyse Oct 31

What Does TransAlta Corporation's (TSE:TA) Share Price Indicate?

TransAlta Corporation ( TSE:TA ), is not the largest company out there, but it received a lot of attention from a...
Article d'analyse Oct 12

If EPS Growth Is Important To You, TransAlta (TSE:TA) Presents An Opportunity

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d'analyse Sep 26

Little Excitement Around TransAlta Corporation's (TSE:TA) Earnings

With a price-to-earnings (or "P/E") ratio of 7.4x TransAlta Corporation ( TSE:TA ) may be sending very bullish signals...
Article d'analyse Jul 30

Is TransAlta Corporation (TSE:TA) Potentially Undervalued?

TransAlta Corporation ( TSE:TA ), might not be a large cap stock, but it saw a decent share price growth of 15% on the...

Prévisions de croissance des bénéfices et des revenus

TSX:TA - Estimations futures des analystes et données financières antérieures (CAD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20282,2941983637672
12/31/20272,0751274856853
12/31/20262,096294106082
3/31/20262,212-223505762N/A
12/31/20252,405-190384646N/A
9/30/20252,484-193348630N/A
6/30/20252,507-167303608N/A
3/31/20252,6561267559N/A
12/31/20242,845177469796N/A
9/30/20242,791158442891N/A
6/30/20243,1705668031,343N/A
3/31/20243,2135725761,246N/A
12/31/20233,3556445761,464N/A
9/30/20233,5855654141,505N/A
6/30/20233,497254-1791,028N/A
3/31/20233,330112-255888N/A
12/31/20222,9764-72877N/A
9/30/20222,73289-69580N/A
6/30/20222,653-428493986N/A
3/31/20222,814-3607121,195N/A
12/31/20212,721-5765121,001N/A
9/30/20212,655-6654931,057N/A
6/30/20212,319-345136704N/A
3/31/20212,137-393220745N/A
12/31/20202,101-336202702N/A
9/30/20202,166-103391773N/A
6/30/20202,24584411844N/A
3/31/20202,305144513981N/A
12/31/20192,34752N/A849N/A
9/30/20192,360-136N/A800N/A
6/30/20192,360-273N/A631N/A
3/31/20192,309-378N/A477N/A
12/31/20182,249-248N/A820N/A
9/30/20182,265-271N/A769N/A
6/30/20182,260-212N/A811N/A
3/31/20182,317-125N/A770N/A
12/31/20172,307-190N/A626N/A
9/30/20172,38616N/A667N/A
6/30/20172,41831N/A694N/A
3/31/20172,40755N/A750N/A
12/31/20162,397117N/A744N/A
9/30/20162,27549N/A740N/A
6/30/20162,296215N/A712N/A
3/31/20162,24278N/A554N/A
12/31/20152,267-24N/A432N/A
9/30/20152,390131N/A564N/A
6/30/20152,388-29N/A580N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: TA devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3% ).

Bénéfices vs marché: TA devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: TA devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de TA ( 0.6% par an) devrait croître plus lentement que le marché de Canadian ( 4.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de TA ( 0.6% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de TA devrait être élevé dans 3 ans


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 10:38
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

TransAlta Corporation est couverte par 20 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Nathan HeywoodATB Cormark
Benjamin PhamBMO Capital Markets Equity Research
Julien Dumoulin-SmithBofA Global Research