TSE:TA

Transalta Corp (TA.TO)

16.26
-0.15 (0.91%)
as of Sep 3, 2026, 8:00:00 pm Market Open.
234 watching
0
Investor Insights
star iconSep 3, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Transalta Corp (TA-T) is currently navigating a mixed market sentiment, influenced by its recent strategic acquisitions in Colorado and the broader dynamics of the utilities sector. Experts note the company's trading range and potential breakout possibilities, amid an environment of increasing energy demand, particularly from data centers in Alberta. While some analysts appreciate the long-term growth trajectory suggested by discounted cash flow models and future EPS growth of 50-60%, concerns linger regarding its low dividend yield and the potential impact of interest rate sensitivities. Consequently, although there are positive indicators and excitement around AI-driven power demand, a cautious approach is recommended until the market settles and confirms the value of the recent acquisitions.

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Consensus
Cautious
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Valuation
Undervalued
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BUY
A pretty good long-term dividend play. Expects to see steady growth out of their Centralia power plant.
BUY
A high yield stock. Yield will continue to be important.
HOLD
Won’t rocket up. Will stay pretty steady without much growth. A good stock to hold.
DON'T BUY
Missed on earnings in the third quarter. As a utility, they are regulated. A mild winter will result in lower power usage. Sees limited upside.
DON'T BUY
Interest sensitive. Had a downgrade on their rating for their debt. Made a couple of large acquisitions, but paid full price for it. Would also be concerned with Ontario's government transition regarding Hydro.
DON'T BUY
Prefers TransCanada Pipeline and Embridge. Feels the dividend is safe. Questions their balance sheet.
HOLD
Third quarter wasn't all that good. Fully valued. Attractive yield at 5.3%. Should be sustainable. Looking at 12½/13 X earnings. Expect higher interest rates in 2004, which works against this stock.
BUY
Charts show it is not a very exciting stock, so you probably won't get hurt in it. It looks like market conditions favour this stock.
DON'T BUY
Has had a nice bounce and is close to its fair market value of $20.
BUY
Don't buy the warrants as they only move on volatility. Stuck in a price range of $15/$19. A pretty conservative utility. Buy for the 5% dividend.
BUY
Nice yield. Very capable management and the outlook continues to be strong.
BUY ON WEAKNESS
Can’t see any big upside and would prefer at about $1 less.
DON'T BUY
Trading at exactly their model price of $18.Fully valued.
WATCH
Starting to refocus more on their core business. Management is starting to do better.
BUY
5% dividend seems to be safe.
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