Brookfield Corporation (BN)
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Brookfield: A Future $100 Stock Hiding In Plain Sight
Brookfield Corporation is a complex financial company, not a traditional financial stock, and is undervalued at $47 based on a sum of the parts valuation and future distributable earnings. Distributable earnings, projected to grow at 20%+, are the key valuation metric, not P/E or book value multiples. Management's sum-of-the-parts valuation suggests a fair value of $68, with buybacks signaling conviction in undervaluation.
Brookfield Infrastructure: How To Collect Solid Dividends While Owning Key AI Infrastructure
Brookfield Infrastructure Partners offers compelling value, with vital global infrastructure exposure, a ~5% yield, and robust FFO growth supporting long-term upside. BIP's diversified investments in data centers, AI infrastructure, and global utilities drive a 14% ROIC and position the partnership for secular growth. Preferred units (BIP.PR.A, BIP.PR.B) are Strong Buys, trading at steep discounts to par value and yielding ~7.5%, while BIP common units are also rated Strong Buy.
Brookfield Infrastructure Partners: Falling Rates And Data Growth Set The Stage For 2026
Brookfield Infrastructure remains a Buy, underpinned by robust FFO growth, accelerating data segment performance, and an attractive dividend yield. FFO rose 9% year-over-year to $0.83 per unit, with the data segment's FFO surging 62% and now representing 76% of the capital backlog. Falling interest rates are set to lower BIP's cost of capital, enhance asset values, and support higher valuation multiples through 2026.
This AI Infrastructure Play Could Double Your Money
Brookfield Corporation sees a once-in-a-generation opportunity to invest in AI infrastructure. Its inaugural AI Infrastructure Fund aims to acquire up to $100 billion of AI infrastructure.
Brookfield Asset Management: Offers Good Growth Potential
BAM offers exposure to Brookfield's management business without the balance sheet risks of its insurance or infrastructure arms. Following a slower 2024, double-digit earnings growth has returned in 2025, supported by record-breaking fundraising and fee-bearing capital. Well-positioned to benefit from the opening of retirement accounts to alternatives, private market expansion, and index-driven mispricing in public markets.
Brookfield Wealth Solutions: Still Widely Misunderstood
Brookfield Wealth Solutions operates an investment-led insurance model built around long-duration annuities, liabilities, and investments. Brookfield's ecosystem creates a powerful flywheel between BWS, BAM, Brookfield Corporation and its operating subsidiaries. Recent acquisitions and partnerships highlight BNT's global expansion ambitions.
Brookfield Asset Management: Buy This Dividend Growth Monster Now
Brookfield Asset Management is likely to announce another strong dividend hike in a couple of months. The company is executing well in a global alternative asset management industry that's poised for many more years of outsized growth. BAM held $2.6 billion of liquidity to close out Q3 2025 and just issued another $1 billion of senior notes at attractive terms.
Bloom Energy: The $5B Brookfield Catalyst Powers AI Data Centers
Bloom Energy's on-site generation is solving the grid bottleneck for data centers. A $5 billion partnership and a 2 GW capacity goal by 2026 provide a clear path for scaling. Q3 2025 results surpassed consensus, leading to a wave of positive revisions by Wall Street analysts.
Brookfield: The Staggering Growth Of Asset Management
Brookfield's asset management business saw its fee-bearing capital grow by 8% year-over-year to reach $581 billion. This drove fee-related earnings to climb by 17% over its year-ago quarter to reach $754 million, with BN generating third-quarter distributable earnings of $0.63 per share. BAM is aiming to deliver 20% annual earnings growth over the next five years and beyond on the back of its consistent recurring revenue and earnings visibility.
Zacks Industry Outlook Atmos, Brookfield and Spire
Atmos, Brookfield and Spire have been highlighted in this Industry Outlook article.
Brookfield Infrastructure Partners: Buy This Solid Yield While It's Undervalued
Brookfield Infrastructure Partners remains a compelling pick for steady income and potential mid-teens total returns, outperforming the S&P 500 since August. BIP's inflation-linked, contract-backed cash flows, diversified assets, and expanding data infrastructure underpin management's 8-9% medium-term annual FFO growth guidance. Recent catalysts include $2.3 billion in acquisitions and a robust Data segment, with ongoing annual deployment of up to $500 million.
