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Investments In Neoen And Microsoft Partnership Will Leverage AI-driven Energy Demand

Published
21 Mar 25
Updated
23 Sep 25
AnalystConsensusTarget's Fair Value
US$36.20
1.2% undervalued intrinsic discount
23 Sep
US$35.78
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1Y
11.1%
7D
4.1%

Author's Valuation

US$36.21.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on23 Sep 25
Fair value Increased 1.12%

Analysts have raised Brookfield Renewable’s price target to $36.20 on expectations of a September Fed rate cut and sector recovery, reflecting increased confidence in renewable infrastructure despite only a modest upward revision in fair value. Analyst Commentary Anticipation of a potential September Fed rate cut serving as a short-term catalyst for the sector.

Shared on08 Sep 25

Despite broader sector optimism driven by anticipated Fed rate cuts, policy recovery, and reduced commodity uncertainty, Brookfield Renewable's analyst price target remained unchanged at $35.80. Analyst Commentary Anticipation of a potential September Fed rate cut serving as a near-term catalyst for renewable infrastructure stocks.

Shared on24 Aug 25
Fair value Increased 0.56%

As both Brookfield Renewable’s discount rate and consensus revenue growth forecasts were virtually unchanged, analysts maintained their fair value price target steady at $35.60. Valuation Changes Summary of Valuation Changes for Brookfield Renewable The Consensus Analyst Price Target remained effectively unchanged, at $35.60.

Shared on09 Aug 25
Fair value Increased 1.71%

Brookfield Renewable’s net profit margin improved and its future P/E multiple declined, indicating stronger profitability and a more attractive valuation, but these positive trends were not enough to prompt a change in the consensus analyst price target, which remains at $35.00. Valuation Changes Summary of Valuation Changes for Brookfield Renewable The Consensus Analyst Price Target remained effectively unchanged, at $35.00.

Shared on01 Aug 25
Fair value Increased 1.94%

Brookfield Renewable’s marginally lower revenue growth projections have been offset by a slight improvement in net profit margin, resulting in an unchanged consensus analyst price target of $34.33. Valuation Changes Summary of Valuation Changes for Brookfield Renewable The Consensus Analyst Price Target remained effectively unchanged, at $34.33.

Shared on01 May 25
Fair value Increased 20%

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.081%

AnalystConsensusTarget has decreased revenue growth from 20.5% to 13.4%, decreased profit margin from 10.3% to 0.4% and increased future PE multiple from 15.7x to 453.7x.