Update shared on 18 Oct 2025
Fair value Increased 1.59%Analysts have raised their price target for Brookfield Infrastructure Partners by $0.64 to $40.55. They cite steady improvements in fair value and supportive research upgrades from major firms.
Analyst Commentary
Recent analyst coverage on Brookfield Infrastructure Partners reflects a mix of optimism and caution, with both positive and skeptical perspectives on the company's current position and future prospects.
Bullish Takeaways
- Bullish analysts have upgraded the stock's outlook and raised price targets, highlighting a steady trajectory of fair value improvements.
- Brookfield's diverse global asset base across Transport, Utilities, Midstream, and Data sectors is seen as providing valuable stability and resilience in different market conditions.
- Capital recycling efforts have continued to progress, supporting disciplined growth and efficient deployment of capital.
- The upcoming Investor Day is viewed as a pivotal moment for management to provide clarity on 2025 transactions and refresh investor confidence in the company’s execution strategy.
Bearish Takeaways
- Some analysts point to the company’s recent stagnation in share price, suggesting execution risks in achieving anticipated growth targets.
- Year-to-date acquisitions have primarily focused on the US market, raising concerns about geographical concentration and potential missed opportunities internationally.
- While upgrades reflect optimism, incremental price target increases indicate lingering uncertainty over Brookfield’s ability to generate outsized returns in the near term.
What's in the News
- Brookfield Infrastructure Partners will hold its Analyst/Investor Day. This is a key event where management is expected to discuss 2025 transaction plans and provide strategic updates (Key Developments).
Valuation Changes
- Fair Value has risen slightly from $39.91 to $40.55.
- Discount Rate has decreased modestly from 8.82% to 8.71%.
- Revenue Growth projections have improved, moving from -12.34% to -12.12%.
- Net Profit Margin has edged down from 7.46% to 7.41%.
- Future P/E has increased marginally from 22.04x to 22.09x.
Disclaimer
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