Brookfield Infrastructure Partners L.P.

NYSE:BIP Stok Raporu

Piyasa değeri: US$16.7b

Brookfield Infrastructure Partners Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Brookfield Infrastructure Partners 'in gelir ve kazançlarının sırasıyla yıllık 11.1% ve 115.3% oranında düşmesi öngörülüyor. EPS'nin yıllık 55.9% oranında büyümesi bekleniyor. Öz sermaye getirisinin 3 yıl içinde 10.3% olması öngörülüyor.

Anahtar bilgiler

-115.3%

Kazanç büyüme oranı

55.89%

EPS büyüme oranı

Integrated Utilities kazanç büyümesi5.2%
Gelir büyüme oranı-11.1%
Gelecekteki özkaynak getirisi10.29%
Analist kapsamı

Low

Son güncelleme11 Aug 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Sep 17

Brookfield Infrastructure: Yielding 5% And About To Lose Its K-1

Summary Brookfield Infrastructure Partners remains a Buy, supported by 10% FFO growth, a 5.2% yield, and robust data/AI-driven expansion. Q2 saw all segments grow, with data center FFO up 36% and midstream up 17%, underscoring BIP’s organic and acquisition-led growth strategy. Capital recycling continues to deliver, with $1.2B in asset sale proceeds YTD and a potential $5B NorthRiver sale to fund further high-growth investments. The proposed BIP/BIPC merger will simplify structure, enhance liquidity, and alter tax treatment—potentially favoring IRAs over taxable accounts. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Sep 03

BIP: Capital Recycling And Steady Execution Will Support A Constructive Forward Outlook

Brookfield Infrastructure Partners' fair value estimate has moved from $37 to $41 as analysts respond to a series of higher price targets from major firms and cite steady results, capital recycling, and organic growth progress as key drivers. Analyst Commentary Recent Street research on Brookfield Infrastructure Partners points to a cluster of higher price targets and generally constructive views around capital recycling and organic growth efforts.
Anlatı Güncellemesi • Aug 15

BIP: Capital Recycling And Organic Projects Will Support Future Core Cash Flows

The analyst fair value estimate for Brookfield Infrastructure Partners has moved from $44.18 to $46.82. Recent price target increases from $37 to $50 across several firms support this shift, as analysts highlight steady results, capital recycling, and organic growth progress.
Anlatı Güncellemesi • Jul 31

BIP: Capital Recycling And Structure Simplification Are Expected To Drive Future Upside

The analyst price target for Brookfield Infrastructure Partners has been raised from $54.80 to about $56.10. Analysts point to steady quarterly results, capital recycling progress, and updated midstream infrastructure estimates as key reasons for the adjustment.
Anlatı Güncellemesi • Jun 23

BIP: Inflation-Linked Asset Shift And Capital Recycling Will Support Core Cash Flows

Analysts have nudged their price targets for Brookfield Infrastructure Partners higher, with recent research moving from $44 to $45 and then to $46 as updated energy infrastructure models reflect guidance commentary from midstream peers. Analyst Commentary Recent research on Brookfield Infrastructure Partners centers on modestly higher price targets and refreshed models for the energy infrastructure segment, with analysts digesting first quarter updates and guidance commentary from comparable midstream companies.
Analiz Makalesi • Jun 19

Brookfield Infrastructure Partners (BIP) Stock Could Be 15% Undervalued After $1b AI Fiber Pivot

Brookfield Infrastructure Partners (NYSE:BIP) is back in focus after announcing a $1 billion capital recycling program aimed at shifting more of its portfolio toward AI data centers and U.S. fiber infrastructure. See our latest analysis for Brookfield Infrastructure Partners. At a share price of $37.57, Brookfield Infrastructure Partners has a year to date share price return of 9.53%, while its 1 year total shareholder return of 21.09% points to momentum that has built over a longer period...
Anlatı Güncellemesi • Jun 06

BIP: Lower Discount Rate And Buybacks Will Support Core Cash Flows

Narrative Update The analyst price target for Brookfield Infrastructure Partners has been raised to $46 from $44, as analysts update their models following Q1 results and revised guidance across the energy infrastructure sector. Analyst Commentary Recent Street research on Brookfield Infrastructure Partners has focused on refreshed models after Q1 reporting across the energy infrastructure space, with price targets now clustering in the mid US$40s range.
Anlatı Güncellemesi • May 23

BIP: Overweight Rating And Buybacks Are Expected To Drive Future Upside

Analysts lifted the price target on Brookfield Infrastructure Partners to $46 from $45, citing refreshed assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E that align with the recent upgrade to an Overweight rating. Analyst Commentary Recent research points to a constructive tone around Brookfield Infrastructure Partners, with bullish analysts highlighting refreshed assumptions on fair value, discount rates, revenue, margins, and future P/E as key supports for their updated views.
Anlatı Güncellemesi • May 04

BIP: Overweight Rating And Buybacks Will Support Future Upside Potential

Analysts lifted the price target for Brookfield Infrastructure Partners from about $53.61 to roughly $54.64, citing updated assumptions around revenue growth, margins, discount rates and future P/E that are broadly consistent with the recent upgrade to Overweight at a major Wall Street firm. Analyst Commentary Recent bullish analysts point to the revised price target of about $54.64 as a signal that their updated assumptions on revenue, margins, discount rates and future P/E still support a constructive view on Brookfield Infrastructure Partners.
Anlatı Güncellemesi • Apr 20

BIP: Lower Discount Rate And Higher P/E Will Support Core Cash Flows

Analysts have lifted the fair value estimate for Brookfield Infrastructure Partners from $41.91 to $43.55, citing a lower discount rate, more moderate revenue contraction assumptions, a reduced profit margin outlook, and a higher future P/E multiple that is consistent with recent upward revisions to Street price targets across several firms. Analyst Commentary Recent Street research on Brookfield Infrastructure Partners has generally focused on revisiting valuation frameworks and fine tuning price targets, with several firms adjusting their outlooks and providing updated target prices in both US$ and C$ terms.
Anlatı Güncellemesi • Apr 06

BIP: Execution And Funding Discipline Will Shape A Measured Forward Outlook

Analysts have slightly increased Brookfield Infrastructure Partners' price targets by low single-digit dollar amounts, including moves such as $1 to $3 increases at several firms. They cite updated views on risk, modestly adjusted revenue and margin expectations, and slightly lower future P/E assumptions.
Anlatı Güncellemesi • Mar 22

BIP: Refined Discount And Margin Assumptions Will Shape A Measured Outlook

The analyst price target for Brookfield Infrastructure Partners has moved higher by a few dollars, with analysts pointing to updated assumptions around discount rates, profit margins and future P/E expectations to support the change. Analyst Commentary Recent research updates for Brookfield Infrastructure Partners point to modest upward adjustments in price targets across several firms, with changes often tied to refreshed discount rate assumptions, revised margin outlooks and updated P/E frameworks.
Anlatı Güncellemesi • Mar 08

BIP: Higher Conviction In Existing Assets And Cash Flows Will Support Upside

The updated analyst price target for Brookfield Infrastructure Partners remains at $53.61, with analysts citing modest changes in discount rate estimates, revenue growth expectations, profit margin assumptions, and forward P/E as the main factors influencing their revised outlook. Analyst Commentary Recent Street research around Brookfield Infrastructure Partners points to a cluster of higher price targets, with several bullish analysts recalibrating their models at roughly the same time.
Anlatı Güncellemesi • Feb 22

BIP: Buyback And Preferred Redemption Plan Will Support Future Unit Upside

Brookfield Infrastructure Partners' analyst fair value estimate has moved modestly higher from $52.15 to $53.61, as analysts factor in updated assumptions around discount rates, profitability, and future P/E multiples following a series of recent price target increases across the Street. Analyst Commentary Recent Street research shows a cluster of upward price target revisions on Brookfield Infrastructure Partners, and your updated fair value estimate now sits roughly in the middle of that range.
Anlatı Güncellemesi • Feb 07

BIP: Modest Forecast Shifts And Buybacks Will Shape A Balanced Outlook

Analysts have nudged their price targets for Brookfield Infrastructure Partners higher by low single digit amounts in recent research, reflecting updated assumptions on discount rates, revenue trends, margins, and future P/E expectations. Analyst Commentary Recent research has focused on fine tuning valuation work rather than making sweeping calls, with several banks adjusting targets for Brookfield Infrastructure Partners by small absolute amounts in both US$ and C$ terms.
Anlatı Güncellemesi • Jan 24

BIP: Buybacks And Higher Assumed P/E Will Shape A Balanced Outlook

Analysts have lifted their price target on Brookfield Infrastructure Partners by $3, supported by updated assumptions that reflect a slightly higher discount rate, softer revenue growth and profit margin expectations, and a higher future P/E multiple. Analyst Commentary While the latest target move reflects updated modelling, some bearish analysts are still stressing that the revised assumptions leave limited room for error if execution or macro conditions fall short of expectations.
Anlatı Güncellemesi • Jan 10

BIP: Buyback And Redemption Moves Will Support Future Unit Upside

Analysts have lifted their fair value estimate for Brookfield Infrastructure Partners from about US$51.37 to roughly US$52.15, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Brookfield Infrastructure Partners L.P. was removed from the S&P/TSX Preferred Share Index, affecting how some index-linked funds may hold its preferred units (Index Constituent Drops).
Anlatı Güncellemesi • Dec 24

BIP: Margin Strength And Buybacks Will Shape A Measured Outlook

Analysts have raised their price target on Brookfield Infrastructure Partners from $31.00 to $37.00, reflecting increased confidence that stronger profit margins can offset lower revenue growth, consistent with the recent upgrade to Outperform and the higher $35 Street target. Analyst Commentary While the recent target hike underscores improving sentiment around Brookfield Infrastructure Partners, not all recent commentary has been uniformly positive.
Anlatı Güncellemesi • Dec 10

BIP: Upgraded Rating Will Highlight Improving Outlook For Core Cash Flows

Analysts have modestly raised their price target on Brookfield Infrastructure Partners, citing slightly lower discount rate assumptions and improved, though still negative, near term revenue growth expectations. Together, these factors support a small increase in fair value from approximately $41.64 to $41.91 and an upgraded rating to Outperform from $34 to $35.
Anlatı Güncellemesi • Nov 26

BIP: Upcoming Investor Day Will Clarify 2025 Transaction Pipeline Outlook

The analyst fair value estimate for Brookfield Infrastructure Partners has increased modestly from $40.55 to $41.64 per unit. Analysts cite improved profit margins and upgraded ratings based on renewed growth expectations.
Anlatı Güncellemesi • Oct 18

Expanding Digital Infrastructure And Energy Transition Will Shape Future Markets

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.
Anlatı Güncellemesi • Aug 30

Expanding Digital Infrastructure And Energy Transition Will Shape Future Markets

Brookfield Infrastructure Partners’ marginally lower Price Target reflects a slight decrease in its future P/E multiple, with its fair value estimate revised from $40.40 to $39.91. What's in the News Announced plans to acquire internet service provider Hotwire Communications for approximately $7 billion, including debt, from Blackstone.
Seeking Alpha • Mar 30

Brookfield Infrastructure Partners: Sell-Off Makes It Even Better

Summary Brookfield Infrastructure Partners is a high-quality dividend growth stock benefiting from macro trends and has become more attractive due to a recent price pullback. The stock is a compelling investment at current prices, offering a strong opportunity for retail investors seeking reliable dividend growth. I have previously covered Brookfield Infrastructure Partners on Seeking Alpha, with my most recent analysis published around three months ago. The current valuation and market conditions make Brookfield Infrastructure Partners a strong buy for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Feb 19

Brookfield Infrastructure: Data-Driven Growth With An Attractive Yield

Summary Brookfield Infrastructure's diverse portfolio, including transportation, midstream, utility, and data sectors, positions it to benefit from the growing global demand for digital infrastructure. The data segment, driven by cloud computing and AI, is set to become the largest, making up over 70% of the capital backlog. Strong FFO growth, averaging 15% CAGR over 8 years, and an attractive dividend yield make Brookfield Infrastructure an appealing investment. Trading at a discount to historical valuations, Brookfield Infrastructure offers a favorable entry point for investors seeking both income and growth. Read the full article on Seeking Alpha
Seeking Alpha • Jan 20

Brookfield Infrastructure Partners: Buy The Dip

Summary Brookfield Infrastructure Partners is a diversified infrastructure investor with strong FFO growth, focusing on Transportation, Utilities, Midstream, and Data sectors. BIP is prioritizing the Data segment, allocating 72% of its capital backlog to data centers, which are poised for significant growth. BIP has a low FFO payout ratio, aiming for 10% annual growth and offering a 5% dividend yield, with potential for future hikes. Risks include reliance on OECD markets; however, BIP's expansion into developing markets could enhance its robust investment thesis. Read the full article on Seeking Alpha
Seeking Alpha • Jan 05

Brookfield Infrastructure's 7.2% Yield Investment-Grade Bonds Are On Sale For 68 Cents On The Dollar

Summary I've been buying Brookfield Infrastructure's 5.0% Subordinated Notes due to their significant discount, trading at 68 cents on the dollar. The notes offer an asymmetrical investment profile supported by BIP's investment-grade balance sheet, diversified assets, and strong funds from operation generation. BIP's $15 billion market cap and "BBB+" Fitch rating underscore its stability and potential for long-term returns. The recent price collapse presents a unique buying opportunity driven by market volatility and end-of-year tax loss selling. Read the full article on Seeking Alpha
Seeking Alpha • Dec 30

Brookfield Infrastructure Partners: Excellent Outlook For 2025

Summary Brookfield Infrastructure Partners is undervalued, offers a 5.2% yield, and stands to benefit from persistent inflation and anticipated interest rate reductions in 2025. BIP's toll road-type assets have inflation-linked contracts, ensuring revenue growth outpaces cost increases, enhancing margins. Declining interest rates will lower BIP's debt refinancing costs and make its dividend yield more attractive to income investors. Despite current market underperformance, BIP's historical and projected FFO growth rates make it a compelling investment with significant upside potential. Read the full article on Seeking Alpha
Seeking Alpha • Dec 22

Brookfield Infrastructure: A Must-Have In Your Retirement Structure

Summary Over the past month, BIP has lost a notable portion of its market cap. Meanwhile, if we look deeper in the financials, we will notice strong performance across the board and a very robust growth outlook. So, we have contracting multiple and growing business, which opens up an interesting opportunity to lock in durable income yield. In this article I share the key reasons why BIP should be seriously considered by income investors. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

Brookfield Infrastructure: A Rock-Solid 5% Yielding Energy Powerhouse

Summary Brookfield Infrastructure Partners offers consistent FFO growth, a low payout ratio, and aims for 6-9% annual distribution growth, making it ideal for passive income investors. BIP invests in global infrastructure assets, benefiting from digitalization and inflation-protected cash flows, ensuring long-term FFO growth and stable distributions. The Partnership's diversified portfolio includes critical energy assets, with a strong focus on data centers, utilities, transportation, and midstream segments. Despite recent price increases, BIP's 4.7% yield and robust distribution growth make it a compelling low-risk investment for long-term retirement goals. Read the full article on Seeking Alpha
Seeking Alpha • Sep 25

Brookfield Infrastructure Partners: A Sum Of The Parts Analysis Of This Wealth Building Machine

Summary Brookfield Infrastructure Corporation (BIPC) holds utility, midstream, transport and data centre assets globally. Brookfield has compounded at 13% since 2008 when including the dividend. Based on my sum of the parts analysis the entity trades at a 13% discount to economic value. As the entity deploys more capital from its large backlog in its data segment the shares/units will realize a higher multiple. Read the full article on Seeking Alpha
Seeking Alpha • Aug 26

Brookfield Infrastructure - A One-Stop Shop For Dividend Investors

Summary Utilities offer income and stability, but face challenges like limited pricing power and rising debt costs, making them less attractive despite strong demand. Brookfield Infrastructure provides a better alternative, offering a diversified portfolio with stable, inflation-protected income and exposure to growth sectors. With consistent dividend growth, a strong balance sheet, and strategic acquisitions, Brookfield is well-positioned for long-term gains, especially as rates stabilize. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:BIP - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202819,077N/A4,948N/A2
12/31/202718,142-6563,465N/A2
12/31/202621,455-5124,107N/A2
6/30/202625,062286-1,2386,300N/A
3/31/202624,009304-1,2715,996N/A
12/31/202523,100415-535,971N/A
9/30/202522,2403062385,488N/A
6/30/202521,535215094,812N/A
3/31/202521,244-124064,680N/A
12/31/202421,03917-3224,653N/A
9/30/202420,565-176674,583N/A
6/30/202419,782-805104,489N/A
3/31/202418,9001448424,402N/A
12/31/202317,931641,5914,078N/A
9/30/202316,6691391,2103,573N/A
6/30/202315,8091496383,149N/A
3/31/202315,234342392,913N/A
12/31/202214,427633563,131N/A
9/30/202213,971218-1262,710N/A
6/30/202213,2834092962,951N/A
3/31/202212,2655294472,781N/A
12/31/202111,5375157052,772N/A
9/30/202110,8196868182,624N/A
6/30/202110,0894309272,483N/A
3/31/20219,3721571,1172,534N/A
12/31/20208,8851211,0582,530N/A
9/30/20208,006-1001,1812,526N/A
6/30/20207,461-411,0212,339N/A
3/31/20207,20076N/A2,304N/A
12/31/20196,59719N/A2,143N/A
9/30/20196,37054N/A2,106N/A
6/30/20195,8737N/A1,854N/A
3/31/20195,23233N/A1,457N/A
12/31/20184,652163N/A1,362N/A
9/30/20184,208167N/A1,495N/A
6/30/20184,002184N/A1,533N/A
3/31/20183,892113N/A1,769N/A
12/31/20173,535-11N/A1,481N/A
9/30/20173,22858N/A1,061N/A
6/30/20172,789111N/A1,029N/A
3/31/20172,317227N/A769N/A
12/31/20162,115276N/A753N/A
9/30/20161,893183N/A756N/A
6/30/20161,839218N/A594N/A
3/31/20161,843123N/A566N/A
12/31/20151,855166N/A632N/A
9/30/20151,865194N/A700N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: BIP şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -115.3% ).

Kazançlar ve Piyasa: BIP şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -115.3% ).

Yüksek Büyüme Kazançları: BIP şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: BIP şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi bekleniyor (yılda -11.1% ).

Yüksek Büyüme Geliri: BIP şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -11.1% ).

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: BIP 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 10.3 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/20 01:04
Gün Sonu Hisse Fiyatı2026/09/18 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Brookfield Infrastructure Partners L.P. 21 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Harriet LiAccountability Research Corporation
Ross FowlerBarclays
Devin DodgeBMO Capital Markets Equity Research