Brookfield Infrastructure (BIPC:CA) (BIP)
Morgan Stanley & Co. has reiterated its “Equal-Weight” rating on Brookfield Infrastructure Corp as of April 23, 2025, with a 12-month price target of CAD 43. This rating reflects the view that the stock is expected to perform in line with the average total return of other companies in the same sector over the next year.
The reaffirmation of this rating suggests that while Morgan Stanley acknowledges the strength and stability of Brookfield Infrastructure’s global portfolio of regulated and contracted assets, it also sees limited near-term catalysts for significant outperformance. The Equal-Weight stance reflects concerns such as rising interest rates, which can weigh on capital-intensive infrastructure investments, and macroeconomic uncertainty that could impact deal flow or asset valuations.
While Brookfield Infrastructure remains well-regarded for its defensive characteristics and predictable cash flows, Morgan Stanley’s neutral outlook implies that current valuations likely already reflect those strengths, and investors may find better relative opportunities elsewhere in the sector. Nonetheless, the CAD 43 target suggests confidence in the stock’s stability and long-term value, even if it doesn’t foresee significant upside in the near term.
Stock Forecast & Analysis
According to the latest stock forecast from two financial analysts, Brookfield Infrastructure Corp is expected to reach an average target price of CAD 65.25 over the next 12 months. This implies a potential upside of approximately 32.2% from its most recent closing price of CAD 49.37, suggesting considerable investor optimism around the company’s future performance.
The consensus among analysts is a “Strong Buy” rating, indicating a high level of confidence in the stock’s growth prospects. This typically reflects expectations of strong fundamentals, solid cash flows, and effective business execution in the coming quarters.
Stock Target Advisor’s proprietary analysis, which blends technical and fundamental indicators, gives Brookfield Infrastructure Corp a “Slightly Bullish” outlook. This conclusion is derived from 10 positive signals, such as strong return on equity, low volatility, and consistent dividend history, versus 6 negative signals, which include valuation concerns and slowing revenue growth.
Recent performance:
The stock has declined by 0.56% over the past week, suggesting minor short-term pressure.
Over the past month, it has fallen 2.72%, possibly reflecting broader market volatility or sector-specific headwinds.
However, over the past year, the stock has appreciated by 15.05%, underscoring long-term investor confidence and resilience.
Brookfield Infrastructure Corp is widely regarded for its diversified global portfolio of high-quality infrastructure assets. Its defensive business model, strong cash flow generation, and inflation-linked revenue streams continue to attract both retail and institutional investors looking for stability and growth in an uncertain economic environment. With strong analyst backing, a solid long-term trend, and moderate short-term volatility, BIPC presents a compelling opportunity for investors with a medium- to long-term horizon.
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