6. Brookfield Infrastructure Partners L.P. (NYSE:BIP)
Upside Potential: 17.45%
On April 29, Brookfield Infrastructure Partners L.P. (NYSE:BIP) reported a Q1 net loss of $61 million compared to net income of $125 million in the prior year. The company noted that while strong operational growth was achieved, results were impacted by one-time unrealized hedge losses in its midstream segment, driven by elevated commodity prices. CEO Sam Pollock emphasized that the business delivered solid underlying performance while advancing strategic initiatives, with partnerships alongside high-quality counterparties increasingly contributing to growth and reinforcing Brookfield’s positioning as a preferred partner for large-scale infrastructure investments.
On March 23, Morgan Stanley analyst Robert Kad upgraded Brookfield Infrastructure Partners L.P. (NYSE:BIP) to Overweight from Equal Weight, maintaining a price target of $45. The analyst highlighted that the current valuation does not fully reflect the company’s accelerating growth profile, particularly its expanding role as a data center developer, and sees approximately 28% one-year total return potential for the units.
Brookfield Infrastructure Partners L.P. (NYSE:BIP), founded in 2007 (listed in 2008) and headquartered in Hamilton, Bermuda, is a leading global owner and operator of high-quality, long-life infrastructure assets across utilities, transport, midstream, and data sectors. The company generates stable, inflation-linked cash flows through a diversified portfolio that includes over 4,000 kilometers of toll roads, port terminals, and freight rail networks in regions such as Australia and Brazil, playing a critical role in global trade and transportation. With a dual structure offering both partnership and corporate shares, Brookfield continues to expand by acquiring essential infrastructure assets characterized by high barriers to entry.
Despite short-term earnings volatility driven by non-cash hedge impacts, Brookfield’s underlying operational strength and strategic partnerships continue to support a robust growth trajectory. Coupled with strong analyst conviction and expanding exposure to high-growth sectors such as data infrastructure, the company is well-positioned to deliver attractive long-term returns.
While we acknowledge the potential of BIP as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BIP and that has 100x upside potential, check out our report about the cheapest AI stock.
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