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Bill Ackman Sees Upside on Brookfield Corporation (BN)

Brookfield Corporation (NYSE:BN) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, accounting for 18.15% of the total portfolio.

As of the end of Q4 2025, billionaire investor Bill Ackman held 61.40 million shares of Brookfield Corporation (NYSE:BN) valued at $2.82 billion, a slight increase compared to $2.81 billion in Q3. With this, the company is the firm’s top holding.

Ackman’s investment thesis is straightforward, as he views the company as a structurally undervalued compounder. In its 2025 annual report, Pershing Square Holdings highlighted Brookfield Corporation (NYSE:BN) as a high-quality, asset-rich company with strong capital allocation and long-term growth potential. This outlook is tied to the rapid expansion of Brookfield Wealth Solutions, which manages $135 billion in insurance assets. The pending acquisition of Just Group is expected to broaden its annuity portfolio and strengthen its position in the UK. The annual report highlighted:

We continue to believe Brookfield is an extremely attractive investment with ~20% compounded growth in cash flows over the medium-term and the potential for substantial earnings multiple expansion from current levels.

At the same time, hedge fund sentiment improved modestly over the period, with the number of hedge funds holding positions in Brookfield Corporation (NYSE:BN) rising to 46 from 42, according to Insider Monkey’s database. Meanwhile, the combined stake of those hedged funds rose to $6.5 billion from $6.29 billion, reflecting continued institutional interest in Brookfield’s diversified real asset platform.

Meanwhile, recent developments shed light on Brookfield’s strategic pivot toward emerging infrastructure themes.

On March 3, 2026, Brookfield Corporation (NYSE:BN) established a $1.00 billion unsecured commercial paper program to bolster its liquidity position. Additionally, on February 27, 2026, Brookfield’s AI infrastructure venture Radiant reached $1.30 billion valuation after its merger with Ori Industries, according to a Reuters report.

Brookfield Corporation (NYSE:BN) is a global investment firm that manages private and public investments. The company focuses on investing in real assets, including infrastructure, renewable power, real estate, private equity, and credit.

While we acknowledge the potential of BN to grow, 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 BN and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts and 7 Most Volatile Stocks Under $5 for Day Trading.

Disclosure: None.  Follow Insider Monkey on Google News.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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We looked under the cover and realized they were wrong.

We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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