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Piper Sandler Starts Brookfield Asset Management (BAM) at Neutral, Citing Valuation and S&P Potential

Brookfield Asset Management Ltd. (NYSE:BAM) ranks among the 20 best fast growth stocks to invest in. With a $60 price target and a Neutral rating, Piper Sandler began coverage of Brookfield Asset Management Ltd. (NYSE:BAM) on June 30. The price target is roughly thirty times the firm’s projected 2026 earnings for the company.

Given that Brookfield Asset Management Ltd. (NYSE:BAM) is now trading at about 27.5x, which is toward the higher end of the alternative asset management range, Piper Sandler pointed out that the Neutral rating is essentially a valuation call.

The firm believes that this value “appropriately reflects a best-in-class return profile” and recognizes that BAM’s recent simplification of its organizational structure makes it a potential catalyst for inclusion in the S&P 500.

According to Piper Sandler, Brookfield Asset Management Ltd. (NYSE:BAM) has three primary advantages: its ability to raise funds, its position in rapidly expanding industries with long-term tailwinds, and its ability to execute transactions at the forefront of the industry thanks to operational capabilities that have produced alluring returns.

Brookfield Asset Management Ltd. (NYSE:BAM) is a prominent asset manager in the fields of infrastructure, private equity, credit, renewable energy and transition, and real estate.

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

Read More: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds

Disclosure: None.

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

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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