Brookfield Infrastructure Partners (BIP-UN:CA)
Analyst Update
Scotiabank raised its 12-month price target on Brookfield Infrastructure Partners LP to C$61.00 from C$57.00 and maintained the “Outperform” rating, reflecting a more constructive view of the company’s underlying asset performance, revenue visibility, and long-term cash flow prospects.
The valuation adjustment indicates that Scotiabank analysts see improved fundamentals across key infrastructure sectors where Brookfield operates, including energy, transportation, data infrastructure, and utilities. These assets tend to generate stable, inflation-linked cash flows, which are particularly attractive in an environment of economic uncertainty or rising interest rates. The increase also suggests confidence in Brookfield’s ability to deploy capital effectively, whether through organic growth initiatives, accretive acquisitions, or reinvestment in high-return projects.
Scotiabank’s revised outlook reflects a combination of factors:
Resilience of infrastructure cash flows with strong contract structures and long-term price escalation features.
Improving operational performance in certain portfolio segments, driven by higher utilization or tariff adjustments.
Balance sheet robustness, including access to diversified funding sources and disciplined leverage management.
Outlook
Scotiabank analysts are growing more confident in Brookfield Infrastructure’s ability to generate long-duration, resilient earnings and sustain its infrastructure cash-flow premium, while still valuing the stock within a stable, long-term income-oriented framework.
STA Research (StockTargetAdvisor.com) is a independent Investment Research company that specializes in stock forecasting and analysis with integrated AI, based on our platform stocktargetadvisor.com, EST 2007.
