BN Brookfield Corporation

bullish · high conviction track record → $41.20
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Mkt Cap $105B P/E 95.1 fwd 7.9 52wk $31.62 - $49.57 Earnings 2026-05-07 2h ago

Brookfield Eyes $100B AI Infrastructure Bet

Watch: Watch Brookfield's AI fund launch and investment pace to gauge if it meets its aggressive growth and free cash flow targets.

Brookfield delivered a 19% compound annualized total return over 30 years, beating the S&P 500's 11%. The company plans a $100 billion fund for AI infrastructure amid a $7 trillion global AI spend forecast. It targets 20% annualized distributable earnings growth and $53 billion free cash flow over five years.

Brookfield's pivot into AI infrastructure reflects a transformative growth phase that could drive outsized earnings and cash flow growth in financial services.

Evidence

2h ago This Alternative Asset Manager Is One of the Best Long-Term Holds in Finance yahoo-finance
21d ago What I'm Watching With Brookfield To See If They Beat The Market yahoo-finance
41d ago Brookfield Corp. (BN) Has Announced the Acquisition of Oaktree Capital in Q4 yahoo-finance
43d ago Pershing Square 13F (2025Q4):. New position in META ($1,764,796,161). Exited CMG
45d ago Brookfield Corporation (BN) Reports Full Year 2025 Distributable Earnings of $6B yahoo-finance
54d ago Brookfield Corporation (BN) Reports Full Year 2025 Distributable Earnings of $6B yahoo-finance
56d ago Here's My Highest Conviction AI Stock to Buy Right Now (HINT: It Recently Partnered with Nvidia) - The Motley Fool google-news-nvda
57d ago Bill Ackman Bought Only 1 New Stock. Here’s Why the Billionaire is Bullish on Meta - 24/7 Wall St. google-news-meta
Fundamentals & Data ▾
Brookfield Corporation Financial Services · Asset Management
Mkt Cap
$105B
P/E
95.1 fwd 7.9
Beta
1.83
Div Yield
60.00%
52w Range
$31.62 - $49.57
Short Interest
18.5M
Days to Cover
2.8 -9%
Technicals downtrend
vs 20d MA
-9.2%
vs 50d MA
-10.8%
from 52w Hi
-16.2%
Vol (20d)
34%
1w return
-6.0%
1m return
-10.2%
3m return
-11.3%
Vol ratio
1.0x
Analyst Target
$53 $31 - $60
Options P/C
0.32
Fund Convergence
strong Pershing Square, D.E. Shaw, Bridgewater, Citadel, Two Sigma
Financials
Revenue
$20.2B +4% YoY
FCF
$-998M
Gross Margin
26%
Op Margin
26%
Momentum: accelerating
Top Holders
Pershing Square $2.8B
D.E. Shaw $184M
Bridgewater $26M
Citadel $19M
Two Sigma $1M
8 signals · latest 2h ago

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