Brookfield Corporation: Undervalued AI-Driven Infrastructure Leader with Compounding Asset-Management Growth Justifying a Buy Rating

Cherilyn Radbourne, an analyst from TD Cowen, maintained the Buy rating on Brookfield Corporation. The associated price target is $59.00.

Cherilyn Radbourne has given his Buy rating due to a combination of factors that highlight Brookfield Corporation’s strong strategic positioning and upside potential. He views the company as uniquely placed to benefit from the ongoing build‑out of AI and digital infrastructure, which should drive robust, long‑duration investment opportunities across its platforms. The $59.00 target price reflects confidence in Brookfield’s ability to compound value through its asset‑management franchise and fee‑bearing capital, as well as the strength of its balance sheet and access to capital. In addition, he expects cash flow growth to accelerate as recent investments mature and as the company continues to recycle capital from stabilized assets into higher‑return opportunities.
Radbourne also factors in Brookfield’s diversified business model, which spans real assets, infrastructure, and renewable power, helping to mitigate risk while offering multiple growth levers. He believes the market is not fully recognizing the embedded value of Brookfield’s carried interest and its pipeline of new funds, which could support earnings and net asset value growth over time. The Buy rating therefore reflects a view that the risk‑reward profile is attractive at current levels, supported by visible growth catalysts and a proven track record of capital allocation. Overall, he sees Brookfield as well positioned to deliver above‑average returns relative to peers, justifying a positive recommendation.

In another report released on January 27, Morgan Stanley also maintained a Buy rating on the stock with a $58.00 price target.