Brookfield Renewable's AI Opportunities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 31 2026
0mins
Should l Buy BEPC?
Source: Fool
- Diversified Energy Portfolio: Brookfield Renewable operates across North America, South America, Europe, and Asia, with 75% of its revenue from developed markets and 25% from emerging markets, ensuring stable cash flows to support dividend payments and business expansion.
- Long-Term Contract Security: The company sells power under long-term contracts, ensuring reliable cash flows that enable it to deploy up to $10 billion in growth capital over the next five years, targeting annual dividend growth of 5% to 9%.
- Strategic Partnerships: Microsoft and Google have signed power contracts of 10.5 gigawatts and 3 gigawatts respectively with Brookfield Renewable, primarily focused on hydroelectric power, which not only enhances the company's revenue streams but also strengthens its market position in the AI sector.
- High-Yield Investment: Brookfield Renewable offers dividend yields of 5.1% and 3.7%, attracting various types of investors, particularly institutional ones, indicating strong growth potential in the clean energy sector.
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Analyst Views on BEPC
Wall Street analysts forecast BEPC stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 43.070
Low
35.00
Averages
43.67
High
48.00
Current: 43.070
Low
35.00
Averages
43.67
High
48.00
About BEPC
Brookfield Renewable Corp. operates renewable power platforms and sustainable solutions. The Company’s operations consist of over 13,948 MW of installed hydroelectric, wind, solar, storage and ancillary capacity across Brazil, Colombia, North America and Europe. Its sustainable solutions assets include investment in a leading global nuclear services business and a portfolio of investments in carbon capture and storage capacity, agricultural renewable natural gas, materials recycling and eFuels manufacturing capacity, among others. It is focused on power markets in the United States. Its hydroelectric capacity in the United States is located in New York, Pennsylvania, and New England. In New York, it has over 74 hydroelectric facilities, in Pennsylvania, four hydroelectric facilities, and in New England, 48 hydroelectric facilities. Through its subsidiary TerraForm Power, it has a diverse portfolio of wind and solar platforms located in California, Illinois, Texas and New York.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Brookfield Renewable Partners Shows Strong Dividend Performance
- Dividend Yield Analysis: Brookfield Renewable Partners boasts a current dividend yield of nearly 5%, significantly higher than the S&P 500 average, indicating strong investor interest despite the typical caution associated with yields above 4%.
- Financial Performance Improvement: In 2025, Brookfield Renewable Partners reported $1.3 billion in funds from operations (FFO), reflecting a 13.8% increase, with FFO per share rising to $0.52, a 10.8% growth, while management anticipates a 10% annual increase in FFO per unit.
- Long-Term Contract Security: With 90% of its electricity sales secured through long-term power purchase agreements averaging 13 years, the company enjoys stable cash flows, and 70% of these agreements include inflation-adjustment clauses, enhancing its financial flexibility.
- Growing Market Demand: As the expansion of data centers and manufacturing drives electricity needs, U.S. demand is projected to grow by 35% to 50% by 2040, positioning Brookfield advantageously through partnerships with Microsoft and Alphabet, thereby solidifying its market presence.
See More
Brookfield Renewable Shares Surge 14% Amid Dividend Increase
- Stock Performance: Brookfield Renewable's shares have surged over 14% so far in 2026, reflecting strong market confidence in its renewable energy business and investor recognition of its future growth potential.
- Dividend Increase: The company has just raised its quarterly dividend by 5%, bringing it to $0.392 per share, marking five consecutive years of dividend increases, which underscores its stable cash flow and robust financial performance, thereby boosting investor confidence.
- FFO Growth: In 2025, Brookfield reported $1.3 billion in funds from operations (FFO), a 13.8% increase, with FFO per share at $0.52, up 10.8%, demonstrating the company's ongoing profitability and growth potential in the renewable energy sector.
- Long-Term Contract Advantage: With 90% of its electricity sales coming from long-term power purchase agreements averaging 13 years, and 70% of these contracts indexed to inflation, Brookfield is well-positioned to withstand future market fluctuations, ensuring a reliable revenue stream.
See More
Brookfield Renewable's Investment Potential
- Clean Energy Leader: Brookfield Renewable operates a globally diversified portfolio of clean power assets, including hydro, wind, and solar, across North America, South America, Europe, and Asia, ensuring its competitive edge in the renewable energy market.
- Strategic Partnership: Brookfield's collaboration with Microsoft aims to deliver over 10.5 gigawatts of new renewable energy capacity between 2026 and 2030 for its cloud and AI operations, making this deal nearly eight times larger than the largest corporate power purchase agreement ever signed.
- Growth Drivers: The company anticipates that new power purchase agreements, such as its hydropower deal with Google, will drive over 10% annual growth in funds from operations per share through 2030, supporting its plans to increase dividends by 5% to 9% annually.
- Investment Return Potential: A $25,000 investment today could grow to nearly $1 million in 30 years at a 13% average annual return, highlighting Brookfield's potential to transform investors' financial futures amid rising power demands.
See More
Brookfield and Oneok's Sustainable Growth Outlook
- Stable Cash Flow: Brookfield Renewable secures 90% of its electricity sales through long-term power purchase agreements (PPAs) with an average contract length of 13 years, with 70% of its revenue linked to inflation, ensuring stable and steadily rising cash flow.
- Major Project Progress: Brookfield recently signed two 20-year hydropower agreements with Google, expected to generate over $3 billion in revenue, while the company has an 84 gigawatt backlog of renewable energy projects, aiming to increase its annual delivery capacity to 10 gigawatts by 2027.
- Acquisition-Driven Growth: Oneok, a leading pipeline company, generates over 90% of its revenue from long-term contracts and government-regulated rate structures, significantly expanding and diversifying its operations through acquisitions, with expectations of capturing hundreds of millions in commercial synergies in the coming years.
- Visible Dividend Growth: Both Brookfield and Oneok generate durable cash flows backed by long-term contracts, supporting their high-yield dividends; Brookfield plans to increase its dividend by 5% to 9% annually, while Oneok aims for a 3% to 4% increase, enhancing investor confidence for long-term holdings.
See More
Two Dividend Stocks to Hold for the Next 5 Years
- Cash Flow Stability: Brookfield Renewable secures 90% of its electricity sales through long-term power purchase agreements (PPAs) with utilities and large corporate clients, averaging 13 years in contract length, with 70% of revenue linked to inflation, ensuring stable and steadily rising cash flow.
- Growth Potential: Brookfield expects to grow its funds from operations per share by over 10% annually through 2030, planning to increase its 3.7% yielding dividend by 5% to 9% per year, showcasing strong growth drivers and confidence in future performance.
- Diversified Asset Portfolio: Oneok, as a leading pipeline company, generates over 90% of its earnings from long-term contracts and government-regulated rate structures, significantly expanding its midstream asset portfolio through acquisitions, and expects to capture hundreds of millions in commercial synergies in the coming years.
- Dividend Growth Outlook: Oneok plans to increase its 5.3% yielding dividend by 3% to 4% annually, backed by over 25 years of dividend stability and growth, enhancing investor confidence in holding the stock long-term.
See More
Traditional Companies Emerge in AI Wave
- Data Center Sales Surge: Texas Instruments reported a 70% increase in sales within the data center segment in 2025, indicating a rapid expansion in data center construction that boosts demand for its analog chips, thereby enhancing its competitive position in the AI market.
- Importance of Power Management: Texas Instruments' analog chips convert real-world signals into digital signals and manage power, ensuring reliable operation of data centers, which highlights their critical role in AI infrastructure.
- Hydrogen Solutions Advantage: Bloom Energy offers hydrogen power cells and electrolyzers that can deliver power to data centers faster than traditional electric utilities can build infrastructure, having already signed agreements with American Electric Power and Brookfield Asset Management to expand its sales channels in the AI sector.
- Attractiveness of Renewable Energy: Brookfield Renewable, a globally diversified clean energy company, collaborates with clients like Microsoft and Google to provide electricity, and its 5.2% dividend yield appeals to many investors, indicating potential growth in the AI industry.
See More
Brookfield Renewable Partners Shows Strong Dividend Performance
- Dividend Yield Analysis: Brookfield Renewable Partners boasts a current dividend yield of nearly 5%, significantly higher than the S&P 500 average, indicating strong investor interest despite the typical caution associated with yields above 4%.
- Financial Performance Improvement: In 2025, Brookfield Renewable Partners reported $1.3 billion in funds from operations (FFO), reflecting a 13.8% increase, with FFO per share rising to $0.52, a 10.8% growth, while management anticipates a 10% annual increase in FFO per unit.
- Long-Term Contract Security: With 90% of its electricity sales secured through long-term power purchase agreements averaging 13 years, the company enjoys stable cash flows, and 70% of these agreements include inflation-adjustment clauses, enhancing its financial flexibility.
- Growing Market Demand: As the expansion of data centers and manufacturing drives electricity needs, U.S. demand is projected to grow by 35% to 50% by 2040, positioning Brookfield advantageously through partnerships with Microsoft and Alphabet, thereby solidifying its market presence.
See More
Brookfield Renewable Shares Surge 14% Amid Dividend Increase
- Stock Performance: Brookfield Renewable's shares have surged over 14% so far in 2026, reflecting strong market confidence in its renewable energy business and investor recognition of its future growth potential.
- Dividend Increase: The company has just raised its quarterly dividend by 5%, bringing it to $0.392 per share, marking five consecutive years of dividend increases, which underscores its stable cash flow and robust financial performance, thereby boosting investor confidence.
- FFO Growth: In 2025, Brookfield reported $1.3 billion in funds from operations (FFO), a 13.8% increase, with FFO per share at $0.52, up 10.8%, demonstrating the company's ongoing profitability and growth potential in the renewable energy sector.
- Long-Term Contract Advantage: With 90% of its electricity sales coming from long-term power purchase agreements averaging 13 years, and 70% of these contracts indexed to inflation, Brookfield is well-positioned to withstand future market fluctuations, ensuring a reliable revenue stream.
See More
Brookfield Renewable's Investment Potential
- Clean Energy Leader: Brookfield Renewable operates a globally diversified portfolio of clean power assets, including hydro, wind, and solar, across North America, South America, Europe, and Asia, ensuring its competitive edge in the renewable energy market.
- Strategic Partnership: Brookfield's collaboration with Microsoft aims to deliver over 10.5 gigawatts of new renewable energy capacity between 2026 and 2030 for its cloud and AI operations, making this deal nearly eight times larger than the largest corporate power purchase agreement ever signed.
- Growth Drivers: The company anticipates that new power purchase agreements, such as its hydropower deal with Google, will drive over 10% annual growth in funds from operations per share through 2030, supporting its plans to increase dividends by 5% to 9% annually.
- Investment Return Potential: A $25,000 investment today could grow to nearly $1 million in 30 years at a 13% average annual return, highlighting Brookfield's potential to transform investors' financial futures amid rising power demands.
See More
Brookfield and Oneok's Sustainable Growth Outlook
- Stable Cash Flow: Brookfield Renewable secures 90% of its electricity sales through long-term power purchase agreements (PPAs) with an average contract length of 13 years, with 70% of its revenue linked to inflation, ensuring stable and steadily rising cash flow.
- Major Project Progress: Brookfield recently signed two 20-year hydropower agreements with Google, expected to generate over $3 billion in revenue, while the company has an 84 gigawatt backlog of renewable energy projects, aiming to increase its annual delivery capacity to 10 gigawatts by 2027.
- Acquisition-Driven Growth: Oneok, a leading pipeline company, generates over 90% of its revenue from long-term contracts and government-regulated rate structures, significantly expanding and diversifying its operations through acquisitions, with expectations of capturing hundreds of millions in commercial synergies in the coming years.
- Visible Dividend Growth: Both Brookfield and Oneok generate durable cash flows backed by long-term contracts, supporting their high-yield dividends; Brookfield plans to increase its dividend by 5% to 9% annually, while Oneok aims for a 3% to 4% increase, enhancing investor confidence for long-term holdings.
See More
Two Dividend Stocks to Hold for the Next 5 Years
- Cash Flow Stability: Brookfield Renewable secures 90% of its electricity sales through long-term power purchase agreements (PPAs) with utilities and large corporate clients, averaging 13 years in contract length, with 70% of revenue linked to inflation, ensuring stable and steadily rising cash flow.
- Growth Potential: Brookfield expects to grow its funds from operations per share by over 10% annually through 2030, planning to increase its 3.7% yielding dividend by 5% to 9% per year, showcasing strong growth drivers and confidence in future performance.
- Diversified Asset Portfolio: Oneok, as a leading pipeline company, generates over 90% of its earnings from long-term contracts and government-regulated rate structures, significantly expanding its midstream asset portfolio through acquisitions, and expects to capture hundreds of millions in commercial synergies in the coming years.
- Dividend Growth Outlook: Oneok plans to increase its 5.3% yielding dividend by 3% to 4% annually, backed by over 25 years of dividend stability and growth, enhancing investor confidence in holding the stock long-term.
See More
Traditional Companies Emerge in AI Wave
- Data Center Sales Surge: Texas Instruments reported a 70% increase in sales within the data center segment in 2025, indicating a rapid expansion in data center construction that boosts demand for its analog chips, thereby enhancing its competitive position in the AI market.
- Importance of Power Management: Texas Instruments' analog chips convert real-world signals into digital signals and manage power, ensuring reliable operation of data centers, which highlights their critical role in AI infrastructure.
- Hydrogen Solutions Advantage: Bloom Energy offers hydrogen power cells and electrolyzers that can deliver power to data centers faster than traditional electric utilities can build infrastructure, having already signed agreements with American Electric Power and Brookfield Asset Management to expand its sales channels in the AI sector.
- Attractiveness of Renewable Energy: Brookfield Renewable, a globally diversified clean energy company, collaborates with clients like Microsoft and Google to provide electricity, and its 5.2% dividend yield appeals to many investors, indicating potential growth in the AI industry.
See More
