Brookfield Asset Management Shares Drop 15%, Dividend Yield Increases to 3.4%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 24 2026
0mins
Should l Buy BAM?
Source: NASDAQ.COM
- Stock Decline: Brookfield Asset Management's shares have fallen approximately 15% since August, raising its dividend yield to 3.4%, which reflects market concerns about the broader economic outlook that may impact investor confidence.
- Dividend Growth: Since its spin-off at the end of 2022, Brookfield Asset Management has paid dividends every quarter, increasing from $0.32 to nearly $0.44 per share, representing an annual growth rate of nearly 11%, demonstrating the company's commitment to returning value to shareholders.
- Market Positioning: By managing critical infrastructure and renewable energy businesses, Brookfield Asset Management is targeting growth of 15% to 20% in the foreseeable future, indicating strong growth potential in rapidly expanding markets.
- Investment Recommendation: Despite the current stock decline, analysts suggest buying when the price is below $55, believing that its long-term growth and stable dividend returns make it a worthwhile investment.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BAM?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BAM
Wall Street analysts forecast BAM stock price to rise
9 Analyst Rating
5 Buy
4 Hold
0 Sell
Moderate Buy
Current: 52.140
Low
56.59
Averages
64.98
High
74.46
Current: 52.140
Low
56.59
Averages
64.98
High
74.46
About BAM
Brookfield Asset Management Ltd. is a global alternative asset manager. The Company invests client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. It offers a range of alternative investment products to investors around the world including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Its products have three categories, which include long-term private funds, permanent capital vehicles and perpetual strategies, and liquid strategies. These are invested across five principal strategies: renewable power and transition, infrastructure, real estate, private equity, and credit.
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 Corporation's Future Growth Potential Analysis
- Asset Management Strength: Brookfield Corporation owns 73% of Brookfield Asset Management and also directly holds Brookfield Property Group and Brookfield Wealth Solutions, creating a diversified asset management structure that enhances its market competitiveness.
- Significant Valuation Discount: With a total value of publicly traded investments at $16.1 billion and BAM stake valued at approximately $62 billion, Brookfield's combined asset value of $78.1 billion indicates an intrinsic value of $34.86 per share, significantly higher than its current price of $48, highlighting a market undervaluation.
- Future Value Expectations: Management anticipates that by 2030, Brookfield's intrinsic value could reach $140 per share based on a forecasted 25% growth in distributable earnings, potentially offering annualized returns of 15%-20%, consistent with its historical performance.
- Market Opportunity Capture: Brookfield is actively engaging in opportunities related to AI infrastructure development and new regulatory policies allowing retirement vehicles like 401(k)s to invest directly in alternative assets, demonstrating its strategic positioning and growth potential in future markets.
See More
Bloom Energy's Backlog Surges to $20 Billion
- Significant Backlog Growth: Bloom Energy's backlog has surged to $20 billion, increasing by $6 billion in just the fourth quarter of 2025, reflecting strong demand and market confidence in the rapidly growing energy sector.
- Profitability Milestone: The company reported profitability in its latest earnings report and expects revenue to exceed $3 billion in 2026, marking a significant advancement in its financial health and sustainable growth trajectory.
- Market Share Expansion: Bloom Energy is partnering with Brookfield Asset Management to power AI infrastructure, which is expected to further expand its market share, particularly in off-grid electricity needs for data centers and hyperscalers.
- Clear Technological Advantage: Specializing in solid oxide fuel cell technology, Bloom Energy can install systems quickly to address the U.S. power grid's projected 100 gigawatt shortfall, showcasing its competitive edge in the energy transition.
See More
Bloom Energy Stock Soars Nearly 300% in a Year
- Market Capital Surge: Bloom Energy's market cap is nearing $40 billion, with its stock price soaring 465% since last Valentine's Day, reflecting strong performance in the energy market and heightened investor confidence.
- Rising Power Demand: The U.S. Department of Energy forecasts a power grid deficit of over 100 GW in the next five years, and Bloom Energy's solid oxide fuel cell technology allows for rapid installations, effectively addressing this demand and enhancing its competitive edge.
- Sustained Profitability: Bloom has achieved record revenue for four consecutive quarters and reported profitability in its latest earnings, with projected revenue exceeding $3 billion in 2026 and a backlog of $20 billion, indicating robust business growth potential.
- Strategic Partnerships: Bloom has formed partnerships with Brookfield Asset Management and Oracle, aiming to increase its generation capacity from 1 GW to 2 GW by the end of 2026, further solidifying its position in the rapidly growing AI infrastructure power market.
See More
India Plans New Data City to Boost AI Development
- Massive Investment: Andhra Pradesh's IT Minister Nara Lokesh announced that the state has secured investment agreements totaling $175 billion across 760 projects, including a $15 billion investment from Google for its largest AI infrastructure hub outside the U.S., demonstrating a strong commitment to the AI sector.
- Data Center Development: A joint venture involving Reliance Industries, Brookfield, and Digital Realty is investing $11 billion to develop an AI data center in Visakhapatnam, aimed at enhancing the region's technological infrastructure and attracting more foreign investment.
- Land Cost Advantage: To entice investors, Andhra Pradesh is offering land at just $1 per acre, showcasing its strategic advantage in the global data center competition while also anticipating significant job creation despite concerns about employment impacts.
- Power and Water Resource Management: The state government plans to utilize surplus water draining into the Bay of Bengal for cooling data centers, which is expected to meet the power and water demands for six gigawatts of data center capacity, indicating a focus on sustainable development.
See More
Bloom Energy Stock Soars 497%: Opportunities Ahead
- Surging Market Demand: Bloom Energy's stock has surged 497% over the past year, primarily due to significant deals with hyperscalers and utility providers, showcasing its robust capability to meet the growing energy needs of data centers.
- Strategic Partnership Driving Growth: The $5 billion strategic partnership with Brookfield Asset Management enables Bloom to offer energy-as-a-service across Brookfield's trillion-dollar infrastructure portfolio, driving its product backlog to $6 billion, reflecting strong market demand.
- Production Capacity Expansion: Bloom Energy plans to double its production capacity from 1 GW to 2 GW by the end of 2026, and successfully delivered products to Oracle in just 55 days, far exceeding its 90-day promise, further solidifying its market position.
- Future Earnings Outlook: Despite Bloom Energy's high valuation, analysts project its EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong growth potential in the coming years.
See More
Bloom Energy Stock Soars on Surge in Demand
- Backlog Growth: Bloom Energy's product backlog surged by 60% in Q4 to $6 billion, bringing total backlog to $20 billion, indicating a robust market position amid soaring energy demands from data centers.
- Strategic Partnership: The $5 billion partnership with Brookfield Asset Management enables Bloom to provide energy services across its trillion-dollar infrastructure portfolio, further solidifying its leadership in the energy market.
- Capacity Expansion: Bloom plans to double its production capacity from 1 GW to 2 GW by the end of 2026, raising its 2026 revenue guidance from $3.1 billion to $3.3 billion, reflecting strong confidence in future growth.
- Optimistic Market Outlook: Despite a high P/E ratio of 107, analysts project EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong electricity demand growth in the coming years.
See More
Brookfield Corporation's Future Growth Potential Analysis
- Asset Management Strength: Brookfield Corporation owns 73% of Brookfield Asset Management and also directly holds Brookfield Property Group and Brookfield Wealth Solutions, creating a diversified asset management structure that enhances its market competitiveness.
- Significant Valuation Discount: With a total value of publicly traded investments at $16.1 billion and BAM stake valued at approximately $62 billion, Brookfield's combined asset value of $78.1 billion indicates an intrinsic value of $34.86 per share, significantly higher than its current price of $48, highlighting a market undervaluation.
- Future Value Expectations: Management anticipates that by 2030, Brookfield's intrinsic value could reach $140 per share based on a forecasted 25% growth in distributable earnings, potentially offering annualized returns of 15%-20%, consistent with its historical performance.
- Market Opportunity Capture: Brookfield is actively engaging in opportunities related to AI infrastructure development and new regulatory policies allowing retirement vehicles like 401(k)s to invest directly in alternative assets, demonstrating its strategic positioning and growth potential in future markets.
See More
Bloom Energy's Backlog Surges to $20 Billion
- Significant Backlog Growth: Bloom Energy's backlog has surged to $20 billion, increasing by $6 billion in just the fourth quarter of 2025, reflecting strong demand and market confidence in the rapidly growing energy sector.
- Profitability Milestone: The company reported profitability in its latest earnings report and expects revenue to exceed $3 billion in 2026, marking a significant advancement in its financial health and sustainable growth trajectory.
- Market Share Expansion: Bloom Energy is partnering with Brookfield Asset Management to power AI infrastructure, which is expected to further expand its market share, particularly in off-grid electricity needs for data centers and hyperscalers.
- Clear Technological Advantage: Specializing in solid oxide fuel cell technology, Bloom Energy can install systems quickly to address the U.S. power grid's projected 100 gigawatt shortfall, showcasing its competitive edge in the energy transition.
See More
Bloom Energy Stock Soars Nearly 300% in a Year
- Market Capital Surge: Bloom Energy's market cap is nearing $40 billion, with its stock price soaring 465% since last Valentine's Day, reflecting strong performance in the energy market and heightened investor confidence.
- Rising Power Demand: The U.S. Department of Energy forecasts a power grid deficit of over 100 GW in the next five years, and Bloom Energy's solid oxide fuel cell technology allows for rapid installations, effectively addressing this demand and enhancing its competitive edge.
- Sustained Profitability: Bloom has achieved record revenue for four consecutive quarters and reported profitability in its latest earnings, with projected revenue exceeding $3 billion in 2026 and a backlog of $20 billion, indicating robust business growth potential.
- Strategic Partnerships: Bloom has formed partnerships with Brookfield Asset Management and Oracle, aiming to increase its generation capacity from 1 GW to 2 GW by the end of 2026, further solidifying its position in the rapidly growing AI infrastructure power market.
See More
India Plans New Data City to Boost AI Development
- Massive Investment: Andhra Pradesh's IT Minister Nara Lokesh announced that the state has secured investment agreements totaling $175 billion across 760 projects, including a $15 billion investment from Google for its largest AI infrastructure hub outside the U.S., demonstrating a strong commitment to the AI sector.
- Data Center Development: A joint venture involving Reliance Industries, Brookfield, and Digital Realty is investing $11 billion to develop an AI data center in Visakhapatnam, aimed at enhancing the region's technological infrastructure and attracting more foreign investment.
- Land Cost Advantage: To entice investors, Andhra Pradesh is offering land at just $1 per acre, showcasing its strategic advantage in the global data center competition while also anticipating significant job creation despite concerns about employment impacts.
- Power and Water Resource Management: The state government plans to utilize surplus water draining into the Bay of Bengal for cooling data centers, which is expected to meet the power and water demands for six gigawatts of data center capacity, indicating a focus on sustainable development.
See More
Bloom Energy Stock Soars 497%: Opportunities Ahead
- Surging Market Demand: Bloom Energy's stock has surged 497% over the past year, primarily due to significant deals with hyperscalers and utility providers, showcasing its robust capability to meet the growing energy needs of data centers.
- Strategic Partnership Driving Growth: The $5 billion strategic partnership with Brookfield Asset Management enables Bloom to offer energy-as-a-service across Brookfield's trillion-dollar infrastructure portfolio, driving its product backlog to $6 billion, reflecting strong market demand.
- Production Capacity Expansion: Bloom Energy plans to double its production capacity from 1 GW to 2 GW by the end of 2026, and successfully delivered products to Oracle in just 55 days, far exceeding its 90-day promise, further solidifying its market position.
- Future Earnings Outlook: Despite Bloom Energy's high valuation, analysts project its EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong growth potential in the coming years.
See More
Bloom Energy Stock Soars on Surge in Demand
- Backlog Growth: Bloom Energy's product backlog surged by 60% in Q4 to $6 billion, bringing total backlog to $20 billion, indicating a robust market position amid soaring energy demands from data centers.
- Strategic Partnership: The $5 billion partnership with Brookfield Asset Management enables Bloom to provide energy services across its trillion-dollar infrastructure portfolio, further solidifying its leadership in the energy market.
- Capacity Expansion: Bloom plans to double its production capacity from 1 GW to 2 GW by the end of 2026, raising its 2026 revenue guidance from $3.1 billion to $3.3 billion, reflecting strong confidence in future growth.
- Optimistic Market Outlook: Despite a high P/E ratio of 107, analysts project EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong electricity demand growth in the coming years.
See More
