Brookfield Renewable's Investment Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy BEPC?
Source: Fool
- 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.
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Analyst Views on BEPC
Wall Street analysts forecast BEPC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BEPC is 43.67 USD with a low forecast of 35.00 USD and a high forecast of 48.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 42.880
Low
35.00
Averages
43.67
High
48.00
Current: 42.880
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'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
Analysts Predict AI Infrastructure Spending to Surge
- Eaton's Positive Outlook: Eaton's backlog is expected to grow by 34% over 2024, indicating strong demand from data center clients, and while the company plans to spin off its vehicle division to enhance profitability and growth potential, it will maintain its leadership in power control.
- Texas Instruments' New Business Growth: Texas Instruments has just categorized data center sales as a new business segment, with a 64% increase in 2025, which not only enhances the company's market position but also may help it recover amid broader industry demand lulls.
- Brookfield Renewable's Strategic Partnerships: Brookfield Renewable has secured large deals with Microsoft and Alphabet to support their data center build-outs, positioning itself to benefit from the growing demand for clean energy, with dividend yields of 5.1% and 3.7% providing stable returns for investors.
- Future Growth Potential: As AI infrastructure builds out, Eaton, Texas Instruments, and Brookfield Renewable are all poised to benefit, with Eaton's spin-off plan driving growth, Texas Instruments attracting investors with above-market dividends, and Brookfield appealing to those seeking stable income through its high dividends.
See More
Brookfield Renewable's High-Yield Investment Opportunity Amid AI Growth
- Renewable Energy Advantage: Brookfield Renewable operates across hydroelectric, solar, wind, and nuclear sectors, with assets in North America, South America, Asia, and Europe, positioning itself as a one-stop shop for customers and investors seeking clean energy.
- AI Demand Surge: The company's partnerships with Microsoft and Google's 3GW hydroelectric deal highlight the immense need for reliable power, which is expected to generate stable cash flows and long-term growth opportunities for Brookfield Renewable.
- Attractive Dividend Returns: The partnership class offers a high yield of 5.2%, while the corporate class yields 3.8%, providing shareholders with reliable cash flow support, with a distribution growth target set between 5% and 9% annually.
- Long-Term Investment Potential: With up to $10 billion in capital investment opportunities anticipated over the next five years, alongside a historical 6% compound annual dividend growth rate, the company is well-positioned to benefit from AI expansion in the coming years.
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
Analysts Predict AI Infrastructure Spending to Surge
- Eaton's Positive Outlook: Eaton's backlog is expected to grow by 34% over 2024, indicating strong demand from data center clients, and while the company plans to spin off its vehicle division to enhance profitability and growth potential, it will maintain its leadership in power control.
- Texas Instruments' New Business Growth: Texas Instruments has just categorized data center sales as a new business segment, with a 64% increase in 2025, which not only enhances the company's market position but also may help it recover amid broader industry demand lulls.
- Brookfield Renewable's Strategic Partnerships: Brookfield Renewable has secured large deals with Microsoft and Alphabet to support their data center build-outs, positioning itself to benefit from the growing demand for clean energy, with dividend yields of 5.1% and 3.7% providing stable returns for investors.
- Future Growth Potential: As AI infrastructure builds out, Eaton, Texas Instruments, and Brookfield Renewable are all poised to benefit, with Eaton's spin-off plan driving growth, Texas Instruments attracting investors with above-market dividends, and Brookfield appealing to those seeking stable income through its high dividends.
See More
Brookfield Renewable's High-Yield Investment Opportunity Amid AI Growth
- Renewable Energy Advantage: Brookfield Renewable operates across hydroelectric, solar, wind, and nuclear sectors, with assets in North America, South America, Asia, and Europe, positioning itself as a one-stop shop for customers and investors seeking clean energy.
- AI Demand Surge: The company's partnerships with Microsoft and Google's 3GW hydroelectric deal highlight the immense need for reliable power, which is expected to generate stable cash flows and long-term growth opportunities for Brookfield Renewable.
- Attractive Dividend Returns: The partnership class offers a high yield of 5.2%, while the corporate class yields 3.8%, providing shareholders with reliable cash flow support, with a distribution growth target set between 5% and 9% annually.
- Long-Term Investment Potential: With up to $10 billion in capital investment opportunities anticipated over the next five years, alongside a historical 6% compound annual dividend growth rate, the company is well-positioned to benefit from AI expansion in the coming years.
See More
