Brookfield Renewable's Strong Growth Prospects Amid AI Boom
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy BEPC?
Source: Fool
- Stock Performance: Nvidia's stock has surged over 700% in the past three years, significantly outperforming the S&P 500's approximately 70% gain, yet Brookfield Renewable may outperform Nvidia in the coming years due to rising power demand.
- Historic Agreement: Brookfield signed the largest corporate PPA with Microsoft for over 10.5 gigawatts of renewable power capacity, set to be delivered between 2026 and 2030, highlighting its pivotal role as a power supplier for leading AI companies.
- Diversified Growth: The company further solidified its market position with a 3-gigawatt hydropower agreement with Google, projected to generate over $3 billion in revenue, showcasing its strong competitive edge in the renewable energy sector.
- Future Outlook: Brookfield anticipates growing its funds from operations (FFO) per share at over 10% annually through 2031, with Wall Street analysts forecasting nearly 20% annual growth over the next three years, indicating robust growth potential in the renewable energy market.
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Analyst Views on BEPC
Wall Street analysts forecast BEPC stock price to fall
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 44.040
Low
35.00
Averages
43.67
High
48.00
Current: 44.040
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 Strong Growth Prospects Amid AI Boom
- Stock Performance: Nvidia's stock has surged over 700% in the past three years, significantly outperforming the S&P 500's approximately 70% gain, yet Brookfield Renewable may outperform Nvidia in the coming years due to rising power demand.
- Historic Agreement: Brookfield signed the largest corporate PPA with Microsoft for over 10.5 gigawatts of renewable power capacity, set to be delivered between 2026 and 2030, highlighting its pivotal role as a power supplier for leading AI companies.
- Diversified Growth: The company further solidified its market position with a 3-gigawatt hydropower agreement with Google, projected to generate over $3 billion in revenue, showcasing its strong competitive edge in the renewable energy sector.
- Future Outlook: Brookfield anticipates growing its funds from operations (FFO) per share at over 10% annually through 2031, with Wall Street analysts forecasting nearly 20% annual growth over the next three years, indicating robust growth potential in the renewable energy market.
See More
Brookfield Renewable's Growth Potential Amid Rising Power Demand
- Surging Power Demand: Brookfield Renewable anticipates its funds from operations (FFO) per share to grow at over 10% annually through at least 2031, driven by the rapidly increasing demand for electricity, thereby enhancing its competitive edge in the renewable energy market.
- Major Partnership Agreements: In 2024, Brookfield signed the largest corporate power purchase agreement (PPA) with Microsoft for over 10.5 gigawatts of renewable power capacity, which is expected to significantly boost the company's revenue and market presence.
- Diversified Energy Supply: Brookfield also inked a deal with Google to provide up to 3 gigawatts of hydropower, marking the largest corporate hydroelectric agreement, projected to generate over $3 billion in revenue, further solidifying its leadership in the renewable energy sector.
- Attractive Valuation: Despite trading at about 16 times FFO, significantly below its peak of over 30 times in 2021, Brookfield offers a 3.7% dividend yield with a target of over 5% annual growth, positioning it for strong total returns in the coming years.
See More
Brookfield Renewable Files 2025 Annual Reports with SEC and Canadian Authorities
- Annual Report Filing: Brookfield Renewable announced the filing of its 2025 annual reports with the SEC and Canadian securities regulators on February 27, 2026, including audited financial statements for the year ending December 31, 2025, ensuring compliance and transparency.
- Access to Information: Investors can access the annual report documents through the company's website as well as the SEC and SEDAR+ websites, providing convenient access and enhancing investor understanding of the company's financial health.
- Renewable Energy Platform: Brookfield Renewable operates one of the world's largest publicly traded platforms for renewable power, encompassing hydroelectric, wind, solar, and storage facilities, demonstrating its leadership in sustainable solutions.
- Asset Management Scale: Brookfield Asset Management oversees over $1 trillion in assets, positioning itself as a leading global alternative asset manager, which supports the continued growth of its renewable energy business.
See More
Brookfield's $7 Trillion AI Infrastructure Investment
- Infrastructure Investment Demand: Brookfield Corporation estimates that the world needs to invest $7 trillion in AI infrastructure over the next decade to support the comprehensive development of AI technology, thereby enhancing productivity and efficiency across various industries.
- AI Infrastructure Fund: Last year, Brookfield launched its inaugural AI Infrastructure Fund with a goal of raising $10 billion in equity commitments from investors, having already secured $5 billion in commitments, indicating strong market interest in AI infrastructure investments.
- Strategic Partnerships: Brookfield's collaboration with Nvidia will facilitate the construction of AI factories, leveraging Nvidia's designs to provide AI services, further solidifying its leadership position in the AI infrastructure space and significantly enhancing the company's market competitiveness.
- Earnings Growth Potential: Brookfield anticipates a 25% annual growth rate in earnings per share over the next five years, and despite its current share price of around $45 being well below its estimated value of $68, this presents an attractive opportunity for future growth.
See More
Nvidia Invests in Brookfield's AI Infrastructure Fund
- Massive Investment Scale: Brookfield's inaugural AI infrastructure fund aims to secure $10 billion in equity commitments from investors, having already received $5 billion at launch, including capital from Nvidia, indicating strong market confidence in AI infrastructure.
- Infrastructure Demand Forecast: Brookfield estimates that the world needs to invest $7 trillion in AI infrastructure over the next decade, a substantial investment that will drive rapid growth in related industries and generate significant returns for the company.
- Strategic Partnership: The collaboration between Nvidia and Brookfield will facilitate the construction of specialized AI data centers, leveraging Nvidia's designs to enhance the efficiency of AI services, further solidifying Nvidia's leadership in the AI sector.
- Earnings Growth Potential: Brookfield anticipates a 25% annual growth rate in earnings per share over the next five years, and despite its current share price of around $45, which is below the estimated value of $68, this reflects the stock's attractiveness and potential for future growth.
See More
Increasing Energy Demand to Boost Brookfield Renewable; Recommended to Purchase Shares.
Growing Power Demand: Global electricity demand is increasing rapidly, driven by factors such as AI data centers and other energy needs.
Need for Scalable Energy Solutions: There is a pressing requirement for the rapid deployment of energy generation solutions to meet this rising demand.
See More
Brookfield Renewable's Strong Growth Prospects Amid AI Boom
- Stock Performance: Nvidia's stock has surged over 700% in the past three years, significantly outperforming the S&P 500's approximately 70% gain, yet Brookfield Renewable may outperform Nvidia in the coming years due to rising power demand.
- Historic Agreement: Brookfield signed the largest corporate PPA with Microsoft for over 10.5 gigawatts of renewable power capacity, set to be delivered between 2026 and 2030, highlighting its pivotal role as a power supplier for leading AI companies.
- Diversified Growth: The company further solidified its market position with a 3-gigawatt hydropower agreement with Google, projected to generate over $3 billion in revenue, showcasing its strong competitive edge in the renewable energy sector.
- Future Outlook: Brookfield anticipates growing its funds from operations (FFO) per share at over 10% annually through 2031, with Wall Street analysts forecasting nearly 20% annual growth over the next three years, indicating robust growth potential in the renewable energy market.
See More
Brookfield Renewable's Growth Potential Amid Rising Power Demand
- Surging Power Demand: Brookfield Renewable anticipates its funds from operations (FFO) per share to grow at over 10% annually through at least 2031, driven by the rapidly increasing demand for electricity, thereby enhancing its competitive edge in the renewable energy market.
- Major Partnership Agreements: In 2024, Brookfield signed the largest corporate power purchase agreement (PPA) with Microsoft for over 10.5 gigawatts of renewable power capacity, which is expected to significantly boost the company's revenue and market presence.
- Diversified Energy Supply: Brookfield also inked a deal with Google to provide up to 3 gigawatts of hydropower, marking the largest corporate hydroelectric agreement, projected to generate over $3 billion in revenue, further solidifying its leadership in the renewable energy sector.
- Attractive Valuation: Despite trading at about 16 times FFO, significantly below its peak of over 30 times in 2021, Brookfield offers a 3.7% dividend yield with a target of over 5% annual growth, positioning it for strong total returns in the coming years.
See More
Brookfield Renewable Files 2025 Annual Reports with SEC and Canadian Authorities
- Annual Report Filing: Brookfield Renewable announced the filing of its 2025 annual reports with the SEC and Canadian securities regulators on February 27, 2026, including audited financial statements for the year ending December 31, 2025, ensuring compliance and transparency.
- Access to Information: Investors can access the annual report documents through the company's website as well as the SEC and SEDAR+ websites, providing convenient access and enhancing investor understanding of the company's financial health.
- Renewable Energy Platform: Brookfield Renewable operates one of the world's largest publicly traded platforms for renewable power, encompassing hydroelectric, wind, solar, and storage facilities, demonstrating its leadership in sustainable solutions.
- Asset Management Scale: Brookfield Asset Management oversees over $1 trillion in assets, positioning itself as a leading global alternative asset manager, which supports the continued growth of its renewable energy business.
See More
Brookfield's $7 Trillion AI Infrastructure Investment
- Infrastructure Investment Demand: Brookfield Corporation estimates that the world needs to invest $7 trillion in AI infrastructure over the next decade to support the comprehensive development of AI technology, thereby enhancing productivity and efficiency across various industries.
- AI Infrastructure Fund: Last year, Brookfield launched its inaugural AI Infrastructure Fund with a goal of raising $10 billion in equity commitments from investors, having already secured $5 billion in commitments, indicating strong market interest in AI infrastructure investments.
- Strategic Partnerships: Brookfield's collaboration with Nvidia will facilitate the construction of AI factories, leveraging Nvidia's designs to provide AI services, further solidifying its leadership position in the AI infrastructure space and significantly enhancing the company's market competitiveness.
- Earnings Growth Potential: Brookfield anticipates a 25% annual growth rate in earnings per share over the next five years, and despite its current share price of around $45 being well below its estimated value of $68, this presents an attractive opportunity for future growth.
See More
Nvidia Invests in Brookfield's AI Infrastructure Fund
- Massive Investment Scale: Brookfield's inaugural AI infrastructure fund aims to secure $10 billion in equity commitments from investors, having already received $5 billion at launch, including capital from Nvidia, indicating strong market confidence in AI infrastructure.
- Infrastructure Demand Forecast: Brookfield estimates that the world needs to invest $7 trillion in AI infrastructure over the next decade, a substantial investment that will drive rapid growth in related industries and generate significant returns for the company.
- Strategic Partnership: The collaboration between Nvidia and Brookfield will facilitate the construction of specialized AI data centers, leveraging Nvidia's designs to enhance the efficiency of AI services, further solidifying Nvidia's leadership in the AI sector.
- Earnings Growth Potential: Brookfield anticipates a 25% annual growth rate in earnings per share over the next five years, and despite its current share price of around $45, which is below the estimated value of $68, this reflects the stock's attractiveness and potential for future growth.
See More
Increasing Energy Demand to Boost Brookfield Renewable; Recommended to Purchase Shares.
Growing Power Demand: Global electricity demand is increasing rapidly, driven by factors such as AI data centers and other energy needs.
Need for Scalable Energy Solutions: There is a pressing requirement for the rapid deployment of energy generation solutions to meet this rising demand.
See More
