Should You Buy Brookfield Infrastructure Partners LP (BIP) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Buy
Latest Price
36.350
1 Day change
2.92%
52 Week Range
35.590
Analysis Updated At
2026/01/28
BUY for a beginner, long-term investor: BIP is in a bullish technical structure with supportive (bullish) options sentiment and a dividend-growth narrative that fits long-term investing. While near-term upside may be capped around current levels (price is sitting near a key resistance), the broader setup plus multiple higher Wall Street targets makes it a reasonable buy right now for someone who doesn’t want to wait for a “perfect” entry.
Technical Analysis
Trend/structure: Bullish. Moving averages are stacked positively (SMA_5 > SMA_20 > SMA_200), which typically signals an established uptrend.
Momentum: MACD histogram is positive (0.226) but contracting, implying upside momentum is still present but weakening (risk of a short-term pause).
RSI: RSI_6 at ~62.95 is neutral-to-slightly-strong; not overbought.
Key levels: Pivot 33.46. Support S1 32.35 (then S2 31.665). Resistance R1 34.57 and R2 35.255. Current price 35.26 is essentially at/just above R2, suggesting near-term upside may be limited unless it cleanly breaks and holds above this zone.
Pattern-based forward look (provided): Similar-pattern stats imply modest near-term downside bias (-2.52% next week, -2.43% next month).
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Options Data
Bullish
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
Sentiment: Bullish skew. Put/call ratios are low on both open interest (0.29) and volume (0.39), indicating call positioning outweighs puts.
Activity/positioning: Today’s option volume is low in absolute terms (43 contracts) but shows elevated activity vs its 30-day average (36.75%).
Volatility: IV (23.47) is above historical volatility (16.46), suggesting options are pricing in more movement than the recent realized trend. IV percentile ~33 and IV rank ~9 indicate IV is not extremely elevated versus its own history.
Technical Summary
Sell
4
Buy
9
Positive Catalysts
1) Dividend/income narrative: News highlights ~3.8% dividend yield and expectations for ~5% to 9% annual dividend growth, supportive for long-term total return.
2) Analyst support/upside: Scotiabank reiterated Outperform and raised PT to $44; Morgan Stanley also raised PTs (to $44 / $53 in separate notes) despite keeping Equal Weight—price-target revisions trend upward.
3) Event catalyst: Upcoming earnings (QDEC 2025) on 2026-01-29 pre-market can serve as a catalyst if results/forward commentary are strong.
Neutral/Negative Catalysts
1) Price is pressing a resistance zone (~35.25): upside may stall short-term unless it breaks out decisively.
2) Near-term statistical trend (provided) leans slightly negative for the next week/month.
3) Earnings event risk (2026-01-29 pre-market): the stock may reprice quickly depending on results.
4) Fundamental headline drag from latest reported quarter: net income and EPS showed a very large YoY drop, which can weigh on sentiment even if revenue grew.
Financial Performance
Latest provided quarter: 2025/Q3.
- Revenue: $5.975B, up +13.38% YoY (solid top-line growth).
- Net income: $202M, down -343.37% YoY (major deterioration).
- EPS: 0.44, down -344.44% YoY (mirrors net income weakness).
- Gross margin: 26.09%, up +0.15% YoY (roughly stable/slightly better).
Overall: Strong revenue growth but sharply weaker bottom-line results in the latest quarter, creating a mixed growth picture.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Recent trend: Price targets have been raised recently (Scotiabank to $44; Morgan Stanley to $44 / $53) and ratings have been maintained (Scotiabank Outperform; Morgan Stanley Equal Weight). Jefferies (2026-01-26) keeps Buy with PT $35, which is roughly in-line with the current price.
Wall Street pros: (a) Upward PT revisions and an Outperform rating from Scotiabank, (b) infrastructure tailwinds cited (power demand/LNG-related opportunities), (c) dividend appeal.
Wall Street cons: (a) Some firms remain neutral (Equal Weight) despite higher PTs, (b) at least one major PT ($35) implies limited upside from here, (c) unknowns remain around certain large projects (per Morgan Stanley commentary).
Influential/politician trading: No recent congress trading data available; insider/hedge fund trend indicators are neutral with no significant recent activity.
Wall Street analysts forecast BIP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BIP is 41 USD with a low forecast of 37 USD and a high forecast of 44 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.
5 Analyst Rating
Wall Street analysts forecast BIP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BIP is 41 USD with a low forecast of 37 USD and a high forecast of 44 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 Buy
2 Hold
0 Sell
Moderate Buy
Current: 35.320
Low
37
Averages
41
High
44
Current: 35.320
Low
37
Averages
41
High
44
Morgan Stanley
Equal Weight
maintain
$44 -> $45
AI Analysis
2026-01-28
New
Reason
Morgan Stanley
Price Target
$44 -> $45
AI Analysis
2026-01-28
New
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Brookfield Infrastructure Partners to $45 from $44 and keeps an Equal Weight rating on the shares. The firm is updating its price targets for North American Midstream & Renewable Energy Infrastructure stocks under its coverage, the analyst tells investors. Morgan Stanley notes the earnings season started with strong results and the energy sector had led performance in the S&P given strength across commodity prices.
Scotiabank
Outperform
maintain
$41 -> $44
2026-01-16
Reason
Scotiabank
Price Target
$41 -> $44
2026-01-16
maintain
Outperform
Reason
Scotiabank raised the firm's price target on Brookfield Infrastructure Partners to $44 from $41 and keeps an Outperform rating on the shares. The firm is updating its price targets for Energy Infrastructure stocks under its coverage, the analyst tells investors. Scotiabank notes tailwinds from strong power demand and LNG exports are driving increased opportunities, leading the firm to believe there is an upward bias to its long-term estimates.
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