Should You Buy Brookfield Infrastructure Corp (BIPC) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Buy
Latest Price
48.770
1 Day change
5.02%
52 Week Range
49.060
Analysis Updated At
2026/01/28
BUY for a beginner long-term investor. BIPC is in a bullish technical uptrend near support with a dividend-focused, steady-cash-flow story reinforced by recent positive news. Despite a weak-looking YoY net income/EPS print (likely influenced by non-recurring items), the setup and income profile make it a good buy right now for an impatient long-term investor with $50k–$100k to deploy.
Technical Analysis
Trend is bullish. Price: 45.92 (-0.35% regular session). Moving averages are stacked bullishly (SMA_5 > SMA_20 > SMA_200), signaling a sustained uptrend. MACD histogram is positive (0.177) and expanding, supporting upside momentum. RSI(6) at ~61.7 is neutral-to-constructive (not overbought). Key levels: pivot 45.276; nearby support S1 44.348 (then S2 43.775). Immediate resistance R1 46.205, then R2 46.778—clearing R1 would reinforce continuation. Pattern-based projection provided suggests a favorable 1-month bias (+8.82% probability-weighted).
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**Intellectia Proprietary Trading Signals**
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Options Data
Bullish
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
Options positioning is bullish/optimistic: open interest put-call ratio is very low (0.17), indicating far more call OI than put OI (call OI 2689 vs put OI 457). Volume is light (todays volume 7; call volume 0, put volume 7), so sentiment is driven more by positioning than fresh trading. IV is ~30.75 with IV percentile ~44.8 (mid-range), suggesting options are not priced for extreme moves; this is consistent with a steady, income-style equity rather than a high-momentum speculative name.
Technical Summary
Sell
5
Buy
11
Positive Catalysts
Dividend/income narrative is strong in recent news: ~3.8% dividend yield highlighted; management expectation of 5%–9% annual dividend growth; $7.8B capital projects cited as supportive of dividend sustainability. These are favorable long-term catalysts for an infrastructure cash-flow compounder.
Neutral/Negative Catalysts
Latest reported YoY profitability metrics were sharply negative (net income and EPS down ~108% YoY), which can weigh on sentiment if investors interpret it as underlying earnings deterioration (even if partly non-recurring). Also, there were no notable supportive trading trends from hedge funds or insiders (both neutral).
Financial Performance
Latest quarter: 2025/Q3. Revenue was 917,000,000 (+0.55% YoY), indicating modest top-line growth. However, net income fell to 82,000,000 (-108.39% YoY) and EPS to 0.62 (-108.38% YoY), a major deterioration in bottom-line metrics versus last year. Gross margin improved to 63.36 (+0.84% YoY), which is a constructive operating signal even as reported earnings declined.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
No analyst rating or price target change data was provided, so a trend summary cannot be confirmed from this dataset. Based on the information available, the Wall Street-style bull case would emphasize resilient infrastructure cash flows, dividend yield and planned dividend growth; the bear case would emphasize the sharp YoY drop in net income/EPS and sensitivity to financing costs typical for infrastructure-oriented companies.
Wall Street analysts forecast BIPC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BIPC is 53 USD with a low forecast of 53 USD and a high forecast of 53 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.
1 Analyst Rating
Wall Street analysts forecast BIPC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BIPC is 53 USD with a low forecast of 53 USD and a high forecast of 53 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.
0 Buy
1 Hold
0 Sell
Hold
Current: 46.440
Low
53
Averages
53
High
53
Current: 46.440
Low
53
Averages
53
High
53
Morgan Stanley
Robert Kad
Equal Weight
maintain
$53 -> $57
AI Analysis
2026-01-28
New
Reason
Morgan Stanley
Robert Kad
Price Target
$53 -> $57
AI Analysis
2026-01-28
New
maintain
Equal Weight
Reason
Morgan Stanley analyst Robert Kad raised the firm's price target on Brookfield Infrastructure to $57 from $53 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.
Morgan Stanley
Equal Weight
maintain
$45 -> $46
2025-08-26
Reason
Morgan Stanley
Price Target
$45 -> $46
2025-08-26
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Brookfield Infrastructure to $46 from $45 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. A potential September Fed rate cut could be a short-term catalyst for midstream stocks still enduring the effects of commodity market uncertainty and may be a durable catalyst for renewable infrastructure still recovering from policy changes, the firm adds.
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