Brookfield Infrastructure: The AI Bet Makes Me Nervous, I'm Downgrading To Hold [Seeking Alpha]
Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
Last brookfield infrastructure partners lp limited partnership units earnings: 2/10 06:44 am
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US:NYSE Investor Relations:
bip.brookfield.com/en
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Source: Seeking Alpha
The recent re-pricing has transformed BIP into a growth-tilted stock. It means that the dividend yield is lower, and the investments towards the AI segment have to really deliver on their promise. While the underlying business model has not changed, the yield is still somewhat acceptable, the overall case looks less attractive to me. I share more details on why, in my view, BIP has become a healthy hold. 3283197d_273/iStock via Getty Images Introduction and the dilemma In February 2024, I wrote my first piece on Brookfield Infrastructure Partners L.P. ( BIP ), Brookfield Infrastructure Corporation ( BIPC ), which was titled: Brookfield Infrastructure: An Excellent Retirement Play The title says it This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinion
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BIP
News
- Brookfield Infrastructure: Undervalued Core AI Infrastructure Paying Excellent Yields [Seeking Alpha]Seeking Alpha
- The Utilities Play: Boring, Reliable, and Suddenly Profitable [Yahoo! Finance Canada]Yahoo! Finance Canada
- Brookfield Infrastructure Partners L.P. (BIP): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Retiring? $1 Million Isn't Enough Anymore [Yahoo! Finance Canada]Yahoo! Finance Canada
- A 5% Dividend Stock is My Top Pick for Immediate Income [Yahoo! Finance Canada]Yahoo! Finance Canada
BIP
Earnings
- 1/29/26 - Beat
BIP
Sec Filings
- 11/28/25 - Form 6-K
- 11/26/25 - Form 6-K
- 11/20/25 - Form 6-K
- BIP's page on the SEC website