UBS Maintains Neutral on Brookfield Asset Mgmt, Lowers Price Target to $49
UBS maintains Brookfield Asset Mgmt (NYSE:BAM) with a Neutral and lowers the price target from $55 to $49.
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Filed: 2026-10-13 AccNo: 0001171843-26-006587 Size: 215 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits
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UBS maintains Brookfield Asset Mgmt (NYSE:BAM) with a Neutral and lowers the price target from $55 to $49.
Bloom Energy and Vertiv are two AI infrastructure plays that have recently pulled back. Bloom Energy focuses on fuel cell power generation for data centers, while Vertiv specializes in cooling systems. Vertiv's planned acquisition of UtilityInnovation Group expands it into on-site power and microgrids, offering more diversification. Bloom offers more concentrated upside if power becomes the key bottleneck, while Vertiv provides broader exposure to the AI infrastructure stack.
Brookfield Asset Mgmt (NYSE:BAM) released second-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. Benzinga APIs provide real-time access to earnings call