Morgan Stanley Cuts BIP Price Target to $48

Morgan Stanley has reaffirmed its Overweight rating on Brookfield Infrastructure Partners, setting a price target of $48, a 28.58% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:24 PM EDT

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Morgan Stanley cut its price target on Brookfield Infrastructure Partners L.P. ($BIP) to $48 from $50 on October 13, 2026, and rates the stock "Overweight".

Since the rating, $BIP is up 3.1% to date (from the $36.33 close on Oct 13, 2026).

BIP Brookfield Infrastructure Partners L.P.

$37.45 +13.07% year to date

Daily close · Oct 16, 2026

Key Points

On October 13, 2026, Morgan Stanley reiterated its Overweight rating on Brookfield Infrastructure Partners L.P. with a price target of $48.
Morgan Stanley's $48 price target implies 28.58% upside from Brookfield Infrastructure Partners L.P.'s ($BIP) current $37.33 share price.
The stock is currently trading at $37.33, which is about 22.2% below Morgan Stanley's price target.
Brookfield Infrastructure reported a trailing twelve-month revenue of approximately $25.06 billion and is set to announce earnings on November 6, 2026.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Brookfield Infrastructure Partners L.P. alert may contain errors. Disclosures

Morgan Stanley has reiterated its Overweight rating on Brookfield Infrastructure Partners L.P. (NYSE: BIP) on October 13, 2026, maintaining a price target of $48. This target is 22.2% above the recent trading price of $37.33 as of October 16, 2026.

Morgan Stanley's Call on Brookfield Infrastructure Partners

Morgan Stanley's recent call keeps the price target steady after a previous target of $50. The firm remains optimistic about Brookfield Infrastructure's performance, which operates in the utilities and transport sectors, among others.

Other Institutional Activity in Brookfield Infrastructure Partners

Several other institutional investors have recently adjusted their positions in Brookfield Infrastructure. Royal Bank of Canada increased its stake by 1,386,999 shares, ending with 51,100,221 shares valued at about $1.91 billion. Bank of Montreal also added 380,304 shares, bringing its total to 26,790,302 shares worth approximately $1.00 billion. On the other hand, Principal Financial Group reduced its holdings by 3,202,404 shares, ending with 23,776,567 shares valued at about $890.4 million.

Brookfield Infrastructure Partners L.P. Stock Up 3.5%

Brookfield Infrastructure's shares are currently trading at $37.33, which is below the company's price target of $48 set by Morgan Stanley. This positions the stock about 22.2% below the target, suggesting potential upside if the market aligns with analyst expectations.

12-month forecast

$BIP price target

Brookfield Infrastructure Partners L.P. daily closes and this analyst's $48 target. Not advice.

Recent Earnings

Brookfield Infrastructure reported a trailing twelve-month revenue of approximately $25.06 billion. The company has shown a revenue growth of 19.4% year-over-year. Earnings per share (EPS) for the same period stands at $0.62. The next earnings announcement is scheduled for November 6, 2026.

Insider Buying and Selling at Brookfield Infrastructure Partners L.P.

On May 1, 2026, David Tyler Krant, the Chief Financial Officer, bought 1,150 shares at an average price of $36.18, totaling about $41,607. This purchase was not part of a planned trading strategy.

Analysts Set New Price Targets

In addition to Morgan Stanley's call, CIBC maintained an Outperformer rating with a price target of $47 on July 31, 2026, up from a prior target of $45. Citigroup also kept its Neutral rating while raising its target to $41 from $37 on August 3, 2026. The consensus among analysts suggests a positive outlook for Brookfield Infrastructure, with a mean price target that reflects continued interest in the stock.

About Brookfield Infrastructure Partners

Brookfield Infrastructure Partners L.P. is involved in various sectors, including utilities, transport, and midstream services. The company provides energy and natural gas transmission, freight transport, and data services. Its diverse operations make it a significant player in infrastructure, which is crucial for economic development.

Bottom Line

Investors should watch for Brookfield Infrastructure's upcoming earnings report on November 6, 2026. With Morgan Stanley's reiterated rating and the stock trading below analyst targets, there may be opportunities for investors if the company meets or exceeds expectations.