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BAM

Brookfield Asset Management Ltd.

NYSE: BAM · FINANCIAL SERVICES · ASSET MANAGEMENT

$48.01
+4.28% today

Updated 2026-04-30

Market cap
$78.65B
P/E ratio
31.18
P/S ratio
16.33x
EPS (TTM)
$1.54
Dividend yield
3.80%
52W range
$42 – $62
Volume
3.9M

Brookfield Asset Management Ltd. (BAM) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$48.01
Consensus
$63.00
+31.22%
2030 Target
$75.57
+57.40%
DCF
12 analysts:
5 Buy5 Hold2 Sell

Management guidance

No specific CEO revenue targets found in provided materials. Connor Teskey became CEO on February 3, 2026. Company reported record 2025 performance with significant capital raised and deployed, and growth in fee-related and distributable earnings. Recent strategic acquisitions (Boralex $9B deal, Ori acquisition for AI infrastructure) indicate aggressive expansion strategy, but no explicit revenue guidance for 2026-2030 provided.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$128.91
$10.4B Rev × 20x P/S
Base case (2030)
$75.57
$10.4B Rev × 12x P/S
Bear case (2030)
$48.90
$10.4B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$4.1B$4.0B$4.9B$6.3B$7.2B$8.1B$9.2B$10.4B
Revenue growth-2.0%23.1%29.9%15.2%12.3%13.0%13.4%
EPS$1.37$1.46$1.66$1.88$2.23$2.58$2.98$3.45
P/S ratio12.0x12.0x12.0x12.0x12.0x
Implied price$44.45$53.34$57.79$66.68$75.57

Catalysts & risks

Growth catalysts
+ Boralex $9B acquisition integration and renewable energy expansion driving fee-related earnings
+ AI infrastructure push via Radiant ($1.3B valuation) and Ori acquisition, capturing AI data center growth
+ Record distributable earnings ($5.4B in 2025) supporting dividend growth and capital deployment
+ Global data center expansion (Digital Realty JV breaking ground in India, expanding 100MW+)
+ New CEO Connor Teskey strategic initiatives and shareholder value focus
Key risks
- Recent EPS miss in Q4 2025 (actual $0.34 vs. estimate $0.43, -21% miss) signals execution challenges
- Short interest increased 39.62% to 3.7% of float, indicating growing bearish sentiment
- Stock down 31% from 52-week high ($64.10 to $44.22), suggesting valuation/sentiment reset
- High valuation multiples (P/E 28.9x, P/S 15.04x, EV/EBITDA 26.2x) leave little room for growth disappointment
- Asset management industry facing private credit market stress and valuation pressures
- High insider ownership (74.03%) but recent insider selling activity noted

Methodology

Brookfield Asset Management Ltd.'s forward estimates are derived from AI-powered research synthesis combining analyst consensus from 12 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 6, 2026.