Blackstone: Valuation Compression Masks Intact Earnings Power
Blackstone remains a high-conviction Buy as valuation compression has outpaced any fundamental weakness, creating an attractive entry point. BX's FY2025 fee-related earnings rose 9% to ~$5.7B, with 11% fee-paying AUM growth and 48% of AUM now perpetual, enhancing earnings quality. Distributable Earnings surged 19% to ~$7.1B, and net realizations spiked ~50%, demonstrating robust monetization despite macro-driven exit timing uncertainty.
Why Blackstone Inc. (BX) Could Beat Earnings Estimates Again
Blackstone Inc. (BX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why Investors Need to Take Advantage of These 2 Finance Stocks Now
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
IX vs. BX: Which Stock Is the Better Value Option?
Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Orix (IX) or Blackstone Inc. (BX). But which of these two companies is the best option for those looking for undervalued stocks?
Does Blackstone's Fundraising Strength Anchor Its Growth Story?
BX's fundraising muscle drove AUM to $1.3T, boosting fee-based earnings stability and reinforcing a powerful investment and growth flywheel.
Blackstone, Carlyle jumps as 401(k) rule opens $14T opportunity
Shares of alternative asset managers, including Blackstone Inc. and The Carlyle Group, moved higher on Monday after the Trump administration unveiled a long-awaited proposal that could expand access to private markets and cryptocurrencies within US retirement accounts. The proposed rule, issued by the US Department of Labor, aims to ease longstanding barriers that have limited the inclusion of alternative assets in 401(k) plans.
David Blitzer and Blackstone-backed group snaps up Indian cricket franchise for $1.8 billion
A consortium comprising serial American sports investor David Blitzer, private equity firm Blackstone, and two Indian investors has acquired cricket franchise Royal Challengers Bengaluru. Diageo-owned United Spirits sold its Indian Premier League franchise, RCB, to the consortium for nearly $1.78 billion.
These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Will Blackstone's Rising AUM Balance Aid Long-Term Earnings Growth?
BX's AUM reaches a record $1.27T after years of strong inflows, boosting fee-generating capital and long-term earnings potential despite private credit concerns.
Bosa/Wu: Private equity is about to eat its own software portfolio
Anthropic is in talks with Blackstone and other private equity firms to form a joint venture that would embed its AI across their portfolio companies, The Information reported. Diversified PE firms like Blackstone have every incentive to cut software spending across hundreds of companies.
Blackstone Stock Falls To 52-Week Low: Here's Why
Blackstone Inc (NYSE: BX) shares are trading lower on Thursday after Morgan Stanley became the latest major Wall Street firm to restrict withdrawals at one of its private‑credit funds.
Private equity stocks down 30-40% in three months, bigger worry than geopolitical risk
John Davies, CIO at Astoria Portfolio Advisors, isn't losing sleep over geopolitical headlines.
