Blackstone Acquires Minority Stake in Rowan Digital Infrastructure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 09 2026
0mins
Should l Buy BX?
Source: Newsfilter
- Investment Background: Blackstone's acquisition of a significant minority stake in Rowan Digital Infrastructure through its affiliated funds marks a strategic move into the rapidly growing sustainable hyperscale data center development sector, expected to drive Rowan's future development pipeline.
- Growth Potential: This investment will support Rowan's ongoing capacity expansion for hyperscale customers across existing and new sites in the U.S., further solidifying its market position among the world's leading technology companies.
- Strategic Significance: Rowan's CEO Charley Daitch stated that Blackstone's investment is a strong vote of confidence in their differentiated approach, particularly in critical success factors like power availability and community alignment, showcasing their capability in executing complex projects.
- Market Outlook: Rowan is actively developing multiple campuses ranging from 300 MW to over 1 GW to meet the next-generation capacity needs of hyperscale operators in a dynamic market, with Blackstone's involvement providing crucial support for financing its growth pipeline.
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Analyst Views on BX
Wall Street analysts forecast BX stock price to rise
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 117.040
Low
166.00
Averages
176.60
High
205.00
Current: 117.040
Low
166.00
Averages
176.60
High
205.00
About BX
Blackstone Inc. is an alternative asset manager. Its asset management includes global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries, and hedge funds. Its Real Estate segment comprises its management of opportunistic real estate funds, Core+ real estate funds, and real estate debt strategies. Its Private Equity segment includes its management of flagship Corporate Private Equity funds, sector and geographically focused Corporate Private Equity funds, core private equity funds, an investment platform, and others. Its Credit & Insurance segment consists of Blackstone Credit & Insurance, which is organized into three overarching strategies: private corporate credit, liquid corporate credit and infrastructure and asset-based credit. Its Multi-Asset Investing segment is organized into four investment platforms: Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Valuation Analysis: I Squared was considering a €2.5 billion ($2.9 billion) offer for Stroeer, valuing the company in the mid-€40s per share; this abandonment could lead to short-term fluctuations in Stroeer's stock price, affecting investor confidence.
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- Home Depot Earnings: Home Depot reported first-quarter results that were mostly in line with expectations, with full-year guidance reiterated; however, the stock has struggled due to stagnant mortgage rates, keeping the housing market sluggish and limiting upward movement.
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