AI Capital Investment Outlook: Ben Powell from BlackRock predicts that the current surge in capital investment for AI infrastructure is still growing, with major tech firms aggressively competing for market dominance.
Beneficiaries of AI Spending: Suppliers of AI infrastructure, such as chipmakers and energy producers, are expected to benefit the most from this capital influx, as the focus shifts towards hardware and support rather than just AI model development.
Future of AI Investment: BlackRock estimates that global AI capital expenditure could reach between $5 trillion to $8 trillion by 2030, with the U.S. leading this growth, despite concerns about a potential AI bubble.
Execution Over Spending: Experts suggest that the next phase of AI investment will prioritize execution capabilities over sheer spending, emphasizing the importance of infrastructure readiness and project management for long-term success.
Wall Street analysts forecast BLK stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BLK is 1336 USD with a low forecast of 1218 USD and a high forecast of 1514 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast BLK stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BLK is 1336 USD with a low forecast of 1218 USD and a high forecast of 1514 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
2 Hold
0 Sell
Strong Buy
Current: 1127.850
Low
1218
Averages
1336
High
1514
Current: 1127.850
Low
1218
Averages
1336
High
1514
Raymond James
Brian Vaccaro
Outperform
downgrade
$28 -> $26
2026-01-21
New
Reason
Raymond James
Brian Vaccaro
Price Target
$28 -> $26
AI Analysis
2026-01-21
New
downgrade
Outperform
Reason
Raymond James analyst Brian Vaccaro lowered the firm's price target on Black Rock Coffee to $26 from $28 and keeps an Outperform rating on the shares. Restaurant stocks have sharply outperformed year to date on a January comp rebound, optimism around an easier first-half setup, and significant short covering, despite expectations for mixed Q4 results due to softer demand, the analyst tells investors in a research note. Focus is shifting to early-2026 trends and guidance, with potential support from higher tax refunds and stable employment, balanced by uncertainties around GLP-1 usage, weather effects, and broader macro volatility, the firm says.
Barclays
NULL -> Overweight
maintain
2026-01-16
Reason
Barclays
Price Target
2026-01-16
maintain
NULL -> Overweight
Reason
Barclays raised the firm's price target on BlackRock to $1,350 from $1,300 and keeps an Overweight rating on the shares. The company reported a Q4 earnings beat and has solid momentum entering 2026, the analyst tells investors in a research note.
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Keefe Bruyette
Outperform
maintain
2026-01-16
Reason
Keefe Bruyette
Price Target
2026-01-16
maintain
Outperform
Reason
Keefe Bruyette raised the firm's price target on BlackRock to $1,340 from $1,310 and keeps an Outperform rating on the shares. The quarter is another indicator that the company's scale and diversified product offering are true differentiators, the analyst tells investors in a research note.
UBS
Michael Brown
Neutral
maintain
2026-01-16
Reason
UBS
Michael Brown
Price Target
2026-01-16
maintain
Neutral
Reason
UBS analyst Michael Brown raised the firm's price target on BlackRock to $1,280 from $1,218 and keeps a Neutral rating on the shares. BlackRock reported a solid Q4 that included "impressive" organic fee growth, the analyst tells investors in a research note.
About BLK
BlackRock, Inc. is an investment management company. The Company provides a range of investment management and technology services to institutional and retail clients. Its diverse platform of alpha-seeking active, private markets, index and cash management investment strategies across asset classes enables the Company to tailor investment outcomes and asset allocation solutions for clients. Its product offerings include single- and multi-asset portfolios investing in equities, fixed income, alternatives, and money market instruments. Its products are offered directly and through intermediaries in a range of vehicles, including open-end and closed-end mutual funds, iShares exchange-traded funds, separate accounts, collective investment funds and other pooled investment vehicles. It also offers technology services, including the investment and risk management technology platform, Aladdin, Aladdin Wealth, eFront, and Cachematrix, as well as advisory services and solutions.
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.
