Anthropic Leases Entire 300 Howard Tower in San Francisco
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Newsfilter
- Historic Lease: Anthropic has leased the entire 466,000 square feet of 300 Howard, marking one of the largest leases in San Francisco's history, showcasing the strong demand for office space driven by AI companies and accelerating the revitalization of downtown.
- AI Industry Hub: By anchoring its headquarters in 'AI Alley', Anthropic positions itself in a rapidly growing corridor attracting leading AI firms and talent, reinforcing San Francisco's status as a leader in technology innovation and AI.
- Community Impact: With over 1,300 employees in the Bay Area, Anthropic's expansion is expected to further stimulate local economic growth and enhance partnerships with businesses in the community, deepening its local roots.
- Long-term Partnership Outlook: The collaboration between DivcoWest and Blackstone in supporting Anthropic reflects confidence in San Francisco's future, with their partnership aimed at developing modern office spaces that will facilitate ongoing growth in the AI sector.
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Analyst Views on BXMT
Wall Street analysts forecast BXMT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BXMT is 19.83 USD with a low forecast of 18.50 USD and a high forecast of 22.00 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.
6 Analyst Rating
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 19.250
Low
18.50
Averages
19.83
High
22.00
Current: 19.250
Low
18.50
Averages
19.83
High
22.00
About BXMT
Blackstone Mortgage Trust, Inc. is a real estate finance company that primarily originates senior loans collateralized by commercial real estate in North America, Europe, and Australia, and invests in other real estate credit investments. The Company’s investment objective is to preserve and protect shareholder capital while producing attractive risk-adjusted returns primarily through dividends generated from current income. Its portfolio is composed primarily of loans secured by high-quality, institutional assets in major markets, sponsored by experienced, well-capitalized real estate investment owners and operators. These loans are financed in a variety of ways, depending on its view of the most prudent strategy available for each of its investments. It conducts its operations as a real estate investment trust for the United States federal income tax purposes. The Company is externally managed by BXMT Advisors L.L.C.
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.
Anthropic Leases Entire 300 Howard Tower in San Francisco
- Historic Lease: Anthropic has leased the entire 466,000 square feet of 300 Howard, marking one of the largest leases in San Francisco's history, showcasing the strong demand for office space driven by AI companies and accelerating the revitalization of downtown.
- AI Industry Hub: By anchoring its headquarters in 'AI Alley', Anthropic positions itself in a rapidly growing corridor attracting leading AI firms and talent, reinforcing San Francisco's status as a leader in technology innovation and AI.
- Community Impact: With over 1,300 employees in the Bay Area, Anthropic's expansion is expected to further stimulate local economic growth and enhance partnerships with businesses in the community, deepening its local roots.
- Long-term Partnership Outlook: The collaboration between DivcoWest and Blackstone in supporting Anthropic reflects confidence in San Francisco's future, with their partnership aimed at developing modern office spaces that will facilitate ongoing growth in the AI sector.
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February 2026 Options for Blackstone Mortgage Trust (BXMT) Now Open for Trading
Put Contract Overview: The $18.00 put contract for BXMT has a bid of 5 cents, allowing investors to buy shares at a cost basis of $17.95, which is an 11% discount from the current price of $20.25. There is a 78% chance the contract may expire worthless, offering a potential 0.28% return on cash commitment.
Call Contract Overview: The $21.00 call contract has a bid of 5 cents, and if shares are purchased at $20.25 and the call is sold, it could yield a 3.95% return if exercised by February 2026. There is a 61% chance this contract may also expire worthless, providing a potential 0.25% additional return.
Volatility Insights: The implied volatility for the put contract is 39%, while the call contract has an implied volatility of 30%. The actual trailing twelve-month volatility is calculated at 24%.
YieldBoost Concept: Both the put and call contracts offer a "YieldBoost," with the put providing a 1.58% annualized return and the call offering a 1.41% annualized return if they expire worthless.
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