Are Wall Street Analysts Bullish on Blackstone Stock?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 08 2025
0mins
Source: NASDAQ.COM
Blackstone's Performance: Blackstone Inc. has shown strong performance with a market cap of $97.8 billion, achieving a 12.1% stock surge over the past year despite a 21% decline year-to-date; its assets under management reached a record $1.2 trillion following impressive Q1 results.
Analyst Ratings and Future Outlook: The stock holds a "Moderate Buy" consensus rating from analysts, with a mean price target of $145.86 indicating potential upside, while expectations for fiscal 2025 project a 4.1% growth in distributable earnings per share.
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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: 107.980
Low
166.00
Averages
176.60
High
205.00
Current: 107.980
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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- Investor Composition: The investor group includes India's Aditya Birla Group, Times of India Group, Blitzer's Bolt Ventures, and Blackstone's perpetual private equity strategy BXPE, showcasing a diverse investment background and resource integration capabilities.
- Brand Value Increase: As one of the founding teams of the IPL, RCB has seen a significant uplift in brand value following its maiden title win in 2025, making this acquisition not only a recognition of the team's future potential but also providing investors with substantial return expectations.
- Regulatory Approval Requirements: The deal is subject to regulatory approvals from the Board of Control for Cricket in India and the Competition Commission of India, reflecting the importance of compliance and regulatory environment in the Indian sports industry.
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- Strong Market Potential: Nadeem Meghji, Blackstone's global head of real estate, noted that supply and demand fundamentals in Tokyo and Osaka are as robust as anywhere globally, with expectations for greater rent growth, providing investors with promising return prospects.
- Increased Regional Appeal: The weak yen and tensions between the U.S. and China make Japan's real estate market more attractive to U.S. and European investors, presenting lower investment risks compared to regions like China, which further drives Blackstone's investment strategy.
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- Private Credit Concerns: Shares of Brookfield Corporation have fallen over 20% from their 52-week high, primarily due to a wave of bankruptcies in the private credit sector, which has heightened investor fears of potential defaults and led to capital withdrawals from funds.
- Blackstone Fund Struggles: Blackstone's flagship private credit fund, BCRED, reported its first monthly loss in over three years in February due to loan write-downs, resulting in approximately a 45% decline in its stock from the 52-week high as investors pulled out.
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- Default Rate Warning: Morgan Stanley warns that default rates in private credit direct lending could spike to 8%, significantly above the historical average of 2-2.5%, which would have a major impact on sectors heavily reliant on high leverage, particularly in software.
- Market Reset Signal: While rising default rates may cause pain for some funds, industry experts believe this could lead to better underwriting practices and more realistic valuations, ultimately freeing up capital for stronger businesses and promoting a healthy reset in the market.
- Concentrated Risk Areas: The software sector accounts for approximately 26% of direct lending, and as fears of AI disruption grow, attention has shifted to this area, with some smaller issuers experiencing default rates as high as 10.9%, highlighting the vulnerability of highly leveraged borrowers.
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- Negotiation Dynamics: Trump reiterated that the U.S. is in negotiations with Iran, despite Tehran denying direct talks with Washington, creating a contradictory narrative that raises market concerns about future developments.
- Market Reaction: Following the announcement of Trump's peace plan, Asian stock markets surged, particularly in South Korea, while European indices are also expected to open higher, reflecting investor expectations for improved geopolitical conditions.
- Corporate Moves: Meta is granting stock options to key leaders to retain talent amid increasing pressure in the artificial intelligence sector, although CEO Mark Zuckerberg is not included in this plan, indicating potential implications for the company's long-term strategic direction.
See More
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- Acquisition Overview: A consortium led by American sports investor David Blitzer and Blackstone has agreed to acquire the Indian Premier League franchise Royal Challengers Bengaluru (RCB) for approximately $1.8 billion, indicating strong interest in the Indian sports market.
- Investor Composition: The investor group includes India's Aditya Birla Group, Times of India Group, Blitzer's Bolt Ventures, and Blackstone's perpetual private equity strategy BXPE, showcasing a diverse investment background and resource integration capabilities.
- Brand Value Increase: As one of the founding teams of the IPL, RCB has seen a significant uplift in brand value following its maiden title win in 2025, making this acquisition not only a recognition of the team's future potential but also providing investors with substantial return expectations.
- Regulatory Approval Requirements: The deal is subject to regulatory approvals from the Board of Control for Cricket in India and the Competition Commission of India, reflecting the importance of compliance and regulatory environment in the Indian sports industry.
See More
Blackstone Plans $15B Investment in Japan's Real Estate Market
- Massive Investment: Blackstone plans to invest $15 billion in Japan's real estate market over the next three years, targeting acquisitions of hotels, data centers, and logistics facilities to meet Japanese companies' asset optimization needs, thereby enhancing capital efficiency.
- Strong Market Potential: Nadeem Meghji, Blackstone's global head of real estate, noted that supply and demand fundamentals in Tokyo and Osaka are as robust as anywhere globally, with expectations for greater rent growth, providing investors with promising return prospects.
- Increased Regional Appeal: The weak yen and tensions between the U.S. and China make Japan's real estate market more attractive to U.S. and European investors, presenting lower investment risks compared to regions like China, which further drives Blackstone's investment strategy.
- Ongoing Expansion: Blackstone's investment plans build on its previous acquisition of Tokyo Garden Terrace Kioicho for approximately 400 billion yen ($2.5 billion) last year, demonstrating its long-term commitment and confidence in the Japanese market.
See More
Private Credit Sector Faces Bankruptcy Wave
- Bankruptcy Wave: The private credit sector has faced a wave of bankruptcies over the past year, raising concerns about potential defaults and prompting investors to withdraw capital from private credit funds, negatively impacting the stock prices of major investment managers like Brookfield and Blackstone.
- Brookfield's Stock Decline: Brookfield Corporation's shares are down over 20% from their 52-week high, despite having built a leading credit platform over the past decade and driving growth through acquisitions like Oaktree, which has significantly contributed to its credit business.
- Challenges for Blackstone: Blackstone's stock has fallen approximately 45% from its 52-week high, largely due to its flagship private credit fund BCRED reporting its first monthly loss in over three years in February, coupled with a surge in withdrawals driven by investor concerns about the private credit market.
- Investment Opportunities Arise: Despite the challenges, Brookfield and Blackstone are viewed as prime investment opportunities due to their exceptional track records in credit investing and strong return potential, making the current stock price declines attractive for investors looking to invest $1,000 now.
See More
Brookfield and Blackstone Shares Decline Amid Private Credit Concerns
- Private Credit Concerns: Shares of Brookfield Corporation have fallen over 20% from their 52-week high, primarily due to a wave of bankruptcies in the private credit sector, which has heightened investor fears of potential defaults and led to capital withdrawals from funds.
- Blackstone Fund Struggles: Blackstone's flagship private credit fund, BCRED, reported its first monthly loss in over three years in February due to loan write-downs, resulting in approximately a 45% decline in its stock from the 52-week high as investors pulled out.
- Brookfield's Growth Potential: Despite challenges in private credit, Brookfield is advancing in AI infrastructure investments and wealth solutions, projecting a compound annual growth rate of over 25% in distributable earnings per share over the next five years, indicating strong growth prospects.
- Blackstone's Investment Returns: Blackstone has achieved a 10% net return annually from its non-investment-grade private credit strategies over the past 20 years, significantly outperforming the leveraged loan market, and its portfolio continues to show high single-digit earnings growth despite market volatility.
See More
Private Credit Markets Face Liquidity Test Amid Rising Defaults
- Liquidity Pressure Intensifies: Ares Management has capped investor redemptions in its $10.7 billion private credit fund at 5% after withdrawal requests surged to 11.6%, reflecting growing concerns over credit quality that could further undermine investor confidence in the sector.
- Default Rate Warning: Morgan Stanley warns that default rates in private credit direct lending could spike to 8%, significantly above the historical average of 2-2.5%, which would have a major impact on sectors heavily reliant on high leverage, particularly in software.
- Market Reset Signal: While rising default rates may cause pain for some funds, industry experts believe this could lead to better underwriting practices and more realistic valuations, ultimately freeing up capital for stronger businesses and promoting a healthy reset in the market.
- Concentrated Risk Areas: The software sector accounts for approximately 26% of direct lending, and as fears of AI disruption grow, attention has shifted to this area, with some smaller issuers experiencing default rates as high as 10.9%, highlighting the vulnerability of highly leveraged borrowers.
See More
Trump's 15-Point Peace Plan Sparks Market Optimism
- Peace Plan Overview: President Trump's proposed 15-point peace plan aims to address the ongoing conflicts in Iran and the Middle East, and while details remain unclear, the market is optimistic, viewing it as a potential signal for de-escalation.
- Negotiation Dynamics: Trump reiterated that the U.S. is in negotiations with Iran, despite Tehran denying direct talks with Washington, creating a contradictory narrative that raises market concerns about future developments.
- Market Reaction: Following the announcement of Trump's peace plan, Asian stock markets surged, particularly in South Korea, while European indices are also expected to open higher, reflecting investor expectations for improved geopolitical conditions.
- Corporate Moves: Meta is granting stock options to key leaders to retain talent amid increasing pressure in the artificial intelligence sector, although CEO Mark Zuckerberg is not included in this plan, indicating potential implications for the company's long-term strategic direction.
See More
