BXMT Earnings

BXMT reported its earnings on 2026-02-11, showcasing a revenue of 0.00 against an estimate of 96.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.2 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following BXMT's earnings announcement on 2026-02-11, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, BXMT's stock price tends to shift by an average of +0.79% in the 10 days leading up to earnings and +2.40% in the 10 days following, providing insight into potential market.

For 2025/Q2, analysts estimate BXMT’s annual revenue to reach 112.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BXMT's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BXMT's stock price typically moves by +0.79% in the 10 days before its earnings and +2.40% in the 10 days after. For the upcoming 2025/Q2 earnings, analysts expect an EPS of 0.00 and revenue of 112.00M.

The earnings call summary and Q&A indicate a positive outlook: impaired loans have significantly declined, liquidity is strong, and share repurchases signal confidence. The U.S. market shows a strong recovery, and the company is strategically balancing new investments and buybacks. Although specific earnings uplift figures were not provided, the overall financial health and strategic initiatives suggest a positive sentiment, warranting a 'Positive' rating. Given the market cap, this could lead to a 2%-8% increase in stock price.