BX Blackstone Inc. Loading... : Bullish and Bearish Analyst Opinions
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15:34
Jul 16
Jul 16
Author flags Blackstone as a name getting interesting; no directional commitment or catalyst stated.
LOW
14:26
Jul 14
Jul 14
Long megacap PE/alts as the maturing GAI infrastructure trade shifts capital up the capital structure; BX, APO, KKR are YTD underperformers with the scale and structuring capability to capture large GAI infrastructure deal flow in private credit.
MED
16:15
Jul 12
Jul 12
Quality stocks unusually cheap now.
Many high-quality, world-class businesses with durable competitive advantages are currently trading at unusually attractive multiples (often below 20x earnings) due to short-term concerns. Examples include Microsoft (19x), Visa (21x), S&P Global (18x), Adobe (11x), Progressive (12x), Danaher, Johnson & Johnson, Thermo Fisher, McDonald's (21x), KKR, Union Pacific (20x), and Blackstone. This provides a rare long-term opportunity to buy quality at a discount.
HIGH
21:46
Jul 02
Jul 02
Blackstone recycling capital into higher-return projects
Wall Street sources indicate Blackstone is not retreating from data centers but recycling capital from the abandoned Virginia project into higher-return opportunities, supporting the stock.
MED
18:20
Jul 02
Jul 02
Blackstone's data center subsidiary QTS abandons plans for a massive data center project in Virginia.
23:44
Jul 01
Jul 01
Private credit fears were overblown, buy Blackstone.
The narrative of private credit chaos has proven false, as seen by low redemption rates at Goldman Sachs, meaning private equity stocks like Blackstone are out of the woods and should be bought.
HIGH
17:46
Jun 30
Jun 30
Blackstone benefits from private credit inflows
Sovereign wealth funds are increasing allocations to private credit, and top-tier managers like Blackstone are benefiting from strong fundraising cycles, presenting an attractive investment opportunity.
MED
17:03
Jun 23
Jun 23
Avoid Apollo, Blackstone, Blue Owl.
The leading private credit firms that attracted the most retail money — Apollo, Blackstone, and Blue Owl — are the most vulnerable as retail redemption pressures build. Elevated redemption requests and caps signal systemic risk, making these names unattractive.
MED
15:45
Jun 23
Jun 23
Blackstone plans to invest $30 billion in AI data centers in Japan over the next three to five years, according to its president and COO.
15:44
Jun 23
Jun 23
Blackstone plans to invest $30 billion in AI data centers in Japan over the next three to five years according to its president and COO.
15:43
Jun 23
Jun 23
Blackstone plans to invest $30 billion in AI data centers in Japan over the next three to five years according to its President and COO Gray.
18:11
Jun 17
Jun 17
Watch these PE/alts names as the GAI infrastructure trade matures; underperformance makes starting longs appealing, but no explicit position declared.
MED
16:55
Jun 17
Jun 17
Watch these megacap PE and investment bank names as beneficiaries of the GAI infrastructure trade moving higher in the capital structure; deal flow initially expected at the largest firms.
MED
16:04
Jun 17
Jun 17
Monitor BX as the author's research highlights scale and AI infrastructure growth, but near-term private credit and real estate risks keep it on watch until position disclosure or risk resolution.
MED
15:59
Jun 17
Jun 17
Monitor BX as a constructive but risk-controlled long bias; the author provides deep research but does not claim a personal position.
MED
13:38
Jun 17
Jun 17
Monitor BX as a high-quality alt manager with near-term overhang from BCRED redemptions; attractive valuation but not an explicit position.
MED
13:31
Jun 17
Jun 17
Watch these tickers as part of an updated research tracker; no explicit position disclosed.
MED
04:11
Jun 17
Jun 17
The author posts a performance comparison of financial tickers without any forward-looking opinion or position disclosure, making this a neutral research note.
LOW
04:07
Jun 17
Jun 17
Watch these financial stocks as the author presents a performance comparison without directional call.
MED
03:59
Jun 17
Jun 17
Watch these financial services beneficiaries of the GAI buildout; no author position disclosed, treat as research basket.
MED
03:56
Jun 17
Jun 17
Watch as beneficiaries of AI infrastructure financing. The author maps direct and fee-pool exposure across alternative managers, banks, boutiques, and ratings firms. No ownership stated.
MED
02:42
Jun 17
Jun 17
Watch these financial services firms as potential downstream beneficiaries of GAI profit pools; research note, not a position.
MED
02:40
Jun 17
Jun 17
Watch GS, MS, BX, APO, KKR as financial firms best positioned to monetize the GAI downstream profit pool across capital markets, advisory, financing, and asset management.
MED
13:14
Jun 15
Jun 15
Blackstone COO discusses disinflationary trends in shelter and wages that could improve the economic picture post-war, but no personal position is stated.
21:07
Jun 10
Jun 10
Large alternative asset managers will keep winning
Consolidation in asset management is accelerating. Large managers are acquiring talent, scaling platforms, and adding secondary capabilities. LP capital is concentrating in a few mega-managers, creating a perfect environment for big players like Blackstone, Apollo, and Ares to keep growing and outperforming.
MED
14:51
Jun 10
Jun 10
Blackstone thrives on IPO exits and AI capacity.
Blackstone's exit engine is working well, returning $14bn since Jan 2025 through successful IPOs like Liftoff and Matt Line, with seven more on file. IPO demand is robust as long as performance is there. Additionally, the firm's $5bn AI infrastructure partnership with Google (TPU) benefits from constrained data center supply and surging AI demand, making that capacity very valuable.
MED
13:04
Jun 09
Jun 09
Broadcom, Apollo, and Blackstone are launching a 35 billion dollar platform to facilitate Anthropic's capacity expansion, with Broadcom backstopping a 36 billion private credit SPV.
12:54
Jun 09
Jun 09
ZeroHedge reports that Meta's SPV structure for its Hyperion data center has become the go-to funding mechanism for chip-backed compute deals, with Broadcom backstopping a massive private credit SPV involving Apollo and Blackstone.
01:14
Jun 05
Jun 05
Reports that Blackstone investors requested $4.4 billion in redemptions from its private-credit fund.
LOW
17:07
Jun 04
Jun 04
Blackstone's BCRED fund caps redemptions amid surge, but the tweet reports the event and quant sell rating without an explicit author position or forward call.
About BX Analyst Coverage
Buzzberg tracks BX (Blackstone Inc.) across 37 sources. 48 bullish vs 10 bearish calls from 95 analysts. Sentiment: predominantly bullish (22%). 175 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: asklivermore, TheValueist, Alejandro Estebaranz.