BX Blackstone Inc. Loading...

From ARES earnings calls
Loading chart...
Top Calls
Feed
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
0 selected
All Content✓
Source feeds
Buzzberg Top 50 ✓
All market capsNo capitalization filter✓
200 B and aboveMega✓
10 B to 200 BLarge✓
2 B to 10 BMid✓
0 to 2 BSmall✓
Custom
Enter market cap range in B USD
All directions✓
▲ Long✓
▼ Short✓
⛔ Avoid✓
✂ Close✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
16:00
Feb 05 ◎
Michael Arrighetti ARES Q4 FY25 call
Ares' software lending exposure is concentrated in senior secured loans with high LTV in high-30s, EBITDA growth faster than the portfolio, and near-zero non-accruals, contradicting market fears of broad AI disruption. — This provides a differentiated view that software credit risk is manageable and not uniformly exposed to AI disruption, which could support the stock if credit fears abate.
BX
MED

About BX Analyst Coverage

Buzzberg tracks BX (Blackstone Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Michael Arrighetti.