How Recent Deals and Analyst Shifts Are Changing the Story for Blackstone

Blackstone's Fair Value Estimate has seen a modest upward revision from $178.79 to $179.78 as analysts continue to evaluate the firm's prospects. This adjustment comes amid divergent views on Blackstone's near-term momentum, with some experts highlighting enduring strengths and others pointing to emerging challenges. Stay tuned for insight on how to keep up with shifts in Blackstone's evolving narrative and future price targets.

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What Wall Street Has Been Saying

Recent analyst commentary on Blackstone reflects a mix of optimism and caution, with firms weighing robust execution against evolving sector headwinds. Below are summarized sentiments from recent street research:

🐂 Bullish Takeaways

Morgan Stanley raised its price target on Blackstone from $200 to $215 while maintaining an Overweight rating. The firm cited a rebounding capital markets environment as a supportive backdrop for alternative asset managers. BofA, while slightly lowering its price target from $200 to $199, retained a Buy rating and highlighted expectations for "decent" fundraising, contained investment activity, and mixed returns. This suggests a generally constructive outlook on Blackstone's fundamentals. Analysts continue to reward Blackstone's execution and ability to position itself within dynamic market conditions, though they emphasize that valuation and short-term unpredictabilities remain notable considerations.

🐻 Bearish Takeaways

Piper Sandler lowered its price target on Blackstone from $173 to $168, keeping a Neutral rating. The firm pointed to recent share price weakness, attributing it to concerns over Q4 2025 expectations, including anticipated softness in FRE margins and slowing management fee growth. Bearish and neutral analysts alike continue to voice reservations around valuation and the risk of near-term earnings deceleration, noting that some upside may already be reflected in the current share price.

Together, these perspectives underscore a split view among Wall Street analysts on Blackstone's trajectory. Fundamentals and capital markets positioning inspire confidence among some, while ongoing volatility and margin pressures prompt caution from others as they evaluate the company's emerging valuation picture.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!

Story Continues

NYSE:BX Community Fair Values as at Nov 2025

What's in the News

Blackstone is planning to sell its $1.8 billion U.S. senior housing portfolio after suffering losses of over $600 million. This represents more than a 70% drop compared to original purchase prices. The move highlights the challenges facing the sector and the firm's efforts to rebalance its real estate holdings. Blackstone and TPG are reportedly nearing a deal to acquire medical device maker Hologic, with discussions valuing the company at over $17 billion including debt. This potential acquisition signals continued private equity interest in large healthcare assets. Blackstone has invested $706 million to acquire a nearly 10% stake in India's Federal Bank. With this purchase, Blackstone becomes the bank's largest shareholder and further expands its presence in the Indian financial sector. SL Green Realty has agreed to buy a Midtown Manhattan office building from Blackstone for $730 million. This reflects continued changes in the New York City office market and Blackstone's asset rotation strategy.

How This Changes the Fair Value For Blackstone

The Fair Value Estimate has risen slightly from $178.79 to $179.78, reflecting marginal positive adjustments to Blackstone's outlook. The Discount Rate has increased from 8.19% to 8.31%, indicating a modest uptick in the required rate of return for investors. The Revenue Growth Projection has decreased marginally from 19.70% to 19.67%. The Net Profit Margin has improved slightly from 48.30% to 48.35%. The Future P/E Ratio has edged up from 17.69x to 17.84x, suggesting a minor change in earnings expectations.

🔔 Never Miss an Update: Follow The Narrative

Narratives are a smarter, story-driven way to make investment decisions. They connect a company's story and recent events to specific financial forecasts, linking future revenue, earnings, and fair value in one view. Narratives make it easy for any investor to track the reasoning behind each forecast, compare fair value to price, and adapt quickly as news or earnings emerge. All this is accessible to millions of investors right on the Simply Wall St Community page.

Read the original Blackstone Narrative to get deeper insights. By following along, you'll stay up-to-date on:

How Blackstone’s robust asset inflows and $177 billion of capital position it for opportunistic investment and long-term growth The impact of fresh strategic partnerships, innovations in private credit, and expansion into private wealth management channels Risks and catalysts such as market volatility, trade policy, and shifting real estate values that could influence Blackstone’s earnings and fair value

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BX.

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