NYSE:BX

Blackstone Group LP (BX)

134.68
+6.93 (5.42%)
as of Aug 3, 2026, 8:00:00 pm Market Open.
69 watching
0
Investor Insights
star iconAug 3, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Experts have mixed opinions on Blackstone Group LP, with many agreeing it offers a favorable entry point due to its relative affordability and strong growth potential, currently boasting a 16x PE ratio and 18% growth. Despite the recent turmoil surrounding private credit concerns, the company demonstrated resilience by reporting a 26% increase in EPS, which has given some analysts confidence in its long-term prospects. There’s a notable trend of insider buying which validates confidence in BX. However, some experts are cautious due to competition in private equity and private credit sectors that may affect performance and fees. Overall, the stock remains a subject of interest, especially in light of potential macroeconomic shifts that could favor its recovery and success in the market.

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Consensus
Hold
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Valuation
Fair Value
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Similar
KKR
BUY
Largest private equity company in the world. Huge buying power. In the US, pension plans are restricted from participating in private equity, so need alternative asset classes to invest in. Interest rates won't be a problem. Difficulty harvesting gains by bringing assets public. Sweet spot of buying assets cheap. Volatile.
COMMENT
BAM vs. Blackstone Blackstone is more into private equity than BAM, which is more diverse. For this reason she still prefers BAM, though both are well managed. Also, the USD has been strong, so that favours USD-heavy Blackstone. Conversely, a weakening USD will impact Blackstone.
TOP PICK
One of the most successful private equity firms. Believes current share price is presenting good buying opportunity. Strong dividend rate. Good long term investment (3-5 years).
DON'T BUY
Part of its business is managing real estate, and that's going to be tough with rising rates. The other part is private equity, which uses debt to finance, and this is also interest sensitive. Technicals show weakening RSI since October, and has not picked up since the market bottom. Fundamentally, business model is challenged. Better places to be.
TOP PICK
Biggest private equity company in the world. Now's a great time to get in. Q2 results for fee-related earnings and assets under management were staggering. Brand name drives investor interest. Insulated from higher interest rates, as they can raise prices on short-duration assets. Revenue doubled over last 5 years. Variable yield of 4.76% has grown strongly historically. (Analysts’ price target is $123.45)
PARTIAL BUY
Recently pullback due to its valuation. Well-run in private equity like BAM'A. You can start picking away at this now.
Unspecified
It is an Alternative Investment Manager and a good business which will depend on the overall economy and interest rates.. He prefers Brookfield Asset Management.
WATCH
A fine company which is best in class of private equity funds. Underperforming lately due to tightening financial conditions. It makes acquisitions and uses leverage. The economy is good now but is slowing.
BUY
The market is trying to make a bottom now. His outlook is more bearish than bullish, but he's playing current volatility in thiS trader's market. Shares are down 25% from last year's highs. It's has the largest exposure to liquid private markets. Blackstone trades at a slight premium to the group, but remains a strong blue chip.
BUY
Just bought it. They're alternative asset managers who have an emphasis on commercial real estate. The sector and stock are resilient. Blackstone is tactical, going after apartment complexes and logistics. Also, they're looking at life sciences and healthcare REITs. Their RE focus makes them stand out among peers. This is a buying opportunity now, down 6% YTD. Expect good returns.
BUY
Just bought it. They're alternative asset managers who have an emphasis on commercial real estate. The sector and stock are resilient. Blackstone is tactical, going after apartment complexes and logistics. Also, they're looking at life sciences and healthcare REITs. Their RE focus makes them stand out among peers. This is a buying opportunity now, down 6% YTD. Expect good returns.
BUY ON WEAKNESS

She owns BAM'A instead, but likes the alternative asset management sector. BX is a good name, but wait for dips.

BUY
Great time for a company like this. With market turmoil, lots of buyers and sellers out there. Lots of cash to be utilized. Good managers of opportunity. They're patient and buy low and sell high. Valuation has crept up, but still likes it.
BUY ON WEAKNESS
Business model requires raising capital, and with rising interest rates will be harder to profit. Generally a good business to own, but unsure on future of company.
BUY
Companies that are in the private equity business. With no one making money on GICs, cash and bonds, institutional investors are looking to companies like this. The tailwinds are huge for them. Hitched their horse to BAM. Same for this.
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