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Investor Insights

This summary was created by AI, based on 10 opinions in the last 12 months.

Experts have varying opinions on Blackstone Group LP (BX-N) with some highlighting the strong growth potential and capital allocation in alternative assets, such as private equity, infrastructure, and private credit. However, there are concerns about the opacity of their private equity investments and the rocky moment for private equity. Overall, the company is seen as having value with the potential for better performance in the future.

Consensus
Mixed
Valuation
Fair Value
TOP PICK
Blackstone Group LP

Allocations to alternative assets will only increase; they've increased 12.5x over the last 10 years (vs. 4x for regular assets), from $25 trillion today to $65 trillion by 2032. They invest big capital in areas like infrastructure and private credit. Not cheap, but worth it.

(Analysts’ price target is $140.73)
investment companies / funds
BUY
Blackstone Group LP

He's invested heavily in private equity, and those businesses have grown ~15% a year, which is reflected in the stocks. No reason for this to slow down, long runway. Pick your poison, buy one or all of BN, APO, KKR, or BX. Next 5 years should be a minimum of a double.

investment companies / funds
DON'T BUY
Blackstone Group LP

Has recovered well in recent years, but it's private equity, which is opaque--what do they own?

investment companies / funds
BUY
Blackstone Group LP

He bought more. It's lagged its peers and they slightly missed EPS, but they started this year with $200 billion cash and have invested $50 billion mostly infrastructure and private credit. He thinks net realization rates will increase going into 2025.

investment companies / funds
HOLD
Blackstone Group LP

It has value and the CEO is great, including a great data centre. However, private equity is in a rocky moment now.

investment companies / funds
BUY
Blackstone Group LP

Holds shares in income growth fund. Private equity business located in the USA. Has been liquidating unprofitable business positions. Expecting better performance of share price going forward. Difficult to value company on a NAV basis, but is a quality company. 

investment companies / funds
BUY
Blackstone Group LP

Private equity is interesting here. They raised $59 billion in equity in Q4 and hold $200 billion in free cash flow to deploy. He just bought it. 

investment companies / funds
PAST TOP PICK
Blackstone Group LP
(A Top Pick Dec 14/23, Up 52%)

Excellent management team very strong at capital allocation. Focus on real estate created difficulties during higher interest rates. As rates stabilize, business will perform well. Will continue to own shares. 

investment companies / funds
BUY
Blackstone Group LP

Is up 20% in the past month. Private equity companies are benefitting huge from lower interest rates with the core business doing leveraged buyouts.  BX was down because of its exposure to real estate, but that's no longer a problem as interest rates have peaked.

investment companies / funds
BUY ON WEAKNESS
Blackstone Group LP
1-year high, sell?

Not negative on it. Well run. $1T of assets employed in the private markets. Will benefit from lower interest rates, could see positive moves off that. Not inexpensive. Watch, try to enter at a lower level.

investment companies / funds
DON'T BUY
Blackstone Group LP

Models $70 or 20% downside, but he thinks it will hit $43. The air is coming out of the balloon.

investment companies / funds
DON'T BUY
Blackstone Group LP

High real estate percentage in its portfolio. Likes the private equity space. Worried about commercial real estate amid higher interest rates, but not likely to take down the company. He owns KKR instead.

investment companies / funds
PAST TOP PICK
Blackstone Group LP
(A Top Pick Aug 10/22, Down 12%)

Still holds in income growth portfolio.
Was not expecting higher interest rates which has put pressure on company.
AUM still growing - $40 billion new cash in free funds to invest.
Expecting further growth going forward. 

investment companies / funds
TOP PICK
Blackstone Group LP

Alternative assets are dominated by a few companies that have tremendous scale. Has really diversified beyond private equity. Caught up in market's concerns about real estate, but they're much less exposed than BN. Office represents just 2% of US real estate portfolio. 

Likely a difficult 6-18 months, but macro is close to rates peaking. Over $190B of dry powder. Best alt asset manager in the world. Can easily achieve over 15% growth in fee-related earnings over time. Yield is 3.52%. 

(Analysts’ price target is $102.22)
investment companies / funds
BUY
Blackstone Group LP

Trades at 15x PE as rates could hold for the rest of the year. Private equity companies do better when rates hold. Their portfolio and management are excellent.

investment companies / funds
Showing 1 to 15 of 140 entries

Blackstone Group LP(BX-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 7

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 9

Stockchase rating for Blackstone Group LP is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Blackstone Group LP(BX-N) Frequently Asked Questions

What is Blackstone Group LP stock symbol?

Blackstone Group LP is a American stock, trading under the symbol BX-N on the New York Stock Exchange (BX). It is usually referred to as NYSE:BX or BX-N

Is Blackstone Group LP a buy or a sell?

In the last year, 9 stock analysts published opinions about BX-N. 7 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Blackstone Group LP.

Is Blackstone Group LP a good investment or a top pick?

Blackstone Group LP was recommended as a Top Pick by on . Read the latest stock experts ratings for Blackstone Group LP.

Why is Blackstone Group LP stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Blackstone Group LP worth watching?

9 stock analysts on Stockchase covered Blackstone Group LP In the last year. It is a trending stock that is worth watching.

What is Blackstone Group LP stock price?

On 2024-11-20, Blackstone Group LP (BX-N) stock closed at a price of $185.03.