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Investor Insights

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

The Blackstone Group LP (BX-N) has shown strong performance recently with an increase in private equity funding and a large cash flow to deploy. Despite concerns about exposure to real estate and higher interest rates, experts are optimistic about the company's management and potential for growth. The company is also seen as well diversified and positioned to benefit from lower interest rates in the future.

Consensus
Positive
Valuation
Fair Value
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
PAST TOP PICK
Blackstone Group LP
(A Top Pick May 06/22, Down 13%)

Big exposure to real estate, but there are 2 sides to the coin. They are in the midst of it with the assets they already own, but these are fund-raising machines. Has about $90B in dry capital, which can be deployed in a depressed market.

investment companies / funds
DON'T BUY
Blackstone Group LP
Blackstone vs. Blackrock, BX vs. BLK Blackrock is more volatile because they are far more exposed to the public market whereas Blackstone is more of a private equity player and real estate. This year, the public side is more volatile. Blackstone is more stable long term.
investment companies / funds
BUY
Blackstone Group LP
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.
investment companies / funds
COMMENT
Blackstone Group LP
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.
investment companies / funds
Showing 1 to 15 of 136 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 : 2

Total Signals / Votes : 10

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, 10 stock analysts published opinions about BX-N. 7 analysts recommended to BUY the stock. 2 analysts 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?

10 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 2024-06-13, Blackstone Group LP (BX-N) stock closed at a price of $122.21.