Update shared on04 Sep 2025
Analysts maintain a positive outlook on Blackstone due to its strong positioning in private markets, increased investor interest, and expectations of structural growth, leading the consensus price target to remain unchanged at $181.68.
Analyst Commentary
- Bullish analysts highlight long-term structural growth opportunities for Blackstone in private wealth, credit, insurance, and capital markets.
- Updated estimates in the alternative asset management sector drive upward price target revisions.
- Attractive industry setup perceived for Blackstone given continued capital flows into alternatives.
- Improved confidence in Blackstone's ability to capture market share and benefit from secular trends in asset management.
- Initiation of coverage by new institutions reflects continued broadening of investor interest in the stock.
What's in the News
- Blackstone is among bidders advancing to the second round for the acquisition of Paramount Group, alongside Vornado, SL Green, Empire State Realty, and Rithm Capital (TheRealDeal).
- The firm plans an additional €4.3B investment in new data centers in Spain's Aragon region, expanding on a previously disclosed €7.5B project (Reuters).
- Blackstone and CVC's €6B deal for UK private school operator Cognita is close to collapse, with a stake sale now unlikely to proceed (Financial Times).
- 35% of Everlake, an insurer owned by Blackstone, is invested in “related party” assets, as highlighted in a competitive comparison by Apollo’s Athene (Financial Times).
- A Blackstone executive was among four people killed in a shooting at a Midtown Manhattan office building; other Blackstone employees were hospitalized (Wall Street Journal).
Valuation Changes
Summary of Valuation Changes for Blackstone
- The Consensus Analyst Price Target remained effectively unchanged, at $181.68.
- The Future P/E for Blackstone has significantly fallen from 28.51x to 18.13x.
- The Discount Rate for Blackstone remained effectively unchanged, at 8.15%.
Disclaimer
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