How Investors Are Reacting To BlackRock (BLK) Revenue Growth and AI-Powered Platform Expansion

• BlackRock reported third-quarter 2025 results showing revenue of US$6.51 billion, up from US$5.20 billion a year earlier, while net income decreased to US$1.32 billion from US$1.63 billion in the prior-year quarter.
• In addition to strong revenue growth, BlackRock launched AI-driven portfolio analytics features and expanded its Outcome ETF lineup, highlighting ongoing technology innovation and product development in the asset management space.
• We'll examine how BlackRock's advancements in AI-powered analytics and product expansion shape its evolving investment narrative and growth outlook.

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BlackRock Investment Narrative Recap

To own BlackRock, you need to believe in the firm's ability to ride long-term demand for sophisticated asset management, especially via technology and alternative investments. The latest results highlight strong revenue growth, but shrinking net income underlines that margin pressures and growing costs remain the most important short-term catalyst and biggest risk to the business; these earnings do not materially shift that balance.

Of the latest announcements, BlackRock's Gen AI-driven enhancements to its Aladdin Wealth platform stand out. These product upgrades reinforce BlackRock’s tech leadership at a time when digital innovation is increasingly seen as critical to building and retaining high-value client relationships, and to defending against margin compression across the asset management sector.

Yet, in contrast, investors should pay close attention to how persistent industry-wide fee compression could continue to weigh on...

Read the full narrative on BlackRock (it's free!)

BlackRock's narrative projects $28.7 billion revenue and $8.9 billion earnings by 2028. This requires 9.9% yearly revenue growth and a $2.5 billion earnings increase from $6.4 billion.

Uncover how BlackRock's forecasts yield a $1204 fair value, a 4% upside to its current price.

Exploring Other Perspectives

Seventeen members of the Simply Wall St Community placed their fair value targets for BlackRock anywhere from US$679.55 to US$1,391.79 per share. With margin pressure and fee compression central to current debates, you can see why opinions differ so widely, see what other investors think for yourself.

Explore 17 other fair value estimates on BlackRock - why the stock might be worth as much as 20% more than the current price!

Build Your Own BlackRock Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your BlackRock research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free BlackRock research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate BlackRock's overall financial health at a glance.

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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.

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