Blackstone Inc. (BX) is rated a Buy due to its strong growth potential and discounted valuations amid concerns in the private credit sector. The company’s diversified model and focus on investment-grade secured debt help it withstand sector shocks better than peers. Growth drivers like AI/data center infrastructure and regulatory changes are not fully reflected in the current share price. With fee-related earnings compounding and forward EPS growth projected at 16.75%, BX trades below its 5-year average P/E, indicating potential undervaluation.
Blackstone's (BX) stock price has fallen nearly 40%, causing investor uncertainty. However, the company's strong fundamentals—including record inflows, fee growth, and assets under management—do not support the sell-off. BX benefits from major invest...
Apollo Global Management is leading a $35 billion capital solution for Broadcom's new AI XPV Platform, in partnership with Blackstone and global banks. This funding aims to enable over 20GW of compute capacity for advanced AI labs through 2028, suppo...
