The Motley Fool
24 Oct 2026, 19:15 UTC · 2h ago
Blackstone: 3 Key Takeaways for Long-Term Investors
Impact · against what's priced in
The earnings report confirms Blackstone's current growth trajectory but fails to provide the catalyst needed to shift the market toward the higher-growth bull case. Growth in private credit and AUM scale is already baked into the current valuation.
- BX+0.00
Already priced in
- The price assumes
A continuation of the current 21.6% revenue growth and 51.9% operating margin
The $1.7 billion in distributable earnings and the expansion of private credit to $150 billion align with the growth rates the market already assumes.
What BX's price assumes · Aug 27
