Seeking Alpha
22 Oct 2026, 17:49 UTC · 48m ago
Blackstone: Time To Be Greedy
Impact · against what's priced in
The Q3 earnings beat for Blackstone is not a catalyst as it merely confirms the operational stability and growth pace already baked into the current valuation. The author's bullish view is based on a disconnect between fundamentals and price, but the news provided does not shift the market's current rejection of the accelerated growth bull case.
- BX+0.00
Already priced in
- The price assumes
continuation of the current 21.6% revenue growth and 51.9% operating margin
The reported earnings beat and robust fee income confirm the business is performing in line with the current growth expectations the market already assumes.
What BX's price assumes · Aug 27
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