"Oppenheimer's analysts set a price target of $154, describing Blackstone as a 'high-quality company that is now relatively cheap on our 2027 earnings estimates.' The implication is clear: the market has been pricing in near-term noise while the underlying business continues compounding at an impressive rate."
"Full-year 2025 revenue came in at $14.45 billion, up 27% year-over-year, and net income hit $6.05 billion, up 118% year-over-year."
"The Q4 2025 earnings report did include an EPS miss, with reported EPS of $1.30 against an estimate of $1.53. Yet that miss was largely driven by a 57% sequential decline in Fee Related Performance Revenues, a timing issue rather than a structural breakdown."
"Meanwhile, Blackstone's Q4 inflows reached $71 billion, the highest in over three years."
Blackstone's stock increased by 2% following an upgrade from Oppenheimer, which labeled it a premier franchise at an attractive valuation. The stock has fallen 25% year-to-date, from $152.41 at the end of 2025. Oppenheimer set a price target of $154, indicating the stock is undervalued based on 2027 earnings estimates. Despite a Q4 EPS miss, Blackstone reported significant revenue growth and strong inflows, suggesting the stock price does not reflect the company's actual health amid broader market volatility.
Read at 24/7 Wall St.
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