Back Link
Reader View

Is Blackstone Inc. (BX) A Good Stock To Buy Now?

finance.yahoo.com · Mon, May 4, 2026 at 2:42 AM GMT+8

Is BX a good stock to buy? We came across a bullish thesis on Blackstone Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on BX. Blackstone Inc.'s share was trading at $121.65 as of April 24th. BX’s trailing and forward P/E were 31.19 and 19.05 respectively according to Yahoo Finance.

Blackstone Inc. (BX) remains a dominant force in alternative asset management, supported by strong fundraising momentum and expanding fee-based assets under management that drive recurring earnings. Over the 12 months ending September 30, 2025, the firm raised $225 billion, underscoring the strength of its platform and brand, while maintaining $188 billion in dry powder as of Q3 2025, positioning it to capitalize on market dislocations across real estate, private equity, infrastructure, credit, and tactical opportunities.

The firm’s $501 billion in perpetual capital, up 15% year over year, provides long-duration flexibility, enabling management to avoid forced asset sales and optimize investment timing. At the same time, Blackstone is entering a more favorable realization environment, with management highlighting a robust disposition pipeline supported by improving transaction activity, declining interest rates, and strong equity markets, which together are expected to drive significant monetization opportunities into 2026.

This backdrop supports a projected 18% increase in distributable earnings, reinforcing the firm’s ability to sustain and grow shareholder returns. Blackstone’s dividend yield, currently above 3%, is expected to rise meaningfully alongside earnings growth, further enhancing total return potential.

With substantial capital available for deployment, a diversified investment platform, and improving exit conditions, Blackstone is well positioned to benefit from both cyclical recovery and long-term structural growth in alternatives, making the current setup attractive for investors seeking exposure to scalable fee-driven earnings and upside from asset realizations.

Previously, we covered a bullish thesis on BlackRock, Inc. (BLK) by Kroker Equity Research in February 2025, which highlighted the company’s massive AUM scale, strong inflows, and diversified revenue streams across iShares, Aladdin, and private markets. BLK’s stock price has appreciated by approximately 5.33% since our coverage. @MoneyShow shares a similar view but emphasizes on Blackstone’s dry powder, perpetual capital, and realization-driven earnings upside.

Blackstone Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 84 hedge fund portfolios held BX at the end of the fourth quarter which was 80 in the previous quarter. While we acknowledge the risk and potential of BX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BX and that has 10,000% upside potential, check out our report about this cheapest AI stock.