Blackstone (BX) Reports Strong Q4 Earnings, Citizens Maintains Market Outperform Rating

Blackstone Inc. (NYSE:BX) ranks among the biggest publicly traded asset managers. On January 30, Goldman Sachs reduced its price target for Blackstone Inc. (NYSE:BX) to $158 from $166 while keeping a Neutral rating on the asset manager. The revision came as Goldman Sachs forecasted a 12% compound annual growth rate in Blackstone’s core management fees between 2025-2028, with a 16% fee-related earnings (FRE) CAGR during the same timeframe.

According to the firm, Blackstone Inc. (NYSE:BX) is trading at about 20 times the 2027 P/E ratio net of equity-based compensation, which it defines as “a more digestible overall valuation amid a cyclical boost to PRE estimates in 2027.”

Citizens also maintained its Market Outperform rating for Blackstone Inc. (NYSE:BX) after the company’s fourth-quarter 2025 earnings report. Analyst Brian McKenna dubbed Blackstone’s positioning going into 2026 as “compelling” and kept a bullish outlook on the stock after the company delivered “strong 4Q25 earnings” that included a “meaningful headline earnings beat.”

Blackstone Inc. (NYSE:BX) provides investment and fund management services. The company’s operations are divided into the following segments: Real Estate, Private Equity, Credit and Insurance, and Hedge Fund Solutions.

While we acknowledge the potential of BX to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BX and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.