What investors are saying about Blackstone (BX)

Summary

In the past 30 days, 5 people on 5 investor and market shows discussed Blackstone (BX) in 5 views. Going by each speaker's latest call, 3 are bullish and 2 are bearish. Chorus has followed Blackstone since October 16, 2026.

Who talks about it most

• Katie Stockton · 1
• Laks Ganapathi · 1
• Steve Eisman · 1
• David Bahnsen · 1
• Jason Snipe · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Katie Stockton · Fairlead StrategiesBullish

  Blackstone has cleared its 50-day moving average, a positive short-term technical catalyst.

  Stockton says Blackstone has just moved through its 50-day moving average, which she calls a positive technical catalyst. She sees the asset-manager group as having a lot of room to run, with Blackstone as part of that.

  “Blackstone just got through its fifty day moving average as well, so some good positive technical catalysts.”at 41:48

  CNBC Fast Money: CoreWeave Earnings, Nvidia Fallout and Rate Hikes Back on the Table · November 10, 2026

• Laks Ganapathi · Unicus ResearchBearish

  Blackstone's private credit funds may be worse than Blue Owl, and insurer stakes are a risk.

  Laks says Blackstone and BlackRock are among the largest funds in the world. They own private credit funds, and those funds hold stakes in insurance companies they are diversifying into. Based on her team's work, she is inclined to think they may be worse than Blue Owl, which she calls the weaker link. She suggests Blue Owl may be made an example of while the bigger managers clean up their own books. She hedges with 'might'.

  “I would be inclined based on the work that we have done to say that they might be a lot worse than [Blue Owl].”at 42:42

  Monetary Matters: Following the Private Credit Loan Books | Laks Ganapathi · November 8, 2026

• Steve Eisman · The Real Eisman PlaybookBearish

  Higher rates are hurting Blackstone through real estate write-downs and deal curbs despite strong inflows.

  Blackstone's EPS fell 13% to $1.32. The positive is inflows of $63 billion, which show investors still want to invest with Blackstone despite negative publicity around private equity and private credit. The negative is that higher rates cause write-downs of real estate property valuations and curb deal making. Eisman sees rates as the main drag on the business.

  “On the positive side, inflows were $63,000,000,000 ... But on the negative side, higher rates cause a write down of real estate property valuations and higher rates are curbing deal making.”at 19:25

  The Real Eisman Playbook: AI Narrative Switched, Debt Yields Spike | The Weekly Wrap · October 23, 2026

• David Bahnsen · The Bahnsen GroupBullish

  Blackstone's dividends now yield about 30% a year on Bahnsen's 2011 purchase cost.

  Bahnsen bought Blackstone in 2011, after its IPO at the time of the financial crisis. He calls it one of the great dividend growers of the last decade and says its dividends now equal about 30% a year of what he paid, showing the compounding power of a growing dividend.

  “Blackstone only went public at the time of financial crisis. I bought it in 2011. We're getting 30% per year on what I paid for the stock in dividends.”at 22:05

  Masters in Business: At The Money: Can Dividend Investing Give You Yield AND Growth? · October 21, 2026

• Jason Snipe · Odyssey Capital AdvisorsBullish

  Blackstone's scale and diversified revenue make it better positioned than peers; he owns it.

  He owns Blackstone, which has about $1.35 trillion in AUM, so scale matters. Its revenue is diversified beyond AI and data centers. He believes it is better positioned than smaller peers despite private credit redemption pressure.

  “Blackstone's at 1,350,000,000,000 in terms of AUM. So, scale is a real deal there... I do like both Blackstone and Apollo in this sense that, they do have very diversified revenue streams in this space.”at 24:52

  CNBC Halftime Report: AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26 · October 16, 2026