Latest analyst takes
Daniel PronkBULLBX’s Q1’26 results suggest the infrastructure thesis is working despite negative headlines, with distributable earnings up 25% YoY and infrastructure-led appreciation (data centers and energy strength), reinforcing the demand backdrop that supports BAM’s strategy comparison.12d ago
OptionsPlayBEARBX (Blackstone) is flagged as part of the alternative asset managers where leadership is ending and the downside skew remains, especially with stocks trading well above NAV.20d ago
New MoneyBEARBlackstone's private credit exposure is likely worse than investors are being shown given its large software lending footprint, meaning the firm is set up to be hit by AI-driven software distress and ensuing loan losses.22d ago"BX’s Q1’26 results suggest the infrastructure thesis is working despite negative headlines, with distributable earnings up 25% YoY and infrastructure-led appreciation (data centers and energy strength), reinforcing the demand backdrop that supports BAM’s strategy comparison."
"BX (Blackstone) is flagged as part of the alternative asset managers where leadership is ending and the downside skew remains, especially with stocks trading well above NAV."
"Blackstone's private credit exposure is likely worse than investors are being shown given its large software lending footprint, meaning the firm is set up to be hit by AI-driven software distress and ensuing loan losses."