Blackstone: A Wealth Compounder Riding The AI Infrastructure Boom

Blackstone is rated 'Buy' for its diversified growth, robust AUM expansion, and leadership in AI infrastructure investments.

BX posted 20% YoY growth in fee-related earnings per share, driven by double-digit segment gains and 11% total AUM growth to $1.35 trillion.

Management anticipates reacceleration of base management fees to double-digit growth in 2027, supported by strong fundraising in insurance and Asia.

BX's 23.9x forward P/E is justified by its durable earnings engine, expanding capital base, and strategic positioning in AI and data centers.

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