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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Cyprys | Morgan Stanley | 6 | 0% |
| Steve Chubak | Wolfe Research | 6 | 0% |
| Alex Blostein | Goldman Sachs | 6 | 33% |
| Craig Siegenthaler | Bank of America | 6 | 0% |
| Glenn Schorr | Evercore ISI | 6 | 17% |
| Ken Worthington | JPMorgan | 6 | 0% |
| Will Katz | TD Cowen | 6 | 17% |
| Brian McKenna | Citizens JMP Securities | 5 | 0% |
| Patrick Davitt | Autonomous Research | 5 | 20% |
| Dan Fannon | Jefferies | 5 | 20% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 2 | 7 | 29% |
| Wolfe Research | 2 | 7 | 0% |
| TD Cowen | 1 | 6 | 17% |
| Goldman Sachs | 1 |
| 6 |
| 33% |
| Autonomous Research | 2 | 6 | 17% |
| Morgan Stanley | 1 | 6 | 0% |
| Bank of America | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
Blackstone's Q1 FY2026 delivered revenue up 39.3% with distributable earnings and fee growth accelerating, as record AUM and broad-based fundraising momentum continued. AI infrastructure leadership drove returns, the insurance and investment-grade credit expansion progressed, and the Middle East conflict disrupted exit and IPO pipelines. BCRED experienced net outflows amid private credit market noise, and software valuations came under pressure from AI disruption.
Subscriber Growth | Credit | Competitive Dynamics | Capital Allocation | Demand | Revenue Growth | Margin | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 2 | 3 | 2 | 2 | 4 | 3 | 3 |
| 2025Q1 | 5 | 4 | 3 | 4 | 2 | 1 | 1 | 1 |
| 2025Q2 | 3 | 2 | 1 | 4 | 1 | 3 | 2 | 1 |
| 2025Q3 | 5 | 6 | 6 | 3 | 1 | 1 | 1 | 1 |
| 2025Q4 | 6 | 3 | 1 | 4 | 3 | 4 | 3 | 2 |
| 2026Q1 | 6 | 5 | 2 | 9 | 4 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Subscriber Growth | 5 | 5 | 3 | 5 | 6 | |
| Credit | 2 | 4 | 2 | 6 | 3 | 6 |
| Competitive Dynamics | 3 | 3 | 1 | 6 | 1 | 5 |
| Capital Allocation | 2 | 4 | 4 | 3 | 4 | 2 |
| Demand | 2 | 2 | 1 | 1 | 3 | 9 |
| Revenue Growth | 4 | 1 | 3 | 1 | 4 | 4 |
| Margin | 3 | 1 | 2 | 1 | 3 | 1 |
| Geographic Expansion | 3 | 1 | 1 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BX Blackstone Inc. | 8 | +39.3% | |
| AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BEN Franklin Resources | 8 | +8.7% | |
| BK BNY Mellon | 9 | +2.2% | |
| BLK BlackRock | 9 | +26.9% | |
| IVZ Invesco | 8 | +14.1% | |
| KKR KKR | 7 | +31.0% | |
| NTRS Northern Trust | 9 | +7.8% | |
| STT State Street Corporation | 9 | +2.2% | |
| TROW T. Rowe Price | 6 | +5.3% |