Disclaimer:

Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Saturday, February 7, 2026

Blackstone Valuation In A Positive And A Negative AI Scenario

 


Blackstone Inc or Blackstone, the leading private equity, real estate, private credit and infrastructure asset management company's market capitalization is 159.472 billion USD.

Blackstone has heavily invested its assets under management raised in the last 5 years in artificial intelligence, AI technology companies via leveraged buyouts, in artificial intelligence, AI data centers via its real estate and private credit assets under management and in artificial intelligence, AI energy companies via its infrastructure and real estate assets under management.

If artificial intelligence, AI changes the world profoundly and lives up to the current forecasts of Wall Street research analysts and investors and Silicon Valley technologists and investors Blackstone's market capitalization could rise to 430 billion USDs. 

If on the other hand, the artificial intelligence, AI boom turns into a bust and the Nasdaq Composite falls more than 62 % from its peak, Blackstone's market capitalization could fall to 80 billion USDs.

Below are some capital metrics of Blackstone from its Q4 2025 earnings release

Total Assets Under Management (“AUM”) of $1,274.9 billion
– Fee-Earning AUM of $921.7 billion
– Perpetual Capital AUM of $523.6 billion
▪ Inflows of $71.5 billion in the quarter and $239.4 billion for the year
▪ Deployment of $42.2 billion in the quarter and $138.2 billion for the year
▪ Realizations of $46.1 billion in the quarter and $125.6 billion for the year 

In short, Blackstone is undervalued on its artificial intelligence, AI investments.

Blackstone's intrinsic worth is 310 billion USDs, according to Wolfteam Ltd.'s projections and estimates. 

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