Blackstone: The Largest Data Center Investor Is On Sale Yielding 3.8%

Blackstone looks undervalued despite record $1.3T AUM, surging earnings, and AI data center growth. Read the latest analysis on the BX stock here.

Blackstone (BX) is going through one of those stretches where the stock and the business have completely detached from each other. Shares of Blackstone are trading for $124.56 as its stock price has fallen by -23.75% over Summary - Blackstone trades at a steep discount despite record $1.3T AUM and 25% YoY distributable earnings growth in Q1. - BX is now the world’s largest data center investor, with $160B in facilities and a pipeline to potentially double capacity.

- Fee-related earnings grew 23% YoY; management highlights BX as a premier AI infrastructure play with robust dividend yield near 3.8%. - I see BX as undervalued at under 15x 2028 earnings, offering strong capital return and exposure to AI-driven infrastructure growth. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject.

This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters.

Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.