Blackstone is projected to report Q3 2026 consensus revenue of $3.35 billion and EPS of $1.31, with the stock currently trading at $110.34 against an average analyst target of $144.65. Investors are primarily focused on the firm's realization activity, as management has signaled a sequential slowdown in profitable asset exits for the quarter.
Despite the anticipated year-over-year decline in earnings, total assets under management are expected to reach a record $1.38 trillion driven by robust inflows into private credit and infrastructure. Market participants are closely monitoring fundraising momentum in the AI ecosystem and insurance segments to gauge long-term fee-related earnings power.