BX Earnings

BX reported its earnings on 2026-01-29, showcasing a revenue of 4.36B against an estimate of 3.61B, resulting in a 20.78% surprise. The EPS was 1.75, surpassing the expected 1.52 by 15.13%. The stock experienced a -2.62% price change on the earnings day and a -8.79% change over the next five days, reflecting market reactions to the results.

Following BX's earnings announcement on 2026-01-29, the stock price moved by -2.62% on the day of the release. Over the subsequent five days, it saw a -8.79% change. Historically, BX's stock price tends to shift by an average of 0.07% in the 10 days leading up to earnings and -2.02% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate BX's annual revenue to reach 3.57B, while the EPS is projected at 1.44. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates revised upward by 0.31% over the past three months, indicating analyst expectation in the company's performance.

The correlation between BX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved revised upward by 0.31%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BX's stock price typically moves by 0.07% in the 10 days before its earnings and -2.02% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.44 and revenue of 3.57B.

The earnings call summary presents a generally positive outlook with strong growth prospects in multiple sectors, optimistic guidance, and strategic expansions. The Q&A section reaffirms these prospects, with management addressing concerns and providing optimistic projections for fee growth, margin expansion, and market opportunities. Despite some unclear responses, the overall sentiment remains positive, supported by anticipated product launches and market recoveries. These factors, combined with a focus on infrastructure and energy investments, suggest a likely positive stock price movement over the next two weeks.