Analysts expect Blackstone to report a consensus revenue of $3.45 billion and an EPS of $1.33, with the stock currently trading around $130.13 against an average price target of $156.32. The primary focus for investors this quarter is the health of the retail private wealth channel, specifically redemption trends in the flagship BCRED private credit fund.
Market sentiment has been shaped by reports of record $3.7 billion in redemption requests for BCRED in early 2026, which may test the firm's quarterly liquidity gates. Despite these headwinds, Blackstone continues to benefit from its massive $1.3 trillion AUM base and strong realization activity, having already disclosed over $680 million in realized performance revenue for the quarter as of late March.