BX
Blackstone Inc.Evidence as of 2026-09-02Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed ( +0.1 of a possible +2; was +0.1 before debate) with high confidence. Reported quarterly revenues rose from $3,617,595,000 in Q1 2026 (fiscal quarter ended 2026-05-01) to $5,043,978,000 in Q2 2026 (fiscal quarter ended 2026-07-31). Net income increased from $649,729,000 to $1,229,189,000 and diluted EPS from $0.83 to $1.54 across those quarters; weighted-average diluted shares rose from 786,296,310 to 799,897,435 while reported common shares outstanding moved from 742,180,737 as of 2026-02-20 to 750,625,114 as of 2026-07-31.
The balance sheet and cash-flow picture in the packet shows cash and cash equivalents near $2.5 billion as of 2026-06-30 with long-term debt around $13.3 billion (net debt roughly $10.8 billion), free cash flow (TTM) of $3,242,838,000 and FCF per share of $4.0541, and operating cash flow (TTM) of $3,392,838,000 versus capex (TTM) of $150,000,000. The company appears in the ETF IVV at a reported weight of 0.14%, and multiple news items dated 2 September 2026 document retail product listings, Waymo debt talks involving Blackstone as a lender, and a $27 million Series A led by Blackstone Innovations Investments.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported quarterly revenues rose from $3,617,595,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31) to $5,043,978,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30).
XBRL companyfacts · 0001193125-26-340208Net income for the three months increased from $649,729,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31) to $1,229,189,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30), and diluted EPS rose from $0.83 in fiscal Q1 2026 to $1.54 in fiscal Q2 2026.
XBRL companyfacts · 0001193125-26-340208Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, the company appears in the ETF with symbol IVV with a reported weight of 0.14% of that fund.
ETF constituents · market dataThe evidence shows membership in the ETF identified as IVV (reported at the timestamp above); this is factual exposure data describing the company's inclusion in that fund's holdings.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Two consumer retail headlines (al.com and cleveland.com, 2 September 2026) focus on a Blackstone-branded tabletop griddle being sold at Walmart for $97 ahead of Labor Day weekend.
News · al.com · 2026-09-02A second local retail headline about the same Walmart listing frames the story as same-day shipping availability and price competitiveness for the Blackstone tabletop griddle.
News · cleveland.com · 2026-09-02Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Free cash flow (TTM) is $3,242,838,000 for the trailing twelve months ended in the filings.
Valuation inputs · SEC XBRL + stored EOD closeFree cash flow per share (TTM) is $4.0541 based on the shares used in the calculation.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The set of claims shows clear quarter-to-quarter operational improvement: revenues (fundamentals-0) and net income with diluted EPS (fundamentals-1) both rose markedly from Q1 to Q2 2026, while stockholders' equity recovered and ended higher by 2026-06-30 (fundamentals-4). Trailing twelve-month cash generation is strong relative to needs — sizeable free cash flow and operating cash flow with low capex share (valuation-0, valuation-4, valuation-1) provide robust coverage for investments and obligations. Recent deal-related headlines and investment activity (news-2, news-3, news-4) corroborate ongoing business development and lending/investment roles that align with the improved top-line and profit metrics. The evidence supporting revenue, profitability, FCF and active deal involvement is direct and high-strength; counterpoints on higher shares and gross debt are factual but weaker in showing immediate operational deterioration given concurrent cash generation and rising equity.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.35
18 surviving claims rest on 9 distinct sources; the heaviest analyst carries 33% of them, and 100% of what the desk raised survived the debate.
The evidence set rests on a modestly diverse set of sources but a third of surviving claims trace back to a single analyst’s work and the desk’s proposals all survived internal debate, which raises the possibility of confirmation bias. These characteristics mean the read is informative for factual, historical points but fragile as a basis for high-confidence inference — treat aggregated signals cautiously and look for independent corroboration.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
16 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.2 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
5 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
Get this for the tickers you actually hold
Plus the one thing no sample can show: how each name correlates with your portfolio, and what hides inside your funds.
The full terminal on BX Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.