Blackstone Inc. (BX) — closed signal from August 15, 2025
Partial Published before the outcome was known, scored automatically when the window closed on November 13, 2025.
Predicted vs. what happened
What happened
Reached 51% of the predicted growth at its peak, without hitting the target.
The thesis — published August 15, 2025
Blackstone looks appealing because investors are upbeat, the business is strong, and the price action is trending better. Fresh headlines about possible talks with Iress and smart comments on handling risk in private lending point to active deals and discipline. The recent average price is rising and momentum looks steady, so buying small on dips over the next 1-3 months is sensible. Main risks are valuation and funding conditions.
Primary drivers
- Positive price setup backed by constructive rating and steady trend signs
- Potential deal upside from ongoing discussions with Iress that add options
- Insights on private lending growth and careful risk control in that market
- Strong investor interest paired with durable business fundamentals
How it played out
BX: target was not reached
On 2025-08-15, Lyra published BX at $172.59 with expected growth of 18%. The thesis pointed to a constructive price setup, possible deal upside from Iress talks, private lending growth with careful risk control, and strong investor interest with durable business fundamentals.
Inside the window, BX rose to $188.42 on 2025-09-18, a 9.2% peak gain. That stayed below the $201.86 target. The target was never reached. By 2025-11-13, the stock ended at $139.53. The thesis partly played out early, then missed the full call.
What happened during the window
On October 21, 2025, Blackstone and TPG agreed to buy Hologic in a deal valued at up to $18.3 billion. On October 23, 2025, Blackstone reported third-quarter earnings of $1.52 per share and revenue of $3.3 billion, while net income was $624.9 million.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.