
BXMT Stock Forecast & Price Target
BXMT Analyst Ratings
Bulls say
Blackstone Mortgage Trust is positioned to benefit from an improving environment for increased originations, with a robust demand for transitional, flexible capital in commercial real estate expected to remain strong. The company's substantial portfolio of floating rate loans, primarily backed by priority mortgages in markets such as New York, California, and the United Kingdom, supports its resilience and potential for revenue growth through interest income. Additionally, being managed by a subsidiary of The Blackstone Group, the trust enjoys a competitive advantage derived from its parent's extensive market data and established position in global commercial real estate.
Bears say
Blackstone Mortgage Trust has experienced a decline in book value of 1.8% in the second quarter, leading to a revised price target that reflects a significant discount to forward book value at 0.9x. Furthermore, disappointing expectations for earnings per share (EPS) have been adjusted downward by 5% for 2025-2026 due to timing issues related to originations and repayments, alongside anticipated one-time investment costs. This, combined with an overall cautious sentiment in the commercial mortgage real estate investment trust (REIT) sector, underlines a negative outlook for Blackstone Mortgage Trust’s stock performance.
This aggregate rating is based on analysts' research of Blackstone Mortgage Trust and is not a guaranteed prediction by Public.com or investment advice.
BXMT Analyst Forecast & Price Prediction
Start investing in BXMT
Order type
Buy in
Order amount
Est. shares
0 shares