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Morgan Stanley Starts Blackstone Digital Infrastructure Trust (BXDC) at Equalweight

Wed, 10 Jun 2026 03:16:53 -0400

Morgan Stanley analyst Cameron McVeigh initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Equalweight rating and a price target of $23.00.

The analyst comments: “BXDC offers exposure to a large and growing data center market supported by secular demand from data generation, cloud adoption, hybrid IT architectures, and expanding AI workloads. We view the company’s focus on stabilized, income-generating, power-secured assets as a key differentiator, particularly as power availability, permitting timelines, and construction capacity become increasingly material constraints across the industry. In addition, a tenant base expected to be concentrated in investment-grade hyperscalers, paired with triple-net lease structures,

Morgan Stanley Starts Blackstone Digital Infrastructure Trust (BXDC) at Equalweight

Wed, 10 Jun 2026 03:16:53 -0400

Morgan Stanley analyst Cameron McVeigh initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Equalweight rating and a price target of $23.00.

Wall Street is divided on Blackstone’s newest AI infrastructure bet

Mon, 08 Jun 2026 10:54:43 -0400

Investing.com -- Blackstone Digital Infrastructure Trust drew mixed reviews from Wall Street on Monday as analysts initiated coverage of the newly listed data center REIT, with RBC Capital Markets citing strong growth potential from AI-driven infrastructure demand while BMO Capital Markets urged caution over execution and valuation risks.

RBC started coverage with an Outperform rating and a $24 price target, arguing that the Blackstone-backed company offers investors a differentiated way to gain exposure to stabilized hyperscale data centers leased to investment-grade tenants under long-term triple-net contracts. The brokerage highlighted Blackstone's extensive relationships with hyperscalers and a near-term acquisition pipeline estimated

Wall Street is divided on Blackstone’s newest AI infrastructure bet

Mon, 08 Jun 2026 10:54:43 -0400

Wall Street is divided on Blackstone’s newest AI infrastructure bet

Mon, 08 Jun 2026 10:54:43 -0400

Wall Street is divided on Blackstone’s newest AI infrastructure bet

Mon, 08 Jun 2026 10:54:43 -0400

BNP Paribas Exane Starts Blackstone Digital Infrastructure Trust (BXDC) at Outperform

Mon, 08 Jun 2026 07:30:08 -0400

BNP Paribas Exane initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Outperform rating and a price target of $26.00.

For an analyst ratings summary and ratings history on Blackstone Digital Infrastructure Trust click here. For more ratings news on Blackstone Digital Infrastructure Trust click here.

Shares of Blackstone Digital Infrastructure Trust closed at $21.84 yesterday.

Deutsche Bank Starts Blackstone Digital Infrastructure Trust (BXDC) at Buy

Mon, 08 Jun 2026 07:21:06 -0400

(Updated - June 8, 2026 7:21 AM EDT)

Deutsche Bank analyst Benjamin Soff initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Buy rating and a price target of $24.00.

The analyst comments "Blackstone Digital Infrastructure Trust is an externally managed blank check company recently formed to pursue the acquisition of stabilized US hyperscale data centers. The company raised $2B in its IPO (which launched on 5/13), which should equate to $3B+ of total capital at a target leverage of 40% loan-to-value. We are confident that Blackstone Digital Infrastructure Trust will deploy its capital towards attractive M&A opportunities in the

Deutsche Bank Starts Blackstone Digital Infrastructure Trust (BXDC) at Buy

Mon, 08 Jun 2026 07:21:06 -0400

(Updated - June 8, 2026 7:21 AM EDT)

Deutsche Bank analyst Benjamin Soff initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Buy rating and a price target of $24.00.

BofA Securities Starts Blackstone Digital Infrastructure Trust (BXDC) at Neutral

Mon, 08 Jun 2026 06:13:20 -0400

(Updated - June 8, 2026 6:13 AM EDT)

BofA Securities analyst Michael Funk initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Neutral rating and a price target of $22.50.

The analyst comments "We initiate coverage of Blackstone Digital Infrastructure Trust (BXDC) with a Neutral rating and $22.50 PO based on a 18% premium to NAV. BXCD is a newly organized blind pool, externally managed real estate platform focused on acquiring and owning mission critical data center assets that underpin the modern digital economy. BXDC offers pure play exposure to stabilized data center assets with predictable cash flow and limited

BofA Securities Starts Blackstone Digital Infrastructure Trust (BXDC) at Neutral

Mon, 08 Jun 2026 06:13:20 -0400

(Updated - June 8, 2026 6:13 AM EDT)

BofA Securities analyst Michael Funk initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Neutral rating and a price target of $22.50.

MoffettNathanson Starts Blackstone Digital Infrastructure Trust (BXDC) at Neutral

Mon, 08 Jun 2026 06:11:16 -0400

MoffettNathanson analyst Nick Del Deo initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Neutral rating and a price target of $21.00.

For an analyst ratings summary and ratings history on Blackstone Digital Infrastructure Trust click here. For more ratings news on Blackstone Digital Infrastructure Trust click here.

Shares of Blackstone Digital Infrastructure Trust closed at $21.84 yesterday.

Citi Starts Blackstone Digital Infrastructure Trust (BXDC) at Neutral

Mon, 08 Jun 2026 06:10:19 -0400

Citi analyst Michael Rollins initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Neutral rating and a price target of $23.00.

For an analyst ratings summary and ratings history on Blackstone Digital Infrastructure Trust click here. For more ratings news on Blackstone Digital Infrastructure Trust click here.

Shares of Blackstone Digital Infrastructure Trust closed at $21.84 yesterday.

Wells Fargo Starts Blackstone Digital Infrastructure Trust (BXDC) at Overweight

Mon, 08 Jun 2026 04:59:52 -0400

Wells Fargo initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Overweight rating and a price target of $26.00.

For an analyst ratings summary and ratings history on Blackstone Digital Infrastructure Trust click here. For more ratings news on Blackstone Digital Infrastructure Trust click here.

Shares of Blackstone Digital Infrastructure Trust closed at $21.84 yesterday.

JPMorgan Starts Blackstone Digital Infrastructure Trust (BXDC) at Neutral

Mon, 08 Jun 2026 04:20:07 -0400

JPMorgan analyst Richard Choe initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Neutral rating and a price target of $23.00.

The analyst comments: “The company is a real estate investment trust focused on acquiring stabilized data center assets to curate a premium portfolio of diversified and stable income-generating assets. The strategy is to acquire assets from third-party developers with a high-quality hyperscale tenant under a committed long-term lease. The company raised ~$2b from its IPO and plans to leverage the equity for a potential $3.3b in enterprise value in acquisitions. We believe management, supported by Blackstone, has a

JPMorgan Starts Blackstone Digital Infrastructure Trust (BXDC) at Neutral

Mon, 08 Jun 2026 04:20:07 -0400

JPMorgan analyst Richard Choe initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Neutral rating and a price target of $23.00.

JPMorgan Starts Blackstone Digital Infrastructure Trust (BXDC) at Neutral

Mon, 08 Jun 2026 04:20:07 -0400

JPMorgan analyst Richard Choe initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Neutral rating and a price target of $23.00.

JPMorgan Starts Blackstone Digital Infrastructure Trust (BXDC) at Neutral

Mon, 08 Jun 2026 04:20:07 -0400

JPMorgan analyst Richard Choe initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Neutral rating and a price target of $23.00.

Barclays Starts Blackstone Digital Infrastructure Trust (BXDC) at Overweight

Mon, 08 Jun 2026 03:35:24 -0400

Barclays analyst Brendan Lynch initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Overweight rating and a price target of $24.00.

The analyst comments: “We initiate coverage of BXDC at Overweight with a $24 PT (+10% upside). We believe the company is well positioned to execute its acquisition strategy quickly given its first-mover advantage, clear investment mandate, and Blackstone sponsorship. We anticipate shares will sustain a premium to NAV.”

For an analyst ratings summary and ratings history on Blackstone Digital Infrastructure Trust click here. For more ratings news on Blackstone Digital Infrastructure Trust click here.

Shares of Blackstone Digital

Barclays Starts Blackstone Digital Infrastructure Trust (BXDC) at Overweight

Mon, 08 Jun 2026 03:35:24 -0400

Barclays analyst Brendan Lynch initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Overweight rating and a price target of $24.00.

For an analyst ratings summary and ratings history on Blackstone Digital Infrastructure Trust click here. For more ratings news on Blackstone Digital Infrastructure Trust click here.

Shares of Blackstone Digital

RBC Capital Starts Blackstone Digital Infrastructure Trust (BXDC) at Outperform

Mon, 08 Jun 2026 03:17:12 -0400

RBC Capital analyst Jonathan Atkin initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Outperform rating and a price target of $24.00.

The analyst comments: “We initiate on BXDC with an Outperform, Speculative risk rating and a $24 PT. We think BXDC offers a differentiated entry point into stabilized, NNN-leased AI & hyperscale datacenters with investment-grade tenants, supported by intrinsic returns from in-place lease income and contractual escalators. Blackstone's sponsorship, hyperscale relationships, and $25B near-term addressable acquisition pipeline provide a credible path to portfolio growth, with accretive capital deployment, cap rate compression, and NAV expansion that we view as

RBC Capital Starts Blackstone Digital Infrastructure Trust (BXDC) at Outperform

Mon, 08 Jun 2026 03:17:12 -0400

RBC Capital analyst Jonathan Atkin initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Outperform rating and a price target of $24.00.

BMO Capital Starts Blackstone Digital Infrastructure Trust (BXDC) at Market Perform

Mon, 08 Jun 2026 03:12:23 -0400

BMO Capital analyst Ari Klein initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Market Perform rating and a price target of $23.00.

The analyst comments: “We initiate coverage at Market Perform with a $23 target. BXDC is a blind pool targeting acquisitions of stabilized data centers leased to IG-rated hyperscalers under long-term triple-net contracts. Strong industry fundamentals, premium tenant quality, and 2–3% escalators support attractive long-term growth. However, these are balanced by near term uncertainties around capital deployment pace, external management structure, and reliance on a favorable cost of capital. With BXDC trading at a 9% premium to

BMO Capital Starts Blackstone Digital Infrastructure Trust (BXDC) at Market Perform

Mon, 08 Jun 2026 03:12:23 -0400

BMO Capital analyst Ari Klein initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Market Perform rating and a price target of $23.00.

Bernstein SocGen Group Starts Blackstone Digital Infrastructure Trust (BXDC) at Outperform

Mon, 08 Jun 2026 02:39:11 -0400

Bernstein SocGen Group analyst Madison Rezaei initiates coverage on Blackstone Digital Infrastructure Trust (NYSE: BXDC) with a Outperform rating and a price target of $26.00.

The analyst comments: “BXDC is a first-of-its-kind vehicle intended to acquire newly-built, already-leased, hyperscale-focused data centers in top-tier markets in the U.S. It is externally managed by Blackstone. The company raised $2B in a blind pool IPO on May 14 and has yet to buy its first asset, though we anticipate the company will move quickly, potentially showing progress as early as this quarter.

We think the concept makes sense from a market demand and timing perspective—there