Is Blackstone Mortgage Trust (BXMT) A Bargain After Its Recent Share Price Slide?

Simply Wall St.08-31

AdvertisementBlackstone Mortgage Trust stock reacts to recent performance Blackstone Mortgage Trust (BXMT) has drawn investor attention after a difficult stretch, with the stock down about 6% over the...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2663282660?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/9551733-choice1-main-header/1585186747443","is_english":true,"pubTime":"2026-08-31 06:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2663282660","market":"us","top_or_hot":-1,"title":"Is Blackstone Mortgage Trust (BXMT) A Bargain After Its Recent Share Price Slide?","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementBlackstone Mortgage Trust stock reacts to recent performance Blackstone Mortgage Trust (BXMT) has drawn investor attention after a difficult stretch, with the stock down about 6% over the...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nyse-bxmt/blackstone-mortgage-trust/news/is-blackstone-mortgage-trust-bxmt-a-bargain-after-its-recent\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Blackstone Mortgage Trust (BXMT) A Bargain After Its Recent Share Price Slide?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Blackstone Mortgage Trust (BXMT) A Bargain After Its Recent Share Price Slide?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-31 06:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/diversified-financials/nyse-bxmt/blackstone-mortgage-trust/news/is-blackstone-mortgage-trust-bxmt-a-bargain-after-its-recent><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementBlackstone Mortgage Trust stock reacts to recent performance Blackstone Mortgage Trust (BXMT) has drawn investor attention after a difficult stretch, with the stock down about 6% over the...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nyse-bxmt/blackstone-mortgage-trust/news/is-blackstone-mortgage-trust-bxmt-a-bargain-after-its-recent\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FEBU","symbol_name":"AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF","start_time":0,"source_url":"https://simplywall.st/stocks/us/diversified-financials/nyse-bxmt/blackstone-mortgage-trust/news/is-blackstone-mortgage-trust-bxmt-a-bargain-after-its-recent","article_id":"2663282660","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551733-choice1-main-header/1585186747443"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/diversified-financials/nyse-bxmt/blackstone-mortgage-trust/news/is-blackstone-mortgage-trust-bxmt-a-bargain-after-its-recent","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2663282660","pubTimestamp":1788129263,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Blackstone Mortgage Trust stock reacts to recent performance\nBlackstone Mortgage Trust (BXMT) has drawn investor attention after a difficult stretch, with the stock down about 6% over the past month and about 23% over the past 3 months.\nThe recent weakness fits into a tougher year for Blackstone Mortgage Trust. The share price is down over 20% on a one-year total shareholder return basis, and recent losses have deepened, which suggests investors are reassessing both income prospects and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"FEBU":"AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF","VOTE":"TCW Transform 500 ETF","RGLO":"Global Equity Active ETF","BK4110":"抵押房地产投资信托","DECU":"AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF","BXMT":"Blackstone Mtg Tr Inc","VGFPF":"Vanguard Funds PLC","PMDE":"PGIM S&P 500 Max Buffer ETF - December","JOYT":"JPMorgan Equity and Options Total Return ETF","GXDW":"Global X Dorsey Wright Thematic ETF"},"translate_title":"黑石抵押信托 (BXMT) 在最近股价下跌后是否便宜？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VGFPF":0.6,"BXMT":1.5,"GXDW":0.6,"JOYT":0.6,"PMDE":0.6,"RGLO":0.6,"DECU":0.6,"FEBU":0.6,"VOTE":0.6},"content_text":"AdvertisementBlackstone Mortgage Trust stock reacts to recent performance Blackstone Mortgage Trust (BXMT) has drawn investor attention after a difficult stretch, with the stock down about 6% over the past month and about 23% over the past 3 months. The recent weakness fits into a tougher year for Blackstone Mortgage Trust. The share price is down over 20% on a one-year total shareholder return basis, and recent losses have deepened, which suggests investors are reassessing both income prospects and credit risk in its loan portfolio. Compare Blackstone Mortgage Trust's recent share price pressure with other income focused ideas by scanning a hand picked shortlist of 12 dividend fortresses. Blackstone Mortgage Trust now trades well below the average analyst price target near US$18.86 after this latest slide. Does that discount reflect real stress in the loan book, or has the stock already moved past fair value? Most Popular Narrative: 34.6% Undervalued Blackstone Mortgage Trust last closed at $13.73, while the most followed narrative assigns a fair value of $21.00. That gap is built on a detailed view of earnings power, margins and required returns.  The company is focusing on portfolio turnover through repayments and redeployment into high-quality new credit opportunities, which is expected to enhance future earnings by improving the overall credit composition and potentially increasing revenue from new investments. Resolution of impaired loans is expected to be a catalyst for future growth by reducing the non-performing assets and allowing the company to recapture earnings potential, thereby potentially increasing net margins as capital is redeployed into more productive investments.  Read the complete narrative. Want to see what sits behind that fair value for Blackstone Mortgage Trust? The narrative emphasizes higher margins, earnings growth and a richer future earnings multiple. The specific revenue path and share count assumptions are just as important. The full breakdown shows exactly how those moving parts fit together. Result: Fair Value of $21.00 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh risks such as the remaining US$970 million of impaired loans and potential timing gaps between repayments and new lending for Blackstone Mortgage Trust. Find out about the key risks to this Blackstone Mortgage Trust narrative. Another view on Blackstone Mortgage Trust valuation The fair value narrative for Blackstone Mortgage Trust points to upside, but the current P/S ratio tells a different story. BXMT trades on a P/S of 5.8x compared with 4.5x for the US Mortgage REITs industry and 4.9x for peers, while the fair ratio is 2.2x. That gap suggests meaningful valuation risk if sentiment or earnings expectations shift. For a clearer sense of how this richer P/S ratio could adjust over time, take a look at the valuation breakdown behind these numbers, including how the fair ratio was calculated, in our detailed review of Blackstone Mortgage Trust. See what the numbers say about this price — find out in our valuation breakdown. NYSE:BXMT P/S Ratio as at Aug 2026Next Steps If this mixed picture on Blackstone Mortgage Trust leaves you unsure, you may wish to review the full data and form your own view using 3 key rewards and 2 important warning signs. Looking for more investment ideas beyond Blackstone Mortgage Trust? Do not stop your research with Blackstone Mortgage Trust. The next opportunity might fit your portfolio better, and you will only see it if you look wider.  Target steadier compounding income and broaden your watchlist with 12 dividend fortresses that focus on reliability as much as yield. Hunt for mispriced quality by scanning 45 high quality undervalued stocks that pair solid fundamentals with share prices that lag underlying performance. Protect your downside first by researching a 75 resilient stocks with low risk scores that scores well on balance sheet strength and business stability before you commit new capital.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Blackstone Mortgage Trust might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.50.1","shortVersion":"4.50.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2663282660","isCrawlerRequest":true}