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In recent months, BlackRock has deepened its push into digital assets and ETFs, highlighted by strong inflows into its iShares Bitcoin Trust and Ethereum products, and a global hiring drive across New York, London, and Singapore to build out crypto and tokenization capabilities.
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This broadened digital-asset footprint, alongside continued ETF innovation, is increasingly positioning BlackRock as a key bridge between traditional institutional capital and emerging crypto market infrastructure.
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Next, we’ll examine how BlackRock’s build-out in digital assets and tokenization could reshape its investment narrative and long-term earnings mix.
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To own BlackRock, you need to believe that its scale in ETFs, technology and increasingly alternatives can offset fee pressure and support steady earnings growth. The biggest near term swing factor remains how effectively it manages margins while ramping spend on technology and private markets, and the latest digital asset and ETF headlines do not materially change that risk reward balance.
The recent Hebbia collaboration to pipe Preqin private markets data into Aladdin highlights how BlackRock is leaning on technology to deepen its alternatives franchise, a key long term earnings catalyst. If this data and workflow integration increases client reliance on Aladdin for private markets, it could reinforce BlackRock’s position in higher fee products at the same time that fee compression in core ETFs remains an overhang.
Yet behind BlackRock’s push into higher fee alternatives, investors should be aware that…
Read the full narrative on BlackRock (it’s free!)
BlackRock’s narrative projects $28.7 billion revenue and $8.9 billion earnings by 2028. This requires 9.9% yearly revenue growth and a roughly $2.5 billion earnings increase from $6.4 billion today.
Uncover how BlackRock’s forecasts yield a $1319 fair value, a 21% upside to its current price.
Seventeen Simply Wall St Community fair value estimates for BlackRock span roughly US$724 to US$1,392, underscoring how far apart individual views can be. Against that wide range, the central tension between fee compression and higher fee private markets growth gives you several very different earnings paths to consider before you commit.
Explore 17 other fair value estimates on BlackRock – why the stock might be worth as much as 28% more than the current price!
