Financials·Mortgage REITs·$3.4B
Blackstone Mortgage Trust Inc. (BXMT) is a real estate investment trust (REIT) focused on originating and acquiring senior loans secured by commercial real estate....
EPS
Earnings per share is a key indicator of the company's profitability and will show how well BXMT is managing its loan portfolio.
Revenue
Revenue figures will provide insight into the company's overall performance and growth in its lending activities.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
4Q
EPS Beat Rate
75%
Avg EPS Surprise
+36.21%
Avg Stock Reaction
-1.22%
In Q4 2025, BXMT reported an impressive EPS of $0.64, significantly exceeding expectations. The stock reacted positively, gaining 2.04% the following day.
Management Promises & Guidance
Analysts expect BXMT to report solid earnings this quarter, with a consensus EPS of $0.35. Given the company's recent performance, there is cautious optimism about meeting or exceeding these expectations.
Bull Case
If BXMT can deliver an EPS above the consensus, it may indicate strong demand for its loans and effective management of its portfolio, potentially driving the stock higher.
Bear Case
Conversely, if the EPS falls below expectations, it could signal underlying issues in loan performance or market conditions, leading to a decline in the stock price.
EPS
0.35Earnings per share is a key indicator of the company's profitability and will show how well BXMT is managing its loan portfolio.
Revenue
92MRevenue figures will provide insight into the company's overall performance and growth in its lending activities.
The print will turn on these two things.
Q1
Will BXMT's EPS exceed the consensus estimate of $0.35?
A beat on EPS would reinforce confidence in the company's financial health and ability to manage its loan portfolio effectively.
Q2
What insights can BXMT provide about its revenue generation and loan performance?
Understanding revenue trends will help gauge the company's growth prospects and the overall health of the commercial real estate market.
Why consensus could be wrong
The consensus may underestimate BXMT's ability to outperform due to its strong loan origination capabilities and favorable market positioning.
Supporting Evidence
BXMT has consistently beaten EPS estimates in recent quarters, suggesting a trend of strong performance.
The company’s recent loan portfolio growth indicates potential for higher revenue than anticipated.
Key Risk
If loan performance metrics show significant improvement, it could challenge the current consensus expectations.
Pre-commit to what would confirm each case.
The market is keenly watching BXMT's ability to maintain profitability amidst fluctuating interest rates and economic conditions.
Bull Confirmed If
An EPS of $0.45 or higher would confirm strong loan performance and effective management.
Bear Confirmed If
An EPS below $0.20 would raise concerns about the company's loan quality and market conditions.
Implied Move
±4.2%
Currently, there is no options market data available to gauge investor sentiment.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If BXMT beats expectations, history suggests the stock could rise by around 3.77%, confirming positive market sentiment.
In-Line / Cautious
If results are in line with expectations, the stock may see a muted reaction, as investors await further commentary from management.
Miss
If BXMT misses estimates, the stock could decline by about 1.51%, reflecting investor concerns over its performance.
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VERIZON COMMUNICATIO
Apr 27, 2026