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    Should BlackRock’s (BLK) Union-Backed AI Infrastructure Push Reshape Its Long-Term Investment Narrative?

    Simply Wall St·08/22/2026 23:25:15
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    • Earlier this month, North America's Building Trades Unions, BlackRock, and the AI Infrastructure Partnership signed a Memorandum of Understanding to support US AI and energy infrastructure buildout, expand workforce training, and improve project execution at data centers and related facilities.
    • This agreement is interesting because it directly links BlackRock’s AI and energy infrastructure ambitions with a structured pipeline of skilled labor and apprenticeship programs, potentially enhancing execution reliability for large-scale projects.
    • We'll now examine how BlackRock's AI and energy infrastructure workforce partnership could influence the company’s longer-term investment narrative and positioning.

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    BlackRock Investment Narrative Recap

    To own BlackRock, you need to believe in its role as a global asset and technology platform that can compound fee and services revenue across public, private, and infrastructure assets. The new AI and energy infrastructure workforce MOU looks incrementally helpful to execution on large projects, but it does not materially change the near term drivers: the key catalyst remains scaling alternatives and infrastructure mandates, while the biggest risk is continued fee compression in core ETF and index products.

    Against this backdrop, the Meta and BlackRock data center campus venture in El Paso, with about US$14,000,000,000 in planned investment, stands out as closely related to the new workforce agreement. Both tie BlackRock more tightly to AI and energy infrastructure, reinforcing the importance of execution quality and cost control at a time when integration risks in private markets and infrastructure are already a central part of the story.

    Yet behind the AI and infrastructure opportunity, investors should be aware of the growing pressure from industry wide fee compression and...

    Read the full narrative on BlackRock (it's free!)

    BlackRock’s narrative projects $35.7 billion revenue and $10.2 billion earnings by 2029. This requires 9.3% yearly revenue growth and a roughly $3.6 billion earnings increase from $6.6 billion today.

    Uncover how BlackRock's forecasts yield a $1314 fair value, a 14% upside to its current price.

    Exploring Other Perspectives

    BLK 1-Year Stock Price Chart
    BLK 1-Year Stock Price Chart

    Five Simply Wall St Community fair value estimates for BlackRock span roughly US$1,153 to US$1,321 per share, underlining how far opinions can diverge. When you set those views against the growing importance of higher fee alternatives and infrastructure mandates, it becomes even more important to explore several different takes on how BlackRock’s mix shift could affect future profitability.

    Explore 5 other fair value estimates on BlackRock - why the stock might be worth just $1153!

    Decide For Yourself

    Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.