
OWL Stock Forecast & Price Target
OWL Analyst Ratings
Bulls say
Blue Owl Capital is positioned to capitalize on the increasing retail demand for direct lending and credit strategies, which is anticipated to substantially drive incremental top-line growth. Approximately 34% of the company's projected management fee growth for 2026 is expected to stem from its offerings in alternative credit products such as OCIC and OTIC. Despite concerns around credit spread widening impacting retail flows, the firm has experienced consistent subscription strength, indicating robust investor interest in its credit strategies.
Bears say
Blue Owl Capital has experienced a year-to-date underperformance of -16.6%, significantly lagging behind both the SPX and alternative asset groups, reflecting a concerning trend in its financial health. Furthermore, the company is now aligned with consensus estimates for 2026 earnings per share after previously being -3.6% below, which may indicate a lack of confidence in future growth potential. Additionally, the reliance on lower valuation multiples for Part 1 fees poses a risk of earnings compression, which could further hinder Blue Owl's financial performance moving forward.
This aggregate rating is based on analysts' research of Blue Owl Capital and is not a guaranteed prediction by Public.com or investment advice.
OWL Analyst Forecast & Price Prediction
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