
OWL Stock Forecast & Price Target
OWL Analyst Ratings
Bulls say
Blue Owl Capital Inc is well positioned to capitalize on the increasing retail demand for direct lending and credit strategies, which are expected to significantly contribute to its revenue growth. The company's diversification in private capital deployment across Credit, GP Strategic Capital, and Real Estate platforms, along with a strong subscription base, suggests a robust demand for its investment products. Additionally, retail credit offerings are projected to account for approximately 34% of management fee growth through 2026, indicating a solid trajectory for incremental top-line revenues amid market fluctuations.
Bears say
Blue Owl Capital has demonstrated significant underperformance with a year-to-date decline of 16.6%, notably worse than the broader market and alternative investment peers, which have declined by 10.1% and 4.7%, respectively. The company is now aligned with consensus estimates for 2026 earnings per share after previously lagging behind by 3.6%, indicating a stagnation in growth expectations. Additionally, there are concerns regarding potential earnings headwinds related to spread compression, which could further affect revenue generation, leading to a cautious forecast for the company's financial performance.
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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