
OWL Stock Forecast & Price Target
OWL Analyst Ratings
Bulls say
Blue Owl Capital demonstrates a robust financial foundation, managing a total of $307.4 billion in assets, with $187.7 billion classified as fee-earning AUM, indicating significant revenue potential. The company has shown impressive growth metrics, including a 12% increase in FRE per share in 2025 and a margin expansion exceeding 60%, showcasing its ability to optimize expenses amid challenging market conditions. Furthermore, Blue Owl's diversified portfolio, particularly in private credit and a strong retail focus, suggests that the firm is well-positioned for sustained revenue growth and resilience in various market environments.
Bears say
The analysis indicates that Blue Owl Capital is experiencing a decline in earnings estimates, with a projected 5% decrease for 2027, leading to a reduction in the valuation target from $24 to $17. Additionally, guidance suggests a softer revenue outlook than previously anticipated, compounded by turmoil in the software portfolio, which constitutes 8% of total AUM and has negatively impacted shares amidst competitive pressures from AI. Furthermore, challenges in retail and wealth management fundraising are anticipated, along with significant slowdowns in net flows, suggesting a detrimental effect on market sentiment and relative valuation against the S&P.
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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