
OWL Stock Forecast & Price Target
OWL Analyst Ratings
Bulls say
Blue Owl Capital is well-positioned to capitalize on the increasing retail demand for direct lending and credit strategies, which enhances its growth potential. Retail credit products are projected to contribute significantly to Blue Owl's financial performance, accounting for approximately 34% of expected management fee growth through 2026. The company maintains a diversified investor base, providing a stable foundation for its revenue generation predominantly within the U.S. market.
Bears say
Blue Owl Capital has experienced significant underperformance in the year-to-date period, with a decline of 16.6%, compared to a 10.1% drop in the alternatives sector and a 4.7% decline for peer ARES, which raises concerns about its competitive positioning. The company is now aligned with consensus estimates for 2026 earnings per share, but it was previously lagging by 3.6%, indicating potential issues in meeting future growth expectations. Additionally, the firm's reliance on Part 1 fees, which are valued lower than base management fees, may lead to real earnings pressures due to potential spread compression, further contributing to a negative outlook.
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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