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Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 27 2026
0mins
Should l Buy OWL?
Source: Barron's
- Earnings Reports: Many business development companies reported their earnings over the past week.
- Investor Sentiment: The earnings reports did not provide any positive news for investors.
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Analyst Views on OWL
Wall Street analysts forecast OWL stock price to rise
15 Analyst Rating
12 Buy
3 Hold
0 Sell
Strong Buy
Current: 8.960
Low
18.00
Averages
21.13
High
28.00
Current: 8.960
Low
18.00
Averages
21.13
High
28.00
About OWL
Blue Owl Capital Inc. is an alternative asset management company. The Company deploys private capital across Credit, GP Strategic Capital and Real Estate platforms on behalf of institutional and private wealth clients. Its product platforms include Credit, GP Strategic Capital and Real Estate. Its credit products offer private financing solutions primarily to upper-middle-market companies. Its credit products are offered through a mix of business development companies, long-dated private funds, managed accounts and collateralized loan obligations. It is focused on acquiring equity stakes in or providing debt financing to private capital firms. Its Real Estate products are focused on acquiring triple net lease real estate occupied by investment-grade or creditworthy tenants. Its Real Estate products are offered through Permanent Capital vehicles, including its real estate investment trusts, and long-dated private funds. It offers asset management services to the insurance industry.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Blue Owl Capital Exposes Century Capital's Financial Irregularities
- Financial Irregularities Exposed: On March 17, Blue Owl Capital uncovered financial reporting irregularities at Century Capital, leading to a repayment request that effectively pushed Century into administration, highlighting severe governance and financial management failures.
- Price Target Reduction: Citizens lowered its price target for Blue Owl from $26 to $23; however, the stock still presents an impressive upside potential of 153%, indicating market recognition of its long-term value despite the revision.
- Stable Earnings Outlook: Even in a bear-case scenario, Blue Owl's EPS is expected to increase by over 5% by 2026 to approximately 90 cents, providing underlying support amidst short-term volatility and investor concerns.
- Investment Potential Analysis: As an alternative asset manager focused on mid-market capital solutions, Blue Owl's unique positioning in private markets and secular growth trends continues to attract investor interest, despite cautious sentiment regarding its investment potential.
See More
This Private Credit Fund Holds a Stake in SpaceX
- Blue Owl's Investment: Blue Owl Technology Finance is a lesser-known holder of SpaceX stock.
- Company Focus: It is a business development company that specializes in high-yield technology lending within the private credit market.
See More
This Troubled Blue Owl Private-Credit Fund Holds a Share in SpaceX
- Blue Owl's Investment: Blue Owl Technology Finance is a lesser-known holder of SpaceX stock.
- Company Focus: It is a business development company that specializes in high-yield technology lending within the private credit market.
See More
Private Credit Markets Face Liquidity Test Amid Rising Defaults
- Liquidity Pressure Intensifies: Ares Management has capped investor redemptions in its $10.7 billion private credit fund at 5% after withdrawal requests surged to 11.6%, reflecting growing concerns over credit quality that could further undermine investor confidence in the sector.
- Default Rate Warning: Morgan Stanley warns that default rates in private credit direct lending could spike to 8%, significantly above the historical average of 2-2.5%, which would have a major impact on sectors heavily reliant on high leverage, particularly in software.
- Market Reset Signal: While rising default rates may cause pain for some funds, industry experts believe this could lead to better underwriting practices and more realistic valuations, ultimately freeing up capital for stronger businesses and promoting a healthy reset in the market.
- Concentrated Risk Areas: The software sector accounts for approximately 26% of direct lending, and as fears of AI disruption grow, attention has shifted to this area, with some smaller issuers experiencing default rates as high as 10.9%, highlighting the vulnerability of highly leveraged borrowers.
See More
Increasing Competition in Space Investments and Nuclear Power Prospects
- Rising Competition in Space: Over the past decade, the space industry has rapidly evolved from just two companies to numerous startups, particularly with the rise of SpaceX, driving demand for low-cost rocket launches, and the global space economy is projected to grow to about $2 trillion by 2035, indicating significant investment potential.
- Market Saturation Risks: Despite the promising outlook for the space sector, competition in communications and imaging is overly saturated, with many new entrants facing survival challenges, particularly as the number of satellites increases, leading to limited market opportunities and potential profitability issues for some companies.
- Nuclear Investment Surge: The growing demand for sustainable energy has attracted substantial investment in the nuclear sector, especially in the development of small modular reactors (SMRs), although historically, nuclear projects often exceed budgets and face delays, leading investors to remain cautious about future prospects.
- Uncertain Profitability Models: In both the space and nuclear sectors, many startups are not yet profitable, prompting investors to focus on financial flexibility and long-term sustainability, especially when market demand and technology maturity remain unclear.
See More
Intensifying Competition in Space and Nuclear Investments
- Space Industry Competition: The space sector has rapidly evolved from just two companies a decade ago to numerous startups, highlighted by Sierra Space's recent funding round valuing it at $8 billion, indicating strong market interest in space investments, although intense competition will pressure successful companies.
- Nuclear Renaissance Potential: With increasing demand for sustainable energy, the nuclear sector is attracting significant investment, particularly in the development of small modular reactors (SMRs), which, despite high costs and technical challenges, are expected to meet ongoing market demand and potentially yield long-term returns for investors.
- Investor Caution Advised: Analysts emphasize that investors in the space and nuclear sectors should focus on companies with financial flexibility and sustainable business models, especially in the absence of profits, as only those with strong funding support and unique competitive advantages are likely to survive in the future market.
- Market Consolidation Likely: As more players enter the space and nuclear industries, a trend toward market consolidation is becoming evident, with analysts suggesting that while many startups are emerging, not all will succeed, leading to a clear differentiation between future winners and losers.
See More
Blue Owl Capital Exposes Century Capital's Financial Irregularities
- Financial Irregularities Exposed: On March 17, Blue Owl Capital uncovered financial reporting irregularities at Century Capital, leading to a repayment request that effectively pushed Century into administration, highlighting severe governance and financial management failures.
- Price Target Reduction: Citizens lowered its price target for Blue Owl from $26 to $23; however, the stock still presents an impressive upside potential of 153%, indicating market recognition of its long-term value despite the revision.
- Stable Earnings Outlook: Even in a bear-case scenario, Blue Owl's EPS is expected to increase by over 5% by 2026 to approximately 90 cents, providing underlying support amidst short-term volatility and investor concerns.
- Investment Potential Analysis: As an alternative asset manager focused on mid-market capital solutions, Blue Owl's unique positioning in private markets and secular growth trends continues to attract investor interest, despite cautious sentiment regarding its investment potential.
See More
This Private Credit Fund Holds a Stake in SpaceX
- Blue Owl's Investment: Blue Owl Technology Finance is a lesser-known holder of SpaceX stock.
- Company Focus: It is a business development company that specializes in high-yield technology lending within the private credit market.
See More
This Troubled Blue Owl Private-Credit Fund Holds a Share in SpaceX
- Blue Owl's Investment: Blue Owl Technology Finance is a lesser-known holder of SpaceX stock.
- Company Focus: It is a business development company that specializes in high-yield technology lending within the private credit market.
See More
Private Credit Markets Face Liquidity Test Amid Rising Defaults
- Liquidity Pressure Intensifies: Ares Management has capped investor redemptions in its $10.7 billion private credit fund at 5% after withdrawal requests surged to 11.6%, reflecting growing concerns over credit quality that could further undermine investor confidence in the sector.
- Default Rate Warning: Morgan Stanley warns that default rates in private credit direct lending could spike to 8%, significantly above the historical average of 2-2.5%, which would have a major impact on sectors heavily reliant on high leverage, particularly in software.
- Market Reset Signal: While rising default rates may cause pain for some funds, industry experts believe this could lead to better underwriting practices and more realistic valuations, ultimately freeing up capital for stronger businesses and promoting a healthy reset in the market.
- Concentrated Risk Areas: The software sector accounts for approximately 26% of direct lending, and as fears of AI disruption grow, attention has shifted to this area, with some smaller issuers experiencing default rates as high as 10.9%, highlighting the vulnerability of highly leveraged borrowers.
See More
Increasing Competition in Space Investments and Nuclear Power Prospects
- Rising Competition in Space: Over the past decade, the space industry has rapidly evolved from just two companies to numerous startups, particularly with the rise of SpaceX, driving demand for low-cost rocket launches, and the global space economy is projected to grow to about $2 trillion by 2035, indicating significant investment potential.
- Market Saturation Risks: Despite the promising outlook for the space sector, competition in communications and imaging is overly saturated, with many new entrants facing survival challenges, particularly as the number of satellites increases, leading to limited market opportunities and potential profitability issues for some companies.
- Nuclear Investment Surge: The growing demand for sustainable energy has attracted substantial investment in the nuclear sector, especially in the development of small modular reactors (SMRs), although historically, nuclear projects often exceed budgets and face delays, leading investors to remain cautious about future prospects.
- Uncertain Profitability Models: In both the space and nuclear sectors, many startups are not yet profitable, prompting investors to focus on financial flexibility and long-term sustainability, especially when market demand and technology maturity remain unclear.
See More
Intensifying Competition in Space and Nuclear Investments
- Space Industry Competition: The space sector has rapidly evolved from just two companies a decade ago to numerous startups, highlighted by Sierra Space's recent funding round valuing it at $8 billion, indicating strong market interest in space investments, although intense competition will pressure successful companies.
- Nuclear Renaissance Potential: With increasing demand for sustainable energy, the nuclear sector is attracting significant investment, particularly in the development of small modular reactors (SMRs), which, despite high costs and technical challenges, are expected to meet ongoing market demand and potentially yield long-term returns for investors.
- Investor Caution Advised: Analysts emphasize that investors in the space and nuclear sectors should focus on companies with financial flexibility and sustainable business models, especially in the absence of profits, as only those with strong funding support and unique competitive advantages are likely to survive in the future market.
- Market Consolidation Likely: As more players enter the space and nuclear industries, a trend toward market consolidation is becoming evident, with analysts suggesting that while many startups are emerging, not all will succeed, leading to a clear differentiation between future winners and losers.
See More
