Market Sentiment: Investor caution prevails as concerns over the AI sector, economic conditions, and a decline in high-risk assets weigh on market performance, with the S&P 500 struggling near the lower end of its recent range.
Recent Pullbacks: The S&P 500 has experienced three pullbacks in the last five weeks after a prolonged period without significant declines, indicating a reassessment of high valuations and crowded positions in the market.
Sector Performance: The consumer discretionary sector is showing signs of weakness, particularly in leisure and entertainment stocks, as new AI services from Alphabet impact previously strong travel companies.
Investor Sentiment Indicators: The CNN Fear and Greed Index indicates extreme fear among investors, reflecting a shift from previous euphoria, while earnings forecasts remain strong, suggesting potential for recovery as market conditions evolve.
Wall Street analysts forecast OWL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OWL is 21.13 USD with a low forecast of 18.00 USD and a high forecast of 28.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast OWL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OWL is 21.13 USD with a low forecast of 18.00 USD and a high forecast of 28.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
3 Hold
0 Sell
Strong Buy
Current: 15.690
Low
18.00
Averages
21.13
High
28.00
Current: 15.690
Low
18.00
Averages
21.13
High
28.00
Evercore ISI
Outperform
downgrade
$19 -> $17
2026-01-22
New
Reason
Evercore ISI
Price Target
$19 -> $17
AI Analysis
2026-01-22
New
downgrade
Outperform
Reason
Evercore ISI lowered the firm's price target on Blue Owl Capital to $17 from $19 and keeps an Outperform rating on the shares. 2026 is off to a better start for alternative asset managers, with stocks up about 3% year-to-date as the sector navigates a tricky landscape, the analyst tells investors in a preview for the group. Realizations are expected to be weaker in Q4, but there's optimism for strong monetizations in 2026 due to a favorable capital markets environment, the analyst added.
Oppenheimer
Oppenheimer
Outperform
maintain
$25 -> $27
2026-01-20
New
Reason
Oppenheimer
Oppenheimer
Price Target
$25 -> $27
2026-01-20
New
maintain
Outperform
Reason
Oppenheimer raised the firm's price target on Blue Owl Capital to $27 from $25 and keeps an Outperform rating on the shares. The firm adjusted targets in the alternative asset manager group as part of a Q4 preview.
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Barclays
Overweight -> NULL
downgrade
$19 -> $18
2026-01-09
Reason
Barclays
Price Target
$19 -> $18
2026-01-09
downgrade
Overweight -> NULL
Reason
Barclays lowered the firm's price target on Blue Owl Capital to $18 from $19 and keeps an Overweight rating on the shares. The firm adjusted targets in the alternative asset manager group as part of its Q4 outlook. Barclays expect realizations to pick up meaningfully across the board. The market-wide concerns around credit performance are overblown, the analyst tells investors in a research note.
Wolfe Research
Outperform
downgrade
$21 -> $20
2026-01-07
Reason
Wolfe Research
Price Target
$21 -> $20
2026-01-07
downgrade
Outperform
Reason
Wolfe Research lowered the firm's price target on Blue Owl Capital to $20 from $21 and keeps an Outperform rating on the shares as part of the firm's Top 10 Themes for 2026 note on the Banks, Brokers, and Alternative Managers. Heading into 2026, the firm notes Retail Brokers and Alts are its favorite subsectors.
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.
