
OWL Stock Forecast & Price Target
OWL Analyst Ratings
Bulls say
Blue Owl Capital has established itself as a significant player in the alternative-asset management space, with total managed assets amounting to $307.4 billion and fee-earning assets under management (AUM) of $187.7 billion at the end of 2025. The company's robust performance is highlighted by a 12% growth in fee-related earnings (FRE) per share in 2025 and a significant expansion in margins to over 60%, indicating strong operational efficiency and resilience despite market headwinds. Additionally, Blue Owl's diverse business segments, which include global private equity, private credit, and real estate, combined with a retail/wealth orientation in their direct lending business, contribute to its reputation for durable and stable returns, thus enhancing the outlook for continued revenue growth in the low to mid-teens.
Bears say
Blue Owl Capital's financial outlook has been negatively impacted by a projected 5% decline in its 2027 earnings estimate, causing a downward revision of its valuation target from $24 to $17. Additionally, guidance indicates a softer revenue outlook than previously anticipated, particularly concerning the firm's credit business, which has prompted the firm to eliminate growth assumptions for the first half of 2026. The company is also facing challenges in fundraising within its retail and wealth management sectors, leading to significant slowdowns in net flows and contributing to market sentiment that is detrimental to its valuation relative to 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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