Price targets for Blue Owl Capital now cluster in a wide band between about US$10 and US$17, as updated models adjust fair value estimates such as the move from roughly US$12.38 to about US$12.74. Recent analyst research links these shifts to Q2 results, revised fundraising expectations, and changing sentiment toward private credit and alternative asset managers. As you read on, you will see how to track this evolving narrative and what to watch as new information comes through.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
-
BofA keeps a Buy rating on Blue Owl Capital while trimming its price target to US$16 from US$17, and maintains its 2026 distributable earnings forecast, which signals confidence in the near term earnings profile despite more cautious outer year assumptions.
-
BMO Capital raises its price target to US$12 from US$11 and keeps an Outperform rating, pointing to what it sees as improving private credit deployment and revenue trends across alternative managers, which it views as constructive for Blue Owl Capital.
-
Oppenheimer lowers its target to US$15 from US$16 but maintains an Outperform rating and describes alternative asset managers as under pressure despite what it views as cyclical rather than structural issues, which the firm sees as an opportunity for long term investors.
🐻 Bearish Takeaways
-
BofA cuts 2027 and 2028 distributable earnings estimates for Blue Owl Capital as it factors in a slightly lower fundraising outlook, which points to some concern around longer term growth in fee earning assets.
-
Citizens reduces its price target to US$17 from US$21 while keeping an Outperform rating, reflecting how stronger equity markets have favored other companies and left some alternative managers, including Blue Owl Capital, under valuation pressure despite the research view on fundamentals.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!
We’ve flagged 3 risks for Blue Owl Capital. See which could impact your investment.
How This Changes the Fair Value For Blue Owl Capital
-
Fair value for Blue Owl Capital has moved from about US$12.38 to about US$12.74.
-
Revenue growth in the model has adjusted from about 5.93% to about 5.80%.
-
Profit margin expectations have shifted from about 24.44% to about 24.53%.
-
Future P/E assumption has moved from about 14.30x to about 13.87x.
-
The discount rate used has changed from about 8.22% to about 8.33%.
