OWL Blue Owl Capital Inc. Loading... : Bullish and Bearish Analyst Opinions
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17:13
Aug 28
Aug 28
Blue Owl Capital leads a 2.4 billion dollar debt financing deal to purchase Nvidia chips.
Blue Owl Capital leads a 2.4 billion dollar debt financing deal to purchase Nvidia chips, according to the news report.
13:00
Aug 15
Aug 15
Avoid insurers controlled by private credit.
Firms like Apollo, Brookfield, and Blue Owl bought insurance companies to use as balance sheets for private credit strategies, with annuities and life insurance on the other side. That structure creates solvency and contagion risk for policyholders if the insurance assets are questioned.
HIGH
13:12
Aug 11
Aug 11
Author asks for an opinion on OWL without stating any position or directional view.
Author asks for an opinion on OWL without stating any position or directional view, so it is indexed as watch.
LOW
00:00
Aug 06
Aug 06
Blue Owl private credit funds repurchased a combined 90 million dollars of shares for a second.
Blue Owl private credit funds repurchased a combined 90 million dollars of shares for a second consecutive quarter to stabilize fund values amid sector turbulence.
03:18
Aug 04
Aug 04
Private equity benefits from liquidity easing expectations.
Private equity firms surged recently due to expectations of liquidity easing and no rate hikes, benefiting from AI investments.
MED
23:14
Jul 30
Jul 30
The tweet reports Blue Owl's strategic shift into real assets to mitigate private credit.
The tweet reports Blue Owl's strategic shift into real assets to mitigate private credit concerns without expressing a personal position or forward view.
LOW
15:16
Jul 20
Jul 20
Short Ares, Blackstone; long Blue Owl
Among publicly traded alternative asset managers, Ares Management has the biggest gap between its premium brand and reality. Blackstone is overrated because its entire business revolves around marketing rather than investment skill. Blue Owl Capital is the most underrated; despite bad public relations, its underwriting quality is stronger than the market believes.
MED
10:45
Jul 03
Jul 03
Retail redemption pain hitting APO, ARES, OWL.
Apollo, Ares and Blue Owl pioneered retail access to private credit, but are now suffering the most from relentless redemption requests, forcing them to gate funds and trap capital, which could pressure their performance and investor confidence.
MED
22:28
Jul 02
Jul 02
Buy OWL as the market correctly discounts redemptions headline risk.
Buy OWL as the market correctly discounts redemptions headline risk; lower redemption requests and lack of defaults/forced sales signal improving fundamentals.
MED
22:15
Jul 02
Jul 02
Avoid Blue Owl on redemption trouble.
Blue Owl Capital has become the poster child for private credit redemption pressures; investors face redemptions they cannot easily exit, leading to reputational damage and likely underperformance in the near term.
MED
20:22
Jul 02
Jul 02
Blue Owl redemption panic is easing.
Redemption requests at Blue Owl's private credit funds are declining, with many repeat requesters; liquidity levels are healthy and no asset sales are needed, suggesting panic is subsiding and the stock is up 4.6%, with reasons for optimism.
MED
23:44
Jul 01
Jul 01
Blue Owl is too risky to own.
Blue Owl is too risky compared to other private equity stocks like Blackstone and should be avoided.
MED
17:11
Jun 27
Jun 27
Reports update on OWL's SEC investigation status – no responsive records found.
Reports update on OWL's SEC investigation status – no responsive records found, no sign of ongoing probe.
LOW
14:01
Jun 26
Jun 26
Cramer criticizes Blue Owl management for prioritizing a sports deal (Cavaliers) over balance.
Cramer criticizes Blue Owl management for prioritizing a sports deal (Cavaliers) over balance sheet improvement; no explicit directional position taken.
LOW
17:03
Jun 23
Jun 23
Avoid Apollo, Blackstone, Blue Owl.
The leading private credit firms that attracted the most retail money — Apollo, Blackstone, and Blue Owl — are the most vulnerable as retail redemption pressures build. Elevated redemption requests and caps signal systemic risk, making these names unattractive.
MED
03:59
Jun 17
Jun 17
Watch these financial services beneficiaries of the GAI buildout; no author position disclosed.
Watch these financial services beneficiaries of the GAI buildout; no author position disclosed, treat as research basket.
MED
03:56
Jun 17
Jun 17
Watch as beneficiaries of AI infrastructure financing.
Watch as beneficiaries of AI infrastructure financing. The author maps direct and fee-pool exposure across alternative managers, banks, boutiques, and ratings firms. No ownership stated.
MED
12:12
Jun 03
Jun 03
US pre-market movers report shows mixed futures with Palo Alto Networks giving up gains after.
US pre-market movers report shows mixed futures with Palo Alto Networks giving up gains after strong results, GitLab falling on profit view disappointment, and Macy's beating estimates while Intel and Marvell surge on positive commentary.
00:22
May 20
May 20
Blue Owl co-founder sells stake in Washington Commanders.
Blue Owl co-founder sells stake in Washington Commanders, but the tweet reports a past transaction without expressing a forward-looking view on the stock.
HIGH
15:17
May 19
May 19
Buy OWL: Cramer expects co-CEO Doug Ostrover to use proceeds from selling his Commanders stake.
Buy OWL: Cramer expects co-CEO Doug Ostrover to use proceeds from selling his Commanders stake to purchase OWL shares, a bullish insider signal.
HIGH
07:12
May 17
May 17
The tweet questions why Trump disproportionately bought OWL shares but uses sarcastic tone.
The tweet questions why Trump disproportionately bought OWL shares but uses sarcastic tone without a clear forward-looking directional view.
HIGH
18:40
May 15
May 15
Bearish view on Blue Owl due to newly surfaced SEC investigation disclosed via FOIA logs.
Bearish view on Blue Owl due to newly surfaced SEC investigation disclosed via FOIA logs, creating regulatory and reputational risk not yet priced.
HIGH
18:40
May 15
May 15
Reports first appearance of Blue Owl on SEC investigation list via FOIA.
Reports first appearance of Blue Owl on SEC investigation list via FOIA, adding detail to the regulatory catalyst.
HIGH
23:43
May 07
May 07
Long alternative asset managers as AI infrastructure financing emerges as a new institutional.
Long alternative asset managers as AI infrastructure financing emerges as a new institutional credit product, with investment-grade structures and large deployment potential. | Timeframe: long-term
HIGH
06:10
May 06
May 06
Speaker cites Guggenheim's private credit fund raise as catalyst for an OWL short squeeze.
Speaker cites Guggenheim's private credit fund raise as catalyst for an OWL short squeeze; speaker is a sarcastic crypto commentator, treat this hot take as a watch.
HIGH
13:44
May 01
May 01
Speaker suggests that a rebound in the software sector provides a positive catalyst for OWL.
Speaker suggests that a rebound in the software sector provides a positive catalyst for OWL, but offers no trade commitment or detailed reasoning.
HIGH
22:38
Apr 15
Apr 15
Go long Blue Owl Capital as a continued counter-trend rally in enterprise software could.
Go long Blue Owl Capital as a continued counter-trend rally in enterprise software could trigger a significant short squeeze.
MED
22:20
Apr 10
Apr 10
Speaker rates Blue Owl as Neutral, noting its organic growth has been cut in half (from ~20% to ~10%) due to heavy reliance on the wealth channel, which is experiencing significant redemption requests in private credit. Private credit outflows from the wealth channel may persist for an extended period, directly impacting Blue Owl's largest growth engine, though underlying credit quality remains solid. Neutral stance reflects a significantly slowed growth trajectory offset by the lack of severe fundamental credit issues. A faster-than-expected recovery in wealth channel flows or a successful pivot to other fundraising verticals.
16:49
Apr 10
Apr 10
The author is bearish on private credit managers like $OWL.
The author is bearish on private credit managers like $OWL, expecting further downside due to Wall Street banks launching tools that facilitate betting against the sector.
MED
10:25
Apr 08
Apr 08
Short or avoid OWL as Barclays has downgraded its price target.
Short or avoid OWL as Barclays has downgraded its price target, signaling an expectation of underperformance.
HIGH
About OWL Analyst Coverage
Buzzberg tracks OWL (Blue Owl Capital Inc.) across 35 sources. 15 bullish vs 22 bearish calls from 81 analysts. Sentiment: mixed to bearish. 130 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: financialjuice, Chris Whalen, Ozark.