OWL Blue Owl Capital Inc - Ordinary Shares - Class A

$OWL Oppenheimer analyst Chris Kotowski maintained an Outperform rating and raised the price target from $15 to $17 on Aug. 27, 2026. This analyst has an accuracy rate of 80%.

$OWL what are these strange green numbers next to the OWL ticker? Never seem em before?

$OWL love this play. Being paid c. 10% dividend yield by the tier-1 alt manager while waiting for all the media garbage on private credit to end.

$OWL this is now my largest position concentration ever. Price makes no sense. Big gains to come for patient intelligent investors that make their decisions based on reason instead of emotion.

$OWL today was a huge buying opportunity. Getting the exact bottom is never easy but buying at massive value makes too much sense here. All fear mongering in this name hasn’t come to fruition. No worries for me, just accumulating. $BX $KKR are also very attractive

$OWL up on strong earnings report for $BX ? If $OWL also has a good earnings report things are looking up…

$OWL Lots of misleading news about the 5% gating. Redemption requests have been declining since Q1. Q1 was the peak redemption scare. We're about to rally hard to datacenter sentiment reversal. 12+ after ER. The amount of coordinated FUD and shorting is impessive. ngl. The group of people who lost all their money on those puts last ER, they are angry.

$OWL Further research of the other leading BDCs revealed those already reporting had a reduction in redemption requests from private investors since the last quarter. This has been the whipping boy since March getting mentioned in almost every bad media piece of click bait. I suspect they will report their redemptions were reduced and a nice rally up to $11 -12 should play out in the next month to earnings on 10/29/26. Selling weekly options are also a way to add income and profit on this trade.

$OWL Back into this BDC on the $ORCL CYA boiler plate nonsense. I do expect a lot of volatility which should juice up the weekly option premiums. Long 4000 shares avg $9.07

$OWL The Project Jupiter news from Oracle probably a mere blip on Blue Owl's total portfolio, but today's decline come on the heals of very weak technical position. Being below the weekly cloud and below the 200-day, leads to deeper dips on any bad news.

$OWL can you explain why if the chart says OBDC, you are posting on OWL when OBDC has its own ticker.

$OWL some conference coverage from FT. Demand for computing power has exploded. Grown to rival of Blackstone at data center.

$OWL $ORCL Project Jupiter details: During the development the invested $OWL fund earns 9% instead of 11%, if there is a delay the 11% yield starts later. All partys remain commited to the project and currently no delay is declared, but a deplay of 1 year is expected. "The delay means Blue Owl's higher returns would begin later than originally expected. During the development stage, $OWL earns a 9% yield on its equity, the separate report pointed out, adding that upon completion of the project, the levered yield is expected to be around 11%."

$OWL | Citizens Reiterates Blue Owl Capital at Market Outperform with $17 PT on Net Lease Fundraising Strength Citizens stays bullish as strong net lease fundraising and private credit rotation support continued demand growth. 🔹 Follow for more analyst insights on other tickers.

$OWL WSJ tried to publish a bearish roundup about $OWL Q1 events but instead market is bullish about it

$OWL Bull Case: Private Credit Leadership: Capitalizes on massive structural shifts toward private credit and alternative assets with predictable fee-driven revenue. AI & Infrastructure Growth: Expands aggressively into high-demand sectors like data centers and AI factory financing. Cash Generation: Provides strong dividend yields backed by scalable management fees and institutional scale. Bear Case: Credit Risks: Underwriting exposure to troubled portfolio companies (e.g., Loparex) highlights risks in junior lending tranches. Liquidity & Redemptions: Faces sentiment headwinds and redemption pressures in non-traded retail/institutional vehicles. Legal & Regulatory Overhang: Deals with securities investigations and headline friction that can compress valuation multiples. $ORCL $IREN $SPY $QQQ

$OWL My thoughts on datacenter BS. First: US cannot cede ground to China on AI. Second: I think Federal action is going to subsidize all of these concerns and put all projects back on course. But over all: OWL is DIVERSIFIED. Stop selling at a loss and hold FFS.

$OWL Amazing the fools who sell at these prices. I'm good, but i feel for the peeps on margin. Getting rooted out like truffles.

$OWL and $OTF under $9 simply too low They're selling the nasdaq and fleeing to safety and dividend yields. OWL and OTF actually defensive plays at these lvls

Watching $OWL for a breaking of structure in the near future. Currently right at the apex of a triangle with earnings coming up on the morning of October 29th! Expected move is 9.14% 🦉