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Blue Owl Capital down 62% but shows strong growth and no crisis signs, presenting a buying opportunity.

Market News
05 May 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Blue Owl Capital's stock has fallen 62% from its peak despite strong revenue and earnings growth, with no signs of a subprime-like crisis. The company's lending portfolio is low-leverage and first-lien, with minimal losses and redemptions, countering panic-driven narratives. Recent results highlight 14% year-over-year fee-related earnings growth, 21% management fee growth over the last twelve months, and $11 billion in new capital raised, including diversification into real assets and digital infrastructure. This suggests a potential asymmetric risk/reward opportunity as market sentiment may be undervaluing Blue Owl's diversified, fee-driven business model.

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