Key Stats for Blue Owl Stock
- Price change for Blue Owl stock: 2%
- $OWL Share Price as of May. 1: $10
- 52-Week High: $21
- $OWL Stock Price Target: $13
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Blue Owl (OWL) stock surged nearly 10% last Thursday after the company revealed something investors weren’t expecting: it made roughly 10 times its initial investment in SpaceX.
- The disclosure came during the company’s Q1 2026 earnings call. Co-CEO Marc Lipschultz confirmed that Blue Owl had already sold about half of its SpaceX position at a $1.25 trillion valuation and still holds the remainder.
- That’s a massive win for a firm that started simply as a lender to the space company.
- The gain matters for more than just the headline number. It could help offset potential losses in Blue Owl’s software lending portfolio — an area that’s been under pressure as AI disrupts the industry.
- Blue Owl stock had been weighed down by those concerns all year, falling more than 34% in 2026.
Beyond SpaceX, Q1 results were solid across the board.
- Fee-related earnings rose 14% year-over-year.
- Assets under management grew as the firm continued pulling in new capital — $11 billion raised in Q1 alone.
- Management also reaffirmed its target of a 58.5% fee-related earnings margin for the full year, even assuming the fundraising environment stays soft.
On the credit side, loan-to-value ratios have ticked up in the software portfolio as public valuations fell, but executives were direct about the cushion that remains.
The average loan-to-value across the tech lending book is now in the low 40s — still well below the level where losses would typically appear.
See analysts’ growth forecasts and price targets for Blue Owl stock (It’s free) >>>
What the Market Is Telling Us About Blue Owl Stock
Bank of America analyst Craig Siegenthaler kept his buy rating on Blue Owl stock after earnings, though he trimmed his price target by $3 to $18. Even at that lower target, the implied upside is close to 85% from where shares were trading.
Siegenthaler’s note said Blue Owl stock has “attractive valuation and investor sentiment setups” — a signal that the selloff may have gone too far relative to the business fundamentals.
With the SpaceX IPO potentially on the horizon, more upside could be coming from that remaining position too.
Blue Owl stock is still deeply in the red for the year.
But Thursday was a reminder that the business itself is performing — and that the narrative around private credit risks may be more headline-driven than fundamental.
Estimate a company’s fair value instantly (Free with TIKR) >>>
How Much Upside Does Blue Owl Stock Have From Here?
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
