Blue Owl Capital: Valuation Amidst AI Credit Fears, Lawsuits and Record Fundraising

Friday, Feb 6, 2026 10:24 am ET1min read
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Blue Owl Capital's share price has dropped 16.87% in the past 7 days and 27.49% in the past 30 days, amid concerns about software lending exposure to artificial intelligence disruption and lawsuits. Despite record 2025 fundraising, higher 2025 revenue, and ongoing dividends, the stock is now trading at $11.63, with a fair value estimate of $20.82. The market is questioning whether the volatility offers value or discounts future growth.

Blue Owl Capital: Valuation Amidst AI Credit Fears, Lawsuits and Record Fundraising

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