Blackstone Shares and Alternative Managers Plummet as Software Issues Impact Private Credit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 03 2026
0mins
Source: Barron's
Impact on Business Development Companies: Fresh fears surrounding artificial intelligence are negatively affecting the stock prices of business development companies that provide high-rate, private-credit loans to technology firms.
Effect on Alternative Investment Managers: Alternative investment managers with exposure to private credit are also experiencing declines due to these AI-related concerns.
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Analyst Views on OWL
Wall Street analysts forecast OWL stock price to rise
15 Analyst Rating
12 Buy
3 Hold
0 Sell
Strong Buy
Current: 10.270
Low
18.00
Averages
21.13
High
28.00
Current: 10.270
Low
18.00
Averages
21.13
High
28.00
About OWL
Blue Owl Capital Inc. is an alternative asset management company. The Company deploys private capital across Credit, GP Strategic Capital and Real Estate platforms on behalf of institutional and private wealth clients. Its product platforms include Credit, GP Strategic Capital and Real Estate. Its credit products offer private financing solutions primarily to upper-middle-market companies. Its credit products are offered through a mix of business development companies, long-dated private funds, managed accounts and collateralized loan obligations. It is focused on acquiring equity stakes in or providing debt financing to private capital firms. Its Real Estate products are focused on acquiring triple net lease real estate occupied by investment-grade or creditworthy tenants. Its Real Estate products are offered through Permanent Capital vehicles, including its real estate investment trusts, and long-dated private funds. It offers asset management services to the insurance industry.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Reaction: Rating upgrades typically trigger positive investor reactions, potentially leading to short-term stock price increases, thereby enhancing the company's market image and investor confidence.
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- Price Target Set: The average price target is set at $16.53, indicating market recognition of the company's growth potential, which could drive the stock price towards this target.
- Market Reaction: Rating upgrades typically trigger positive investor reactions, potentially leading to short-term stock price increases, thereby enhancing the company's market image and investor confidence.
- Investor Strategy: With the rating upgrade, investors may reassess their portfolios and increase their holdings in Blue Owl Capital, thereby boosting the company's capital inflow and market position.
See More
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- Market Impact: This adjustment reflects a significant change in the valuation outlook for Oppenheimer.
See More
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- nLIGHT Coverage Initiation: Baird initiates coverage of nLIGHT with an Outperform rating and a $95 price target, citing favorable market trends and robust funding that support growth, particularly enhanced by the company's vertical integration and technological strengths.
- Apple's New Product Launch: Oppenheimer reiterates Apple as Perform, highlighting the new MacBook Pro lines powered by M5 Pro and M5 Max chips, which signify a new era of local AI computing and reinforce Apple's significant lead in efficiency and scalability in personal computing devices.
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See More
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Contrasting Opinion: Chris Kotowski from Oppenheimer holds a differing view, suggesting that the credit issues may not be as severe as perceived.
See More
Analyst Disagrees with Market's View on Blue Owl's Credit Issues.
Wall Street's Concerns: Wall Street analysts are expressing significant concerns regarding Blue Owl Capital's credit situation.
Contrasting Opinion: Chris Kotowski from Oppenheimer holds a differing view, suggesting that the credit issues may not be as severe as perceived.
See More
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- Market Reaction: The Iran conflict is causing volatility in the markets, but there is no widespread panic among investors.
- Investor Sentiment: Investors are seeking clarity on when the fighting might end, as they are receiving mixed signals regarding potential negotiations.
See More
