Blue Owl Capital: In The Eye Of A Private Credit Storm
2026-02-23 14:39:20 ET
Revisiting My 'Sell' Rating
After researching multiple enterprise software companies over the last few days, I am now revisiting Blue Owl Capital ( OWL ), an alternative asset manager that I initiated with a 'Sell' rating back in December 2025. At the time, I highlighted my concerns surrounding the overheating private credit and AI infrastructure booms, two trends that benefited Blue Owl tremendously over the last few years. After multiple negative material developments, Blue Owl's share price is down by ~30% since my initial coverage. While it may look like a compelling buying opportunity to some, my perspective is different, as I believe we might be in the early stages of a credit downcycle....
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Blue Owl Capital: In The Eye Of A Private Credit Storm
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