Blue Owl Capital's fundraising resilience and robust Q1 earnings signal a contrarian bottoming opportunity. Learn why OWL stock is upgraded to strong buy.

Blue Owl said it's made 10 times its investment in SpaceX, which is headed for a record IPO later this year.

Blue Owl Capital (NYSE:OWL) reported first-quarter 2026 results marked by higher year-over-year revenue and earnings, continued fundraising momentum across its three platforms, and what executives described as resilient portfolio performance amid heightened investor scrutiny of private credit.

Generative AI chaos in software is actually a bigger issues for private equity investors, Blue Owl said. Lenders just need to be ready.

CNBC's Leslie Picker reports on news regarding Blue Owl.

Alternative asset manager Blue Owl beat ⁠Wall ⁠Street estimates for first-quarter profit on Thursday, ⁠driven by higher fee-related earnings and growth in assets under management. Adjusted distributable earnings per share rose to ​19 cents in the three months ended March 31.

Today, April 30, 2026, surging fee revenues and record assets under management boosted this under-fire private credit firm.