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Private Credit Managers' stocks rebound as Blue Owl's Q1 results beat estimates!!!!
- Sean Dougherty
- May 1
- 1 min read
Last week I published an article on how I belived that all the drama surrounding private credit was overblown and that the markets were overly punishing Private Credit Managers' stocks.
Today Blue Owl published its Q1 2026 financial results and they were relatively strong, beating expectations. Bloomberg Article: Blue Owl's Asset Growth Meets Estimates Amid Direct Lending Slump
I know there is still along way to go for these stocks since they are still down down between 15% - 40% YTD but it was nice to see some sanity today.
BTW - Today I am lucky that one of my predictions came true but I am sure there will be many times that they do not. Don't worry, I will also publish updates on my articles if I am wrong as well.
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