BO

Blue Owl Technology Finance Corp.

OTF·NYSE

$10.90

-4.2%
Financial ServicesAsset Management

Blue Owl Technology Finance Corp. is a business development company specializes in upper middle-market, making debt and equity investments such as senior secured or unsecured loans, subordinated loans or mezzanine loans and equity-related securities including common equity, warrants, preferred stock and similar forms of senior equity. The firm prefers to invest in technology-related and software companies. It primarily makes investments in the United States. Blue Owl Technology Finance Corp. is founded in 2018 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$5.04B
EPS1.7600
P/E Ratio6.19
Earnings Date06/03/2026
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Blue Owl Technology Finance Corp. Street Expectations Map

OTF · NYSE

Wall Street analysts project that OTF stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 14.67, with estimates ranging from a low of 12.00 to a high of 17.00.

Lowest Target
12.00
10.09%
Consensus Target
14.67
34.59%
Highest Target
17.00
55.96%

The consensus 1-year price target stands at 14.67, with estimates ranging from a low of 12.00 to a high of 17.00.

Analyst Consensus Analysis

Upside Potential

+34.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

34.1% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Blue Owl Technology Finance Corp. Forward Estimates of Revenue

OTF · NYSE
Latest Revenue
1.07B
FY 2025
Avg Estimate
1.41B
FY 2026
Estimate Range
1.37B - 1.45B
Analyst Spread

Forward Growth Analysis

Projected Growth+31.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Blue Owl Technology Finance Corp. Forward Estimates of Net Income

OTF · NYSE
Latest Net Income
720.37M
FY 2025
Avg Estimate
276.90M
FY 2026
Estimate Range
266.41M - 287.39M
Analyst Spread

Forward Growth Analysis

Projected Growth-61.6%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Blue Owl Technology Finance Corp. Forward Estimates of EPS

OTF · NYSE
Latest EPS
1.76
FY 2025
Avg Estimate
$1.32
FY 2026
Estimate Range
$1.27 - $1.37
Analyst Spread

Forward Growth Analysis

Projected Growth-25.0%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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Blue Owl Technology Finance Corp. Forward Estimates of EBIT

OTF · NYSE
Latest EBIT
728.56M
FY 2025
Avg Estimate
1.31B
FY 2026
Estimate Range
1.28B - 1.35B
Analyst Spread

Forward Growth Analysis

Projected Growth+80.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Blue Owl Technology Finance Corp. Forward Estimates of EBITDA

OTF · NYSE
Latest EBITDA
728.56M
FY 2025
Avg Estimate
1.31B
FY 2026
Estimate Range
1.28B - 1.35B
Analyst Spread

Forward Growth Analysis

Projected Growth+80.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Blue Owl Technology Finance Corp. Forward Estimates of SG&A Expense

OTF · NYSE
Latest SG&A Expense
23.72M
FY 2025
Avg Estimate
56.34M
FY 2026
Estimate Range
54.75M - 57.94M
Analyst Spread

Forward Growth Analysis

Projected Growth+137.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Blue Owl Technology Finance Corp. Insider Positioning

OTF · NYSE

During the last 12 months, insiders have purchased $499K worth of OTF shares, with no selling activity reported.

3 Months

Bought

18.0K

194.71K

Sold

0

0.00

Net Activity

+195K

+$195K

3-6 Months

Bought

5.7K

65.45K

Sold

0

0.00

Net Activity

+65K

+$65K

6-9 Months

Bought

12.5K

165.82K

Sold

0

0.00

Net Activity

+166K

+$166K

9-12 Months

Bought

5.0K

73.50K

Sold

0

0.00

Net Activity

+74K

+$74K

Top Buyers

1
BE

Bissonnette Erik

Officer: President

17.5K shares2 transactions

$239K

2
TC

Temple Chris

Director

12.0K shares2 transactions

$132K

3
WM

Weiler Melissa

Director

10.0K shares1 transactions

$109K

4
KEA

Kaye Eric A.

Director

1.7K shares2 transactions

$19K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $499K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

∞:1

Perfect buy/sell ratio. Only buying activity with zero selling—the most bullish possible insider signal.

Recent Trend (3 Months)

$195K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

4 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.