OTF trades 28.4% below Wall Street's consensus target of $13.50.
Last 12 months price action with 12-month analyst target path
The base valuation assumes OTF achieves its forward estimates and maintains a stable P/E multiple of 8.4x. This scenario reflects the blended consensus of 5 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of June 28, 2026, Blue Owl Technology Finance Corp. (OTF) has a Wall Street consensus price target of $13.50, based on estimates from 5 covering analysts. With the stock currently trading at $10.51, this represents a potential upside of +28.4%. The company has a market capitalization of $4.86B.
Analyst price targets range from a low of $12.00 to a high of $15.00, representing a 22% spread in expectations. The median target of $13.50 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.
The current analyst consensus rating is Buy, with 3 analysts rating the stock as a Buy or Strong Buy,2 rating it Hold, and 0 rating it Sell or Strong Sell. The positive sentiment balance indicates moderate optimism about the stock prospects.
From a valuation perspective, OTF trades at a trailing P/E of 6.0x and forward P/E of 8.4x. The forward PEG ratio of 0.35 suggests the stock may be undervalued relative to its growth. Analysts expect EPS to grow +37.9% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $9.86, with bear and bull scenarios of $6.21 and $12.99 respectively. Model confidence stands at 37/100, suggesting limited visibility into future performance.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
OBDCBlue Owl Capital Corporation | $5.4B | $10.82 | $13.00 | +20.1% | Buy | 8.4x | 13 |
ARCCAres Capital Corporation | $13.1B | $18.19 | $19.00 | +4.5% | Buy | 9.5x | 32 |
FSCOFS Credit Opportunities Corp. | $977M | $4.83 | — | — | — | — | — |
TPVGTriplePoint Venture Growth BDC Corp. | $191M | $4.70 | $8.95 | +90.4% | Hold | 5.0x | 12 |
HTGCHercules Capital, Inc. | $2.9B | $15.58 | $16.50 | +5.9% | Buy | 8.1x | 31 |
GBDCGolub Capital BDC, Inc. | $3.3B | $12.59 | $14.25 | +13.2% | Buy | 9.2x | 12 |
FSKFS KKR Capital Corp. | $2.9B | $10.40 | $11.00 | +5.8% | Hold | 6.3x | 13 |
CGBDCarlyle Secured Lending, Inc. | $751M | $10.81 | $12.00 | +11.0% | Hold | 7.9x | 7 |
SLRCSLR Investment Corp. | $678M | $12.42 | $14.50 | +16.7% | Buy | 9.1x | 15 |
PFLTPennantPark Floating Rate Capital Ltd. | $734M | $7.40 | $9.75 | +31.8% | Buy | 6.9x | 11 |
Quick answers to the most common questions about buying OTF stock.
The consensus Wall Street price target for OTF is $13.5, representing 28.4% upside from the current price of $10.51. With 5 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
OTF has a consensus rating of "Buy" based on 5 Wall Street analysts. The rating breakdown is predominantly bullish, with 3 Buy/Strong Buy ratings. The consensus 12-month price target of $13.5 implies 28.4% upside from current levels.
With a forward P/E of 8.3785x, OTF trades at a relatively low valuation. The consensus target of $13.5 implies 28.4% appreciation, suggesting meaningful undervaluation.
The most bullish Wall Street analyst has a price target of $15 for OTF, while the most conservative target is $12. The consensus of $13.5 represents the median expectation. Our quantitative valuation model projects a bull case target of $13 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
OTF is moderately covered, with 5 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 3 have Buy ratings, 2 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month OTF stock forecast based on 5 Wall Street analysts shows a consensus price target of $13.5, with estimates ranging from $12 (bear case) to $15 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $10, with bear/bull scenarios of $6/$13.
Our quantitative valuation model calculates OTF's fair value at $10 (base case), with a bear case of $6 and bull case of $13. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 37/100.
OTF trades at a forward P/E ratio of 8.4x based on next-twelve-months earnings estimates compared to a trailing P/E of 6.0x. The higher forward P/E suggests near-term earnings pressure. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on OTF, with a "Buy" consensus rating and $13.5 price target (28.4% upside). 3 of 5 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
OTF analyst price targets range from $12 to $15, a 22% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $13.5 consensus represents the middle ground. Our model's $6-$13 range provides an independent fundamental perspective.
DCF models, multiple analysis, and analyst estimates.
10-year return with dividends reinvested.
See how regular investing compounds over time.
Compare growth, multiples, and margins vs sector.