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    The Bull Case For Blue Owl Capital (OWL) Could Change Following Its Role In Meta–BlackRock’s US$14 Billion Texas AI Data Center Financing

    Simply Wall St·07/30/2026 10:18:35
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    • In July 2026, Meta Platforms and BlackRock announced a past US$14.00 billion data center project in Texas, with Blue Owl Capital contributing financing to the large-scale AI and digital infrastructure build-out.
    • This funding role highlights how Blue Owl is plugging its private capital into the growing demand for data center and AI infrastructure alongside marquee partners.
    • We’ll now examine how Blue Owl’s funding role in this US$14.00 billion Texas data center project influences its broader investment narrative.

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    Blue Owl Capital Investment Narrative Recap

    To own Blue Owl Capital, you have to believe in the long run potential of its fee-based alternative asset platform, especially in private credit and digital infrastructure. The Texas data center financing alongside Meta Platforms and BlackRock reinforces that narrative but does not materially change the near term reliance on continued fundraising as the key catalyst, nor does it remove the immediate risks around competition, high leverage, and pressure on margins and earnings.

    Among recent announcements, the launch of Kirkwood Infrastructure Group in July 2026 looks particularly relevant. It shows Blue Owl building out an in-house digital infrastructure platform that serves hyperscale and data center clients, which sits neatly alongside the new Texas project. For investors focused on catalysts, Kirkwood helps frame the Meta and BlackRock deal as part of a broader push into digital assets rather than a one-off transaction.

    Yet against this promising build out in AI infrastructure, investors should be aware of how quickly fee compression and rising competition could...

    Read the full narrative on Blue Owl Capital (it's free!)

    Blue Owl Capital's narrative projects $3.6 billion revenue and $1.0 billion earnings by 2029. This requires 7.3% yearly revenue growth and an earnings increase of about $913.1 million from $86.9 million today.

    Uncover how Blue Owl Capital's forecasts yield a $12.93 fair value, a 35% upside to its current price.

    Exploring Other Perspectives

    OWL 1-Year Stock Price Chart
    OWL 1-Year Stock Price Chart

    Some of the most optimistic analysts already expected revenue to reach about US$4.0 billion and earnings near US$984.1 million by 2029, so if you accept their view that Blue Owl could outgrow fee pressure and US concentration risk, this new Texas data center financing may either reinforce that optimism or prompt a rethink of how realistic those forecasts really are.

    Explore 8 other fair value estimates on Blue Owl Capital - why the stock might be worth less than half the current price!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.