Blue Owl Capital (OWL)'s CEO Mark Lipschultz Says AI Could Not Temper Software and Technology-Linked Businesses

Blue Owl Capital Inc. (NYSE:OWL) is one of the 14 oversold value stocks to invest in right now.

On February 5, 2026, Reuters reported that Blue Owl Capital Inc. (NYSE:OWL) co-CEO Mark Lipschultz said AI could not temper software and technology-linked businesses. His comments came following a global selloff that wiped out over $800 billion from the S&P 500 software and services index since January 28. With the firm’s software segment representing only 8% of total assets under management (AUM), Lipschultz cited stable performance and minimal losses in the post-earnings call for the fourth-quarter results. Declining by over 9% at the start of the session, the company’s shares closed the day 2.4% lower.

For the fourth quarter, Blue Owl Capital Inc. (NYSE:OWL) reported adjusted EPS of $0.24, surpassing forecasts of $0.22, thanks to strong credit and real assets performance. The company’s new capital commitments hit $17.3 billion, while its total AUM went past the $300-billion mark. Oppenheimer’s analysts expressed optimism about the company’s steady absolute growth and resilience in private credit demand despite tighter lending conditions

Blue Owl Capital Inc. (NYSE:OWL), a New York-based alternative asset manager, offers direct lending and GP capital solutions to institutional and high-net-worth investors.

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