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Truist Lowers PT on Blue Owl Technology (OTF), Here’s Why

​Blue Owl Technology Finance Corp. (NYSE:OTF) is one of the Best All-Time Low Stocks to Invest In Now. On February 23, Arren Cyganovich from Truist Financial lowered the price target on Blue Owl Technology Finance Corp. (NYSE:OTF) but maintained a Buy rating. The rating follows the company’s fiscal Q4 2025 earnings.

​Truist noted that the company’s leverage rose faster than expected, and the firm is updating its model with higher top-line and expenses. Moreover, the slight reduction in the price target is based on the higher assumption of debt cost and lower income from other sources.

​Blue Owl Technology Finance Corp. (NYSE:OTF) reported fiscal Q4 2025 results on February 18. The company posted GAAP net investment income of $0.26. The adjusted net investment income reached $0.30, falling slightly short of the consensus of $0.34. Notably, NAV per share increased to $17.33, up from $17.27 as of September 30, 2025. Management noted the increase was driven by “unrealized and realized gains in certain equity investments and accretive share repurchases.”

Image by MayoFi from Pixabay

Craig W. Packer, Chief Executive Officer, noted the quarter to be strong, driven by NAV growth and steady progress towards the company’s target leverage. He said:

“The portfolio continues to demonstrate excellent credit quality, reinforcing the durability of our technology investing strategy.”

​Blue Owl Technology Finance Corp. (NYSE:OTF) is a business development company focused on upper middle-market investments, providing debt and equity financing, including senior secured or unsecured loans, subordinated or mezzanine loans, and equity-related securities.

While we acknowledge the potential of OTF to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than OTF and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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