Oaktree Specialty Lending Corpo (OCSL) Stock Analysis
Breakout setup · Inst Constrain edge
Financial Services · Asset Management
Sell if holding. Analyst target reached at $12.01 — A.R:R is negative (-1.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.1): -0.5.
Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions,... Read more
Sell if holding. Analyst target reached at $12.01 — A.R:R is negative (-1.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.1): -0.5. Chart setup: Golden cross, above all MAs, RSI 63, MACD bullish. Score 5.3/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 31d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Upcoming dated catalysts
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Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $12.01 — A.R:R is negative (-1.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.1): -0.5. Chart setup: Golden cross, above all MAs, RSI 63, MACD bullish. Prior stop was $11.66. Score 5.3/10, moderate confidence.
Take-profit target: $12.05 (-1.2% upside). Prior stop was $11.66. Stop-loss: $11.66.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.1): -0.5; Value-trap signals (2/5): Revenue declining (-9.3% YoY), Negative free cash flow.
Oaktree Specialty Lending Corpo trades at a P/E of 20.7 (forward 8.9). TrendMatrix value score: 7.3/10. Verdict: Sell.
12 analysts cover OCSL with a consensus score of 2.6/5. Average price target: $12.
What does Oaktree Specialty Lending Corpo do?Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle...
Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity, and management buyouts in small and mid-sized companies. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering. The firm also seeks investment in media, advertising sectors, software, IT services, pharmaceuticals, biotechnology, real estate management and development, chemicals, machinery, and internet and direct marketing retail sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies. The firm invest in companies having enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies.