SeekingAlpha · Aug 29, 2026
Forget SaaSpocalypse And Buy These 2 BDCs Now
BDCs trade at a 25% P/NAV discount on SaaS/AI fears, but data shows no systemic defaults.
NASDAQ · OCSL
Financial Services · Financial - Credit Services
$12.58
Up+$0.02 (+0.16%)
Updated Sep 11, 2026, 2:48 PM
SID Score
4.2/10
Composite research score
Smart Money
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OCSL research
Company profile and research snapshot.
Oaktree Specialty Lending Corp is a specialty finance company. The company provides lending services and invests in small and mid-sized companies. The company's investment objective is to maximize its portfolio's total return by generating current income from debt investments, and to a lesser extent, capital appreciation from equity investments. The company provides customized, one-stop credit solutions to companies with limited access to public or syndicated capital markets. The company operates as a single reportable segment and derives revenues from investing in originated loans and other securities, including broadly syndicated loans, of U.S. private companies and manages the business on a consolidated basis.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Mar 13, 2026 | JP Morgan | Neutral | — |
| Feb 5, 2026 | Wells Fargo | Equal-Weight | — |
| Apr 28, 2025 | Wells Fargo | Equal-Weight | — |
| Apr 24, 2025 | JP Morgan | Neutral | — |
| Apr 8, 2025 | Keefe, Bruyette & Woods | Market Perform | — |
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SeekingAlpha · Aug 29, 2026
BDCs trade at a 25% P/NAV discount on SaaS/AI fears, but data shows no systemic defaults.
SeekingAlpha · Aug 24, 2026
Explore OCSLâs ~10% dividend yield, 17% NAV discount and Q2 fundamentals.
SeekingAlpha · Aug 11, 2026
Oaktree Specialty Lending is rated a Hold due to persistent portfolio shrinkage, high non-accruals, and weak dividend coverage. Read more on OCSL stock here.
SeekingAlpha · Aug 5, 2026
Oaktree Specialty Lending Corporation (OCSL) Q3 2026 Earnings Call August 5, 2026 11:00 AM EDTCompany ParticipantsAlison Friedman Mermey - Senior Vice...
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The latest Smart Investors Daily articles mentioning OCSL.