KKR & Co. Inc. KKR

Currently 0 bullish, 4 bearish — stable.

Analysts are holding steady at 0 bullish to 4 bearish.

4 YouTube analysts cover KKR & Co. Inc. (KKR).

4 analysts have covered KKR so far…

Analyst opinions

Eurodollar University37d ago

BEAR$KKRSwingNarrative

problem-fund stress points to valuations-and-trust escalation.

KKR is pulled into the same private-credit trust breakdown as regulators and markets begin challenging valuation assumptions behind reported marks.

The argument is that the stage-two problem shifts from isolated credit losses toward funding, collateral acceptance, and withdrawals driven by mistrust in marks. When the biggest managers face problem funds, it suggests the cleanup is broader than a few bad actors.

Publish-day $95.97 · 05/18

"Omg… ANOTHER Black Rock Fund Just Went Under"

OptionsPlay66d ago

BEAR$KKR

alt-asset bounce fades with valuation overhang

KKR faces further downside risk because the alternative-asset momentum from last week’s oversold bounce is fading while valuations remain elevated versus NAV.

KKR's oversold-bounce momentum from the prior week is fading while elevated valuations relative to NAV remain unresolved, creating a negative risk/reward skew. The convergence of momentum fade and valuation overhang points to further downside.

Publish-day $103.92 · 04/20

"How to Spot Leading Stocks Before It's Obvious"

New Money67d ago

BEAR$KKR

software exposure risks sharp deterioration

KKR is exposed to the same private credit vulnerability as other alternative asset managers—if AI disrupts software business models and borrowers must refinance at higher rates, loan performance could deteriorate sharply.

KKR shares the private credit vulnerability common to alternative managers, with AI disruption to software business models threatening borrower capacity to absorb higher refinancing rates. Loan performance could deteriorate sharply if stress spreads.

Publish-day $103.60 · 04/19

"Investors are Waking Up to the Private Credit Crisis..."

No official filings surfaced for KKR yet.