FSK FS KKR Capital Corp. Common Stock Loading... : Bullish and Bearish Analyst Opinions
From ARES earnings callsLoading chart...
Top Calls
Feed
16:00
Feb 05
Feb 05
Ares' software lending exposure is concentrated in senior secured loans with high LTV in high-30s, EBITDA growth faster than the portfolio, and near-zero non-accruals, contradicting market fears of broad AI disruption. — This provides a differentiated view that software credit risk is manageable and not uniformly exposed to AI disruption, which could support the stock if credit fears abate.
MED
About FSK Analyst Coverage
Buzzberg tracks FSK (FS KKR Capital Corp. Common Stock) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Michael Arrighetti.