KKR KKR & Co. Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
21:12
Oct 15
Oct 15
The David Lin Report
Short private equity; KKR, Apollo vulnerable
Howe says private equity is one of the most vulnerable areas and the fund is short it. The host identifies KKR and Apollo as short individual stock positions in the fund.
KKR
KKR & Co. Inc.
Short
1ST
Position: Holding
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17:33
Oct 11
Oct 11
El Arte de Invertir
KKR's private-credit fears look overstated
Alternative asset managers have been hit by bond-market stress and fears of a private-credit bubble. The host argues that corporate leverage is at multi-year lows, so the risk is overstated. KKR trades at about 12-13x against 27x in 2025, EPS growth is strong, and the shares could double if the multiple re-rates.
KKR
KKR & Co. Inc.
Long
2ND
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10:15
Sep 30
Sep 30
Bloomberg Markets
KKR well positioned for AI infrastructure.
KKR is extremely well positioned to deliver AI infrastructure projects because it understands the digital side and can bring projects online; long-dated/open-ended capital and deep European presence/relationships support its ability to execute.
KKR
KKR & Co. Inc.
Long
1ST
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About KKR Investor Commentary
Across the available history and selected sources, Buzzberg tracks KKR (KKR & Co. Inc.) across 40 sources: 57 bullish vs 5 bearish calls from 108 authors. Historical directional balance: 29% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 178 total trade ideas tracked. Past 7 days, before deduplication: 1 bearish, 2 other directions. Latest voices: Neil Howe, Alejandro Estebaranz, Vincent Policard.