KKR KKR & Co. Inc. Loading... : Bullish and Bearish Analyst Opinions
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21:51
Aug 31
Aug 31
Scarce airports helped KKR create value
KKR turned Atlantic Aviation from a 67-location locally managed business into a 108-location national infrastructure platform with a proprietary operating system, exploiting scarce airport real estate. Apollo's purchase at nearly a $10 billion valuation, versus the $4.5 billion KKR paid, validates the scarcity value KKR built.
MED
08:00
Aug 22
Aug 22
AI infrastructure securitization attracts institutional money
Kim views the Nvidia/BlackRock/KKR/Brookfield AI infrastructure financing as a chip-backed securitization similar to MBS. It shifts GPU and datacenter-related debt and risk to pension funds and sovereign wealth funds, easing circular-financing concerns, while datacenter demand provides relatively steady yields. He rates the news as more important than the market did and expects it to pull institutional money into AI infrastructure near term.
HIGH
20:20
Aug 18
Aug 18
A hedge fund focused on commercial real estate distress is betting that a KKR-managed lender.
A hedge fund focused on commercial real estate distress is betting that a KKR-managed lender will sell its loan portfolio at or around book value.
16:32
Aug 13
Aug 13
AI financiers earn huge infrastructure fees.
Goldman Sachs and other leading underwriters and asset managers — Apollo, BlackRock, Blackstone, Brookfield and KKR — are positioned to benefit from Nvidia's AI compute infrastructure partnerships; they are involved in funding $500 billion of third-party capital and could earn about 7% of that, roughly $35 billion.
HIGH
14:24
Aug 13
Aug 13
Financing partners win from GPU-backed lending.
Josh argues the assembled Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR can lend against transferable NVIDIA GPUs, collect high rates, and rely on NVIDIA's depreciation insurance/backstop; if borrowers fail, GPUs can be clawed back and redeployed. He calls the deal a huge win for the banks/asset managers.
MED
04:25
Aug 12
Aug 12
NVDA forms AI infrastructure financing platforms
Reports NVDA and six financial firms forming AI-infrastructure financing platforms aimed at >$500B of potential third-party capital; no directional call, with caveat that capital is not committed.
LOW
16:56
Aug 11
Aug 11
New data center asset class attracting capital.
The creation of data center/infrastructure financing as a new asset class presents an opportunity for investors overexposed to equities to move into high credit quality, long-term return investments, similar to the mortgage-backed securities market, benefiting the asset management firms partnering with Nvidia.
MED
15:25
Aug 11
Aug 11
"Watch GAI capital providers on NVDA MOU"
"Watch BX, APO, KKR, and BAM as GAI infrastructure capital providers reacting to NVDA's data-center MOU; the author notes strength but discloses no position."
MED
22:36
Aug 10
Aug 10
Buy private equity from AI capex.
Private equity and alternative asset managers such as Blackstone, Carlyle, KKR, and Apollo are rising because AI-related capital raising is seen as directly benefiting the firms that are funding the AI build-out. Their stock strength also signals that market participants are not in risk-averse mode and are willing to take on exposure to AI infrastructure financiers.
MED
22:21
Aug 10
Aug 10
Nvidia announces $500B AI infrastructure financing partnership
Reports Nvidia's $500B financing partnership with major institutions to support AI infrastructure buildout, no directional view.
MED
22:20
Aug 10
Aug 10
Nvidia partners for $500B AI infrastructure financing
Notes Nvidia's initiative to turn compute into an investable asset class via $500B financing partnerships with major institutions.
LOW
21:56
Aug 10
Aug 10
KKR joins NVIDIA $500B AI infrastructure platform
KKR named as one of six institutional partners in NVIDIA's new AI infrastructure financing platform targeting $500B+ in third-party capital deployment.
LOW
16:42
Aug 10
Aug 10
Watch AI financing consortium; no author position
Watch APO, BX, BLK, KKR, BAM, GS and NVDA as participants in a potential $500B NVIDIA-linked AI infrastructure financing consortium; this is a news read-through, not an author-owned long.
MED
16:40
Aug 07
Aug 07
Watch KKR on Helix rack-to-grid platform
Watch KKR on Helix, an integrated rack-to-grid infrastructure platform, expanding access to powered land/shells and data-center power assets; no position stated.
MED
14:00
Aug 07
Aug 07
KKR is leading the Helix platform investment and bringing substantial capital access, positioning it to benefit from the build-out of data center infrastructure and potentially become a preferred partner for Vistra's power projects.
HIGH
15:00
Aug 05
Aug 05
The company is reducing its operating footprint from more than a dozen countries to roughly half, rotating over $3 billion in capital to focus on US, Japan, and select Europe, and explicitly aims to scale in asset classes like infrastructure equity and primary private equity. — Indicates intensifying competition from a major insurance-linked asset manager in private markets, putting pressure on existing alternative asset managers to differentiate.
MED
13:30
Aug 04
Aug 04
KKR is a partner in the power innovation JV, potentially expanding Williams' access to capital for future power projects.
HIGH
03:18
Aug 04
Aug 04
Private equity benefits from liquidity easing expectations.
Private equity firms surged recently due to expectations of liquidity easing and no rate hikes, benefiting from AI investments.
MED
21:59
Aug 03
Aug 03
KKR to acquire Integer Holdings
Reports KKR agreement to acquire Integer Holdings for $4.3 billion, no directional view stated.
MED
09:58
Aug 03
Aug 03
A news wire reports a broad list of price target increases from multiple banks across dozens.
A news wire reports a broad list of price target increases from multiple banks across dozens of stocks, with no explicit directional calls or personal market views expressed.
14:00
Jul 31
Jul 31
Franklin raised $10.3 billion in private markets in the quarter, with 20% coming from the wealth management channel, indicating growing appetite for private assets among individual investors. — Strong wealth-channel fundraising by a large asset manager like Franklin validates the demand for semi-liquid private market funds, a key growth area for alternative asset managers.
MED
11:40
Jul 31
Jul 31
A news wire reports a broad wave of price target increases across multiple stocks from various.
A news wire reports a broad wave of price target increases across multiple stocks from various analysts, with no explicit directional calls made by the account itself.
06:09
Jul 31
Jul 31
RBC raises its price target on KKR to 134 dollars from 125.
RBC raises its price target on KKR to 134 dollars from 125, indicating a more bullish outlook on the stock.
23:14
Jul 30
Jul 30
KKR reported higher profit and revenue driven by asset management and insurance growth.
KKR reported higher profit and revenue driven by asset management and insurance growth, but the tweet is a factual headline with no expressed directional view.
LOW
13:00
Jul 30
Jul 30
Management is very confident, citing record fundraising, monetization, and earnings growth, while dismissive of external pessimism.
HIGH
02:31
Jul 30
Jul 30
Unusual Whales reports that firms like Apollo, KKR.
Unusual Whales reports that firms like Apollo, KKR, and Blackstone have bought life insurers and filled their balance sheets with private credit that is hard for regulators to check or price properly.
14:00
Jul 28
Jul 28
Private markets sales continue to show strength with 10% year-on-year AUM growth. — Indicates sustained investor appetite for alternatives and international pension strategies, supporting fee margins in an asset management industry facing fee pressure.
MED
12:13
Jul 25
Jul 25
Blackstone, KKR, and Brookfield have acquired a stake in Kuwaiti pipelines as part of a sixteen.
Blackstone, KKR, and Brookfield have acquired a stake in Kuwaiti pipelines as part of a sixteen billion dollar capital raising effort.
LOW
10:54
Jul 25
Jul 25
Blackstone, KKR, and Brookfield have acquired a stake in Kuwaiti pipelines as part of a sixteen.
Blackstone, KKR, and Brookfield have acquired a stake in Kuwaiti pipelines as part of a sixteen billion dollar deal.
05:57
Jul 25
Jul 25
Kuwait has finalized a sixteen billion dollar infrastructure partnership with Blackstone.
Kuwait has finalized a sixteen billion dollar infrastructure partnership with Blackstone, Brookfield, and KKR focused on oil-export pipelines despite ongoing regional geopolitical tensions.
About KKR Analyst Coverage
Buzzberg tracks KKR (KKR & Co. Inc.) across 32 sources. 51 bullish vs 5 bearish calls from 93 analysts. Sentiment: predominantly bullish (31%). 148 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Ryan Gould, Kim Hyojin, Bloomberg.