Analysts Bullish on KKR & Co. (KKR) Amid $4.75 Billion CoolIT Systems Sale

KKR & Co. Inc. (NYSE:KKR) earns a spot on our list of the 10 stocks insiders are buying now.

Analysts Bullish on KKR & Co. (KKR) Amid $4.75 Billion CoolIT Systems Sale

As of March 27, 2026, KKR & Co. Inc. (NYSE:KKR) enjoys the confidence of approximately 90% of covering analysts, who maintain bullish ratings on the stock. The consensus price target of $135.50 implies 53.11% upside potential of the stock. Strong analyst confidence remains intact as the company has finalized one of its largest recent realizations.

On March 25, 2026, KKR & Co. Inc. (NYSE:KKR) announced the $4.75 billion sale of CoolIT Systems to Ecolab Inc. The investment generated a substantial profit, with the transaction generating about 15x the original equity investment. The business was acquired in 2023 to capitalize on the accelerating demand for liquid cooling solutions in high-density data centers.

As a result of the investment, KKR & Co. Inc. (NYSE:KKR) was able to expand its workforce, manufacturing, and production capacity. This year, KKR expects CooolIT to deliver revenue and EBITDA growth of 4x and 10x, respectively, reflecting the company’s highly profitable exit from a fast-growing AI infrastructure company.

Last year, CoolIT generated an estimated 2.18 billion kWh in energy savings, enough to power approximately 200,000 homes for one year.

KKR & Co. Inc. (NYSE:KKR) is a global private equity and real estate investment firm that specializes in direct and fund-of-fund investments. The company focuses on investments across various asset classes. These include LBOs, MBOs, special situation acquisitions, mature investments, distressed investments, turnarounds, and more.

While we acknowledge the risk and potential of KKR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than KKR and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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