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Barclays Lowers KKR & Co. Inc. (KKR) Target Amid Updated Sector Estimates

KKR & Co. Inc. (NYSE:KKR) is among the 10 Best Affordable Stocks to Invest In for the Long Term.

On March 2, Barclays analyst Benjamin Budish lowered the firm’s price target on KKR & Co. Inc. (NYSE:KKR) to $127 from $136 while maintaining an Overweight rating. The firm updated its estimates across the alternative asset management sector, noting that while the ultimate impact of artificial intelligence on portfolio companies remains uncertain, it has reduced business development company-related earnings assumptions due to lower projected flows and realizations.

On February 5, KKR & Co. Inc. (NYSE:KKR) reported fourth-quarter 2025 results, including fee-related earnings per share of $1.08, total operating earnings per share of $1.42, and adjusted net income per share of $1.12, or $1.30 excluding the carried interest repayment obligation. The firm raised $28 billion of new capital during the quarter and a record $129 billion for full-year 2025, marking the strongest fundraising year in its history. Its credit platform secured a record $68 billion in 2025, while K Series private-wealth products raised $4.5 billion in the fourth quarter and over $16 billion for the year, nearly doubling 2024 levels. KKR also announced an increase in its annual dividend from $0.74 to $0.78 per share, representing its seventh consecutive year of dividend growth since converting to a C corporation.

KKR & Co. Inc. (NYSE:KKR), formerly known as Kohlberg Kravis Roberts & Co., is a global investment firm founded in 1976. The company is headquartered in New York City and maintains major regional offices worldwide. Seventh on the list of 10 best affordable stocks to invest in for the long term, KKR manages a broad range of alternative asset classes, including private equity, credit, infrastructure, real estate, and energy.

While we acknowledge the potential of KKR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than KKR and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 12 Cheap Stocks That Will Go to the Moon According to Reddit and 10 Best Oil & Gas Drilling Stocks to Buy.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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