BMO Lowers The Carlyle Group Inc. (CG) PT Amid Rising BDC Redemptions and Credit Strains

We recently compiled a list of the 10 Large-Cap Stocks with Insider Buying in 2026. The Carlyle Group Inc. is on our list of stocks with Insider buying.

TheFly reported on March 24 that  BMO Capital reduced its price target for CG to $58 from $65 while keeping an Outperform rating. In a broader review of alternative asset managers, the firm highlighted growing challenges, including redemptions from BDCs, credit strains in asset-backed finance, and performance pressures from AI-driven disruptions. Market volatility is adding uncertainty to potential realizations, and expanding credit spreads, along with ongoing fraud concerns, are creating questions about underwriting practices and downside safeguards.

In a separate recent development, on March 26, The Carlyle Group Inc. (NASDAQ:CG) and KKR were chosen by the U.S. Army to construct two large-scale data centers on military bases, with each facility projected to cost around $2 billion.

The initiative comes amid a rapid expansion of the Army’s use of artificial intelligence during the ongoing conflict in Iran. Under the terms of the arrangement, the Army will provide long-term leases for the data centers but will not contribute capital to fund the construction. This project represents a significant technology and infrastructure investment by the Army while leveraging private sector expertise for hyperscale computing capabilities.

The Carlyle Group Inc. (NASDAQ:CG) is a global investment firm specializing in private equity, credit, and real assets, managing over $350 billion across multiple sectors to drive growth, create value, and deliver returns for investors worldwide.

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