KKR Partners with Samsung SDS for Strategic Growth

Written by Emily J. Thompson, Senior Investment Analyst

Source: NASDAQ.COM

Updated: 3 days ago

0mins

KKR+1.55%

Should l Buy KKR?

Source: NASDAQ.COM

Strategic Partnership: KKR and Samsung SDS have formed a strategic partnership aimed at supporting Samsung SDS's next growth phase, focusing on driving both organic and inorganic growth strategies to enhance long-term value creation.
Investment Amount: Funds managed by KKR have entered into agreements to acquire KRW 1.22 trillion (approximately $820 million) of newly issued convertible bonds from Samsung SDS, which will be used to strengthen infrastructure and capabilities.
Advisory Role: KKR will actively serve as an advisor on mergers and acquisitions, capital allocation, and global strategic growth opportunities, working closely with Samsung SDS's management team to expand its role as a full-stack AI solutions provider.
Market Reaction: Samsung SDS's stock price surged by 17.28% to KRW 177,700, reflecting positive market sentiment regarding the partnership and reinforcing its competitive position in end-to-end AI transformation services.

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Analyst Views on KKR

Wall Street analysts forecast KKR stock price to rise

9 Analyst Rating

9 Buy

0 Hold

0 Sell

Strong Buy

Current: 102.020

Low

145.00

Averages

159.67

High

176.00

Current: 102.020

Low

145.00

Averages

159.67

High

176.00

Oppenheimer

Outperform

downgrade

$187 -> $140

2026-04-13

Reason

Oppenheimer

Price Target

$187 -> $140

AI Analysis

2026-04-13

downgrade

Outperform

Reason

Oppenheimer lowered the firm's price target on KKR to $140 from $187 and keeps an Outperform rating on the shares. The firm adjusted targets in the alternative asset momager group as a part of a Q1 preview. The firm attributes the recent correction in the stocks to concern about private credit. "The credit bears have not really shown us any actual evidence of serious credit deterioration," the analyst tells investors in a research note. Opco would use the current weakness to add to positions in its Outperform rated names.

TD Cowen

Hold

downgrade

$112 -> $102

2026-04-09

Reason

TD Cowen

Price Target

$112 -> $102

2026-04-09

downgrade

Hold

Reason

TD Cowen lowered the firm's price target on KKR to $102 from $112 and keeps a Hold rating on the shares. The firm adjusted targets in the asset manager, broker dealers and exchanges group as part of a Q1 preview.

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About KKR

KKR & Co. Inc. is a global investment firm that offers alternative asset management as well as capital markets and insurance solutions. The Company’s segments include Asset Management, Insurance and Strategic Holdings. Asset Management segment offers a range of investment management services to investment funds, vehicles and accounts and provides capital markets services to portfolio companies and third parties. Asset Management segment includes five business lines: Private Equity, Real Assets, Credit and Liquid Strategies, Capital Markets and Principal Activities. Insurance segment is operated by Global Atlantic, which is a United States retirement and life insurance company that provides a suite of protection, legacy and savings products and reinsurance solutions to clients across individual and institutional markets. Global Atlantic offers individuals fixed-rate annuities and others. Strategic Holdings segment represents its participation in its core private equity strategy.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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Samsung SDS Shares Surge 21.3% Following KKR Investment

3 days agoseekingalpha

Significant Investment: KKR's agreement to invest 1.22 trillion won (approximately $820 million) in newly issued convertible bonds from Samsung SDS led to a 21.3% surge in the company's shares on Wednesday, reflecting strong market confidence in its growth potential.
Rising AI Infrastructure Demand: In response to increasing demand for AI services, Samsung SDS plans to utilize this investment to enhance its infrastructure and capabilities, particularly in end-to-end AI transformation services, thereby reinforcing its competitive position in the market.
Broad Strategic Collaboration: Samsung SDS President and CEO Jun Hee Lee stated that the strategic collaboration with KKR will actively explore various growth opportunities, including M&A, leveraging KKR's expertise in global capital markets to drive business development.
Enhanced Market Confidence: KKR Partner Chung Ho Park emphasized that the growing demand for digital transformation and AI solutions strongly supports Samsung SDS's market leadership and growth potential in advancing Korea's digital capabilities and infrastructure.