
PULL BACK IN PRIVATE EQUITY FIRM KKR & CO. INC (KKR) — SOFTWARE FEARS — LIKELY AN ATTRACTIVE OPPORTUNITY BUT HEADLINE RISKS
By Nigam Arora

Editor’s note: This signal was published on February 19, 2026, in ZYX Buy Alert for paid members.
KKR is long from $15.68, it is trading at $99.72 as of this writing. Even after a major pullback, there is 535% gain on KKR.
Software Fears
All private equity firm stocks are pulling back on software fears. These firms either own a lot of private software companies or have extended a lot of loans to software companies. The concern is that some software companies will go bankrupt, causing problems
To learn about software issues, please read yesterday’s Morning Capsule and also read yesterday’s Intelligence post.… Please click here or the title below to read more.