MarketBeat
28 May 2026, 03:02 UTC · 17w ago
Verdict
Headline takes no side. We score CG +0.80 across five claims — strongly bullish.
+0.80strongly bullish
More positive than 89% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish
Carlyle targets a rise in fee-related earnings from $1.2 billion to $1.9 billion and per-share earnings from ~$4 to ~$6 over its next three-year plan.
So whatSpecific, aggressive financial targets for earnings growth provide a clear benchmark for valuation and stock performance.
More positive than 94% of claims this week
Carlyle aims to raise $200 billion across its flagship funds over the next three years, citing a coming 'super cycle' of fundraising.
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5 related stories
Scored by the NIS engine · methodology.
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More positive than 87% of claims this week
The firm returned $6 billion in 2025 and nearly $7 billion in Q1, outperforming the industry by 500-600 basis points on capital returned as a percentage of NAV.
More positive than 79% of claims this week
Carlyle is pivoting toward 'old economy' sectors like aerospace, defense, and energy, claiming an 'unlimited' addressable market due to global defense budget increases.
More positive than 67% of claims this week
The company has improved its margins by 1,000 basis points since the current CEO joined, moving from a 37% margin baseline.
More positive than 55% of claims this week
Which stocks this story touches
More positive than 89% of ticker scores this week
CEO reports strong fee-related earnings growth, improved margins, and a positive outlook for fundraising and a 'super cycle' of growth.
Near neutral — 92% of ticker scores this week are stronger
The company name appears in a headline fragment but is not discussed or analyzed in the text.
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TechCrunch
3h ago
−13.1%
Price is moving against the score
$39.68 vs $45.66 close before publication (May 27) · not market-adjusted
CG chart →
