KKR Real Estate Finance Trust Inc. (KREF)

KREF Stock Forecast

Stock Price Forecast

The 6 analysts that cover KREF stock have a consensus rating of "Buy" and an average price target of $10.33, which forecasts a 51.47% increase in the stock price over the next year. The lowest target is $8.00 and the highest is $13.

Price Target: $10.33 (+51.47%)

Analyst Consensus: Buy

Target	Low	Average	Median	High
Price	$8.00	$10.33	$12	$13
Change	+17.30%	+51.47%	+75.95%	+90.62%

Analyst Ratings

The average analyst rating for KREF stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.

Recommendation Trends

Rating	Sep '25	Oct '25	Nov '25	Dec '25	Jan '26	Feb '26
Strong Buy	1	0	0	0	0	0
Buy	7	4	4	4	4	4
Hold	0	2	2	2	2	3
Sell	0	0	0	0	0	0
Strong Sell	0	0	0	0	0	0
Total	8	6	6	6	6	7

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Richard Shane JP Morgan	JP Morgan	Hold Maintains $8.5 → $8	Hold	Maintains	$8.5 → $8	+17.30%	Feb 5, 2026
Donald Fandetti Wells Fargo	Wells Fargo	Buy Maintains $10 → $9	Buy	Maintains	$10 → $9	+31.96%	Feb 5, 2026
Jade Rahmani Keefe, Bruyette & Woods	Keefe, Bruyette & Woods	Hold Maintains $8.25 → $8	Hold	Maintains	$8.25 → $8	+17.30%	Feb 5, 2026
Thomas Catherwood BTIG	BTIG	Strong Buy → Hold Downgrades n/a	Strong Buy → Hold	Downgrades	n/a	n/a	Feb 5, 2026
Thomas Catherwood BTIG	BTIG	Strong Buy Reiterates $13	Strong Buy	Reiterates	$13	+90.62%	Feb 2, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

106.39M

Increased by 571.48%

from 15.84M

Revenue Next Year

116.54M

Increased by 9.54%

from 106.39M

EPS This Year

0.67

from -1.05

EPS Next Year

1.07

Increased by 59.90%

from 0.67

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026	FY 2027
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Dec 31, 2026	Dec 31, 2027
Revenue	176.65M	91.39M	27.69M	100.62M	15.84M	106.39M	116.54M
Revenue Growth	90.33%	-48.26%	-69.70%	263.33%	-84.25%	571.48%	9.54%
EPS	2.21	0.23	-0.78	0.19	-1.05	0.67	1.07
EPS Growth	131.04%	-89.70%	-	-	-	-	59.90%
Forward PE	-	-	-	-	-	10.18	6.37
No. Analysts	-	-	-	-	-	8	4

Historical EPS numbers are GAAP, while forecasted numbers may be non-GAAP.

Revenue Forecast

Revenue	2026	2027	2028
High	120.7M	143.3M
Avg	106.4M	116.5M
Low	92.1M	90.2M

Revenue Growth

Revenue Growth	2026	2027	2028
High	661.5%	34.7%
Avg	571.5%	9.5%
Low	481.4%	-15.3%

EPS Forecast

EPS	2026	2027	2028
High	0.83	1.37
Avg	0.67	1.07
Low	0.40	0.78

EPS Growth

EPS Growth	2026	2027	2028
High	-	103.8%
Avg	-	59.9%
Low	-	17.0%

Sources: Price targets and analyst ratings provided by Benzinga. Revenue and EPS forecast data provided by Finnhub. The data is sourced from Wall Street analysts. Data disclaimer.