KREF Stock Forecast

Stock Price Forecast

According to 6 analysts polled by S&P Global, KREF stock has a consensus rating of "Hold" and an average price target of $6.33. The average 1-year stock price forecast is 8.53% lower than the current stock price, while the lowest is $6.00 (-13.29%) and the highest is $7.00 (+1.16%).

Price Target: $6.33 (-8.53%)

Analyst Consensus: Hold

Target	Low	Average	Median	High
Price	$6.00	$6.33	$6.00	$7.00
Change	-13.29%	-8.53%	-13.29%	+1.16%

* Price targets were last updated on Apr 29, 2026.

Analyst Ratings

The average analyst rating for KREF stock is "Hold". This means that analysts believe this stock is likely to perform similarly to the overall market.

Recommendation Trends

Rating	Dec '25	Jan '26	Feb '26	Mar '26	Apr '26	May '26
Strong Buy	2	2	1	1	1	1
Buy	1	1	1	1	0	0
Hold	3	3	4	4	5	5
Sell	0	0	0	0	0	0
Strong Sell	0	0	0	0	0	0
Total	6	6	6	6	6	6

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Richard Shane J.P. Morgan	J.P. Morgan	Hold Maintains $6.5 → $6	Hold	Maintains	$6.5 → $6	-13.29%	Apr 29, 2026
Donald Fandetti Wells Fargo	Wells Fargo	Buy Maintains $9 → $7	Buy	Maintains	$9 → $7	+1.16%	Apr 28, 2026
Chris Muller Citizens JMP	Citizens JMP	Hold Downgrades n/a	Hold	Downgrades	n/a	n/a	Apr 27, 2026
Jade Rahmani KBW	KBW	Hold Maintains $7 → $6	Hold	Maintains	$7 → $6	-13.29%	Apr 24, 2026
Tom Catherwood BTIG	BTIG	Hold Downgrades n/a	Hold	Downgrades	n/a	n/a	Feb 5, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

88.08M

from 15.84M

455.94%

from 15.84M

Revenue Next Year

81.06M

from 88.08M

-7.97%

from 88.08M

EPS This Year

-0.17

from 0.39

EPS Next Year

0.44

from -0.17

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Dec 31, 2026
Revenue	176.65M	91.39M	27.69M	100.62M	15.84M	88.08M
Revenue Growth	90.33%	-48.26%	-69.70%	263.33%	-84.25%	455.94%
Operating Income	132.77M	36.35M	-30.95M	34.58M	-50.57M	221.70M
Net Income	137.18M	38.10M	-30.85M	35.59M	-47.05M	-60.16M
EPS	-	-	-	-	0.39	-0.17
Dividend / Share	1.72	1.72	1.72	1.00	1.00	0.52
Dividend Growth	-	-	-	-41.86%	-	-48.00%
No. Analysts	-	-	-	-	-	6

EPS and Forward PE are based on non-GAAP adjusted numbers.

Revenue Forecast

Revenue	2026	2027	2028
High	99.0M
Avg	88.1M
Low	82.3M

Revenue Growth

Revenue Growth	2026	2027	2028
High	524.8%
Avg	455.9%
Low	419.4%

EPS Forecast

EPS	2026	2027	2028
High	0.78
Avg	-0.17
Low	-0.70

EPS Growth

EPS Growth	2026	2027	2028
High	100.0%
Avg	-
Low	-