The Carlyle Group Inc. (CG) Stock Analysis
Falling Knife setup
Financial Services · Asset Management
Sell if holding. Momentum 1.1/10 is below the 5.0 floor at $45.58 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.0): -1.0; Consecutive earnings misses (2).
Carlyle is a global alternative asset manager with $477B in AUM across Global Private Equity ($164B, 34%), Global Credit ($211B, 44%), and Carlyle AlpInvest ($102B, 21%) segments, serving 3,200+ carry fund investors from 87 countries. Revenue from management fees and performance... Read more
Sell if holding. Momentum 1.1/10 is below the 5.0 floor at $45.58 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.0): -1.0; Consecutive earnings misses (2). Chart setup: Death cross, below all MAs, RSI 35, MACD bearish. Score 4.8/10, moderate confidence.
Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 77d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.
Recent Developments — The Carlyle Group Inc.
Latest news
- UBS reiterates CG Oncology stock Buy rating on trial data - Investing.com — Investing.com positive
- Is It Too Late to Buy The Carlyle Group Inc (CG) After 4.7% Rall - GuruFocus — GuruFocus positive
- Is Carlyle Group (CG) Losing Momentum Despite Strong Long-Term Targets? - Yahoo Finance — Yahoo Finance negative
- RBC Capital raises CG Oncology stock price target to $79 on trial outlook - Investing.com — Investing.com positive
- J.P. Morgan Keeps Their Hold Rating on Carlyle Group (CG) - The Globe and Mail — The Globe and Mail neutral
Generated 2026-05-20T20:21:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
2 floor-breakers
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Momentum 1.1/10 is below the 5.0 floor at $45.58 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Leverage penalty (D/E 2.0): -1.0; Consecutive earnings misses (2). Chart setup: Death cross, below all MAs, RSI 35, MACD bearish. Prior stop was $43.33. Score 4.8/10, moderate confidence.
Take-profit target: $54.51 (+19.9% upside). Prior stop was $43.33. Stop-loss: $43.33.
Leverage penalty (D/E 2.0): -1.0; Consecutive earnings misses (2); Weak overall score: 4.8/10.
The Carlyle Group Inc. trades at a P/E of 31.2 (forward 8.7). TrendMatrix value score: 6.6/10. Verdict: Sell.
24 analysts cover CG with a consensus score of 3.8/5. Average price target: $61.
What does The Carlyle Group Inc. do?Carlyle is a global alternative asset manager with $477B in AUM across Global Private Equity ($164B, 34%), Global...
Carlyle is a global alternative asset manager with $477B in AUM across Global Private Equity ($164B, 34%), Global Credit ($211B, 44%), and Carlyle AlpInvest ($102B, 21%) segments, serving 3,200+ carry fund investors from 87 countries. Revenue from management fees and performance allocations; 770+ investment professionals in 27 offices across four continents.