Carlyle Group (CG) Stock Forecast & Price Target

Carlyle Group boasts a substantial total AUM of $465 billion, including $325 billion in fee-earning AUM as of June 2025, positioning the firm as one of the largest alternative-asset managers globally. The company's diverse offerings across three core business segments—global private equity, global credit, and investment/fund solutions—demonstrate strong revenue-generating potential, with $165 billion in private equity AUM and $203 billion in credit AUM. Furthermore, Carlyle's extensive investor base of over 3,100 active carry fund investors from 87 countries emphasizes its robust global reach and capacity to capitalize on growth opportunities in the coming years.

Carlyle Group's total assets under management (AUM) stand at $465 billion, with a substantial portion in global credit and private equity segments; however, trends in specific areas suggest potential challenges ahead. The firm's gold equivalent production has declined significantly since 2022, and the anticipated growth is not expected to materialize until 2028 or 2029, raising concerns about long-term revenue stability. Furthermore, the ongoing struggles at Mount Milligan, which constitutes approximately 50% of the net asset value, have resulted in production forecasts being revised downward by approximately 25%, highlighting operational underperformance relative to peers.