KKR Forecast: Leading the Charge on Private Credit

December 8, 2025
Milana PapadopoulouThis KKR Stock Forecast article was written by Milana Papadopoulou – Financial Analyst at I Know First.

Highlights

  • KKR’s fee-driven model now supports more than $550 billion in fee-paying AUM, enhancing earnings stability
  • The 12-month dividend has grown steadily, while yield compression reflects a meaningful increase in the share price
  • Institutional investors hold a significant portion of shares, with major asset managers representing a double-digit ownership stake

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NVDA Stock Forecast: Overvalued Despite Record AI Growth?

November 20, 2025
Philipp TaubenblattThis "Is the AI Investment Boom a Financial Bubble?" article was written by Philipp Taubenblatt – Financial Analyst at I Know First.

Highlights

  • NVIDIA posted record FY2025 results with $130.5B revenue, 75% gross margin, and $72.9B net income (~56% margin).
  • Deal for $500 billion orders.
  • Analysts’ average 12-month target of ~$257 and I Know First’s bullish forecast highlight continued market optimism.

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NFLX Forecast: Turning viewers into Value

November 12, 2025
Milana PapadopoulouThis NFLX Stock Forecast article was written by Milana Papadopoulou – Financial Analyst at I Know First.

Highlights

  • Ad-supported tier revenue expected to more than double again in 2025
  • Institutional investors remain confident, with steady ownership among top funds
  • NFLX shares are up about 40% in 2025

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NOW Stock Forecast: AI-Driven Workflow Leadership Supports Sustained Growth

November 7, 2025
Milana LedovaThis NOW Stock Forecast article was written by Milana Ledova – Financial Analyst at I Know First

Highlights

  • ServiceNow exhibits sustained growth in its key financial indicators.
  • Management has raised its outlook for 2025.
  • The Board of Directors approved a 5-for-1 stock split to improve liquidity and accessibility.

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LLY Stock Forecast: Mounjaro Momentum

October 20, 2025
Milana PapadopoulouThis LLY Stock Forecast article was written by Milana Papadopoulou – Financial Analyst at I Know First.

Highlights

  • Eli Lilly posts over 40% revenue growth in 2025, led by GLP-1 therapies Mounjaro and Zepbound
  • Cardiometabolic drugs drive nearly three-quarters of total revenue
  • Novo Nordisk remains the main competitor in diabetes and obesity drugs

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EMR Stock Forecast: Execution & Margin Leverage Create Upside Potential

October 14, 2025
Milana LedovaThis EMR Stock Forecast article was written by Milana Ledova – Financial Analyst at I Know First

Highlights

  • Emerson’s Q3 2025 results exceeded expectations: adjusted EPS rose ~6 % year-over-year, with strong margin improvement.
  • The company raised its full-year adjusted EPS outlook to ~$6.00 (from prior $5.90–6.05), while trimming net sales growth guidance to ~3.5 %.
  • Emerson is pushing further into its software and control segments (notably via its AspenTech acquisition), reinforcing its long-term margin profile.

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META Stock Forecast: Earnings Momentum Meets Execution Risks in 2025

September 30, 2025
Milana PapadopoulouThis META Stock Forecast article was written by Milana Papadopoulou – Financial Analyst at I Know First.

Highlights

  • Meta stock up 25–30% year-to-date in 2025, driven by strong Q1 and Q2 earnings
  • DCF analysis places intrinsic value per share in the $614–868 range, aligning with market levels
  • Capex surged to $17B in Q2 as Meta scales data centres and AI infrastructure

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