Eagle Point Credit's Calculated Risks Pay Off, But for How Long? Eagle Point Credit Company Inc. 's latest earnings call has left investors buzzing about the firm's impressive Q2 2026 performance.
A net asset value recovery of 8% is no small feat, driven in part by a rebound in loan prices and CLO equity valuations following first quarter volatility.
Management attributed the early year valuation pressure to overblown concerns about AI's impact on software borrowers. However, this assertion raises more questions than it answers.