NYSE:APO

Apollo Global Management (APO)

132.68
-3.90 (2.86%)
as of Sep 1, 2026, 2:53:21 pm Market Open.
5 watching
0
Investor Insights
star iconSep 1, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Apollo Global Management (APO-N) is currently viewed as a strong investment opportunity, with experts highlighting its resilience despite the difficult conditions in the retail private credit market. Even as retail credit flows may be under pressure, Apollo's diverse portfolio and robust operations enable it to sustain mid to high-teens earnings growth. The firm is projected to achieve a remarkable 19% earnings growth by 2026, which positions it favorably relative to its price-earnings (PE) ratio of under 15.5x for that year. Analysts suggest that gating flows in retail private credit will have negligible impact on the company's overall performance, bolstering confidence in its stability. Hence, many analysts advocate for buying the stock at its current valuation.

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Consensus
Buy
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Valuation
Undervalued
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Similar
BX
BUY

Is up 19% in the last month, 9% in the past week. Fee-related earnings are set to grow up to 20% compounded through 2029 by which time they will likely have $1.5 trillion AUM. They're buying Barnes who are busy in industrials.

BUY

They recently made an all-time high and the CEO is doing a fantastic job. Apollo snagged $5 billion from BNP to expand a private credit facility. The CEO targets $250-300 billion in volume packaging his loans in mortgages and cars into this facility. 

BUY

He's invested heavily in private equity, and those businesses have grown ~15% a year, which is reflected in the stocks. No reason for this to slow down, long runway. Pick your poison, buy one or all of BN, APO, KKR, or BX. Next 5 years should be a minimum of a double.

TOP PICK

Private equity as an investment has grown tremendously over the last 15 years. This is because people think they get higher rates of return than in the stock market. You're better off buying the stock than the funds. You get all the benefits of the return, and you get the option of liquidity. Yield is 1.8%.

(Analysts’ price target is $128.59)
BUY

The compound annual growth rate (CAGR) is 18% through 2026.

BUY

The latest upgrade makese sense. There's a huge secular growth opportunity and these alternative managers expand into wealth management. Also, there's potential for cyclical growth--fundraising in private equity has beeen very slow this year, slow deal flows. But now, valuations in private equity have reset by 20%. This is attracting interest back in this space and bodes well for 2024.

TOP PICK

It is an asset management company that focuses on investments in private equity and that lack liquidity. This is hard to do for an individual investor. It is in a volatile market because of the interest rate environment which affects companies that use debt. It has a good management team.
Buy 10  Hold 6  Sell 0

(Analysts’ price target is $99.43)
BUY

Fixed income flows have been strong, and they raised guidance recently.

BUY ON WEAKNESS

Shares up the past year ~8%.
Sees potential for upside.
Would recommend buying on weakness.
Upward momentum for investors.
Wait for share to fall before investing.

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