Volatile Software Stocks Present Investment Opportunities, Says Apollo's David Sambur
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 20 2026
0mins
Should l Buy APO?
Source: CNBC
- Market Volatility Analysis: David Sambur from Apollo Global Management stated that the selloff in software stocks due to fears of AI disruption is far from over, as the IGV Software ETF has rebounded about 3% in March but is still down 20% this year, indicating significant market uncertainty.
- Competitive Environment Challenges: Sambur highlighted that software companies are facing critical questions regarding revenue models, gross margins, competitive landscapes, and valuations, particularly with intensified competition from firms like Anthropic and OpenAI, which could lead to substantial shifts in market dynamics.
- Investment Opportunity Assessment: Despite the overshadowing AI fears, Sambur sees investment opportunities arising from share buybacks announced by companies like Intuit, Hubspot, and Salesforce, especially as reduced M&A activity may limit innovation in the sector.
- Future Uncertainty: Sambur emphasized that the industry's inability to predict software evolution over the next 1 to 5 years has led investors to recalibrate valuations and incorporate greater margins of safety, reflecting concerns over the rapid technological changes affecting the market.
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Analyst Views on APO
Wall Street analysts forecast APO stock price to rise
11 Analyst Rating
10 Buy
1 Hold
0 Sell
Strong Buy
Current: 108.420
Low
136.00
Averages
164.45
High
182.00
Current: 108.420
Low
136.00
Averages
164.45
High
182.00
About APO
Apollo Global Management, Inc. is a global alternative asset manager and a retirement services provider. It operates through three segments: Asset Management, Retirement Services and Principal Investing. The Asset Management segment focuses on three investing strategies: yield, hybrid, and equity. These strategies reflect the range of investment capabilities across its platform based on relative risk and return. The Retirement Services business is conducted by Athene Holding Ltd (Athene), a financial services company that specializes in issuing, reinsuring, and acquiring retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. Athene product lines include annuities and funding agreements. The Principal Investing segment includes realized performance fee income, realized investment income from its balance sheet investments, and certain allocable expenses related to corporate functions supporting the entire company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Partnership Formation: Apollo is partnering with Singapore's sovereign wealth fund GIC Pte to acquire a majority stake in Atlantic Aviation, which not only enhances financial strength but may also improve operational efficiency and market competitiveness.
- KKR's Investment Strategy: KKR is expected to inject new capital to retain a significant interest in Atlantic Aviation, reflecting confidence in the company's long-term value and market prospects.
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See More
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- Class Action Notice: Rosen Law Firm reminds investors who purchased Apollo Global Management (NYSE: APO) securities between May 10, 2021, and February 21, 2026, that they must apply to be lead plaintiff by May 1, 2026, or risk losing the opportunity to represent other investors in the class action lawsuit.
- Fee Arrangement: Investors participating in the class action will not incur any upfront costs, as the law firm operates on a contingency fee basis, allowing investors to seek compensation without financial burden, thus lowering the barrier to participation.
- Lawsuit Background: The lawsuit alleges that Apollo Global's leadership had inappropriate communications with Jeffrey Epstein, resulting in reputational harm to the company, and investors suffered damages when the true details emerged, indicating serious deficiencies in the company's disclosure practices.
- Law Firm's Strength: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, and was ranked No. 1 by ISS Securities Class Action Services in 2017, demonstrating its expertise and influence in the field.
See More
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- False Statement Allegations: The lawsuit claims that Apollo executives misled the public by asserting they had “never done any business” with Epstein, while recent investigations suggest deeper professional entanglements involving current CEO Marc Rowan, potentially damaging the company's reputation.
- Investor Rights: Affected investors are urged to contact the law firm by May 1, 2026, to seek lead plaintiff status, indicating that the legal risks facing the company may escalate further as the case develops.
- Whistleblower Program: The newly established whistleblower program offers rewards of up to 30% for original information provided, encouraging insiders to assist in the investigation, which highlights potential deficiencies in the company's transparency and compliance practices.
See More
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See More
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See More
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- High-Risk Alerts: The bankruptcies of First Brands and Tricolor prompted JPMorgan CEO Jamie Dimon to warn of potential systemic issues in private credit, highlighting vulnerabilities within the sector.
- Investor Structure Shift: Unlike the depositors during the 2008 crisis, the current investor base for private credit consists mainly of institutional investors such as pensions and sovereign wealth funds, which are more capable of locking up capital for extended periods, thereby reducing systemic risk.
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