Stock Performance: Apollo Global Management's stock has seen a recent uptick, rising 1.4% in the last week and 5.6% over the past month, despite a 23.6% decline over the past year, prompting investors to reassess its long-term potential.
Valuation Insights: The Excess Returns model indicates that Apollo is undervalued by 35.0%, with an estimated intrinsic value of $202.83 per share, suggesting significant growth potential compared to its current market price.
PE Ratio Analysis: Apollo's current price-to-earnings (PE) ratio of 18.8x is above industry averages, yet a proprietary Fair Ratio of 23.7x indicates that the stock may be undervalued based on its fundamentals and growth prospects.
Investment Narratives: Investors are encouraged to create personalized Narratives that connect Apollo's strategic developments to its financial outlook, with fair value estimates ranging from $117.7 to $178 per share, reflecting varying perspectives on growth and risks.
Wall Street analysts forecast APO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for APO is 162.77 USD with a low forecast of 136.00 USD and a high forecast of 186.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast APO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for APO is 162.77 USD with a low forecast of 136.00 USD and a high forecast of 186.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 139.730
Low
136.00
Averages
162.77
High
186.00
Current: 139.730
Low
136.00
Averages
162.77
High
186.00
Barclays
Overweight
maintain
$172 -> $168
2026-01-09
Reason
Barclays
Price Target
$172 -> $168
AI Analysis
2026-01-09
maintain
Overweight
Reason
Barclays lowered the firm's price target on Apollo Global to $168 from $172 and keeps an Overweight rating on the shares. The firm adjusted targets in the alternative asset manager group as part of its Q4 outlook. Barclays expect realizations to pick up meaningfully across the board. The market-wide concerns around credit performance are overblown, the analyst tells investors in a research note.
Wolfe Research
Steven Chubak
Outperform
maintain
$165 -> $166
2026-01-07
Reason
Wolfe Research
Steven Chubak
Price Target
$165 -> $166
2026-01-07
maintain
Outperform
Reason
Wolfe Research analyst Steven Chubak raised the firm's price target on Apollo Global to $166 from $165 and keeps an Outperform rating on the shares as part of the firm's Top 10 Themes for 2026 note on the Banks, Brokers, and Alternative Managers. Heading into 2026, the firm notes Retail Brokers and Alts are its favorite subsectors.
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Barclays
Benjamin Budish
Overweight
maintain
$159 -> $172
2025-12-12
Reason
Barclays
Benjamin Budish
Price Target
$159 -> $172
2025-12-12
maintain
Overweight
Reason
Barclays analyst Benjamin Budish raised the firm's price target on Apollo Global to $172 from $159 and keeps an Overweight rating on the shares. The firm adjusted targets in the brokers, asset managers and exchanges group as part of its 2026. Market conditions "look constructive" going into 2026, particularly for the alternative asset managers and wealth brokers, the analyst tells investors in a research note. Barclays sees a more mixed outlook for the exchanges and traditional asset managers.
UBS
Michael Brown
initiated
$186
2025-12-11
Reason
UBS
Michael Brown
Price Target
$186
2025-12-11
initiated
Reason
UBS analyst Michael Brown assumed coverage of Apollo Global with a Buy rating and a $186 price target, noting strong sector fundamentals across 20 U.S. asset managers and brokers despite more mixed views on valuations and consensus expectations.The outlook favors undervalued growth, disciplined capital allocation, and firms positioned for margin expansion, while secular tailwinds support wealth brokers and independent investment banks whose robust earnings growth appears partly priced in, the analyst tells investors in a research note.
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.
