Is Wall Street Bullish or Bearish on Apollo Global Management Stock?
Company Overview and Performance: Apollo Global Management, valued at $77.2 billion, has outperformed the market over the past year but faced an 18% decline in 2025, with disappointing Q1 results leading to a 1.8% drop in stock prices due to significant investment-related losses.
Analyst Outlook: Despite recent underperformance, analysts maintain a "Strong Buy" consensus on APO, with a mean price target suggesting a potential upside of 15.5% from current levels, while UBS analyst lowered the price target to $155.
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- Economic Slowdown: The U.S. added only 181,000 jobs in 2025, a sharp decline from 1.2 million in 2024, indicating weak economic growth that may put additional downward pressure on the S&P 500.
- Optimistic Market Expectations: Despite the economic slowdown, Wall Street analysts predict a roughly 10% increase in the S&P 500 for 2026, primarily driven by economic growth supported by tax cuts and artificial intelligence spending.
- Significant Valuation Risks: The S&P 500 currently trades at a forward P/E ratio of 22, well above the 10-year average of 18.8, having only maintained such high valuations during the dot-com bubble and the pandemic, suggesting potential bear market risks ahead.
- Midterm Election Impact: Historical data shows that since 1950, the S&P 500 has averaged only a 4.6% return in midterm election years, with an average intra-year drawdown of 17%, increasing uncertainty for the market in 2026.
- Current Situation: Latin America is experiencing a significant moment, marked by potential opportunities and developments.
- Future Challenges: The region may face critical challenges ahead, hinging on several uncertain factors.

Morgan Stanley's AI Investment: Morgan Stanley is heavily investing in artificial intelligence, focusing on its wealth management sector.
Jed Finn's Presentation: The head of Morgan Stanley's wealth management unit, Jed Finn, discussed the company's AI strategy at a UBS-hosted conference.
- Nvidia's Trading Activity: Nvidia is experiencing gains in early trading on Thursday, indicating positive market sentiment.
- Earnings Report Anticipation: Investors are optimistic as the company approaches its earnings report scheduled for later this month.
- Price Target Increase: UBS raised Coca-Cola's price target from $82 to $87 while reiterating a Buy rating, indicating that despite a complex quarter, the company's core business remains stable, which is likely to positively impact the stock price.
- Earnings Improvement: Coca-Cola reported a comparable EPS of $0.58 for Q4 2025, reflecting a 6% year-over-year increase despite a 5% currency headwind, showcasing a significant improvement in profitability that may attract more investor interest.
- Market Share Growth: The company has achieved 19 consecutive quarters of value share gains, particularly in the North American market, indicating the successful expansion of its brand and product portfolio, which is expected to further solidify its market position.
- New Product Launches: Coca-Cola has introduced new products such as Sprite Chill and Coca-Cola Holiday Creamy Vanilla, with management planning to accelerate innovation and integrate digital tools more deeply to engage younger consumers and enhance competitive strength.
Insurance Broker Shares Decline: Shares of major insurance brokers fell this week following the announcement of a new ChatGPT-based app designed to assist homeowners in selecting and purchasing insurance.
Introduction of ChatGPT App: The app aims to streamline the insurance buying process for homeowners, potentially disrupting traditional insurance brokerage practices.







