Software Stocks Face Grim Outlook Amid Intensifying AI Disruption
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy APO?
Source: Newsfilter
- Uncertain Future for Software Stocks: David Sambur, Co-Head of Private Equity at Apollo, stated that the selloff in software stocks is far from over, as investors question the sector's revenue and gross margin models amid intensifying AI competition.
- Accelerated AI Impact: Sambur noted that the pace of displacement caused by AI is the fastest he has ever witnessed in his career, creating unprecedented competitive pressure for software companies, particularly against rivals like Anthropic and OpenAI.
- Limited Market Rebound: Although the IGV Software ETF rebounded about 3% in March, it remains down 20% for the year, and Sambur believes that this market recovery does not alter the fundamental issues facing software companies, especially regarding revenue models and gross margins.
- Buybacks and Innovation Risks: With companies like Intuit, Hubspot, and Salesforce announcing share repurchases, Sambur pointed out that these buybacks could be seen as a signal of companies waving the white flag on innovation, as they reduce available capital for future mergers and acquisitions, impacting long-term industry growth.
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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: 111.370
Low
136.00
Averages
164.45
High
182.00
Current: 111.370
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.
Reminder of Apollo Global Management Securities Class Action
- 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 in the lawsuit.
- Lawsuit Background: The lawsuit alleges that Apollo Global's leadership had inappropriate ties with Jeffrey Epstein, resulting in reputational damage to the company, and investors suffered losses when the true details emerged, which could negatively impact the company's future operations and stock price.
- Law Firm Credentials: 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 number one for the number of securities class action settlements in 2017, demonstrating its expertise and influence in this field.
See More
Realty Income Forms $1 Billion Joint Venture with Apollo
- Joint Venture Scale: Realty Income has formed a $1 billion joint venture with Apollo-managed funds, with Apollo providing capital to acquire a 49% interest in a diversified portfolio of single-tenant retail properties, expected to yield stable cash flows for Apollo.
- Portfolio Characteristics: The initial portfolio consists of 500 properties with a weighted-average lease term of 9.1 years and annual lease escalators of approximately 1%, featuring tenants such as dollar stores, quick-service restaurants, and drug stores, which enhances the security of the investment.
- Strategic Expansion: This marks Realty Income's second strategic investment partnership this year, following a more than $1.5 billion joint venture with Singapore's GIC, further expanding its investments in logistics real estate and the Mexican market.
- Long-Term Growth Potential: By collaborating with firms like Apollo, GIC, and Blackstone, Realty Income not only secures non-dilutive equity capital but also lays the groundwork for future investment opportunities, thereby enhancing its potential for monthly dividend growth.
See More
Apollo Forms $1 Billion Joint Venture with Realty Income
- Strategic Investment Partnership: Apollo's formation of a $1 billion joint venture with Realty Income provides non-dilutive equity capital for new property investments, further enhancing its growth prospects and demonstrating Apollo's confidence in the real estate market.
- Portfolio Structure: The new joint venture allows Apollo to acquire a 49% interest in a diversified portfolio of single-tenant retail properties, with an initial 500 properties having a weighted average lease term of 9.1 years and annual rent escalators of approximately 1%, ensuring stable cash flows.
- Future Investment Potential: Apollo anticipates making follow-on investments with Realty Income, with future investments priced based on long-term interest rates rather than equity market conditions, thereby providing Realty Income with a stable source of funding.
- Diversified Strategic Layout: This joint venture marks Realty Income's second strategic investment partnership this year, following a more than $1.5 billion joint venture with Singapore's GIC, showcasing its commitment to expanding in the global real estate market.
See More
Apollo Global Management Faces Securities Class Action Lawsuit
- Deadline for Filing: ClaimsFiler reminds investors that those who purchased Apollo securities between May 10, 2021, and February 21, 2026, must file lead plaintiff applications by May 1, 2026, to participate in the securities class action lawsuit, impacting their rights to claim.
- Legal Allegations: Apollo and certain executives are accused of failing to disclose material information during the class period, violating federal securities laws, including frequent communications with Jeffrey Epstein, which harmed the company's reputation and affected its business outlook.
- False Statements: The lawsuit claims Apollo falsely asserted it had never done business with Epstein, highlighting significant failures in information disclosure that could lead to a decline in investor confidence and potential financial repercussions.
- Legal Assistance Information: Investors can visit ClaimsFiler's website for legal help on filing claims, with Kahn Swick & Foti law firm offering free consultations to assist investors in evaluating their legal options.
See More
Apollo Global Management Sued Over CEO's Alleged Ties to Epstein, $12B Market Cap Loss
- Lawsuit Background: Hagens Berman has filed a securities class action against Apollo Global Management (APO), alleging that executives made false statements regarding their ties to Jeffrey Epstein from 2021 to 2026, resulting in significant investor losses.
- Market Reaction: Following the lawsuit announcement, Apollo's market capitalization plummeted by over $12 billion, indicating severe market concerns about corporate governance and transparency, which could adversely affect future investor confidence.
- CEO Allegations: The lawsuit claims that current CEO Marc Rowan concealed deeper professional ties with Epstein in previous statements, damaging the company's reputation and exposing it to legal risks.
- Investor Action: Affected investors are urged to apply to be lead plaintiffs by May 1, 2026, highlighting the urgency of legal proceedings and the demand for transparency in corporate governance.
See More
Apollo Global Management Faces Class Action Lawsuit
- Lawsuit Background: Bronstein, Gewirtz & Grossman, LLC has filed a class action lawsuit against Apollo Global Management and its executives, alleging violations of federal securities laws from May 10, 2021, to February 21, 2026, seeking damages for investors.
- False Statement Allegations: The complaint alleges that Apollo executives frequently communicated with Jeffrey Epstein in the 2010s, contradicting Apollo's claims of no business dealings with Epstein, thereby harming the company's reputation.
- Investor Losses: The lawsuit claims that investors suffered damages when the truth emerged, and they are encouraged to apply to be lead plaintiffs by May 1, 2026, to participate in any recovery.
- Law Firm's Strength: Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm specializing in securities fraud class actions, having recovered hundreds of millions for investors, emphasizing its role in upholding market integrity.
See More
Reminder of Apollo Global Management Securities Class Action
- 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 in the lawsuit.
- Lawsuit Background: The lawsuit alleges that Apollo Global's leadership had inappropriate ties with Jeffrey Epstein, resulting in reputational damage to the company, and investors suffered losses when the true details emerged, which could negatively impact the company's future operations and stock price.
- Law Firm Credentials: 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 number one for the number of securities class action settlements in 2017, demonstrating its expertise and influence in this field.
See More
Realty Income Forms $1 Billion Joint Venture with Apollo
- Joint Venture Scale: Realty Income has formed a $1 billion joint venture with Apollo-managed funds, with Apollo providing capital to acquire a 49% interest in a diversified portfolio of single-tenant retail properties, expected to yield stable cash flows for Apollo.
- Portfolio Characteristics: The initial portfolio consists of 500 properties with a weighted-average lease term of 9.1 years and annual lease escalators of approximately 1%, featuring tenants such as dollar stores, quick-service restaurants, and drug stores, which enhances the security of the investment.
- Strategic Expansion: This marks Realty Income's second strategic investment partnership this year, following a more than $1.5 billion joint venture with Singapore's GIC, further expanding its investments in logistics real estate and the Mexican market.
- Long-Term Growth Potential: By collaborating with firms like Apollo, GIC, and Blackstone, Realty Income not only secures non-dilutive equity capital but also lays the groundwork for future investment opportunities, thereby enhancing its potential for monthly dividend growth.
See More
Apollo Forms $1 Billion Joint Venture with Realty Income
- Strategic Investment Partnership: Apollo's formation of a $1 billion joint venture with Realty Income provides non-dilutive equity capital for new property investments, further enhancing its growth prospects and demonstrating Apollo's confidence in the real estate market.
- Portfolio Structure: The new joint venture allows Apollo to acquire a 49% interest in a diversified portfolio of single-tenant retail properties, with an initial 500 properties having a weighted average lease term of 9.1 years and annual rent escalators of approximately 1%, ensuring stable cash flows.
- Future Investment Potential: Apollo anticipates making follow-on investments with Realty Income, with future investments priced based on long-term interest rates rather than equity market conditions, thereby providing Realty Income with a stable source of funding.
- Diversified Strategic Layout: This joint venture marks Realty Income's second strategic investment partnership this year, following a more than $1.5 billion joint venture with Singapore's GIC, showcasing its commitment to expanding in the global real estate market.
See More
Apollo Global Management Faces Securities Class Action Lawsuit
- Deadline for Filing: ClaimsFiler reminds investors that those who purchased Apollo securities between May 10, 2021, and February 21, 2026, must file lead plaintiff applications by May 1, 2026, to participate in the securities class action lawsuit, impacting their rights to claim.
- Legal Allegations: Apollo and certain executives are accused of failing to disclose material information during the class period, violating federal securities laws, including frequent communications with Jeffrey Epstein, which harmed the company's reputation and affected its business outlook.
- False Statements: The lawsuit claims Apollo falsely asserted it had never done business with Epstein, highlighting significant failures in information disclosure that could lead to a decline in investor confidence and potential financial repercussions.
- Legal Assistance Information: Investors can visit ClaimsFiler's website for legal help on filing claims, with Kahn Swick & Foti law firm offering free consultations to assist investors in evaluating their legal options.
See More
Apollo Global Management Sued Over CEO's Alleged Ties to Epstein, $12B Market Cap Loss
- Lawsuit Background: Hagens Berman has filed a securities class action against Apollo Global Management (APO), alleging that executives made false statements regarding their ties to Jeffrey Epstein from 2021 to 2026, resulting in significant investor losses.
- Market Reaction: Following the lawsuit announcement, Apollo's market capitalization plummeted by over $12 billion, indicating severe market concerns about corporate governance and transparency, which could adversely affect future investor confidence.
- CEO Allegations: The lawsuit claims that current CEO Marc Rowan concealed deeper professional ties with Epstein in previous statements, damaging the company's reputation and exposing it to legal risks.
- Investor Action: Affected investors are urged to apply to be lead plaintiffs by May 1, 2026, highlighting the urgency of legal proceedings and the demand for transparency in corporate governance.
See More
Apollo Global Management Faces Class Action Lawsuit
- Lawsuit Background: Bronstein, Gewirtz & Grossman, LLC has filed a class action lawsuit against Apollo Global Management and its executives, alleging violations of federal securities laws from May 10, 2021, to February 21, 2026, seeking damages for investors.
- False Statement Allegations: The complaint alleges that Apollo executives frequently communicated with Jeffrey Epstein in the 2010s, contradicting Apollo's claims of no business dealings with Epstein, thereby harming the company's reputation.
- Investor Losses: The lawsuit claims that investors suffered damages when the truth emerged, and they are encouraged to apply to be lead plaintiffs by May 1, 2026, to participate in any recovery.
- Law Firm's Strength: Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm specializing in securities fraud class actions, having recovered hundreds of millions for investors, emphasizing its role in upholding market integrity.
See More
