Apollo Global Management

APO · NYSE

$111.22+$0.27 (+0.24%)TodayMarket closed · Oct 20, 7:45 PM ET

Prev close $110.95

APO analyst rating

BuyConsensus of 14 analysts over the last 12 months. 79% rate it a buy.

Strong buy0
Buy11
Hold3
Underperform0
Sell0

12-month price target · 20 analysts

Average $157.14 (+41.3% upside)

Low: $131.30
Now: $111.22
High: $181.65

Upgrades and downgrades

The latest rating actions, newest first

APO analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Piper Sandler	Oct 19, 2026	Maintains	Overweight	$159.00 → $145.00	37%
UBS	Oct 13, 2026	Maintains	Buy	$172.00 → $163.00	43%
TD Cowen	Oct 12, 2026	Maintains	Buy	$159.00 → $154.00	53%
Wells Fargo	Oct 2, 2026	Initiates	Equal-Weight	$127.00	63%
JP Morgan	Sep 2, 2026	Maintains	Overweight	$150.00 → $154.00	53%
UBS	Aug 5, 2026	Maintains	Buy	$157.00 → $172.00	43%
RBC Capital	Aug 5, 2026	Maintains	Sector Perform	$137.00 → $146.00	17%
Barclays	Aug 5, 2026	Maintains	Overweight	$132.00 → $157.00	57%
Morgan Stanley	Jul 21, 2026	Maintains	Overweight	$165.00 → $164.00	54%
HSBC	Jul 20, 2026	Initiates	Buy	$145.00	60%

The case for and against

Updated Oct 23, 2025

Bull case

Apollo Asset Management, Inc. has demonstrated a strong performance in its Retirement Services segment, achieving record net inflows of $17.2 billion, bolstered by robust deposit volumes. Despite some near-term pressures on estimates due to volatility in retirement services and principal investing, there are attractive long-term growth prospects anticipated through a favorable deployment pipeline and market conditions. Additionally, the company's strategic deployment of capital, including $14 billion invested at wider spreads, positions it well to enhance future earnings and leverage market fluctuations.

Bear case

The analysis indicates a negative outlook for Apollo Asset Management based on key financial metrics, particularly the downward revision of expected 2025 SRE growth from approximately 9.5% to mid-single digits, representing a significant decrease in revenue expectations. Additionally, the company faces competitive pressures in the retail channel, which could lead to headwinds of approximately 10 basis points on an estimated $35 to $40 billion in assets due to higher prepayments. These factors combined suggest a challenging financial environment that could adversely affect the company's overall performance and investor confidence.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.