Apollo Global Stock: Analyst Estimates & Ratings

Valued at $71.5 billion by market cap, Apollo Global Management, Inc. (APO) is a leading alternative investment manager that operates at the intersection of private markets and institutional capital. The New York-based company specializes in deploying capital across private equity, credit, and real assets, with a strong emphasis on generating long-term, risk-adjusted returns.

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Apollo Asset Management has struggled to keep pace with the broader market. APO stock has plunged 11.1% over the past 52 weeks and dipped 15.5% in 2026, compared to the S&P 500 Indexu2019s ($SPX) 28.3% surge and 4.2% rally, respectively. 

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The underperformance extends to its sector peers as well, with Apollo trailing the iShares U.S. Financials ETF (IYF), which has gained 11.4% over the past year and is down 4.5% in this year.

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Apollo Global Management has lagged the broader market over the past year primarily due to pressure on alternative asset managers from macro and cycle dynamics. Elevated interest rates and tighter financial conditions have slowed deal activity and exit volumes, limiting performance fee (carry) realization, an important driver of upside earnings. At the same time, mark-to-market volatility in credit and private assets has weighed on investor sentiment toward the sector. Additionally, Apollou2019s credit-heavy, insurance-linked model, while structurally resilient, has faced scrutiny over spread sustainability and the pace of capital deployment in a shifting rate environment. 

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For FY2026, which ends in December, analysts expect Apollo Global Management to deliver adjusted EPS of $8.44, representing a 14.5% year-over-year increase. However, the firm’s track record of meeting expectations has been inconsistent. It has missed the Street’s earnings estimates twice over the past four quarters and exceeded them twice.

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Analysts remain very optimistic about the stocku2019s long-term prospects. APO holds a consensus u201cModerate Buyu201d rating overall. Of the 21 analysts covering the stock, opinions include 14 u201cStrong Buys,u201d one u201cModerate Buy,u201d and six u201cHolds.u201d

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The overall rating is bearish than three months ago, when the stock had three u201cStrong Buyu201d suggestions.

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Apr. 21, Michael Cyprys of Morgan Stanley lowered his price target on Apollo Global Management to $165 from $181 while maintaining an u201cOverweightu201d rating. Ahead of Q1 results, he cut EPS estimates by about 9% but still expects the firm to come in slightly above consensus across its alternative asset manager coverage.

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APOu2019s mean price target of $143.78 indicates a 17.6% premium to current price levels. 

On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. “,”symbols”:[{“symbol”:”APO”,”symbolName”:”Apollo Asset Management Inc”,”symbolType”:1,”lastPrice”:”128.46″,”priceChange”:”+6.18″,”percentChange”:”+5.05%”},{“symbol”:”$SPX”,”symbolName”:”S&P 500 Index”,”symbolType”:9,”lastPrice”:”7,159.28″,”priceChange”:”+23.33″,”percentChange”:”+0.33%”},{“symbol”:”IYF”,”symbolName”:”US Financials Ishares ETF”,”symbolType”:7,”lastPrice”:”124.04″,”priceChange”:”+0.87″,”percentChange”:”+0.71%”}],”related”:[{“id”:”1621750″,”title”:”Invitation Homes Stock Outlook: Is Wall Street Bullish or Bearish?”,”slug”:”invitation-homes-stock-outlook-is-wall-street-bullish-or-bearish”,”feedName”:”Barchart”,”published”:”1 hour ago”,”categories”:[“STK.EQY”]},{“id”:”1620779″,”title”:”Are Wall Street Analysts Predicting Hewlett Packard Enterprise Stock Will Climb or Sink?”,”slug”:”are-wall-street-analysts-predicting-hewlett-packard-enterprise-stock-will-climb-or-sink”,”feedName”:”Barchart”,”published”:”1 hour ago”,”categories”:[“STK.EQY”]},{“id”:”1620151″,”title”:”Is Wall Street Bullish or Bearish on KeyCorp Stock?”,”slug”:”is-wall-street-bullish-or-bearish-on-keycorp-stock”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 8:14AM CDT”,”categories”:[“STK.EQY”]},{“id”:”1619983″,”title”:”What Are Wall Street Analysts’ Target Price for Amgen Stock?”,”slug”:”what-are-wall-street-analysts-target-price-for-amgen-stock”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 8:08AM CDT”,”categories”:[“STK.EQY”]},{“id”:”1619551″,”title”:”Delta Air Lines Stock Outlook: Is Wall Street Bullish or Bearish?”,”slug”:”delta-air-lines-stock-outlook-is-wall-street-bullish-or-bearish”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 8:02AM CDT”,”categories”:[“STK.EQY”]},{“id”:”1619070″,”title”:”Are Wall Street Analysts Predicting Huntington Bancshares Stock Will Climb or Sink?”,”slug”:”are-wall-street-analysts-predicting-huntington-bancshares-stock-will-climb-or-sink”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 7:56AM CDT”,”categories”:[“STK.EQY”]},{“id”:”1618911″,”title”:”Are Wall Street Analysts Bullish on APA Corporation Stock?”,”slug”:”are-wall-street-analysts-bullish-on-apa-corporation-stock”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 7:50AM CDT”,”categories”:[“FUT.ENG”,”STK.EQY”,”STK.IND.ENG”]},{“id”:”1618667″,”title”:”Is Wall Street Bullish or Bearish on Truist Financial Stock?”,”slug”:”is-wall-street-bullish-or-bearish-on-truist-financial-stock”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 7:42AM CDT”,”categories”:[“STK.EQY”]},{“id”:”1618463″,”title”:”Is Wall Street Bullish or Bearish on United Airlines Stock?”,”slug”:”is-wall-street-bullish-or-bearish-on-united-airlines-stock”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 7:37AM CDT”,”categories”:[“STK.EQY”]}],”sourceId”:”10615123″,”media”:”text”,”thumbnail”:{“url”:”https://media.barchart.com/contributors-admin/common-images/images/Stocks%2C%20Markets%2C%20%26%20Global%20Economy/Charts%2C%20tickers%2C%20traders/Quarterly%20Report%20by%20SkazovD%20via%20Shutterstock.jpg”,”width”:1600,”height”:950,”caption”:”Quarterly Report by SkazovD via Shutterstock”},”summary”:”While Apollo Global has trailed the broader market over the past year, analysts are fairly upbeat about its future outlook.”,”canonicalUrl”:”https://www.barchart.com/story/news/1615873/apollo-global-stock-analyst-estimates-ratings”,”slug”:”apollo-global-stock-analyst-estimates-ratings”,”sourceFeed”:”CONT2″,”categories”:[“STK.EQY”],”meta”:”N/A”,”authorBadge”:null,”raw”:{“id”:”1615873″,”title”:”Apollo Global Stock: Analyst Estimates & Ratings”,”author”:”Kritika Sarmah”,”authorUrl”:”https://www.barchart.com/news/authors/408/kritika-sarmah”,”authorImage”:”https://media.barchart.com/news/authors/408/avatar-oQ0zhhXWFdpVuJx9.png”,”authorType”:”author”,”feed”:”SANDP”,”originalFeed”:null,”feedName”:”Barchart”,”feedUrl”:”https://www.barchart.com”,”published”:1777549460,”publishedTime”:”2026-04-30 11:44:20″,”updated”:”2026-04-30 11:44:20 +0000″,”image”:{“url”:”https://media.barchart.com/contributors-admin/common-images/images/Stocks%2C%20Markets%2C%20%26%20Global%20Economy/Charts%2C%20tickers%2C%20traders/Quarterly%20Report%20by%20SkazovD%20via%20Shutterstock.jpg”,”width”:1600,”height”:950,”caption”:”Quarterly Report by SkazovD via Shutterstock”},”content”:”

Valued at $71.5 billion by market cap, Apollo Global Management, Inc. (APO) is a leading alternative investment manager that operates at the intersection of private markets and institutional capital. The New York-based company specializes in deploying capital across private equity, credit, and real assets, with a strong emphasis on generating long-term, risk-adjusted returns.

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Apollo Asset Management has struggled to keep pace with the broader market. APO stock has plunged 11.1% over the past 52 weeks and dipped 15.5% in 2026, compared to the S&P 500 Indexu2019s ($SPX) 28.3% surge and 4.2% rally, respectively. 

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The underperformance extends to its sector peers as well, with Apollo trailing the iShares U.S. Financials ETF (IYF), which has gained 11.4% over the past year and is down 4.5% in this year.

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Apollo Global Management has lagged the broader market over the past year primarily due to pressure on alternative asset managers from macro and cycle dynamics. Elevated interest rates and tighter financial conditions have slowed deal activity and exit volumes, limiting performance fee (carry) realization, an important driver of upside earnings. At the same time, mark-to-market volatility in credit and private assets has weighed on investor sentiment toward the sector. Additionally, Apollou2019s credit-heavy, insurance-linked model, while structurally resilient, has faced scrutiny over spread sustainability and the pace of capital deployment in a shifting rate environment. 

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For FY2026, which ends in December, analysts expect Apollo Global Management to deliver adjusted EPS of $8.44, representing a 14.5% year-over-year increase. However, the firm’s track record of meeting expectations has been inconsistent. It has missed the Street’s earnings estimates twice over the past four quarters and exceeded them twice.

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Analysts remain very optimistic about the stocku2019s long-term prospects. APO holds a consensus u201cModerate Buyu201d rating overall. Of the 21 analysts covering the stock, opinions include 14 u201cStrong Buys,u201d one u201cModerate Buy,u201d and six u201cHolds.u201d

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The overall rating is bearish than three months ago, when the stock had three u201cStrong Buyu201d suggestions.

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Apr. 21, Michael Cyprys of Morgan Stanley lowered his price target on Apollo Global Management to $165 from $181 while maintaining an u201cOverweightu201d rating. Ahead of Q1 results, he cut EPS estimates by about 9% but still expects the firm to come in slightly above consensus across its alternative asset manager coverage.

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APOu2019s mean price target of $143.78 indicates a 17.6% premium to current price levels. 

On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. “,”symbols”:[“APO”,”$SPX”,”IYF”],”related”:[{“id”:”1621750″,”title”:”Invitation Homes Stock Outlook: Is Wall Street Bullish or Bearish?”,”slug”:”invitation-homes-stock-outlook-is-wall-street-bullish-or-bearish”,”feedName”:”Barchart”,”published”:”1 hour ago”,”categories”:[“STK.EQY”]},{“id”:”1620779″,”title”:”Are Wall Street Analysts Predicting Hewlett Packard Enterprise Stock Will Climb or Sink?”,”slug”:”are-wall-street-analysts-predicting-hewlett-packard-enterprise-stock-will-climb-or-sink”,”feedName”:”Barchart”,”published”:”1 hour ago”,”categories”:[“STK.EQY”]},{“id”:”1620151″,”title”:”Is Wall Street Bullish or Bearish on KeyCorp Stock?”,”slug”:”is-wall-street-bullish-or-bearish-on-keycorp-stock”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 8:14AM CDT”,”categories”:[“STK.EQY”]},{“id”:”1619983″,”title”:”What Are Wall Street Analysts’ Target Price for Amgen Stock?”,”slug”:”what-are-wall-street-analysts-target-price-for-amgen-stock”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 8:08AM CDT”,”categories”:[“STK.EQY”]},{“id”:”1619551″,”title”:”Delta Air Lines Stock Outlook: Is Wall Street Bullish or Bearish?”,”slug”:”delta-air-lines-stock-outlook-is-wall-street-bullish-or-bearish”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 8:02AM CDT”,”categories”:[“STK.EQY”]},{“id”:”1619070″,”title”:”Are Wall Street Analysts Predicting Huntington Bancshares Stock Will Climb or Sink?”,”slug”:”are-wall-street-analysts-predicting-huntington-bancshares-stock-will-climb-or-sink”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 7:56AM CDT”,”categories”:[“STK.EQY”]},{“id”:”1618911″,”title”:”Are Wall Street Analysts Bullish on APA Corporation Stock?”,”slug”:”are-wall-street-analysts-bullish-on-apa-corporation-stock”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 7:50AM CDT”,”categories”:[“FUT.ENG”,”STK.EQY”,”STK.IND.ENG”]},{“id”:”1618667″,”title”:”Is Wall Street Bullish or Bearish on Truist Financial Stock?”,”slug”:”is-wall-street-bullish-or-bearish-on-truist-financial-stock”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 7:42AM CDT”,”categories”:[“STK.EQY”]},{“id”:”1618463″,”title”:”Is Wall Street Bullish or Bearish on United Airlines Stock?”,”slug”:”is-wall-street-bullish-or-bearish-on-united-airlines-stock”,”feedName”:”Barchart”,”published”:”Thu Apr 30, 7:37AM CDT”,”categories”:[“STK.EQY”]}],”sourceId”:”10615123″,”media”:”text”,”thumbnail”:{“url”:”https://media.barchart.com/contributors-admin/common-images/images/Stocks%2C%20Markets%2C%20%26%20Global%20Economy/Charts%2C%20tickers%2C%20traders/Quarterly%20Report%20by%20SkazovD%20via%20Shutterstock.jpg”,”width”:1600,”height”:950,”caption”:”Quarterly Report by SkazovD via Shutterstock”},”summary”:”While Apollo Global has trailed the broader market over the past year, analysts are fairly upbeat about its future outlook.”,”canonicalUrl”:”https://www.barchart.com/story/news/1615873/apollo-global-stock-analyst-estimates-ratings”,”slug”:”apollo-global-stock-analyst-estimates-ratings”,”sourceFeed”:”CONT2″,”categories”:[“STK.EQY”],”meta”:null,”authorBadge”:null},”barchartAuthor”:{“id”:0,”following”:false},”contributorsServiceCategories”:[“Equities/Stocks”],”isBarchartAuthor”:true,”isContributorOrSyndicated”:false,”isPressRelease”:false,”isSponsoredContent”:false,”shouldLoadMoreNews”:true,”displayCaption”:true,”isFuturesArticle”:false,”shouldTruncateContent”:false,”shareLink”:”https://www.barchart.com/share/news/1615873/apollo-global-stock-analyst-estimates-ratings”}” data-ng-controller=”NewsItem.newsItemCtrl as vm” data-ng-init=”shareLink=’https://www.barchart.com/share/news/1615873/apollo-global-stock-analyst-estimates-ratings'”>