Apollo Global Management in 2025: Analysts Spot a Turnaround Amid Market Turbulence

• Is Apollo Global Management Finally Turning the Corner?
• Strategic Moves: Betting Big on Defense and AI
• Quarterly Performance: Beating Expectations
• CFO’s Stock Sale: Much Ado About Nothing?
• The Big Question: Is Apollo a Buy Now?
• FAQs

Apollo Global Management’s stock, after a rough patch, is showing signs of a potential rebound. Analysts are upgrading their ratings, and the firm’s strategic moves in defense tech and AI are turning heads. With strong quarterly earnings and a dividend announcement, is Apollo poised for a comeback? Let’s dive in.

Is Apollo Global Management Finally Turning the Corner?

Apollo Global Management’s stock has been through the wringer lately, but the tide might be shifting. Wall Street Zen recently upgraded its rating from "Sell" to "Hold," while Deutsche Bank maintained its "Buy" recommendation, albeit with a slight target price adjustment. The consensus? A moderate "Buy" with a 12-month target of $161.26. Not too shabby for a company that was once the market’s problem child.

Strategic Moves: Betting Big on Defense and AI

Apollo isn’t just sitting around waiting for luck to strike. The firm is aggressively positioning itself in high-growth sectors like defense and artificial intelligence. "The capital needs in defense and AI are massive," noted Tristram Leach, Apollo’s Co-Head of European Credit. The company plans to ramp up investments in defense technologies and recently acquired a majority stake in Stream Data Centers, a MOVE aimed at capitalizing on the booming hyperscale cloud and AI infrastructure market.

Quarterly Performance: Beating Expectations

Apollo’s latest quarterly results are nothing short of impressive. The company reported an EPS of $1.92, surpassing expectations by 8 cents. Assets under management hit a record $840 billion, fueled by $61 billion in inflows. The retirement services segment alone pulled in $21 billion. Oh, and let’s not forget the $0.51 per share dividend coming your way on August 29. Not too bad for a "Sell"-rated stock, huh?

CFO’s Stock Sale: Much Ado About Nothing?

CFO Martin Kelly recently sold some of his shares, which might raise eyebrows. But let’s be real—this is pretty standard stuff. The company’s strategic focus remains unchanged: doubling down on growth markets where private capital is king.

The Big Question: Is Apollo a Buy Now?

With analyst upgrades and solid fundamentals, Apollo’s stock might just break free from its downtrend. But will investors buy into the hype? The next few weeks will tell. One thing’s for sure: Apollo isn’t going down without a fight.

FAQs

What’s the latest analyst rating for Apollo Global Management?

The consensus among analysts is a moderate "Buy," with a 12-month target price of $161.26.

What sectors is Apollo focusing on?

Apollo is heavily investing in defense technologies and AI infrastructure, including a recent acquisition in the data center space.

How did Apollo perform in its latest quarter?

The company beat EPS expectations by 8 cents, reported record AUM of $840 billion, and announced a $0.51 per share dividend.