Jim Zelter, president of Apollo Global Management, told CNBC that investors want transparency regarding how data centers are being financed.
Beyond analysts' top-and-bottom-line estimates for Apollo Global Management (APO), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.
Apollo Global Management is rated a 'buy' due to high-conviction upside and defensive positioning in private credit. APO trades at a 32.1% discount to fair value, with a base case target of $162.96 per share, driven by conservative growth assumptions. The market's fear-driven discount overlooks APO's best-in-class private credit infrastructure and resilient institutional asset base.
SaaS-related fears have driven significant discounts in BDCs, especially those with higher SaaS exposure. Market concerns center on AI disruption, weak SaaS recovery rates, and skepticism around leveraged SaaS LBOs. I believe SaaS default fears are overblown; established SaaS firms with strong moats and cash flow are more resilient.
Apollo Global Management (APO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Apollo Global Management, Inc. (APO) M&A Call Transcript
The French auto parts supplier said the deal allows it to sharpen focus on high value-added, technology-driven activities, while shoring up its balance sheet.
Seven high-yield fixed income CEFs—ARDC, BGH, BIT, GHY, KIO, OPP, WDI—currently trade at wider-than-average discounts, offering yields from 10% to 14%. Market fears over private credit and macroeconomic uncertainty have pressured prices, creating potential buying opportunities for long-term income investors. These funds diversify across senior loans, high-yield bonds, CLOs, and MBS, balancing floating and fixed-rate exposure to manage interest rate risk.
Asset managers sold off with SaaS, despite limited real exposure. AI fears are likely overstated as core earnings remain strong. Historical discounts; insiders are buying aggressively.
APO explores a second U.S. HQ in South Florida or Texas to tap high-growth markets, expand client reach, boost efficiency and support long-term AUM growth.
Apollo Global Management (NYSE:APO) is sitting on $938 billion in assets under management after a record year, yet shares have fallen 22.06% year to date, and Reddit's r/investing community has turned decisively negative.
A wave of investor withdrawals and concerns over deteriorating loan quality are forcing asset managers to cap redemptions in their private credit funds. But strategists say a rise in defaults could help flush out bad loans, bringing a painful but ultimately healthy reset for the sector.