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APO

Apollo Global Management LLC Class A

NYSE: APO · FINANCIAL SERVICES · ASSET MANAGEMENT

$122.28
-1.04% today

Updated 2026-04-29

Market cap
$71.85B
P/E ratio
22.43
P/S ratio
2.26x
EPS (TTM)
$5.54
Dividend yield
1.64%
52W range
$100 – $155
Volume
5.8M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Apollo Global Management LLC Class A (APO) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$122.28
Consensus
$152.85
+25.00%
2030 Target
$802.80
+556.53%
DCF
—
—
13 analysts:
6 Buy2 Hold0 Sell

Management guidance

No specific multi-year revenue guidance found in provided materials. Latest consensus shows FY2026 revenue of $23.73B (down -25.36% YoY due to accounting changes) and FY2027 revenue of $26.80B (up +12.92% YoY). Management has indicated strong AUM growth trajectory and expansion into alternative assets, particularly private credit and real estate.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$1,338.00
$38.9B Rev × 20x P/S
Base case (2030)
$802.80
$38.9B Rev × 12x P/S
Bear case (2030)
$535.20
$38.9B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$32.6B$26.1B$30.3B$23.7B$26.8B$30.1B$34.2B$38.9B
Revenue growth—-20.0%16.0%-25.4%12.9%12.3%13.6%13.7%
EPS$6.74$7.43$7.59$9.33$11.00$12.65$14.55$16.85
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$492.38$556.61$620.83$706.46$802.80

Catalysts & risks

Growth catalysts
+ Labor Department policy opening 401(k)s to alternative assets — major AUM expansion opportunity
+ Intel Ireland Fab buyback ($14.2B) — capital recycling into higher-margin fee businesses
+ Gatehouse Living Group acquisition — expansion in UK Build-to-Rent sector
+ Private credit market maturation — regulatory clarity and retail investor access
+ Potential Atlantic Aviation acquisition — diversification into aviation services
+ Apollo's planned second headquarters relocation — operational efficiency
Key risks
- Securities class action lawsuits over undisclosed Epstein communications (May 1, 2026 deadline) — potential reputational/financial damage
- Private credit fund redemption surge — Blue Owl capped OCIC/OTIC at 5% payout; indicates sector liquidity stress
- Revenue accounting volatility — FY2026 down 25% due to non-GAAP/GAAP differences; true operational growth masked
- Geopolitical instability (Iran tensions cited by Jamie Dimon) — potential portfolio impact across real assets
- Retail investor sensitivity to private credit — narrative risk even if fundamentals solid
- Regulatory risk on fee structures and alternative asset access

Methodology

Apollo Global Management LLC Class A's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 13 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.