Update shared on 29 Oct 2025
Fair value Decreased 2.25%Narrative Update on Apollo Global Management
Apollo Global Management's analyst price target has been revised downward by $3.64 to $158.22, as analysts cite changes in growth expectations and updated discount rate assumptions.
What's in the News
- Apollo launched Apollo Sports Capital, a new investment business providing capital solutions for the global sports and live events sector. The unit, led by CEO Al Tylis, has already deployed about $17 billion through managed funds in sports and entertainment companies (Key Developments).
- Discussions are underway with Ørsted A/S for Apollo to acquire a 50% stake in the GBP 8.5 billion Hornsea 3 offshore wind farm project in the UK. This partnership would align with Ørsted's ongoing capital-raising efforts (Key Developments).
- Apollo received regulatory approval to launch three new evergreen European Long-Term Investment Funds. This move expands its wealth platform and offers new options in private credit and markets for investors in Europe, Asia, and Latin America (Key Developments).
- Apollo is positioning itself as the likely buyer of Bank of Queensland's $3.8 billion equipment finance loan portfolio. This reinforces its continued focus on the Australian market and complex debt transactions (Key Developments).
- The firm is reportedly exploring a sale of AOL following inbound interest, with a potential deal valuing AOL at around $1.5 billion (Key Developments).
Valuation Changes
- Fair Value Estimate has decreased modestly from $161.86 to $158.22, reflecting revised analyst projections.
- Discount Rate has risen from 7.84% to 8.41%, signaling increased risk assumptions in valuation models.
- Revenue Growth Estimate has declined further, moving from -64.62% to -69.14%, which indicates a weaker outlook for top-line performance.
- Net Profit Margin has improved significantly, increasing from 590.00% to 875.45%, which suggests higher expected profitability compared to previous forecasts.
- Future P/E Ratio has increased from 17.27x to 18.44x, implying a slightly higher valuation relative to expected earnings.
Disclaimer
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