What Apollo Global Management (APO)'s Private Market Expansion Means for Shareholders

• In recent days, public comments by Apollo Global Management CEO Marc Rowan emphasized a shift away from traditional investing models, highlighting the rapid rise of private markets and private credit, while the firm also appointed Yasuo Kashiwagi as Head of Japan to further its local expansion.
• Rowan’s views on the changing investment landscape have further intensified market interest in private asset managers, as institutions reconsider portfolio allocations and the lines between public and private sources of capital continue to blur.
• We will explore how Apollo’s leadership spotlighting private market expansion could influence its long-term growth narrative and industry positioning.

AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

Apollo Global Management Investment Narrative Recap

To be an Apollo Global Management shareholder, you need to believe in the ongoing shift toward private markets and Apollo's ability to execute on complex, global expansion and deal opportunities, even as internal execution remains the most important short-term catalyst and risk. The recent news about a potential Costa Coffee acquisition is consistent with Apollo’s active approach in sourcing large private deals, but it does not appear to materially impact the most significant execution risk highlighted in the current narrative.

The appointment of Yasuo Kashiwagi as Head of Japan stands out among recent announcements, given Apollo’s commitment to expanding its global presence and addressing the need for internal alignment to support further growth. This move directly supports a key catalyst: the firm’s ability to scale origination and investment capabilities across new markets, potentially underpinning future earnings momentum.

However, investors should also keep in mind that while leadership expansion signals opportunity, increased competition particularly in insurance and private credit may ...

Read the full narrative on Apollo Global Management (it's free!)

Apollo Global Management's outlook anticipates $1.1 billion in revenue and $6.6 billion in earnings by 2028. This projection reflects a 64.6% annual decline in revenue and an increase in earnings of $3.5 billion from the current $3.1 billion.

Uncover how Apollo Global Management's forecasts yield a $161.86 fair value, a 23% upside to its current price.

Exploring Other Perspectives

Six fair value estimates from the Simply Wall St Community span US$80 to US$193 per share, showing a wide range of views. Many focus on Apollo’s ability to leverage strong origination growth, making it important to compare these to your own expectations and explore more viewpoints.

Explore 6 other fair value estimates on Apollo Global Management - why the stock might be worth as much as 47% more than the current price!

Build Your Own Apollo Global Management Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Apollo Global Management research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Apollo Global Management research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Apollo Global Management's overall financial health at a glance.

Looking For Alternative Opportunities?

Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:

• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.
• These 11 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com