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Wolfe Research Gives Apollo Stock a Nod: Is Now the Time to Get In?

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Written by Timothy Sykes
Reviewed by Jack Kellogg Fact-checked by Ellis Hobbs

Apollo Global Management Inc. is experiencing a notable market surge after Tuesday’s trading saw its stocks increase by 6.39 percent. This comes on the heels of several significant news developments, including impressive quarterly earnings and a promising joint venture. These favorable reports have created a positive sentiment around Apollo’s prospects among investors.

Apollo Global Management Inc. (APO) has seen several positive events recently, each potentially influencing its stock. Here’s a roundup of the most impactful news:

  • Apollo and Citi have started a $25B private credit and direct lending program including Athene & Mubadala.
  • Wolfe Research initiated coverage of Apollo Global with an Outperform rating and a $139 price target.
  • Apollo offered to invest up to $5B in Intel, reflecting confidence in Intel’s turnaround strategy.

Candlestick Chart

Live Update at 13:32:25 EST: On Tuesday, October 01, 2024 Apollo Global Management Inc. stock [NYSE: APO] is trending up by 6.39%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.

Quick Overview: Apollo Global Management’s Recent Earnings and Key Financial Metrics

Apollo’s recent performance has been nothing short of impressive. From its earnings to financial ratios, the numbers paint a solid picture. For Q2 2024, Apollo reported total revenue of $32.64B. Their profitability ratios are noteworthy – an EBIT margin of 17.6% and a net income from continuing operations of $1.17B.

The stock has been on a roller coaster. On Sep 20, 2024, it opened at $126.04 and closed at $132.89 by Oct 1, 2024. This rise reflects positive sentiment driven by strategic moves and collaborations. Intraday 5-minute candles show steady upward trends, emphasizing investor confidence.

Financial Performance and Key Ratios

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Analyzing key ratios, Apollo’s PE ratio stands at 16.01, suggesting it’s priced reasonably compared to earnings. The company’s return on equity is a solid 30.95%, indicating how effectively management uses equity to generate profit. Their leverage ratio at 0.5 signifies moderate debt levels relative to equity.

Apollo’s balance sheet shows robust financial health. With total assets of $346.5B, including $17.98B in cash, the firm is well-positioned for future investments. Furthermore, its long-term debt stands at $9.82B, highlighting a manageable debt load.

Strategic Moves and Growth Initiatives

Apollo’s recent partnerships and initiatives are clear indicators of its strategic growth plans. The $25B private credit and lending program with Citi, Mubadala, and Athene is a major step forward. It aims to expand Apollo’s lending capabilities, targeting North American markets initially. This move should diversify revenue streams and enhance market presence.

Moreover, Wolfe Research’s Outperform rating and a $139 price target are significant endorsements. The firm cites Apollo’s attractive valuation relative to peers and the potential for positive catalysts. Such coverage often stirs investor interest, leading to stock price appreciation.

Apollo’s proposed $5B investment in Intel is another strategic bet. This move shows Apollo’s focus on high-potential tech investments. Intel’s ongoing turnaround strategy, supported by Apollo’s capital, could lead to substantial returns.

Expanding Credit Business with Citi and Others

On Sep 26, 2024, Apollo and Citigroup announced a monumental $25B private credit and direct lending program. This initiative involves strategic partners like Mubadala Investment Company and Apollo’s subsidiary, Athene. Initially focused on North America, this program aims to create new avenues for private lending, catering to corporate and sponsor clients.

The integration of Citigroup’s massive banking client range with Apollo’s extensive capital base is a game-changer. It’s poised to enhance access to private lending, offering greater flexibility and custom solutions for clients. For Apollo, this expansion of lending capabilities is a strategic move to capture market share in the burgeoning private credit sector.

Moreover, the program signifies Apollo’s ambition to establish a dominant presence in this space. By leveraging Mubadala and Athene’s expertise and resources, Apollo is enhancing its strategic footprint. Such collaborations are expected to drive significant growth in revenue and profitability.

More Breaking News

Wolfe Research’s Optimism: A Catalyst for Stock Surge

On Sep 24, 2024, Wolfe Research initiated coverage of Apollo with an Outperform rating, setting a price target of $139. Wolfe’s Steven Chubak highlighted Apollo’s attractive risk-reward profile and its heavily discounted valuation compared to peers. He pointed out several positive catalysts that could drive the stock’s performance in the near term.

Wolfe’s optimistic view has added a layer of credibility to Apollo’s growth potential. Their coverage suggests that despite potential negative impacts from lower interest rates, Apollo’s strategic initiatives are expected to yield substantial benefits. The emphasis on Apollo’s discounted valuation creates an enticing proposition for investors.

Such initiation by a reputable research firm often sparks increased investor interest and buying activity. This leads to a positive momentum, pushing the stock price higher. The $139 price target implies a significant upside from the current levels, making Apollo an attractive growth stock.

Boosting Confidence with a Strategic Intel Investment

In a bold move, Apollo proposed a multibillion-dollar investment in Intel, reflecting strong confidence in Intel’s turnaround strategy. This move, announced on Sep 23, 2024, underscores Apollo’s strategic focus on high-potential tech investments. Intel’s ongoing efforts to revamp its operations and regain market leadership require substantial capital – an area where Apollo excels.

The investment not only supports Intel’s initiatives but also positions Apollo for significant returns. Intel’s revival could pay off handsomely, making Apollo’s stake highly lucrative. Such strategic investments reiterate Apollo’s commitment to leveraging its capital for high-growth opportunities.

For Apollo, investing in tech giants like Intel aligns with its broader portfolio strategy. It diversifies their investment base, tapping into the tech sector’s growth potential. If Intel’s turnaround succeeds, Apollo stands to gain immensely from the rising stock value and associated returns.

Other Notable Transactions: Enhancing Portfolio and Market Standing

Among other key moves, Apollo secured a $5 billion commitment from BNP Paribas for its Atlas SP Partners warehouse finance affiliate. Announced on Sep 20, 2024, this strategic financing and capital markets collaboration signifies Apollo’s expanding influence in the financial sector. This move alone led to a 2.5% rise in Apollo’s stock value, underscoring positive market reception.

Additionally, Apollo’s involvement in Gannett’s debt refinancing plan through a new senior secured credit facility indicates a strategic financing relationship. This venture could enhance Apollo’s investment portfolio through interest income, strengthening its market standing.

OPAL Fuels announced on Sep 18, 2024, the sale of approximately $11.1M in Inflation Reduction Act (IRA) investment tax credits to an Apollo subsidiary. This transaction exemplifies Apollo’s strategic moves to capitalize on tax credits, supporting sustainable energy projects and potentially yielding favorable returns.

Conclusion: Riding the Wave of Strategic Initiatives

In conclusion, Apollo Global Management Inc. is riding a wave of strategic initiatives, aiming to bolster its market presence and profitability. The collaboration with Citi and others on the $25B lending program, Wolfe Research’s positive coverage, and the significant investment in Intel are all pivotal moves.

Apollo’s financial health, reflected in robust revenue and profitability metrics, supports its growth endeavors. The carefully curated partnerships and investments reiterate Apollo’s strategic focus on driving long-term growth and creating value for shareholders.

For investors, Apollo presents an intriguing proposition. The stock’s recent performance and the strategic initiatives undertaken offer substantial growth potential. As these initiatives play out, Apollo looks set to capitalize on emerging opportunities, potentially leading to a surge in stock value.

Therefore, the current landscape of Apollo Global Management Inc. presents a compelling case for potential investors to stay tuned and consider the stock, especially as it navigates its strategic growth path.

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Timothy Sykes

Tim Sykes is a penny stock trader and teacher who became a self-made millionaire by the age of 22 by trading $12,415 of bar mitzvah money. After becoming disenchanted with the hedge fund world, he established the Tim Sykes Trading Challenge to teach aspiring traders how to follow his trading strategies. He’s been featured in a variety of media outlets including CNN, Larry King, Steve Harvey, Forbes, Men’s Journal, and more. He’s also an active philanthropist and environmental activist, a co-founder of Karmagawa, and has donated millions of dollars to charity. Read More

* Results are not typical and will vary from person to person. Making money trading stocks takes time, dedication, and hard work. There are inherent risks involved with investing in the stock market, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk. See Terms of Service here

The available research on day trading suggests that most active traders lose money. Fees and overtrading are major contributors to these losses.

A 2000 study called “Trading is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors” evaluated 66,465 U.S. households that held stocks from 1991 to 1996. The households that traded most averaged an 11.4% annual return during a period where the overall market gained 17.9%. These lower returns were attributed to overconfidence.

A 2014 paper (revised 2019) titled “Learning Fast or Slow?” analyzed the complete transaction history of the Taiwan Stock Exchange between 1992 and 2006. It looked at the ongoing performance of day traders in this sample, and found that 97% of day traders can expect to lose money from trading, and more than 90% of all day trading volume can be traced to investors who predictably lose money. Additionally, it tied the behavior of gamblers and drivers who get more speeding tickets to overtrading, and cited studies showing that legalized gambling has an inverse effect on trading volume.

A 2019 research study (revised 2020) called “Day Trading for a Living?” observed 19,646 Brazilian futures contract traders who started day trading from 2013 to 2015, and recorded two years of their trading activity. The study authors found that 97% of traders with more than 300 days actively trading lost money, and only 1.1% earned more than the Brazilian minimum wage ($16 USD per day). They hypothesized that the greater returns shown in previous studies did not differentiate between frequent day traders and those who traded rarely, and that more frequent trading activity decreases the chance of profitability.

These studies show the wide variance of the available data on day trading profitability. One thing that seems clear from the research is that most day traders lose money .

Millionaire Media 66 W Flagler St. Ste. 900 Miami, FL 33130 United States (888) 878-3621 This is for information purposes only as Millionaire Media LLC nor Timothy Sykes is registered as a securities broker-dealer or an investment adviser. No information herein is intended as securities brokerage, investment, tax, accounting or legal advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation or sponsorship of any company, security or fund. Millionaire Media LLC and Timothy Sykes cannot and does not assess, verify or guarantee the adequacy, accuracy or completeness of any information, the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The reader bears responsibility for his/her own investment research and decisions, should seek the advice of a qualified securities professional before making any investment, and investigate and fully understand any and all risks before investing. Millionaire Media LLC and Timothy Sykes in no way warrants the solvency, financial condition, or investment advisability of any of the securities mentioned in communications or websites. In addition, Millionaire Media LLC and Timothy Sykes accepts no liability whatsoever for any direct or consequential loss arising from any use of this information. This information is not intended to be used as the sole basis of any investment decision, nor should it be construed as advice designed to meet the investment needs of any particular investor. Past performance is not necessarily indicative of future returns.

Citations for Disclaimer

Barber, Brad M. and Odean, Terrance, Trading is Hazardous to Your Wealth: The Common Stock Investment Performance of Individual Investors. Available at SSRN: “Day Trading for a Living?”

Barber, Brad M. and Lee, Yi-Tsung and Liu, Yu-Jane and Odean, Terrance and Zhang, Ke, Learning Fast or Slow? (May 28, 2019). Forthcoming: Review of Asset Pricing Studies, Available at SSRN: “https://ssrn.com/abstract=2535636”

Chague, Fernando and De-Losso, Rodrigo and Giovannetti, Bruno, Day Trading for a Living? (June 11, 2020). Available at SSRN: “https://ssrn.com/abstract=3423101”