What investors are saying about Apollo Global Management (APO)

Summary

In the past 30 days, 3 people on 2 investor and market shows discussed Apollo Global Management (APO) in 4 views. Going by each speaker's latest call, 2 are bullish. Chorus has followed Apollo Global Management since October 6, 2026: 5 views from 4 people on 3 shows.

Who talks about it most

• Jim Lebenthal · 2
• Steve Eisman · 1
• Jason Snipe · 1
• Nick Nemeth · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Steve Eisman · The Real Eisman PlaybookUncertain

  Apollo's mixed quarter: fee earnings strong, but spread income missed on conservative credit.

  Apollo posted 23% fee-related earnings growth, $53 billion of inflows and 18% AUM growth, all good. Spread-related earnings from its Athene insurer, a key metric, rose only 7% and missed. Eisman thinks Apollo probably took a conservative credit approach to new investments. Apollo is now one of the largest financiers of AI data centers, so it is a partial AI play, which he thinks helps explain why the stock is down 19% this year. He calls the quarter mixed.

  “And here Apollo missed expectations with SRE up just 7% year over year as the company probably took a very conservative credit approach for new investments.”at 22:40

  The Real Eisman Playbook: The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap · November 6, 2026

• Jim Lebenthal · Cerity PartnersBullish

  Apollo provides AI build-out financing, so he still likes it despite the Athene loss.

  Lebenthal says he is sticking with Apollo and still likes it. He dislikes the report, including the base earnings and especially the loss at Athene from write-downs in its private-credit investments. He believes the AI build-out will continue and that Apollo is a provider of financing, the 'picks and shovels' alongside Nvidia. He does not think this is the Minsky moment.

  “When we talk about who's providing picks and shovels, yes, Nvidia, but Apollo is providing the financing.”at 31:41

  CNBC Halftime Report: More Volatility on the Way? 11/3/26 · November 3, 2026

• Jim Lebenthal · Cerity PartnersBullish

  Apollo's shares should rise as private credit proves not to be the disaster people feared.

  Seven months ago, people called private credit the next systemic risk or a Minsky moment, but that didn't happen. Most privately traded private funds have done well this year, a little below the historical average but still nicely positive. He says the asset class is not the disaster people thought, and that Apollo has more benefit to come as people recognize this. He says he has no opinion on the quarter itself.

  “So this asset class is not the disaster people thought it was, and Apollo has more benefit to come in its share price from people recognizing that.”at 33:37

  CNBC Halftime Report: New Month, Better Tech Trade? 11/2/26 · November 2, 2026

• Jason Snipe · Odyssey Capital AdvisorsBullish

  Apollo's diversified revenue, including insurance, makes it better positioned than peers; he owns it.

  He owns Apollo and sees it as well positioned because of scale and a rich insurance business that diversifies it beyond AI and data center exposure. He thinks these two are better placed than others in the space.

  “For Apollo as an example, they have a very rich insurance business in the theme... For these particular two, I think they're better positioned because of their scale than some of the others in the space.”at 24:52

  CNBC Halftime Report: AI debt Fears Fuel Tech Volatility: The Investment Committee's Strategy 10/16/26 · October 16, 2026

• Nick Nemeth · Mispriced Assets (Substack)Bearish

  Apollo's private-asset marks are not enough; investors need to see the valuation assumptions.

  Nemeth criticises the way Apollo reports asset values. Apollo simply says a holding is worth 99.3 one day and 92.5 the next, without showing its assumptions. He argues that is not an acceptable fix for opacity. Public investors can take that risk, but money from 401(k)s and policyholders should come with full disclosure of the assumptions, or it should not be accepted.

  “The idea that Apollo is just going to tell you, oh, today it's 99.3. Today it's 92.5. That's not the solution. You got to see the assumptions.”at 40:39

  The Julia La Roche Show: #417 Nick Nemeth: The Biggest Turn in My Lifetime, Why Credit Contagion Could Hit Everything · October 6, 2026