Apollo Global Management, Inc. (APO) earnings on May 6, 2026
More Apollo Global Management, Inc. earnings
Prior outlook: No statistical edge
The stock price initially rose but then fell after earnings. While profits met expectations, sales were lower than outlined.
APO price around the earnings
129.53
Change: -0.8%
2026-05-06, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: No statistical edge
- Thesis published
Revenue miss overshadows earnings beat; outlook uncertain.
The company met earnings expectations but missed on revenue, causing a negative reaction despite strong prior performance. Analysts still see some upside, but the revenue miss is a concern.
Context analyzed before publication
- Summary
- Revenue miss overshadows earnings beat; outlook uncertain.
- Reasoning
- The company met earnings expectations but missed on revenue, causing a negative reaction despite strong prior performance. Analysts still point to an optimistic scenario, but the revenue miss is a concern.
- Playbook
- The revenue miss introduces risk; the scenario suggests waiting for clarity on future performance.
- Trend
- Strong run-up into earnings, now facing sell-off post-revenue miss.
Analysts
Drivers
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Analysts
Positive
Analysts generally maintain a positive outlook with high price targets, but the recent revenue miss may challenge these views.
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.8
- Analysts covering the stock
- 17
- Average price target
- 138.35
- Lowest price target
- 108
- Highest price target
- 173
- Upside to price target
- 5.2%
- Quarterly earnings growth
- -54%
- Revenue growth
- 87.7%
- Forward EPS
- 10.62
- Trailing EPS
- 5.54
- Analyst moves in the last 60 days
- 6
- Strong buy: 4
- Buy: 9
- Hold: 6
- Sell: 0
- Strong sell: 0
- Strong buy
- 4
- Buy
- 9
- Hold
- 6
- Sell
- 0
- Strong sell
- 0
- April 21, 2026 · Morgan Stanley: Maintains rating (Overweight → Overweight)
- April 21, 2026 · Evercore ISI Group: Maintains rating (Outperform → Outperform)
- April 8, 2026 · Barclays: Maintains rating (Overweight → Overweight)
- April 7, 2026 · Goldman Sachs: Maintains rating (Buy → Buy)
- April 7, 2026 · Piper Sandler: Maintains rating (Overweight → Overweight)
- March 24, 2026 · BMO Capital: Maintains rating (Market Perform → Market Perform)
News and sentiment
Drivers
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News & sentiment
Negative
The company reported earnings in line with expectations, but revenue fell short, creating a negative event for the stock.
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (4)
- Apollo Global Management Q1 Adj. EPS $1.94, Inline, Sales $5.059B Miss $5.321B Estimate — Benzinga
- Apollo, Digital Realty Trust And Archer-Daniels-Midland On CNBC's 'Final Trades' — Benzinga
- CNBC Halftime Report Final Trades: Apollo Global Management, Archer-Daniels-Midland, Digital Realty Trust — Benzinga
- 'Apollo, Blackstone And KKR Vie For Shell Stake In LNG Canada, sources say' - Reuters Exclusive — Benzinga
Technicals
Drivers
-
Technical
Positive
The stock experienced a significant optimistic trend before the earnings announcement, outperforming the market.
Evidence
- Average true range (ATR)
- 3.1%
- Distance to 52-week high
- -16.4%
- 14-day change (14d)
- +5.5%
- 30-day change
- +19.7%
- 30-day relative strength
- +7.7%
- Benchmark change
- +12.1%
- Nearest support
- 102.74
- Nearest resistance
- 135.17
- Volume accumulation ratio
- 0.7
Trends
Evidence
- Average earnings surprise
- +14.7%
- February 9, 2026: actual EPS 1.07 vs estimate 1.42 (surprise -24.6%)
- November 4, 2025: actual EPS 2.78 vs estimate 1.26 (surprise +120.6%)
- August 5, 2025: actual EPS 0.99 vs estimate 1.54 (surprise -35.9%)
- May 2, 2025: actual EPS 1.82 vs estimate 1.84 (surprise -1.3%)
Expected move
Drivers
-
Past earnings
Neutral
The company's history shows inconsistent performance around earnings, with a mixed rate of beating estimates.
There is no implied-move data available for this event.
Reactions over its last 19 earnings
- Median move
- 2.6%
- 75th percentile move
- 5.6%
- 90th percentile move
- 7.5%
- Up / down moves
- 13 / 6
- Average up move
- +3.3%
- Average down move
- -4.3%
Monitoring and close
What Apollo Global Management, Inc. reported
There is no monitoring data available for this event.
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Consolidated
- -1.0%
- Max move
- +4.2%
No verdict: the outlook took no direction, so there is nothing to score as a hit or a miss.