Apollo Global: Buy the Dip — Temporary Fee Realizations Cloud Near-Term EPS, But Core Earnings Path Intact
Apollo Global Management (APO) faces near-term headwinds from uneven realized performance fees and an EPS trough, but balance-sheet strength, fee-bearing AUM growth and strategic acquisitions make a compelling long opportunity. Enter on modest weakness, limit downside with a defined stop, and hold into H2 2026 catalysts where deal closings and fee …