Apollo Global: AUM Surge, SaaSpocalypse Fears, And The Manufactured Private Credit Crisis (NYSE:APO)

NodeGuardian · 2026-03-20T18:50:04+00:00

Apollo Global Management's stock has fallen amid worries over corporate lending and AI's software effects. However, it achieved record assets of $938 billion and fee-related earnings, with projections of FRE doubling by 2029, despite minimal impact from the private credit crisis.

NodeGuardian

2026-03-20 18:50:04

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Apollo Global Management has seen its stock valuation decline due to market concerns about a potential crisis in corporate lending and AI’s impact on software. Despite these fears, APO’s assets under management reached a record $938 billion, driven by strong demand. The company generated record fee-related earnings and is trading at a low multiple, with FRE projected to double by 2029, even as the “private credit crisis” has not led to a significant rise in non-performing loans for APO.

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