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Barclays Cuts Apollo Global Management (APO) Price Target to $131

Apollo Global Management, Inc. (NYSE:APO) is one of the 10 Best Asset Management Stocks to Buy Right Now.

On March 2, 2026, Apollo Global Management, Inc. (NYSE:APO) saw its price target from Barclays lowered by analyst Benjamin Budish from $158 to $131. Benjamin kept an Overweight rating on the stock. In the research note, the analyst told the investors that the firm is revising its estimates across the alternative asset manager space. Though the firm acknowledges the difficulty in evaluating the long-term impacts of AI on portfolio companies, it lowered its earnings estimates for business development companies, citing lower flow assumptions and realization.

In another development, on March 9, 2026, Siris, a leading private equity firm focused on critical technology infrastructure, has agreed to acquire a majority stake in Takkion from funds affiliated with Apollo Global Management, Inc. (NYSE:APO). Founded in 2019, Takkion is a renewable energy services leader with $600 Million in 2025 revenue. The deal, expected to close in the second quarter of 2026, will potentially allow Siris to capitalize on surging power demand from AI data centers.

Founded in 1990, the New York-based company, Apollo Global Management, Inc. (NYSE:APO), is a global alternative asset manager specializing in high-yield credit, private equity, and retirement services.

While we acknowledge the risk and potential of APO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than APO and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Stocks to Buy According to Elliott Investment Management and 10 Best Stocks to Invest in During a Recession

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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