APi Group

APG · NYSE

$39.99−$0.08 (−0.20%)TodayMarket closed ·
Prev close $40.07

APG analyst rating

BuyConsensus of 6 analysts over the last 12 months. 100% rate it a buy.
  • Strong buy0
  • Buy6
  • Hold0
  • Underperform0
  • Sell0

12-month price target · 12 analysts

Average $53.65 (+34.2% upside)

Low
$47.47
Now
$39.99
High
$57.75

Upgrades and downgrades

The latest rating actions, newest first

APG analyst upgrades, downgrades and rating actions
FirmDateActionRating
CitigroupOct 12, 2026MaintainsBuy
Wells FargoAug 4, 2026InitiatesOverweight
CitigroupJul 31, 2026MaintainsBuy
BarclaysMay 7, 2026MaintainsOverweight
UBSMay 1, 2026MaintainsBuy
CitigroupMay 1, 2026MaintainsBuy
Truist SecuritiesMay 1, 2026MaintainsBuy
CitigroupFeb 26, 2026MaintainsBuy
UBSFeb 26, 2026MaintainsBuy
RBC CapitalFeb 26, 2026MaintainsOutperform

The case for and against

Updated Dec 15, 2025

Bull case

APi Group Corp is positioned for substantial revenue growth in 2025, bolstered by a robust backlog and an improving demand environment, alongside reduced headwinds from project selection. The North American Safety segment is focused on enhancing its high-margin service offerings, with plans to increase the number of branches achieving over 20% adjusted EBITDA margins from 9 in 2021 to 40 by 2024. Furthermore, the company has already surpassed its target of 13%+ margin on a quarterly basis from the second quarter of 2024, with expectations for continued margin expansion due to strategic shifts towards the Services model.

Bear case

APi Group Corp faces a negative outlook primarily due to anticipated lower revenue growth and market share, compounded by challenging macroeconomic conditions. A scenario analysis indicates a potential 10% downside to EBITDA estimates for FY26E, prompting a reevaluation of the company's valuation metrics with a noted discount of approximately 2x from previous models. These factors culminate in projections that suggest a considerable downside potential, translating to a projected decline of $38 per share.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.