APi Group (NYSE:APG) Upgraded to Buy at Wall Street Zen

Key Points

• Wall Street Zen upgraded APi Group from "hold" to "buy," joining several analysts who have raised targets and leaving the consensus rating at a "Moderate Buy" with an average price target of $51.86.
• APi reported a Q1 beat—$0.32 EPS vs. $0.30 expected and $1.98B revenue vs. $1.92B—with revenue up 15.3% YoY and management citing ~10% organic growth and ~70 bps adjusted EBITDA margin expansion, though GAAP EPS fell year‑over‑year and FY revenue guidance was only reaffirmed (~$8.5–$8.7B).
• Insiders have materially trimmed positions recently, selling about 3.68 million shares worth $152 million over the past three months, even though insiders still own roughly 18.7% of the company.

APi Group (NYSE:APG - Get Free Report) was upgraded by Wall Street Zen from a "hold" rating to a "buy" rating in a note issued to investors on Saturday.

APG has been the topic of several other reports. Robert W. Baird set a $52.00 target price on shares of APi Group in a research report on Friday. UBS Group upped their target price on shares of APi Group from $54.00 to $56.00 and gave the stock a "buy" rating in a research report on Friday. Citigroup restated a "buy" rating and set a $53.00 target price (up from $52.00) on shares of APi Group in a research report on Friday. Barclays upped their target price on shares of APi Group from $44.00 to $52.00 and gave the stock an "overweight" rating in a research report on Thursday, February 26th. Finally, Royal Bank Of Canada upped their target price on shares of APi Group from $45.00 to $53.00 and gave the stock an "outperform" rating in a research report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, APi Group has a consensus rating of "Moderate Buy" and a consensus price target of $51.86.

APi Group Trading Up 0.4%

NYSE APG opened at $45.90 on Friday. The stock has a market capitalization of $19.85 billion, a P/E ratio of -60.66, a P/E/G ratio of 2.73 and a beta of 1.67. APi Group has a 52-week low of $27.37 and a 52-week high of $49.99. The firm has a 50-day moving average price of $43.69 and a 200 day moving average price of $40.85. The company has a quick ratio of 1.43, a current ratio of 1.44 and a debt-to-equity ratio of 0.79.

APi Group (NYSE:APG - Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The company reported $0.32 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.30 by $0.02. The business had revenue of $1.98 billion during the quarter, compared to the consensus estimate of $1.92 billion. APi Group had a net margin of 3.85% and a return on equity of 37.63%. The business's revenue was up 15.3% compared to the same quarter last year. During the same quarter last year, the firm posted $0.37 EPS. Equities research analysts expect that APi Group will post 1.67 EPS for the current year.

Insiders Place Their Bets

In other APi Group news, Director James E. Lillie sold 100,888 shares of the company's stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $44.30, for a total value of $4,469,338.40. Following the sale, the director owned 9,706,462 shares of the company's stock, valued at $429,996,266.60. This represents a 1.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Ian G. H. Ashken sold 114,409 shares of the company's stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $43.12, for a total transaction of $4,933,316.08. Following the completion of the sale, the director directly owned 10,633,830 shares in the company, valued at $458,530,749.60. This trade represents a 1.06% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 3,682,000 shares of company stock worth $152,333,385. 18.70% of the stock is owned by company insiders.

Institutional Trading of APi Group

Institutional investors and hedge funds have recently modified their holdings of the business. Sound Income Strategies LLC purchased a new stake in shares of APi Group in the fourth quarter valued at about $27,000. Clearstead Advisors LLC lifted its holdings in shares of APi Group by 105.7% in the third quarter. Clearstead Advisors LLC now owns 831 shares of the company's stock valued at $29,000 after purchasing an additional 427 shares in the last quarter. Silicon Valley Capital Partners lifted its holdings in shares of APi Group by 50.0% in the third quarter. Silicon Valley Capital Partners now owns 858 shares of the company's stock valued at $29,000 after purchasing an additional 286 shares in the last quarter. Parallel Advisors LLC lifted its holdings in shares of APi Group by 55.3% in the third quarter. Parallel Advisors LLC now owns 834 shares of the company's stock valued at $29,000 after purchasing an additional 297 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd lifted its holdings in shares of APi Group by 1,851.3% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 761 shares of the company's stock valued at $29,000 after purchasing an additional 722 shares in the last quarter. Hedge funds and other institutional investors own 86.62% of the company's stock.

More APi Group News

Here are the key news stories impacting APi Group this week:

• Positive Sentiment: Q1 results beat expectations: APi reported $0.32 EPS vs. $0.30 consensus and $1.98B revenue vs. $1.92B consensus; management highlighted 10% organic net revenue growth and ~70 bps adjusted EBITDA margin expansion year‑over‑year — evidence of near‑term operating leverage. APi Group Reports First Quarter 2026 Financial Results
• Positive Sentiment: Analyst narrative is shifting toward recurring revenue and data‑center exposure, which could support a re‑rating if those higher‑margin streams scale as expected. Investors are likely buying on the improved growth/margin storyline. How The APi Group (APG) Narrative Is Shifting Around Recurring Earnings And Data Center Growth
• Neutral Sentiment: Revenue guidance was reaffirmed roughly in line with Street expectations (FY revenue guide ~ $8.5B–$8.7B; Q2 revenue ~ $2.2B), so the beat was not accompanied by an aggressive upside guide. Watch execution against that range. APi Group press materials / slide deck
• Neutral Sentiment: Full earnings call transcript and presentation are available for detail on segment trends, M&A cadence, and data‑center pipeline — useful for assessing sustainability of recurring revenue growth. APi Q1 2026 Earnings Call Transcript Q1 Results Presentation
• Negative Sentiment: Some performance caveats: GAAP EPS declined year‑over‑year (Q1 EPS $0.32 vs. $0.37 a year ago), highlighting that while revenue grew, margin and mix shifts and prior‑year comparables can mute underlying profitability trends. APi: Q1 Earnings Snapshot

About APi Group

APi Group Corp. is a global specialty contractor that provides fire protection, security, mechanical insulation and energy services to commercial, industrial and institutional clients. Headquartered in New Brighton, Minnesota, the company designs, installs, inspects, tests, maintains and repairs a wide range of safety and infrastructure systems. Through its network of operating subsidiaries, APi Group delivers end-to-end solutions for new construction, facility renovations and ongoing maintenance requirements.

Its service portfolio spans life safety and industrial services—such as fire suppression systems, fire alarms and emergency lighting—and specialized offerings including technical insulation, access solutions, passive fire protection and energy efficiency upgrades.

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