Applied Digital (NASDAQ:APLD) Trading Down 7.9% - What's Next?
Applied Digital (NASDAQ: APLD) shares experienced a 7.9% drop in mid-day trading, closing at $29.04 with a volume below its daily average. Despite this, analyst sentiment remains largely positive, with a consensus "Buy" rating and an average price target of $37.00. While insiders have recently sold shares, institutional ownership has increased significantly, indicating mixed signals from different investor groups.
Firm Advises Ekso Bionics on Contribution and Exchange Agreement with Applied Digital
Wilson Sonsini Goodrich & Rosati is advising Ekso Bionics on its agreement with Applied Digital to combine Applied Digital's cloud subsidiary, Applied Digital Cloud Corporation, with Ekso Bionics. Upon closing in Q2 2026, Ekso will become the parent company and rename itself ChronoScale Company. Applied Digital expects to own approximately 97 percent of the combined entity's outstanding equity.
APLD vs. VRT: Which Data Center Infrastructure Stock is a Better Buy?
This article compares Applied Digital (APLD) and Vertiv Holdings (VRT), two companies operating in the rapidly growing data center infrastructure market, particularly benefiting from AI-driven demand. While APLD offers long-term upside through its expanding hyperscaler lease pipeline and AI-focused campus development, Vertiv is highlighted for its robust financial performance, comprehensive power and thermal management portfolio, and strategic partnerships with industry leaders like NVIDIA. The analysis concludes that Vertiv presents a stronger investment case due to its proven technology, stable earnings, and more attractive valuation.
NVIDIA Bailed — Should You Buy The Dip In APLD Stock?
Applied Digital (APLD) shares recently dropped over 8% after reports that NVIDIA reduced its stake, despite the company's stock having more than doubled in the past six months. The article argues that this dip presents a buying opportunity, citing APLD's remarkable revenue growth, strong balance sheet, significant contracted backlog, and improving unit economics in the AI infrastructure sector, although it acknowledges the capital-intensive nature and current unprofitability. Investors are advised to consider the long-term potential against the stock's high volatility and customer concentration risks.
Applied Digital Shifts To Monetization With Long Term AI Data Center Leases
Applied Digital (APLD) is transitioning from a build-out phase to active monetization, securing long-term, non-cancellable leases for its data centers with a leading hyperscaler and CoreWeave. These contracts are expected to generate billions in revenue, making the company's profile more focused on contracted cash flows and specialized AI data center services. Investors are now watching the execution of these contracts and capital allocation towards AI infrastructure, especially as the stock price is trading below analyst targets despite recent short-term declines.
APLD Stock Slips After-Hours — What’s The Nvidia Connection?
Shares of Applied Digital Corp. (APLD) fell significantly after Nvidia Corp. (NVDA) divested its $177 million position in the company, as revealed in a recent 13F filing. Nvidia had initially invested in Applied Digital in September 2024 to support its AI infrastructure and data centers. Meanwhile, Nvidia continues to deepen its investment in CoreWeave, indicating a strategic shift in its partnerships.
42,636 Shares in Applied Digital Corporation $APLD Bought by MRA Advisory Group
MRA Advisory Group has initiated a new position in Applied Digital Corporation (NASDAQ:APLD), acquiring 42,636 shares valued at approximately $978,000. Despite recent insider selling, institutional investors and hedge funds own a significant portion of the company's stock. Wall Street analysts maintain a generally positive outlook with a consensus "Buy" rating and an average price target of $34.73.
Stratos Wealth Partners LTD. Has $2.43 Million Position in Applied Digital Corporation $APLD
Stratos Wealth Partners LTD. significantly increased its stake in Applied Digital Corporation (NASDAQ:APLD) by 663.8% in Q3, now holding 105,782 shares valued at approximately $2.43 million. This comes as institutional investors collectively own 65.67% of APLD, with Hood River Capital Management LLC and BNP Paribas Financial Markets holding substantial positions. Analysts maintain a "Buy" rating for Applied Digital, with a consensus target price of $34.73, despite recent insider share sales.
Applied Digital Corporation's (NASDAQ:APLD) Shift From Loss To Profit
Applied Digital Corporation (NASDAQ:APLD) is approaching profitability, with analysts projecting the company to break even in 2028, turning a profit of US$145m after incurring losses. The company, which specializes in digital infrastructure solutions for HPC and AI, is expected to achieve this through an average annual growth rate of 62%. However, investors should be aware of its high debt-to-equity ratio of 126%, which exceeds the typical advisable limit.
APLD's Energy Strategy is Evolving: Can it Drive Further Upside?
Applied Digital (APLD) is actively developing its energy strategy by collaborating with Babcock and Wilcox to accelerate on-site power generation and investing in Corintis for improved thermal efficiency. These initiatives aim to address power deployment speed and thermal constraints in AI infrastructure, potentially leading to faster revenue generation and higher compute density. Despite these strategic moves, APLD faces stiff competition and is currently considered overvalued, with a Zacks Rank of #3 (Hold).
Caprock Group LLC Makes New $3.16 Million Investment in Applied Digital Corporation $APLD
Caprock Group LLC has bought a new position in Applied Digital Corporation, acquiring 137,765 shares valued at approximately $3.16 million. This investment follows similar moves by other institutional investors and comes amidst analyst forecasts for growth, with several firms reiterating "buy" ratings and setting price targets up to $53.00. However, the stock recently dipped, and some insider selling by directors has also been reported.
APLD Trades Near 52-Week High: Should You Buy, Sell or Hold the Stock?
APLD, or Applied Digital, is trading near its 52-week high, driven by securing significant hyperscale data center leases and a strong financial position for expansion. Despite its operational execution and liquidity, the stock carries a premium valuation compared to peers, raising concerns about its current upside potential. Zacks maintains a "Hold" rank, suggesting investors await a more favorable entry point due to the extended timeline for revenue conversion and ongoing profitability challenges.
40,300 Shares in Applied Digital Corporation $APLD Purchased by Mandatum Life Insurance Co Ltd
Mandatum Life Insurance Co Ltd recently acquired 40,300 shares of Applied Digital (APLD), valued at approximately $924,000, significantly increasing institutional ownership to 65.67%. Despite this, insiders have been selling shares, with directors disposing of over 57,000 shares recently, amounting to a total of 244,593 shares sold for $9.0 million in the last 90 days. Applied Digital maintains a "Buy" consensus rating from analysts, with several firms issuing "Strong Buy" ratings, and a current average price target of $34.73.
Jones Financial Companies Lllp Purchases 37,588 Shares of Applied Digital Corporation $APLD
Jones Financial Companies LLP significantly increased its stake in Applied Digital Corporation ($APLD) by purchasing 37,588 shares, raising their total holdings to 72,391 shares valued at $1.57 million. This institutional investment occurs despite recent insider selling by the CEO and a director totaling approximately $9 million. Analysts maintain a "Buy" consensus rating for APLD with a target price of $34.73, while the stock currently trades around $38.23.
New York State Common Retirement Fund Raises Stake in Applied Digital Corporation $APLD
The New York State Common Retirement Fund significantly increased its stake in Applied Digital Corporation (NASDAQ:APLD) by 147.8%, now owning 122,960 shares valued at $2.82 million. This increase comes despite recent insider selling totaling over $9 million and the company missing EPS estimates while beating revenue expectations. Analysts generally maintain a "Buy" rating on APLD, with a consensus target price of $34.73.
Applied Digital Stock Has Soared 246% in 3 Months: Why Analysts Now See Limited Upside Around a $23–$25 Target
Applied Digital (APLD) stock has surged 246% in three months, primarily driven by its strategic shift from crypto-mining to high-performance AI data centers, notably through long-term lease agreements with CoreWeave. Despite this rapid growth and increased revenue, the company continues to face high costs and GAAP losses, remaining free-cash-flow negative. Analysts now see limited upside with an average price target of $23.70, suggesting a potential downside from its current trading price, due to concerns about customer concentration, capital expenditure requirements, and the need for sustained profitability.
Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD
Applied Digital (APLD) stock surged 25.52% following a broader rebound in tech and AI data-center names after a recent selloff. The company reported a 250% revenue jump in Q2 and has leased 600 MW of capacity, with plans for a new 430 MW campus. However, financing costs and investor sentiment towards high capital expenditure in the AI sector remain key factors to watch.
139,671 Shares in Applied Digital Corporation $APLD Purchased by Federated Hermes Inc.
Federated Hermes Inc. acquired a new stake of 139,671 shares in Applied Digital Corporation (APLD) during the third quarter, valued at approximately $3.2 million. This comes as other institutional investors have also increased their positions, bringing institutional ownership to about 65.67%. Despite institutional buying, corporate insiders have been net sellers, and while analysts largely maintain a "Buy" rating with an average target price of $34.73, the stock trades around $36.70.
10 Information Technology Stocks Whale Activity In Today's Session
This article identifies significant "whale" options trading activity across ten Information Technology stocks, including NVIDIA, Microsoft, and Broadcom. It provides a detailed, bullet-point breakdown of notable call and put option sweeps and trades, highlighting strike prices, expiration dates, sentiment, and trade volumes for each company. The report aims to help traders find potential opportunities by tracking these large institutional transactions.
Could Applied Digital Stock Help You Become a Millionaire?
Applied Digital (APLD) is building AI-specific data centers and has secured significant revenue agreements with CoreWeave and another major AI company. Despite its 700% stock surge over 18 months, the article questions if new investors can expect similar returns given the company's high valuation and cash burn. The author suggests it's unlikely new buyers will enjoy comparable results to early investors.
Better Artificial Intelligence Stock: Applied Digital vs. CoreWeave
The article compares Applied Digital (APLD) and CoreWeave (CRWV), two companies in the "neocloud" sector that provide data center infrastructure for AI. Both companies have taken on significant debt to fund their rapid expansion due to high demand for AI computing power. CoreWeave is presented as the better investment due to its higher sales, stronger gross profits, and backing from Nvidia, along with a more favorable forward price-to-sales ratio.
Applied Digital Corporation (APLD) stock ticks up in late trade as insider sale filings land
Applied Digital (APLD) stock rose 2.7% in late trading following an insider's Form 4 filing revealing a stock sale and a Form 144 indicating a larger planned sale. Investors are keen on tenant signings and financing updates as the company accelerates its AI data-center expansion, including the construction of a 430-megawatt "AI Factory." The company's future growth hinges on execution and securing necessary capital, with its next earnings report expected around April 13.
AlphaQuest LLC Acquires Shares of 59,658 Applied Digital Corporation $APLD
AlphaQuest LLC recently acquired 59,658 shares of Applied Digital Corporation (NASDAQ:APLD) valued at $1.37 million during the third quarter, contributing to institutional investors owning 65.67% of the company. Despite significant insider selling totaling $9.0 million, including CEO Wes Cummins's $6.01 million sale, the company reported Q3 revenue of $126.6 million (up 250% year-over-year) and has a consensus "Buy" rating from analysts with a target price of $34.73.
Applied Digital Corporation $APLD Stock Holdings Lessened by Lisanti Capital Growth LLC
Lisanti Capital Growth LLC significantly reduced its stake in Applied Digital Corporation (NASDAQ:APLD) by 78.1% in the third quarter. Despite this, Wall Street analysts largely maintain a positive outlook with "Buy" or "Strong Buy" ratings and an average price target of $34.73. The company recently reported a 250% year-over-year revenue increase, but also missed EPS estimates and is currently unprofitable.
Iren vs. Applied Digital: Which Is the Better Long-Term Play?
This article compares Iren (IREN) and Applied Digital (APLD), two companies that originated in crypto mining but have successfully pivoted to AI and high-performance computing infrastructure. Both companies have seen significant stock gains and strategic deals, with Iren securing a $9.7 billion Microsoft contract and Applied Digital boasting a $16 billion backlog. The decision between them depends on an investor's preference for cash flow predictability (Applied Digital) versus flexibility and upside potential despite higher volatility (Iren).
Applied Digital (APLD) Jumps 14% on AI Optimism
Applied Digital (APLD) saw a 14.29% increase in its share price due to growing optimism in the artificial intelligence industry. This surge was fueled by significant investments in AI companies, such as Nvidia's $2 billion investment in CoreWeave and Anthropic's $15 billion fundraising. The positive developments suggest increased demand for data center services, benefiting companies like Applied Digital, which is constructing a new 430-megawatt data center in Dallas.
AGP Franklin LLC Purchases Shares of 136,848 Applied Digital Corporation $APLD
AGP Franklin LLC initiated a new position in Applied Digital Corporation (NASDAQ:APLD) during the third quarter, acquiring 136,848 shares valued at approximately $3.14 million. This investment makes Applied Digital about 1.5% of AGP Franklin LLC's total holdings. Other large institutional investors also increased their stakes, bringing institutional ownership to 65.67%, while insiders have been net sellers. The company reported a significant revenue beat but remains unprofitable, though analysts maintain a "Buy" rating with a consensus price target of $33.27.
APLD Stock Closes At All-Time High As Hyperscale Tenant CoreWeave Receives Another Nvidia Investment
Shares of Applied Digital (APLD) reached an all-time high after its hyperscale tenant, CoreWeave, secured a $2 billion investment from Nvidia. This new investment from Nvidia is intended to fund the expansion of CoreWeave's AI factories. Applied Digital's partnership with CoreWeave includes two 15-year leases expected to generate substantial revenue for APLD.
Forget Applied Digital: This Cybersecurity Platform Giant Is the Smarter Bet on Securing All Those AI Data Centers
The article compares Applied Digital (APLD) and Palo Alto Networks (PANW) as investments related to AI data centers. While Applied Digital has seen significant stock gains, it faces concerns regarding debt, profitability, valuation, and client concentration. Palo Alto Networks, a cybersecurity giant, is presented as a more reliable alternative due to its established market position, focus on next-gen security including AI applications, strategic acquisitions, and bullish analyst ratings, despite recent stock fluctuations.
Applied Digital (APLD) Stock Is Up, What You Need To Know
Applied Digital (APLD) shares rose after the company announced it had broken ground on a new 430MW AI data center campus, Delta Forge 1, in a southern U.S. state, scheduled to open in mid-2027. This move reflects strong demand for its AI infrastructure, supported by a substantial order backlog of approximately $16 billion. The stock has gained 35.5% this year and is trading near its 52-week high, demonstrating significant growth and investor optimism.
Applied Digital stock price today: APLD swings as Delta Forge AI data center plans stay in focus
Applied Digital (APLD) shares saw volatile trading, climbing approximately 1% as investors focused on the company's "Delta Forge 1 AI Factory" rollout and hyperscaler discussions. The stock's movements reflect significant investor interest in AI infrastructure-linked data center companies, especially as power access becomes a critical bottleneck for AI expansion. Applied Digital recently broke ground on its 430-megawatt Delta Forge 1 campus and is in advanced talks with potential hyperscaler clients, with a key site disclosure anticipated in February.
Applied Digital (APLD) Stock Is Up, What You Need To Know
Shares of Applied Digital (APLD) rose by 2.8% after the company announced it broke ground on a new 430MW artificial intelligence (AI) data center campus in the southern U.S., reflecting strong demand for its AI infrastructure. This expansion builds on significant prior lease agreements, including a $16 billion order backlog. Despite initial volatility, the news is seen as meaningful, contributing to the stock's 35.5% year-to-date increase.
Y Intercept Hong Kong Ltd Sells 125,344 Shares of Applied Digital Corporation $APLD
Y Intercept Hong Kong Ltd significantly reduced its stake in Applied Digital Corporation by selling 125,344 shares, bringing its total holdings to 433,973 shares valued at approximately $9.96 million. This move comes amidst mixed financial results for Applied Digital, including strong revenue growth (250% YoY) but missed EPS targets and continued unprofitability, with recent insider selling totaling over $13.25 million. Despite the institutional sell-off and insider transactions, analysts are largely optimistic, issuing "Buy" ratings and setting an average price target of $33.27, especially after the groundbreaking of the new 430 MW "Delta Forge 1" AI campus.
Applied Digital (APLD) Jumps to All-Time High on Data Center Kickoff
Applied Digital (APLD) saw its stock jump to an intra-day high of $39, nearing its all-time high of $40.20, after announcing the kickoff of its new 430-megawatt data center in Dallas, Texas. The Delta Forge 1 AI factory campus, featuring two 150-MW facilities, is expected to create over 200 jobs and scale with hyperscale demand. CEO Wes Cummins highlighted the facility as the next stage of Applied Digital's growth in AI infrastructure.
Applied Digital Stock Has Been Volatile, but the Long-Term Setup Looks Compelling
Shares of Applied Digital (APLD) have experienced volatility but offer a compelling long-term outlook due to their role in the booming AI data center industry. The company is set to generate significant lease revenue from its AI data centers, with strong capacity expansion plans and a cost-efficient business model. Despite its current high valuation, the substantial demand for data centers and Applied Digital's potential for profitability make it an attractive investment for savvy investors.
Applied Digital Breaks Ground on Delta Forge 1, a 430 MW AI Factory Campus in a Southern U.S. State
Applied Digital (NASDAQ: APLD) has broken ground on Delta Forge 1, a 430 MW AI Factory campus in a southern U.S. state, designed to support high-density AI workloads. The campus will initially feature two 150-MW facilities over 500 acres, expecting to create over 200 full-time jobs. This development expands Applied Digital's portfolio of AI infrastructure, employing a repeatable blueprint refined from their Polaris Forge campuses, with initial operations anticipated in mid-2027.
Applied Digital begins construction on 430 MW AI data center in southern US
Applied Digital (APLD) has commenced construction on Delta Forge 1, a 430 MW AI data center campus in the southern U.S. This project signifies the next phase of the company's development of AI data centers. The massive facility is designed to support artificial intelligence workloads.
Applied Digital (APLD) Capitalizes on AI Data Center Boom with Explosive Revenue Growth
Applied Digital (APLD) is experiencing significant revenue growth due to the booming AI data center market, securing billion-dollar contracts that strengthen its financial position despite execution risks. While Wall Street analysts have optimistic price targets for APLD, with an average 1-year target of $49.18, The Motley Fool has not included it in their top ten recommendations, advising caution. The company operates sustainably engineered data centers for AI, cloud, networking, and blockchain workloads, boasting significant capacity and ongoing expansion plans.
Applied Digital (APLD) stock jumps 6% as CEO sale filing and new president move hit tape — what to watch next
Applied Digital (APLD) shares rose 6% after a turbulent week, closing at $37.40. The increase followed the promotion of co-founder Jason Zhang to president and various insider stock sales from executives and a director. With U.S. markets closed for Martin Luther King Jr. Day, investors are now looking to Tuesday's open for further developments regarding leases or financing.
Applied Digital Corporation: Doubled Revenue Visibility in AI Data Centers
Applied Digital Corporation (APLD) is positioned to benefit from the AI boom by building and operating data centers for AI and high-performance computing. Despite trading at a P/S ratio lower than peers, the company has $11 billion in locked-in lease revenue, which is expected to drive significant growth and a potential doubling of its stock price within a year. The article highlights catalysts like data center expansions and a cloud spin-off, while also addressing risks such as debt and tenant concentration.
Applied Digital (APLD) Stock Is Up, What You Need To Know
Shares of digital infrastructure provider Applied Digital (APLD) jumped 4.8% after investor optimism grew due to its strong growth pipeline, substantial $16 billion order backlog, and increasing demand for its AI infrastructure. The company's fiscal second-quarter revenue surged 250% year over year to $126.6 million, with strong performance in its high-performance computing hosting business. This positive sentiment was further fueled by analysts raising price targets and initiating 'Buy' ratings following strong earnings.
Applied Digital Appoints Co-Founder Jason Zhang as President
Applied Digital (NASDAQ: APLD) has appointed co-founder and current Chief Strategy Officer, Jason Zhang, as the company’s President. This appointment formalizes Zhang’s significant leadership role in driving the company's innovation and strategic direction since its inception. He will continue to partner with Chairman and CEO Wes Cummins to scale the business and advance its AI infrastructure growth.
Applied Digital Appoints Co-Founder Jason Zhang as President
Applied Digital Corporation has appointed co-founder Jason Zhang as its new President, formalizing his long-standing leadership role within the company. Zhang will continue to work closely with Chairman and CEO Wes Cummins to guide the company's strategic direction and growth in the artificial intelligence infrastructure sector. Previously, Zhang served as Chief Strategy Officer and has a strong background as a technology investor at firms like Sequoia Capital and MSD Capital.
Mixed options sentiment in Applied Digital Corp with shares down 4.37%
Shares of Applied Digital Corp (APLD) were down 4.37% with mixed options sentiment. Options trading volume was typical, with calls outnumbering puts at a put/call ratio of 0.34, lower than the usual 0.43. Implied volatility (IV30) increased to 93.83, and the put-call skew steepened, indicating a higher demand for downside protection.
Applied Digital: Blowout Q2 Earnings Should Not Mislead Us (NASDAQ:APLD)
Applied Digital Corporation reported nearly 250% YoY revenue growth in Q2 2026, driven by HPC hosting expansion, yet remains unprofitable with negative EPS. The company holds a strong $2.3 billion cash position, but faces significant ongoing capital expenditure needs and is expected to burn cash through FY2027. Equity dilution is anticipated to fund aggressive AI infrastructure buildout amidst fierce competition, leading to a cautious Hold rating due to high valuation uncertainty and market capitalization.
(CORRECTED) What's Going On With Applied Digital Stock Friday? - Applied Digital (NASDAQ:APLD)
Applied Digital Corporation (NASDAQ: APLD) shares are trading higher on Friday following strong second-quarter earnings that surpassed analyst expectations. The company reported significant revenue growth, driven by its HPC Hosting Business and data center operations, and announced a substantial lease and strengthened its liquidity. Analysts at Roth Capital and B. Riley Securities have maintained Buy ratings and raised their price targets for APLD.
3 Brilliant AI Stocks That Could Double in 2026
This article highlights three AI stocks—Nebius (NBIS), Applied Digital (APLD), and SoundHound AI (SOUN)—that could potentially double in value in 2026 due to rapid growth in the artificial intelligence sector. Nebius and Applied Digital are data center providers experiencing explosive demand for computing power, while SoundHound AI focuses on generative AI and audio recognition with potential for widespread adoption. Despite current high valuations, their individual growth trajectories and market opportunities make them intriguing investments for the coming year.
These Stocks Moved the Most Today: Lockheed, Northrop, Alphabet, Applied Digital, Bloom Energy, Neogen, and More
Stocks displayed mixed performance on Thursday as investor sentiment was influenced by President Donald Trump's recent comments, particularly those affecting the defense and housing sectors. The article highlights several companies whose stock prices saw significant movement, including major players like Lockheed, Northrop, and Alphabet. This suggests a volatile market reaction to political statements and sector-specific concerns.
Applied Digital Corp options imply 13.5% move in share price post-earnings
Options trading for Applied Digital Corp (APLD) suggests a potential 13.5% move in its share price following its upcoming earnings release. The normal options volume shows calls outnumbering puts 9:4, and the implied volatility indicates an anticipated move of about $4.12. This implied move is slightly higher than the median 12.6% movement observed over the past eight quarters.
Applied Digital Reports Fiscal Second Quarter 2026 Results
Applied Digital Corporation reported strong financial results for Q2 fiscal year 2026, with revenues up 250% to $126.6 million. The company achieved a major milestone by delivering 100 MW at Polaris Forge 1 and secured a significant 15-year lease with a hyperscaler for 200 MW at Polaris Forge 2, expected to generate $5 billion in revenue. Applied Digital also announced plans to spin out its cloud division into ChronoScale, with Applied Digital retaining over 80% ownership.
