Applied Digital

APLD

Market cap $4.89B

Overview Fund Activity

18.68 USD

+1.50

8.73%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

18.69

+0.01

0.05%

1 day

8.73%

5 days

34.87%

1 month

24.78%

3 months

49.32%

6 months

182.18%

Year to date

139.49%

1 year

210.3%

5 years

285.15%

10 years

285.15%

About: Applied Digital Corp is a designer, developer, and operator of next-generation digital infrastructure across North America. It provides digital infrastructure solutions and cloud services to industries like High-Performance Computing (HPC) and Artificial Intelligence (AI). The company operates in the following business segments: Data Center Hosting Business and HPC Hosting Business. The majority of its revenue is generated from the Data Center Hosting Business, which operates data centers to provide energized space to crypto mining customers.

Employees: 205

Technology Information Technology Services

0

Funds holding %

of 7,462 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

78% more capital invested

Capital invested by funds: $814M [Q1] → $1.45B (+$632M) [Q2]

65% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 54

43% more call options, than puts

Call options by funds: $275M | Put options by funds: $193M

14% more funds holding

Funds holding: 244 [Q1] → 278 (+34) [Q2]

4% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 7 [Q1] → 7 (+0) [Q2]

1.17% less ownership

Funds ownership: 64.95% [Q1] → 63.78% (-1.17%) [Q2]

See Fund Rankings

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$13

-30% downside

Avg. target

$18

-4% downside

High target

$23

23% upside

5 analyst ratings

5 positive

100%

0 neutral

0%

0 negative

0%

HC Wainwright & Co. Kevin Dede	$20	Buy Maintained	25 Aug 2025
Craig-Hallum	$23	Buy Maintained	18 Aug 2025
Lake Street Rob Brown	$18	Buy Maintained	31 Jul 2025
Needham John Todaro	$16	Buy Maintained	31 Jul 2025
Compass Point Ed Engel	$13	Buy Upgraded	25 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 18 articles about APLD published over the past 30 days

The Motley Fool

3 Soaring Stocks to Hold for the Next 20 Years

It can be intimidating to step into a stock that's been in full-blown rally mode for a while. It feels like you're paying a steep price that could tumble at the drop of a hat.

3 Soaring Stocks to Hold for the Next 20 Years

The Motley Fool

Why Did Applied Digital Stock Skyrocket 34.5% This Week?

Shares of Applied Digital (APLD 8.88%) flew higher this week, finishing up 34.5%. The spike came as the S&P 500 and the Nasdaq-100 were up 1.6% and 1.9%, respectively.

Why Did Applied Digital Stock Skyrocket 34.5% This Week?

Zacks Investment Research

DELL vs. APLD: Which AI Infrastructure Stock Is the Better Buy Now?

Dell Technologies is gaining ground in AI infrastructure with strong server demand, solid earnings, and attractive valuation, outpacing Applied Digital.

DELL vs. APLD: Which AI Infrastructure Stock Is the Better Buy Now?

Zacks Investment Research

Applied Digital Jumps 122% Year to Date: Buy, Sell or Hold the Stock?

APLD's AI-focused data center pivot and $11B CoreWeave deal fuel growth, but rising losses and premium valuation pose risks.

Applied Digital Jumps 122% Year to Date: Buy, Sell or Hold the Stock?

Applied Digital's AI Potential Is Huge - Markets Disagree

AI data center growth is constrained by capacity, creating a major opportunity for operators like Applied Digital to serve hyperscalers and HPC clients. Applied Digital's pivot to focus on hyperscalers, highlighted by multi-billion deals with CoreWeave, sets up an estimated 80% revenue CAGR through 2028. Despite strong growth prospects, market skepticism and heavy reliance on CoreWeave depress Applied's valuation, making shares undervalued versus peers.

Applied Digital's AI Potential Is Huge - Markets Disagree

The Motley Fool

Why Did Applied Digital Stock Plummet This Week?

Shares of Applied Digital (APLD -3.17%) fell this week, down 13.1% as of market close on Friday. The drop comes as the S&P 500 and the Nasdaq-100 were up 0.3% and 0.1%, respectively.

Why Did Applied Digital Stock Plummet This Week?

Zacks Investment Research

APLD Rides on Accelerating AI Infrastructure Demand: What's Ahead?

Applied Digital secures $11B in lease deals with CoreWeave as its Polaris Forge 1 AI campus scales toward 1 gigawatt capacity.

APLD Rides on Accelerating AI Infrastructure Demand: What's Ahead?

The Motley Fool

Poised for Explosive Growth: 2 AI Stocks That Could Surge 100% by 2028

Artificial intelligence (AI) remains a monster opportunity for long-term investors. There are different ways for an investor to ride this wave of innovation, but we're going to focus on two leaders helping to build the infrastructure for AI.

Poised for Explosive Growth: 2 AI Stocks That Could Surge 100% by 2028

Applied Digital Finalizes Additional 150MW Lease with CoreWeave in North Dakota

Applied Digital has finalized a new lease agreement with AI Hyperscaler CoreWeave for an additional 150MW at its Polaris Forge 1 Campus in Ellendale, ND.

Applied Digital Finalizes Additional 150MW Lease with CoreWeave in North Dakota

Zacks Investment Research

APLD Trades Higher Than Industry at 13.5X P/S: Is the Stock a Buy?

Despite a stretched valuation, APLD's AI-focused strategy, long-term contracts and Polaris Forge buildout makes the stock attractive for investors.

APLD Trades Higher Than Industry at 13.5X P/S: Is the Stock a Buy?

See News Rankings

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