APLD icon

Applied Digital

10.12 USD
-0.46
4.35%
At close Jul 29, 4:00 PM EDT
After hours
10.07
-0.05
0.49%
1 day
-4.35%
5 days
-8.75%
1 month
0.50%
3 months
125.89%
6 months
51.27%
Year to date
29.74%
1 year
137.56%
5 years
108.66%
10 years
108.66%
 

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, Cloud Services 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: 150

0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 7 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

120% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 46

19% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 59

17% more funds holding in top 10

Funds holding in top 10: 6 [Q4 2024] → 7 (+1) [Q1 2025]

3% more funds holding

Funds holding: 238 [Q4 2024] → 244 (+6) [Q1 2025]

3.91% less ownership

Funds ownership: 68.86% [Q4 2024] → 64.95% (-3.91%) [Q1 2025]

11% less call options, than puts

Call options by funds: $52.5M | Put options by funds: $58.7M

27% less capital invested

Capital invested by funds: $1.11B [Q4 2024] → $814M (-$298M) [Q1 2025]

Research analyst outlook

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

Low target
$12
19%
upside
Avg. target
$13.57
34%
upside
High target
$18
78%
upside

7 analyst ratings

positive
86%
neutral
14%
negative
0%
Compass Point
Ed Engel
28%upside
$13
Buy
Upgraded
25 Jul 2025
Compass Point
Joe Flynn
28%upside
$13
Neutral
Downgraded
9 Jun 2025
B. Riley Securities
Nick Giles
48%upside
$15
Buy
Maintained
4 Jun 2025
JMP Securities
Greg Miller
78%upside
$18
Market Outperform
Maintained
3 Jun 2025
Craig-Hallum
George Sutton
19%upside
$12
Buy
Maintained
3 Jun 2025

Financial journalist opinion

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

Positive
Seeking Alpha
16 hours ago
Applied Digital: Why I Like The Stock Heading Into Earnings
I remain bullish on Applied Digital going into 4Q25. The recent cool down should be viewed as a buying opportunity ahead of Q4 earnings. Applied Digital's purpose-built, AI-focused data centers and strategic power access give it a significant edge over legacy competitors retrofitting older facilities. The CoreWeave deal validates Applied Digital's positioning, but its financial impact won't be seen until FY25; future lease expansions are likely.
Applied Digital: Why I Like The Stock Heading Into Earnings
Positive
Zacks Investment Research
17 hours ago
Applied Digital Bets on AI Infrastructure: Execution Is Key
APLD's $7B CoreWeave deal and pivot to AI infrastructure boost growth prospects, but execution risks remain high.
Applied Digital Bets on AI Infrastructure: Execution Is Key
Positive
Zacks Investment Research
1 day ago
Is Applied Digital Stock a Smart Buy Before Q4 Earnings Report?
APLD's fourth-quarter fiscal 2025 results are likely to benefit from rising demand for AI services and cryptocurrency mining.
Is Applied Digital Stock a Smart Buy Before Q4 Earnings Report?
Positive
24/7 Wall Street
5 days ago
Forget NVDA: These 3 AI Stocks Have 5x Potential
These AI stocks have multibagger upside potential over the coming years. The risk-reward ratio is more favorable compared to the popular big-cap alternatives.
Forget NVDA: These 3 AI Stocks Have 5x Potential
Positive
The Motley Fool
6 days ago
Great News for Applied Digital Investors
Applied Digital (APLD -0.14%) has a $7 billion deal with CoreWeave, marking a significant shift into artificial intelligence (AI) infrastructure. With backing from Nvidia and major financial institutions, is APLD poised for explosive growth, or is it a speculative trap?
Great News for Applied Digital Investors
Positive
Zacks Investment Research
6 days ago
APLD Boosts Hyperscale Growth With 250MW AI Data Center Lease
Applied Digital inks a 250MW lease agreement with CoreWeave at Ellendale, cementing its role as a rising force in AI hyperscale infrastructure.
APLD Boosts Hyperscale Growth With 250MW AI Data Center Lease
Negative
Zacks Investment Research
6 days ago
Will Applied Digital Corporation (APLD) Report Negative Earnings Next Week? What You Should Know
Applied Digital Corporation (APLD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Will Applied Digital Corporation (APLD) Report Negative Earnings Next Week? What You Should Know
Neutral
The Motley Fool
6 days ago
3 No-Brainer Artificial Intelligence (AI) Stocks to Buy Right Now
There's little doubt as to which companies led the charge into the artificial intelligence era (AI). Nvidia's processors are found at the heart of most of the planet's high-performance AI platforms, while its role in combating the COVID-19 pandemic thrust Palantir Technologies' software into the spotlight.
3 No-Brainer Artificial Intelligence (AI) Stocks to Buy Right Now
Positive
Seeking Alpha
1 week ago
Applied Digital: A Q4 Surprise Could Be The Spark For A Multi-Year Breakout
I expect Applied Digital to beat analysts' revenue estimates when it reports Q4 earnings on July 30th. The lease agreement with CoreWeave de-risks Applied Digital's business due to its 15-year period, which could help it secure future funding at better terms. Applied Digital's technicals on the daily, weekly, and monthly timeframes point to a potential breakout of a multi-year ascending triangle pattern.
Applied Digital: A Q4 Surprise Could Be The Spark For A Multi-Year Breakout
Positive
Zacks Investment Research
1 week ago
Applied Digital vs. CoreWeave: Which AI Cloud Stock Is a Better Buy?
APLD gains more than 150% in three months on AI data center momentum, while CRWV scales fast but may face valuation and margin pressures.
Applied Digital vs. CoreWeave: Which AI Cloud Stock Is a Better Buy?
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