Applied Digital Corporation (APLD)
NASDAQ:APLD
Want to see APLD full AI Analyst Report?
APLD Stock Chart & Stats
$31.53
-$0.86(-9.13%)
At close: 4:00 PM EST
$31.53
-$0.86(-9.13%)
Day’s Range― - ―
52-Week Range$4.62 - $42.27
Previous CloseN/A
Volume8.15M
Average Volume (3M)19.42M
Market Cap
$9.34B
Enterprise Value$10.44B
Total Cash (Recent Filing)$1.73B
Total Debt (Recent Filing)$2.83B
Price to Earnings (P/E)―
Beta2.97
Next Earnings
Aug 20, 2026EPS Estimate
-0.19Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.36
Shares Outstanding285,769,530
10 Day Avg. Volume23,706,324
30 Day Avg. Volume19,420,820
Financial Highlights & Ratios
PEG Ratio0.52
Price to Book (P/B)2.17
Price to Sales (P/S)6.38
P/FCF Ratio-1.72
Enterprise Value/Market Cap1.12
Enterprise Value/Revenue29.36
Enterprise Value/Gross Profit108.48
Enterprise Value/Ebitda-264.68
Forecast
1Y Price Target
$50.00Price Target Upside58.58% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)-0.54
Revenue Forecast (FY)$408.44M
Bulls Say, Bears Say
Bulls Say
Financing And Credit ImprovementSecured investment-grade financing and credit enhancements are expected to reduce the cost of capital and tighten bond spreads, improving project-level cash flows.
Hyperscaler Lease ValidationAdvanced discussions and initial hyperscaler commitments validate the ability to win large, long-term customers, supporting future recurring revenue and investor confidence.
Operational Execution And Capacity ScalingCompletion of initial capacity deliveries and on-schedule construction across multiple campuses demonstrates the ability to scale rapidly to meet strong demand for AI compute.
Bears Say
Execution And Timing Risk From Pending DealsPlanned large expansions hinge on agreements that are not finalized with major hyperscalers, introducing execution risk and potential share-price volatility if milestones are delayed.
Low-margin Revenue ConcentrationRecent revenue gains driven by low-margin segments like power pass-throughs and fit-outs could weigh on overall profitability if higher-margin leases do not expand.
Revenue Mix VolatilitySignificant reliance on nonrecurring tenant fit-out services creates the risk of uneven reported revenue as base leasing activity evolves.
Applied Digital Corporation News
APLD FAQ
What was Applied Digital Corporation’s price range in the past 12 months?
Applied Digital Corporation lowest stock price was $4.62 and its highest was $42.27 in the past 12 months.
What is Applied Digital Corporation’s market cap?
Applied Digital Corporation’s market cap is $9.34B.
When is Applied Digital Corporation’s upcoming earnings report date?
Applied Digital Corporation’s upcoming earnings report date is Aug 20, 2026 which is in 111 days.
How were Applied Digital Corporation’s earnings last quarter?
Applied Digital Corporation released its earnings results on Apr 08, 2026. The company reported -$0.36 earnings per share for the quarter, missing the consensus estimate of -$0.151 by -$0.209.
Is Applied Digital Corporation overvalued?
According to Wall Street analysts Applied Digital Corporation’s price is currently Undervalued.
Does Applied Digital Corporation pay dividends?
Applied Digital Corporation does not currently pay dividends.
What is Applied Digital Corporation’s EPS estimate?
Applied Digital Corporation’s EPS estimate is -0.19.
How many shares outstanding does Applied Digital Corporation have?
Applied Digital Corporation has 285,769,530 shares outstanding.
What happened to Applied Digital Corporation’s price movement after its last earnings report?
Applied Digital Corporation reported an EPS of -$0.36 in its last earnings report, missing expectations of -$0.151. Following the earnings report the stock price went down -7.988%.
Which hedge fund is a major shareholder of Applied Digital Corporation?
Currently, no hedge funds are holding shares in APLD
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Applied Digital Corporation Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$50.00 (58.58% Upside)
$50.00 (58.58% Upside)
Blogger Sentiment
Bullish
APLD Sentiment 79%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 1.3M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $3.0M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days <0.1%
Last 30 Days ▲ 1.9%
Last 30 Days ▲ 1.9%
News Sentiment
Bullish
Bullish news 78%
Bearish news 22%
Bearish news 22%
Technicals
SMA
Positive
20 days / 200 days
Momentum
698.22%
12-Months-Change
Fundamentals
Return on Equity
-15.82%
Trailing 12-Months
Asset Growth
265.88%
Trailing 12-Months
Company Description
Applied Digital Corporation
Applied Digital Corporation designs, develops, and operates digital infrastructure solutions and cloud services high-performance computing (HPC) and artificial intelligence industries in North America. It operates through three segments: Data Center Hosting Business, Cloud Services Business, and HPC Hosting Business. The company offers infrastructure services to crypto mining customers; and GPU computing solutions for critical workloads related to AI, machine learning, and other HPC tasks. It also engages in the designing, constructing, and managing of data centers to support HPC applications. The company was formerly known as Applied Blockchain, Inc. and changed its name to Applied Digital Corporation in November 2022. Applied Digital Corporation is based in Dallas, Texas.
APLD Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presents a constructive operational and growth narrative: very strong sequential revenue growth (139%), positive adjusted EBITDA ($44.1M), significant construction progress on multiple large campuses, improved lease credit support (CoreWeave A3 upgrade), and meaningful liquidity and funding access. Offsetting these positives are a large GAAP net loss ($100.9M), a sizable cloud segment noncash write-down ($59.7M) and elevated SG&A driven by stock-based compensation and one-time professional costs. Management highlights achievable financing paths and solid execution but acknowledges remaining debt placement and regulatory/site timing risks. On balance the call emphasizes strong execution and a clear growth runway, while also disclosing near-term profitability headwinds and financing/approval uncertainties.View all APLD earnings summariesAPLD Stock 12 Month Forecast
Average Price Target
$50.00
▲(58.58% Upside)
Technical Analysis
Digital Realty
―
Equinix
―
DigitalOcean Holdings
―
Ingram Micro Holding Corporation
―
CoreWeave
―
Ownership Overview
9.21% Insiders
18.05% Mutual Funds
0.72% Other Institutional Investors
55.75% Public Companies and Individual Investors