Applied Digital Corporation (APLD)
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- symbol APLD
- Rev/Share 1.0568
- Book/Share 7.3766
- PB 6.8782
- Debt/Equity 1.7995
- CurrentRatio 4.8231
- ROIC -0.019
- MktCap 10456509668.0
- FreeCF/Share -5.0351
- PFCF -7.7896
- PE -81.3752
- Debt/Assets 0.4989
- DivYield 0
- ROE -0.1352
- Rating D+
- Score 1
- Recommendation Strong Sell
- P/E Score 1
- DCF Score 1
- P/B Score 2
- D/E Score 1
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Initiation | APLD | Arete | -- | Buy | -- | $99 | Jan. 7, 2026 |
| Resumed | APLD | Compass Point | -- | Buy | -- | -- | Sept. 15, 2025 |
| Upgrade | APLD | Compass Point | Neutral | Buy | -- | $13 | July 25, 2025 |
| Downgrade | APLD | Compass Point | Buy | Neutral | -- | $13 | June 9, 2025 |
| Initiation | APLD | Citizens JMP | -- | Mkt Outperform | -- | $12 | May 22, 2025 |
| Initiation | APLD | Compass Point | -- | Buy | -- | $10 | Jan. 28, 2025 |
| Initiation | APLD | Cantor Fitzgerald | -- | Overweight | -- | $15 | Dec. 20, 2024 |
News
APLD vs. Sandisk: Which Data Infrastructure Stock is the Better Buy?
Published: January 19, 2026 by: Zacks Investment Research
Sentiment: Positive
SNDK's technology advantage and improving profitability contrast with Applied Digital's capital-intensive model. Storage leader benefits from the AI infrastructure wave.
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Applied Digital: Overhang Removed, 600MW Secured, And 900MW Next?
Published: January 14, 2026 by: Seeking Alpha
Sentiment: Neutral
I turned bullish on Applied Digital Corporation (APLD). Q2 FY26 was a blowout quarter: $126.6M, up 250% yoy, driven largely by HPC hosting growth as the business pivots away from crypto hosting. Management is finally spinning off the money-losing cloud services segment (ChronoScale with EKSO), removing a major overhang.
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APLD Strengthens Power and Cooling Stack: A Sign of More Upside?
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive
APLD invests in advanced cooling and dedicated power to ease AI data center constraints as hosting revenues rise and capacity ramps.
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Should you Buy, Sell or Hold Applied Digital Stock Post Q2 earnings?
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive
APLD shares spike after Q2 revenues soar 250%, underscoring strong execution while leaving questions around valuation and losses.
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Applied Digital: Blowout Q2 Earnings Should Not Mislead Us
Published: January 12, 2026 by: Seeking Alpha
Sentiment: Negative
Applied Digital Corporation delivered nearly 250% YoY revenue growth in Q2, driven by robust HPC hosting expansion, but remains unprofitable with negative EPS. Despite a strong $2.3 billion cash position, APLD faces high ongoing capex needs and will likely continue burning cash through FY2027. Significant equity dilution is inevitable as APLD must fund aggressive AI infrastructure buildout amid intense competition from larger peers.
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Why Applied Digital Stock Surged 18% On Friday
Published: January 12, 2026 by: Forbes
Sentiment: Positive
Applied Digital jumped nearly 18% on January 9, 2026, closing at $37.68, following the announcement of a remarkable 250% year-over-year revenue growth in its fiscal Q2 earnings. This movement was marked by aggressive purchasing and considerable volume, indicating a substantial change in investor sentiment.
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Applied Digital's Q2 Is A Sign Of Things To Come
Published: January 08, 2026 by: Seeking Alpha
Sentiment: Positive
Applied Digital Corporation maintains a Buy rating as fundamentals strengthen, and the growth outlook brightens, despite recent stock volatility. APLD delivered 250% YoY revenue growth in FY2026 Q2, crushing expectations by over $45 million, driven by Polaris Forge 1's operational ramp. Major capacity expansions at Polaris Forge 1 and 2, with multi-year, multi-billion-dollar contracts, positions Applied Digital for sustained explosive growth.
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Applied Digital Reignites Momentum After a Blowout Quarter
Published: January 08, 2026 by: MarketBeat
Sentiment: Positive
Applied Digital NASDAQ: APLD is a poster child for AI-driven demand for infrastructure and the GPU-as-a-Service industry. Though uncertainty clouded its price action in 2025, it's well-positioned to benefit from the intense demand for AI infrastructure and services.
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Applied Digital's Q2 Earnings Miss Estimates, Revenues Rise Y/Y
Published: January 08, 2026 by: Zacks Investment Research
Sentiment: Neutral
APLD's fiscal Q2 revenues surge 250% on HPC tenant fit-outs at Polaris Forge 1, but higher costs pushed earnings below estimates.
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Applied Digital Q2: Will CoreWeave Drive 40% Revenue Growth?
Published: January 07, 2026 by: Benzinga
Sentiment: Positive
Applied Digital Corp. (NASDAQ: APLD) is scheduled to report its fiscal second-quarter 2026 financial results on Wednesday after the closing bell.
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Can APLD's AI Infrastructure Momentum Drive Revenue Growth in 2026?
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Positive
With hyperscaler demand rising and Polaris Forge 1 online, APLD's 2026 revenue outlook hinges on flawless execution.
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Inside APLD's AI pivot: How the 2026-2027 Lease Ramp Aid the Stock
Published: January 05, 2026 by: Zacks Investment Research
Sentiment: Neutral
Applied Digital is scaling high-performance compute hosting with $16B in long-term leases and 700 MW under construction.
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Applied Digital Stock Moves Higher on Spin-Off Buzz
Published: December 30, 2025 by: Schaeffers Research
Sentiment: Positive
Applied Digital Corp (NASDAQ:APLD) announced plans to spin off its cloud business, combining with Ekso Bionics (EKSO) to create "ChronoScale.
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Applied Digital And The EKSO Transaction: Buy This Clear Story
Published: December 30, 2025 by: Seeking Alpha
Sentiment: Positive
Applied Digital Corporation is moving from a mixed and hard-to-value structure into two focused businesses with clearer roles, funding paths and investor bases. The cloud separation creates a pure AI infrastructure vehicle while allowing the parent to remain a stable, contract-driven infrastructure operator. The APLD transaction reshapes the valuation logic by separating stable cash flow assets from higher growth but higher risk computing assets.
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Why Applied Digital Stock Fell On Friday?
Published: December 29, 2025 by: Forbes
Sentiment: Negative
Applied Digital (APLD) a company that develops and operates high-power data center infrastructure for AI and advanced computing workloads, experienced a decline of 6.5% on Friday following reports of a power outage at its AI data center campus in Ellendale, North Dakota. The drop was significant on elevated, though thin holiday trading volume, indicating a reaction driven by headlines.
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Can Applied Digital's Polaris Forge2 Drive the Next Leg of Growth?
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive
Polaris Forge 2 can anchor APLD's next growth chapter as liquid-cooled AI data centre demand continues to surge.
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Why Applied Digital Stock Soared 16.5% on Friday
Published: December 19, 2025 by: The Motley Fool
Sentiment: Positive
Micron's blockbuster earnings report helped set off a rally in the AI market. Applied Digital announced on Thursday that it has secured new funding from a key financing partner.
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APLD vs. DELL: Which AI Infrastructure Stock Has More Upside?
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive
APLD and Dell both serve hyperscalers, but their contrasting AI infrastructure strategies could shape who benefits most from rising demand.
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How Bad Can Things Get For Applied Digital Stock?
Published: December 16, 2025 by: Forbes
Sentiment: Negative
Applied Digital (APLD) shares have decreased by 17.5% in a single day. This recent decline highlights renewed worries about elevated valuations in AI infrastructure and profit-taking following a significant rally, but sharp declines like this often bring forth a more challenging inquiry: is the weakness fleeting, or does it point to more profound issues in the narrative?
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Reasons to Buy These 2 AI Stocks Offering Triple-Digit Returns in 2025
Published: December 16, 2025 by: Zacks Investment Research
Sentiment: Positive
APLD and LITE have surged over 200% in 2025, but multi-year hyperscaler leases and booming AI data center demand point to further growth.
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Is Applied Digital Stock Still a Buy After 141% Surge in 6 Months?
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Positive
APLD's 141% surge is fueled by $11B in contracted leases, rising AI data center demand and growing revenue visibility from Polaris Forge.
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APLD Stock Soars 272% in a Year: Will the Momentum Continue?
Published: December 09, 2025 by: Zacks Investment Research
Sentiment: Positive
Applied Digital shares soar 272% in a year, but lumpy earnings, valuation risks and tenant exposure cloud near-term gains.
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Liquid Cooling and 12-14-Month Build: Durable Bets for APLD Stock?
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Neutral
Applied Digital leans into liquid cooling, compressed build cycles and a fully leased Ellendale campus as hyperscaler AI demand tightens power and timing.
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APLD's AI Pivot Explained: What the 2025-2027 Ramp Means for the Stock
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Neutral
Applied Digital's pivot to AI data centers, with $16B in long-term leases, signals a shift from crypto fit-out to recurring rent.
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Applied Digital Is Showing All The Right Signs With Its Liquid Cooling Investments
Published: December 05, 2025 by: Seeking Alpha
Sentiment: Positive
Applied Digital Corporation energized the first 100MW building at Polaris Forge 1, advancing toward its 400MW campus goal. APLD invested $25 million in Corintis to access advanced chip-level liquid cooling, targeting efficiency gains for AI data centers. Corintis technology could enable denser AI racks and support next-gen GPUs, with pilot deployment expected by late 2026 or early 2027.
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Will APLD's AI Infrastructure Push Set Up Long-Term Revenue Growth?
Published: December 05, 2025 by: Zacks Investment Research
Sentiment: Positive
Applied Digital's AI-focused data center build-out gains traction as new capacity comes online, setting the stage for potential long-term revenue growth.
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3 Stocks to Buy for the Evolution of AI Infrastructure
Published: November 28, 2025 by: MarketBeat
Sentiment: Positive
The evolution of artificial intelligence (AI) is tied to physical infrastructure. Every breakthrough in AI models, training speeds, and inference workloads requires massive amounts of power, cooling, and compute capacity.
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10 AI Stocks I'd Buy Right Now
Published: November 27, 2025 by: The Motley Fool
Sentiment: Negative
The recent artificial intelligence (AI) sell-off has created attractive entry points in names ranging from chipmakers to data center operators. Infrastructure plays like CoreWeave and Nebius have pulled back sharply despite locking in tens of billions in hyperscaler contracts.
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5 Stocks to Buy Before Santa Claus Comes to Town
Published: November 26, 2025 by: MarketBeat
Sentiment: Neutral
November was a challenging month for stocks, as macroeconomic concerns and concerns about an AI bubble weighed on prices. Most S&P 500 NYSEARCA: SPY stocks moved lower, but there is good news.
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Will Applied Digital's Second Campus Unlock the Next Leg of Growth?
Published: November 21, 2025 by: Zacks Investment Research
Sentiment: Positive
APLD's new Polaris Forge 2 campus targets gigawatt-scale AI infrastructure as rising demand meets development constraints.
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About Applied Digital Corporation (APLD)
- IPO Date 2022-04-13
- Website https://applieddigital.com
- Industry Information Technology Services
- CEO Wesley Cummins
- Employees 150