Applied Digital Corporation (APLD)

Should You Buy Applied Digital (APLD) Stock Right Now?

Applied Digital is in a fast-growing field, supporting data centers. It could be worth buying if you plan to hang on to it for many years.

Will Applied Digital's Pivot to AI Infrastructure Broaden Its Revenue Base?

APLD deepens its AI pivot with new data centers and long-term leases, aiming to replace crypto-driven volatility.

3 Stocks Powering Data Center Growth

Data centers are central to AI's physical infrastructure, with 25.6% annual growth projected through 2034, and investment expected to exceed traditional office buildings in 2025. Hyperscalers, chip stocks, and utilities have been AI investment favorites, but key upstream subsectors remain overlooked. SA Quant has a strong track record of identifying AI-related stocks, with recent AI infrastructure selections averaging 19% returns since Aug. 28.

Applied Digital: Powering The AI Boom

Applied Digital Corporation (APLD) is positioned as a key AI infrastructure provider, with rapid expansion and major contracts like CoreWeave driving long-term growth. APLD's revenue is set to surge as contracted capacity comes online, with 15-year agreements ensuring stable cash flows and supporting a bullish investment thesis. Valuation remains attractive, with a 36-month price target of $40–$45 per share, though execution risks and customer concentration warrant ongoing monitoring.

Applied Digital inks $5B, 15-year lease with US hyperscaler for North Dakota AI campus

Applied Digital (NASDAQ:APLD) announced a lease agreement valued at approximately $5 billion with a US-based investment-grade hyperscaler for its upcoming Polaris Forge 2 Campus near Harwood, North Dakota. The 15-year agreement covers 200 megawatts (MW) of critical IT capacity designed to support artificial intelligence (AI) and high-performance computing (HPC) infrastructure.

Applied Digital: The Overlooked Powerhouse Behind The AI Boom

Applied Digital transformed from a blockchain host into an AI infrastructure utility, constructing and leasing hyperscale GPU data centers nationwide. The $11 billion CoreWeave lease covers 400 MW at Polaris Forge 1, ensuring 15 years of recurring, inflation-indexed revenue. Q1 FY2026 revenue rose 84% year-over-year to $64.2 million, driven by tenant fit-out progress and full hosting utilization.

Applied Digital's Shorts Got Squeezed—Now What?

While the robustly improving outlook for AI-driven demand, revenue, and earnings sparked the 30% October increase in share prices, short interest made the movement so significant.

The Big 3: WULF, APLD, UUUU

"Nothing's going to stop this train" when it comes to the A.I. trade, says @Stockstotrade's Tim Bohen.

Applied Digital stock climbs 16% as AI demand fuels data center growth

Applied Digital stocks surged 16% Friday after the company posted strong first-quarter revenue results. The company expanded on its $7 billion lease agreement for artificial intelligence data centers with CoreWeave.

Applied Digital's CoreWeave Deal Just Became An $11 Billion AI Power Play

Applied Digital Corp (NASDAQ:APLD) has inked one of the biggest capacity expansions yet in the AI data center race.

Here's Why Applied Digital Stock Is Soaring Friday

Shares of Applied Digital (APLD) soared more than 20% Friday morning after the artificial intelligence (AI) data center service provider posted better-than-expected sales on rising demand.

Applied Digital: In AI Dollar We Trust (Rating Upgrade)

Applied Digital Corp is surging on the Q1 report: revenue came in $14.2M higher than expected, and Polaris Forge 2 is under construction, bringing more capacity to lease out. The CoreWeave deal is more than priced into the stock, but we're now expecting room for new contract wins with a build-out of capacity, which reverses our bearish sentiment. We were bearish on the stock based on our belief that Applied Digital was maxed out on capacity to sell, and management just proved us wrong, bringing another 300 MW online.

Nvidia's “Hidden Portfolio” Pick Crushes Earnings: Buy Now or Wait?

Delta, Pepsi, Applied Digital, Levi's, Tilray Brands kick off Q3 earnings season

This week marked the start of earnings season with several major companies reporting results, including Delta Air Lines and PepsiCo, while the big banks like JPMorgan Chase, Citigroup, and Wells Fargo are set to report next week. Investors are closely watching these early reports for cues on the broader economic landscape amid ongoing uncertainties.

Applied Digital Q1: $1 Billion NOI Is A Game Changer

Applied Digital is poised for significant growth, with Q1 results highlighting underappreciated AI-driven data center expansion and a strong outlook. Applied's partnership with CoreWeave and rapid buildout at Polaris Forge sites support management's projection of $1B in annualized NOI within five years. Despite high financing costs, Applied's aggressive revenue growth and new customer negotiations position it for further upside and multiple expansion.

Applied Digital shares rally after upbeat quarterly revenue on AI demand

Applied Digital's shares surged 26% on Friday after the data center service provider topped analysts' estimates for first-quarter revenue, bolstered by rising adoption of artificial intelligence applications.

Applied Digital Stock Surges on Revenue Beat, AI Data Center Buzz

Shares of Applied Digital Corp (NASDAQ:APLD) are 31.9% higher to trade at $38.62 this morning, after the cloud infrastructure company posted a fiscal first-quarter revenue beat and a quarterly loss of 3 cents per share, narrower than analyst expectations of -13 cents per share.

Applied Digital Is The Latest AI Infrastructure Stock To Catch Fire

Applied Digital stock leaped on Friday after the operator of data centers for artificial intelligence reported a big surge in revenue in its latest quarter.

Applied Digital stock soars on Q1 revenue beat, data center capacity expansion

Applied Digital Corp (NASDAQ: APLD) shares surged 28% in pre-market trading on Friday after the digital infrastructure provider reported better-than-expected financial results for its fiscal first quarter 2026 and revealed plans for a significant expansion of its data center capacity. Applied Digital's revenue for the quarter rose 84% year over year to $64.2 million, surpassing the analyst consensus estimate of $54.6 million.

Live Earnings: What To Expect When Applied Digital Releases Earnings Today

Get earnings reminders, our top analysis on Applied Digital, market updates, and brand-new stock recommendations delivered directly to your inbox.

Applied Digital Likely To Report Q1 Loss; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Applied Digital Corporation (NASDAQ:APLD) will release earnings results for the first quarter, after the closing bell on Thursday, Oct. 9.

Applied Digital: I'm Eyeing Another AI-Related Data Center Deal

Applied Digital Corporation surged 36% over the past five days, benefiting from AI data center momentum and peer deals like Nebius-Microsoft. APLD's AI-focused data centers, especially Polaris Forge 1, are fully leased to CoreWeave, and I think more deals could follow with significant expansion capacity and ongoing hyperscaler negotiations. Despite rapid growth, Applied Digital faces financing risks due to heavy debt and ambitious expansion plans, making capital access crucial for execution.

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.

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.

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 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.

Wall Street Analysts Believe Applied Digital Corporation (APLD) Could Rally 25.39%: Here's is How to Trade

The average of price targets set by Wall Street analysts indicates a potential upside of 25.4% in Applied Digital Corporation (APLD). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Can Polaris Forge 2 Fuel the Next Leg of Growth for APLD Stock?

APLD is betting big on Polaris Forge 2 to power its next growth phase amid rising AI demand and fierce data center competition.

What's Next After A 2X Surge In Applied Digital Stock?

Occasionally, a company transitions from relative anonymity to becoming a focal point of a megatrend almost instantaneously, and Applied Digital (NASDAQ: APLD) serves as an exemplary case. Only a few years ago, it operated as a specialized data center business.

Applied Digital to Break Ground on $3 Billion Polaris Forge 2 Campus in September 2025, Expanding North Dakota's Role as a National AI Infrastructure Leader

DALLAS, Aug. 18, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) announced today it plans to break ground in September 2025 on Polaris Forge 2, a $3 billion, 280-megawatt (MW) AI Factory near Harwood, North Dakota. Designed with the ability to scale beyond its initial 280MW, the campus—with initial capacity in 2026 and reaching full capacity in early 2027—further advances Applied Digital's rapid growth and reinforces North Dakota's position as one of the most strategically important destinations for AI infrastructure in the United States.