Applied Digital Corporation (APLD)
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- symbol APLD
- Rev/Share 1.0568
- Book/Share 7.3766
- PB 5.1209
- Debt/Equity 1.7995
- CurrentRatio 4.8231
- ROIC -0.019
- MktCap 7785067241.0
- FreeCF/Share -5.0351
- PFCF -5.7995
- PE -60.5854
- 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
AI Data Center Stock May Not Be Down for Long
Published: February 05, 2026 by: Schaeffers Research
Sentiment: Neutral
The shares of AI data center giant Applied Digital Corp (NASDAQ:APLD) are down 8.3% to trade at $28.91 at last check, a dismal outlook from semiconductor giant Qualcomm (QCOM) and increased AI spending at Alphabet (GOOGL) spooking traders.
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Applied Digital: Can The Ride Last?
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive
Applied Digital delivered Q2 '26 results exceeding expectations, with revenue up 250% YoY and losses narrowing, reinforcing my Buy rating. APLD's valuation remains elevated at 28x forward sales, driven by AI sector momentum and long-term hyperscaler contracts, but speculative elements persist. Expansion is accelerating with the Delta Forge 1 campus, targeting 900 MW total capacity and aiming for $1B in NOI by 2031, supported by ample liquidity.
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5 Stocks to Buy in February: Last Year's Winners Aren't Done Yet
Published: January 29, 2026 by: MarketBeat
Sentiment: Positive
2026 is well underway and off to a bullish start. The S&P 500 and other major indices are ending January at record highs, and the Russell 2000 INDEXRUSSELL: RUT, which tracks small-cap stocks, is leading the charge.
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How APLD Stock Stacks Up Against Its Peers?
Published: January 28, 2026 by: Forbes
Sentiment: Neutral
Applied Digital (APLD) stock has greatly surpassed its competitors over the last year. However, a closer examination of this data center and cryptocurrency infrastructure company indicates substantial revenue growth but ongoing unprofitability, marked by severely negative operating and free cash flow margins.
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Why Applied Digital Surged After Nvidia Bet $2 Billion on CoreWeave
Published: January 28, 2026 by: 24/7 Wall Street
Sentiment: Positive
Applied Digital ( NASDAQ:APLD ) has posted strong gains in 2026, rising nearly 68% year-to-date.
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Applied Digital: AI Infrastructure Play At A Sensitive Juncture
Published: January 22, 2026 by: Seeking Alpha
Sentiment: Positive
Applied Digital is a rapidly growing AI data center operator with a strong North American footprint and growing hyperscaler partnerships. The company's infrastructure logistics strategy leverages low-cost siting, reliable power and climate advantages to attract potential customers. Major contracts include $16 billion in prospective lease revenue from 600 megawatts of capacity, with robust financial backing and proactive debt management.
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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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About Applied Digital Corporation (APLD)
- IPO Date 2022-04-13
- Website https://applieddigital.com
- Industry Information Technology Services
- CEO Wesley Cummins
- Employees 150