APLD

Applied Digital Corporation (APLD) | Rumor.io

Applied Digital

APLD

Attention (50-day avg)0.21%

Attention rank (50-day avg)#61

Bullish sentiment (50-day avg)68%

Price to earnings ratio-27

Market capitalization7B

Earnings per share-0.9

Dividend yield (TTM)—

Revenue (annual)611.3M

Net income (annual)-184.3M

Social

What share of all stock conversation is about APLD?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.16% -0.04	0.13% -0.12	0.23% +0.06	0.24% -0.18

Sep 30

APLD's fiscal first-quarter results call is scheduled for October 7, providing insight into demand and capacity for its data centers.
Strong public-record connection to Meta Platforms, Inc. as the authorized member of Kayvens LLC, the long-term tenant identified for APLD's Delta Forge 2 project.
APLD's business model involves leasing land and data centers to hyperscalers like Meta, allowing the company to appreciate in value over time.

Generated by AI

Sentiment

Of the messages about APLD that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	84.67% +16.21	77.3% -14.61	70.94% +2.75	87.1% -1.98
Bearish	15.33% -16.21	22.7% +14.61	29.06% -2.75	12.9% +1.98

Bullish· Sep 29

$APLD has been testing and bouncing off its ascending trendline on the daily chart, with a potential 5th test.
Jones Trading initiated coverage on Applied Digital with a buy rating and a price target of $70.00, indicating a potential 200% upside from the current price.
APLD is primed for a significant price increase, with a potential 40% day, driven by the company's strong fundamentals and growing momentum in the AI sector.

Bearish· Sep 29

The company has been "brutally dragged down" and people want to exit at any bounce, indicating a strong bearish sentiment.
The stock's price has been consistently decreasing, with a recent 13% drop in a week, and the 50-week moving average (MA) has been breached, suggesting a strong downtrend.
The stock's short interest has increased significantly, with a +20.6% gain in the week, and the floor at 26.2 is being tested, with a potential next target of 24.9.

Generated by AI

Topics

Of the messages about APLD that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	19.6%	4.5%	8.7%	3.41%
Analysts	35.56%	41.83%	44.02%	40.35%
Announcements	23.43%	13.06%	4.19%	4.94%
Macro	21.41%	39.68%	38.11%	46.09%
Earnings	0%	0.93%	4.96%	5.19%
Controversies	0%	0%	0.01%	0.03%

Earnings· Aug 5

APLD's revenue grew 407% YoY, exceeding estimates, with a full-year revenue increase of 167%.
Applied Digital Corp's Q4 2026 revenue was $258.7 million, topping estimates and affirming the company's improving fundamentals.
The company's adjusted earnings per share came in at $0.04 above expectations of a $0.22 loss.

Analysts· Sep 23

UBS initiated coverage of Applied Digital with a Buy rating and $38 price target, citing the company's credibility in lease signings and delivery of AI data center capacity at scale.
Analysts at Needham, Wells Fargo, and UBS have set price targets for Applied Digital, ranging from $38 to $83, with upside potential of 32% to 191%.
Applied Digital's AI data center leasing and valuation re-rating are seen as key drivers of continued upside, with analysts highlighting new lease signing potential, improving tenant quality, and refinancing opportunities.

Announcements· Sep 25

Applied Digital Corporation ($APLD) has confirmed that Delta Forge 2, a $3.2 billion AI data center campus in Brookwood, Alabama, is its third lease with a top-tier tenant, and the paper trail points to Meta Platforms as the tenant.
Construction on the $3.2 billion Brookwood project is scheduled to begin in October 2026, with completion expected by the end of 2028, and Applied Digital has committed $270 million in community-benefit payments over 20 years.
Applied Digital's board has deemed the RFS milestone achieved for Building 4, a 150 MW data center at Ellendale, which is a key execution signal, and the company has 1.41 GW of contracted load across multiple campuses, with a significant near-term deal to watch at 250 MW.

Macro· Aug 5

The CEO of Sandisk's parent company, Applied Digital Corporation, reported strong AI build and nearly sold out 2027 inventory.
The company's CEO, Wes, believes that supply issues are unlikely, as other companies can provide similar products.
Applied Digital Corporation is focused on building and expanding its capabilities in memory and AI.

Technical Analysis· Sep 18

$APLD has shown strength today, and with plenty of room to move back to the $30-$32 zone, it's a top watch stock over the next few weeks.
A breakout above $27 could be in play, with the short-term EMA as a key level to watch, and a close above $27 being a key indicator of a potential reversal in momentum.
A buy signal has been generated, with the price above the 50EMA and the 10EMA set to cross the 20EMA, and a potential move to $31 by the end of the year.

Generated by AI

Community

Of the messages about APLD, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	79.73%	81.46%	88.95%	65.69%
Newcomers	20.27%	18.54%	11.05%	34.31%

Regulars· Sep 29

Applied Digital Corporation ($APLD) is testing the ascending trendline on the daily chart, and it has successfully bounced off it four times previously.
Earnings are confirmed for 10/7, and regulars are highlighting known progress and momentum, including the 75MW data center going live and potential revenue from that capacity.
Jones Trading initiated coverage on Applied Digital with a buy rating and a price target of $70.00, indicating a potential upside of over 200% from the current price.

Newcomers· Sep 29

Newcomers are focused on the company's data centers and cloud services, with some expressing excitement about the potential for long-term growth.
There is debate among newcomers about the best name for the company's AI-related services, with some suggesting alternatives to "Artificial Intelligence" and others sharing humorous suggestions.
Newcomers are sharing their individual buy and sell decisions, with some discussing their investment strategies and targets for the company's stock price.

Generated by AI

News

Applied Digital: Great Project Economics, Complex Capital Stack (NASDAQ:APLD)

5h agoseekingalpha.com

Billionaire Investor Takes a Stake in Applied Digital (APLD) - Applied Digital (NASDAQ:APLD)

Dan Loeb’s Third Point bought 22,000 Applied Digital shares worth about $0.8 million as of June 30.

16h agoBenzinga

Is Applied Digital (APLD) Above Fair Value After $36B Leases?

Applied Digital has seen its stock swing sharply in recent years, and that raises a simple question for investors who care about valuation. Is the current share price sensibly anchored to the company’s sales, or has the story moved further than the revenue base can comfortably support? Over the past 3 years the share price has climbed roughly 300%, which puts real pressure on the question of how much sales can justify for a data center operator like Applied Digital. Management now points to...

17h agoYahoo Finance

Applied Digital (APLD) Could Be 64% Undervalued As Analysts Split Ahead Of Earnings

Mixed Analyst Views Hit Applied Digital Ahead of Earnings Call Applied Digital (APLD) moved lower after two brokerages launched opposing coverage, as investors weighed those views ahead of the company’s upcoming fiscal first quarter 2027 earnings release and conference call. Short term momentum for Applied Digital has weakened, with the share price down 6.55% on the day and 34.24% over 90 days, even though the 1-year total shareholder return of 10.74% and very large 3-year total shareholder...

1d agoYahoo Finance

Why Applied Digital (APLD) Stock Is Trading Lower Today

1d agoYahoo Finance

Applied Digital Falls 6% Despite $70 Buy Initiation at Jones Trading; TeraWulf and Core Scientific Drop 4%

1d agoYahoo Finance

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1	IREN Ltd.IREN	1.1%-0.14
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3	Nebius Group N.V. Class A Ordinary SharesNBIS	0.93%-0.15
4	TeraWulf Inc.WULF	0.02%-0.52
5	Core Scientific, Inc.CORZ	0%-0.02
6	Navitas Semiconductor CorporationNVTS	0.09%-0.04
7	BigBear.ai Holdings Inc.BBAI	0.08%-0.02
8	Keel Infrastructure Corp.KEEL	0.02%+0
9	Rigetti Computing, Inc.RGTI	0.01%-0.01
10	Ondas Inc.ONDS	0.31%-0.01

Applied Digital Corporation

Technology
Information Technology Services

Applied Digital Corporation is a digital infrastructure and data center company that designs, builds, and operates large-scale compute environments for artificial intelligence, high-performance computing, cloud services, and blockchain workloads. The company provides energized infrastructure, hosting, and colocation-style services through purpose-built facilities engineered for high-density computing applications. Its operations serve hyperscalers, enterprises, AI and machine learning developers, and crypto mining customers, positioning it as a provider of specialized capacity for demanding workloads. Applied Digital Corporation is known for combining data center development with operational management and cooling technologies, including proprietary waterless cooling systems, to support efficient, high-performance environments. Headquartered in Dallas, Texas, Applied Digital Corporation focuses on modern digital infrastructure that helps power next-generation computing and storage needs across North America.

Website

Location

3811 Turtle Creek Boulevard

Dallas, TX, 75219

United States

Social

What share of all stock conversation is about APLD?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.16% -0.04	0.13% -0.12	0.23% +0.06	0.24% -0.18

Sep 30

APLD's fiscal first-quarter results call is scheduled for October 7, providing insight into demand and capacity for its data centers.
Strong public-record connection to Meta Platforms, Inc. as the authorized member of Kayvens LLC, the long-term tenant identified for APLD's Delta Forge 2 project.
APLD's business model involves leasing land and data centers to hyperscalers like Meta, allowing the company to appreciate in value over time.

Generated by AI

Sentiment

Of the messages about APLD that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	84.67% +16.21	77.3% -14.61	70.94% +2.75	87.1% -1.98
Bearish	15.33% -16.21	22.7% +14.61	29.06% -2.75	12.9% +1.98

Bullish· Sep 29

$APLD has been testing and bouncing off its ascending trendline on the daily chart, with a potential 5th test.
Jones Trading initiated coverage on Applied Digital with a buy rating and a price target of $70.00, indicating a potential 200% upside from the current price.
APLD is primed for a significant price increase, with a potential 40% day, driven by the company's strong fundamentals and growing momentum in the AI sector.

Bearish· Sep 29

The company has been "brutally dragged down" and people want to exit at any bounce, indicating a strong bearish sentiment.
The stock's price has been consistently decreasing, with a recent 13% drop in a week, and the 50-week moving average (MA) has been breached, suggesting a strong downtrend.
The stock's short interest has increased significantly, with a +20.6% gain in the week, and the floor at 26.2 is being tested, with a potential next target of 24.9.

Generated by AI

Topics

Of the messages about APLD that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Technical Analysis	19.6%	4.5%	8.7%	3.41%
Analysts	35.56%	41.83%	44.02%	40.35%
Announcements	23.43%	13.06%	4.19%	4.94%
Macro	21.41%	39.68%	38.11%	46.09%
Earnings	0%	0.93%	4.96%	5.19%
Controversies	0%	0%	0.01%	0.03%

Earnings· Aug 5

APLD's revenue grew 407% YoY, exceeding estimates, with a full-year revenue increase of 167%.
Applied Digital Corp's Q4 2026 revenue was $258.7 million, topping estimates and affirming the company's improving fundamentals.
The company's adjusted earnings per share came in at $0.04 above expectations of a $0.22 loss.

Analysts· Sep 23

UBS initiated coverage of Applied Digital with a Buy rating and $38 price target, citing the company's credibility in lease signings and delivery of AI data center capacity at scale.
Analysts at Needham, Wells Fargo, and UBS have set price targets for Applied Digital, ranging from $38 to $83, with upside potential of 32% to 191%.
Applied Digital's AI data center leasing and valuation re-rating are seen as key drivers of continued upside, with analysts highlighting new lease signing potential, improving tenant quality, and refinancing opportunities.

Announcements· Sep 25

Applied Digital Corporation ($APLD) has confirmed that Delta Forge 2, a $3.2 billion AI data center campus in Brookwood, Alabama, is its third lease with a top-tier tenant, and the paper trail points to Meta Platforms as the tenant.
Construction on the $3.2 billion Brookwood project is scheduled to begin in October 2026, with completion expected by the end of 2028, and Applied Digital has committed $270 million in community-benefit payments over 20 years.
Applied Digital's board has deemed the RFS milestone achieved for Building 4, a 150 MW data center at Ellendale, which is a key execution signal, and the company has 1.41 GW of contracted load across multiple campuses, with a significant near-term deal to watch at 250 MW.

Macro· Aug 5

The CEO of Sandisk's parent company, Applied Digital Corporation, reported strong AI build and nearly sold out 2027 inventory.
The company's CEO, Wes, believes that supply issues are unlikely, as other companies can provide similar products.
Applied Digital Corporation is focused on building and expanding its capabilities in memory and AI.

Technical Analysis· Sep 18

$APLD has shown strength today, and with plenty of room to move back to the $30-$32 zone, it's a top watch stock over the next few weeks.
A breakout above $27 could be in play, with the short-term EMA as a key level to watch, and a close above $27 being a key indicator of a potential reversal in momentum.
A buy signal has been generated, with the price above the 50EMA and the 10EMA set to cross the 20EMA, and a potential move to $31 by the end of the year.

Generated by AI

Community

Of the messages about APLD, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	79.73%	81.46%	88.95%	65.69%
Newcomers	20.27%	18.54%	11.05%	34.31%

Regulars· Sep 29

Applied Digital Corporation ($APLD) is testing the ascending trendline on the daily chart, and it has successfully bounced off it four times previously.
Earnings are confirmed for 10/7, and regulars are highlighting known progress and momentum, including the 75MW data center going live and potential revenue from that capacity.
Jones Trading initiated coverage on Applied Digital with a buy rating and a price target of $70.00, indicating a potential upside of over 200% from the current price.

Newcomers· Sep 29

Newcomers are focused on the company's data centers and cloud services, with some expressing excitement about the potential for long-term growth.
There is debate among newcomers about the best name for the company's AI-related services, with some suggesting alternatives to "Artificial Intelligence" and others sharing humorous suggestions.
Newcomers are sharing their individual buy and sell decisions, with some discussing their investment strategies and targets for the company's stock price.

Generated by AI

Applied Digital

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 29

Earnings· Aug 5

Analysts· Sep 23

Announcements· Sep 25

Macro· Aug 5

Technical Analysis· Sep 18

Regulars· Sep 29

Newcomers· Sep 29

Applied Digital: Great Project Economics, Complex Capital Stack (NASDAQ:APLD)

Billionaire Investor Takes a Stake in Applied Digital (APLD) - Applied Digital (NASDAQ:APLD)

Is Applied Digital (APLD) Above Fair Value After $36B Leases?

Applied Digital (APLD) Could Be 64% Undervalued As Analysts Split Ahead Of Earnings

Why Applied Digital (APLD) Stock Is Trading Lower Today

Applied Digital Falls 6% Despite $70 Buy Initiation at Jones Trading; TeraWulf and Core Scientific Drop 4%

Also Discussed

Applied Digital Corporation

Company Information

Location

Applied Digital: Great Project Economics, Complex Capital Stack (NASDAQ:APLD)

Billionaire Investor Takes a Stake in Applied Digital (APLD) - Applied Digital (NASDAQ:APLD)

Is Applied Digital (APLD) Above Fair Value After $36B Leases?

Applied Digital (APLD) Could Be 64% Undervalued As Analysts Split Ahead Of Earnings

Why Applied Digital (APLD) Stock Is Trading Lower Today

Applied Digital Falls 6% Despite $70 Buy Initiation at Jones Trading; TeraWulf and Core Scientific Drop 4%

Also Discussed

Social

Sep 30

Bullish· Sep 29

Bearish· Sep 29

Earnings· Aug 5

Analysts· Sep 23

Announcements· Sep 25

Macro· Aug 5

Technical Analysis· Sep 18

Regulars· Sep 29

Newcomers· Sep 29