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.
Website3811 Turtle Creek Boulevard
Dallas, TX, 75219
United States
Dan Loeb’s Third Point bought 22,000 Applied Digital shares worth about $0.8 million as of June 30.
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...
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...
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| 1 | IREN Ltd.IREN | 1.1%-0.14 |
| 2 | Cipher Digital Inc.CIFR | 0.19%-0.53 |
| 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 |
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 |
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 |
Of the messages about APLD that carry a topic, what share is each?
| 1 Day1D | 1 Week1W | 1 Month1M | 1 Year1Y | 50-Day MAclick to plot | 200-Day MAclick to plot | |
|---|---|---|---|---|---|---|
| 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% |
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% |