Applied Digital

Regulatory And Geopolitical Risks Will Impair Future Data Center Margins

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

07 Aug 25

Updated

19 Mar 26

Views

171

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

315.4%

7D

-8.4%

Loading

1Y

315.4%

7D

-8.4%

You can edit this narrative until Mar 20 12:20 AM. Then, changes will post as Updates.

Author's Valuation

US$3634.0% undervalued

AnalystLowTarget Fair Value

Shared on 19 Mar 26

APLD: Hyperscale Power Contracts And New AI Campuses Will Drive Future Upside

Analysts kept the fair value estimate for Applied Digital at $36.00, with small tweaks to assumptions such as a slightly higher revenue growth outlook, modestly stronger profit margins, and a somewhat lower future P/E multiple. This reflects ongoing interest around new hyperscaler leases and large power contracts tied to its AI infrastructure build out.

21 views

Shared on 04 Mar 26

APLD: Hyperscale Power Leases And New AI Campuses Will Drive Future Upside

Analysts are keeping their $36 price target on Applied Digital steady, citing recent hyperscaler leases, expanded AI infrastructure contracts, and continued buy ratings across the Street as reasons to maintain their existing valuation framework, even as they update assumptions for discount rate, growth, margins, and future P/E. Analyst Commentary Street research on Applied Digital has generally highlighted strong interest in its AI focused infrastructure model, supported by long term colocation leases and a growing pipeline of potential hyperscaler agreements.

25 views

Shared on 07 Jan 26

Fair value Increased 177%

APLD: Long Term Hyperscale Power Contracts Will Drive Future AI Campus Leasing

Narrative Update on Analyst Price Targets The analyst fair value estimate for Applied Digital has moved from US$13 to US$36. Analysts point to stronger expected EBITDA margins from the Polaris Forge projects, expanding power capacity for AI data centers, and a series of higher Street price targets in the mid US$30s to low US$40s as key drivers.

42 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$36

34.0% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

42.96%

Historical revenue growth rate

N/A

IT revenue growth rate

0.60%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

10.25%

Calculation

US$84.61m

Earnings '29

x

194.54x

PE Ratio '29

=

US$16.46b

Market Cap '29

US$16.46b

Market Cap '29

/

342.50m

No. shares '29

=

US$48.06

Share Price '29

US$48.06 Share Price '29

Discounted to 2026 @ 10.16% p.a.

=

US$35.95

Fair Value '26