Applied Digital

Accelerating AI Adoption Will Expand Data Center Capacity

AN

AnalystHighTarget

AnalystHighTarget

Not Invested

Community Contributor

Published

05 Aug 25

Updated

18 Feb 26

Views

224

n/a

n/a

AnalystHighTarget's Fair Value

n/a

1Y

265.9%

7D

-9.1%

Loading

1Y

265.9%

7D

-9.1%

You can edit this narrative until Feb 19 6:10 PM. Then, changes will post as Updates.

Author's Valuation

US$5850.6% undervalued

AnalystHighTarget Fair Value

Shared on 18 Feb 26

Fair value Increased 3.36%

APLD: Hyperscale Power Agreements Will Define Future Pure Play AI Infrastructure Narrative

Narrative Update on Applied Digital The analyst price target for Applied Digital has shifted from $56.11 to $58.00, with analysts citing stronger demand for AI infrastructure, progress on hyperscaler and colocation leases, and continued Q2 momentum as key supports for the updated outlook. Analyst Commentary Bullish analysts remain broadly constructive on Applied Digital, pointing to recent contract activity, funding support, and AI data center buildout as key parts of the story.

Shared on 21 Jan 26

Fair value Increased 134%

APLD: Hyperscale Power Contracts Will Redefine Pure Play AI Infrastructure Narrative

Narrative Update: Applied Digital The analyst price target for Applied Digital has shifted from about US$24.00 to roughly US$56.11. Analysts point to recent bullish initiations, higher targets tied to strong hyperscale demand, progress at PF1 and PF2, and the company's positioning as a scalable AI infrastructure landlord as key drivers of the change.

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$58

50.6% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

42.96%

Historical revenue growth rate

N/A

IT revenue growth rate

0.62%

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

9.84%

Calculation

US$632.35m

Earnings '29

x

41.23x

PE Ratio '29

=

US$26.07b

Market Cap '29

US$26.07b

Market Cap '29

/

342.50m

No. shares '29

=

US$76.12

Share Price '29

US$76.12 Share Price '29

Discounted to 2026 @ 9.54% p.a.

=

US$57.91

Fair Value '26