Shared on26 Sep 25Fair value Increased 5.56%
Applied Digital's consensus price target has been raised to $21.11, reflecting increased long-term revenue visibility from CoreWeave’s 400 MW lease, valuation uplift from new datacenter sites, and growing confidence in sustained demand and market share, particularly as further contract discussions progress. Analyst Commentary Bullish analysts highlight the full lease execution at Ellendale (400 MW) by CoreWeave, providing long-term contractual revenue visibility (approx.
Shared on11 Sep 25Fair value Increased 3.23%
Analysts raised Applied Digital’s price target to $20.00, citing long-term revenue visibility from major lease agreements, expanding datacenter footprint, undervalued shares versus peers, and growing demand from hyperscale customers. Analyst Commentary Bullish analysts highlight Applied Digital's successful 400MW lease at Ellendale to CoreWeave, bringing substantial long-term revenue visibility (estimated at ~$11B over 15.5 years).
Shared on22 Aug 25Fair value Increased 13%
Applied Digital’s consensus price target has been raised to $18.75, reflecting the multi-billion dollar Ellendale lease with CoreWeave, expanding customer momentum, and favorable market comps that highlight undervalued datacenter assets. Analyst Commentary Full execution of the 400MW Ellendale lease to CoreWeave, representing a multi-billion dollar, long-term revenue stream and enhancing earnings visibility.
Shared on01 Aug 25Fair value Increased 18%
The increase in Applied Digital’s price target reflects sharply improved consensus forecasts for both revenue growth and net profit margin, resulting in a revised fair value of $17.22. What's in the News Applied Digital entered two approximately 15-year lease agreements with CoreWeave to deliver 250 MW of critical IT load at its Ellendale, North Dakota campus, with an anticipated $7 billion in total revenue; CoreWeave holds an option for an additional 150 MW.
Shared on24 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25Fair value Decreased 22%
AnalystConsensusTarget has decreased revenue growth from 47.6% to 42.7%, decreased profit margin from 7.9% to 2.1%, increased future PE multiple from 82.9x to 279.2x and increased discount rate from 9.6% to 11.3%.
Shared on09 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Decreased 12%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.