Shared on01 Aug 25
Fair 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 on01 May 25
Fair value Increased 45%

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair 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%.