Update shared on01 Aug 2025
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.
- Applied Digital filed a $200 million at-the-market follow-on equity offering of common stock.
- Applied Digital launched a partnership with ABB for its 400 MW North Dakota campus, deploying ABB’s medium voltage HiPerGuard Static UPS to increase power density, efficiency, and resilience in AI data centers.
- BASX partnered with Applied Digital to supply a customized, highly energy-efficient free cooling chiller system for the Ellendale AI factory, supporting the high power density and cooling needs of advanced AI workloads.
- CBIZ CPAs P.C. was engaged as Applied Digital’s independent public accounting firm after acquiring the attest business of Marcum LLP.
Valuation Changes
Summary of Valuation Changes for Applied Digital
- The Consensus Analyst Price Target has significantly risen from $14.61 to $17.22.
- The Consensus Revenue Growth forecasts for Applied Digital has significantly risen from 48.3% per annum to 73.3% per annum.
- The Net Profit Margin for Applied Digital has significantly risen from 10.08% to 11.13%.
Disclaimer
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