Shared on 02 Jul 26

Fair value Increased 39%

APLD: Long Duration Hyperscale Leases Will Support Future AI Infrastructure Demand

Applied Digital signs more long-term, “take-or-pay” deals with big-name customers, locking in demand for new AI data center sites and boosting confidence that its buildout keeps moving. The big question now is whether the company can deliver on time and secure enough power, equipment, and funding without delays that could disappoint the market.

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Shared on 15 May 26

Fair value Increased 5.41%

APLD: Long Duration Power And Hyperscale Leases Will Support Future AI Demand

Applied Digital signs another long-term lease with a big-name data center customer and lines up new funding to keep building out its AI sites, pushing analysts to raise what they think the business is worth. But questions around one major power deal, customer concentration, and the company’s ability to deliver several large projects at once keep the downside risks in focus.

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Shared on 16 Apr 26

Fair value Increased 11%

APLD: Long Duration Power Contract Will Support Future AI Infrastructure Demand

Analysts have lifted the implied fair value estimate for Applied Digital to about $50 from about $45, citing recent research that highlights ongoing hyperscaler and colocation lease activity, as well as supportive commentary that recent share price volatility reflects headline risk rather than changes in the underlying investment case. Analyst Commentary Bullish Takeaways Bullish analysts describe Applied Digital as a top pick and view recent share price weakness as a potential opportunity rather than a signal of a weaker investment case.

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Shared on 04 Feb 26

Fair value Increased 3.60%

APLD: Long-Term Hyperscale Leases And Power Access Will Support Future AI Demand

Analysts have lifted their price target for Applied Digital by about US$1.57, citing stronger expected revenue growth, updated discount rate assumptions, and higher implied future P/E multiples, tempered by more conservative profit margin expectations and increased confidence in hyperscaler leasing momentum and AI infrastructure demand. Analyst Commentary Recent Street research on Applied Digital has been broadly constructive, with multiple firms updating price targets and initiating coverage around the company’s AI focused data center and hyperscaler leasing story.

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Shared on 23 Dec 25

APLD: Long-Term Hyperscale Power Access Will Drive Future AI Leasing Demand

Analysts have lifted their average price target on Applied Digital to about $40 from roughly $23, citing the validation of its hyperscale data center strategy through the $11B CoreWeave contract, stronger than expected Q1 results, and a growing multi-gigawatt AI infrastructure pipeline supported by robust financing. Analyst Commentary Bullish analysts emphasize that Applied Digital is emerging as a key beneficiary of the accelerating shift toward AI infrastructure, with recent sector transactions underscoring the strategic value of power access and scalable data center capacity.

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Shared on 08 Dec 25

APLD: Long-Term Hyperscale Power Control Will Drive Future Sector Leadership

Analysts have lifted their price targets on Applied Digital, in many cases doubling them to the mid to high $30s and low $40s per share, citing stronger than expected Q1 results, long term hyperscale contracts, a deep multi gigawatt development pipeline, and increasing confidence that the company can scale and monetize its AI focused data center footprint. Analyst Commentary Street research following the quarter has turned markedly more constructive on Applied Digital, with a wave of target price increases reflecting rising confidence in the company’s ability to convert its development pipeline and power portfolio into durable, high margin AI data center revenues.

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Shared on 24 Nov 25

APLD: Long-Term Hyperscale Lease Agreements Will Drive Sector Leadership

Analysts have raised their price target for Applied Digital significantly. The consensus has moved from the mid $20s to the high $30s and low $40s, citing robust Q1 results, a deep AI data center pipeline, and accelerating demand for high-performance computing infrastructure as key drivers for the upward revision.

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Shared on 07 Nov 25

APLD: Expanding Hyperscale Pipeline Will Drive Demand For AI Data Centers

Analysts have significantly raised their price target for Applied Digital, doubling it from $20 to as high as $43 per share. They cite strong execution, major new contracts, and growing demand for AI data center capacity as key drivers behind the upward revision.

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Shared on 24 Oct 25

Fair value Increased 62%

Applied Digital’s analyst price target has surged from $27 to $43.70 per share as analysts cite robust pipeline growth, major contract wins, and sector tailwinds as key drivers for the substantial uplift. Analyst Commentary Recent research notes show a surge in optimism around Applied Digital, as well as some caution tied to execution risks as the company scales.

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Shared on 10 Oct 25

Fair value Increased 28%

The consensus analyst price target for Applied Digital has increased from $21.11 to $27.00. Analysts cite strong leasing momentum with AI-focused hyperscale customers and recent high-value agreements as key drivers for this upward revision.

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Shared on 26 Sep 25

Fair 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.

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Shared on 11 Sep 25

Fair 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).

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Shared on 22 Aug 25

Fair 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.

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Shared on 01 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.

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Shared on 01 May 25

Fair value Increased 45%

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Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 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%.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Decreased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

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Power Control And Long-Term Leases Will Drive AI Data Center Expansion

APLD: Long Duration Hyperscale Leases Will Support Future AI Infrastructure Demand

APLD: Long Duration Power And Hyperscale Leases Will Support Future AI Demand

APLD: Long Duration Power Contract Will Support Future AI Infrastructure Demand

APLD: Long-Term Hyperscale Leases And Power Access Will Support Future AI Demand

APLD: Long-Term Hyperscale Power Access Will Drive Future AI Leasing Demand

APLD: Long-Term Hyperscale Power Control Will Drive Future Sector Leadership

APLD: Long-Term Hyperscale Lease Agreements Will Drive Sector Leadership

APLD: Expanding Hyperscale Pipeline Will Drive Demand For AI Data Centers

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