Applied Digital (APLD) Aktienübersicht
Applied Digital Corporation entwirft, entwickelt und betreibt digitale Infrastrukturlösungen für High-Performance-Computing (HPC) und künstliche Intelligenz in Nordamerika. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 0/6 |
| Künftiges Wachstum | 5/6 |
| Vergangene Leistung | 0/6 |
| Finanzielle Gesundheit | 3/6 |
| Dividenden | 0/6 |
APLD Community Fair Values
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Analyst Price Targets
Applied Digital Corporation Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$27.85 |
| 52-Wochen-Hoch | US$50.73 |
| 52-Wochen-Tief | US$9.79 |
| Beta | 5.68 |
| 1 Monat Veränderung | -40.22% |
| 3 Monate Veränderung | -11.08% |
| 1 Jahr Veränderung | 151.13% |
| 3 Jahre Veränderung | 217.20% |
| 5 Jahre Veränderung | 249.00% |
| Veränderung seit IPO | 99.28% |
Aktuelle Nachrichten und Updates
Narrative-Update • Jul 16
APLD: Long Dated Hyperscaler Leases Will Anchor Future AI Infrastructure Returns
Analysts have lifted the fair value estimate for Applied Digital from $58.0 to $106.0, citing higher modeled revenue growth and profit margins supported by a series of large hyperscaler leases and rising long term contracted revenue. Analyst Commentary Bullish analysts are leaning positively on Applied Digital, highlighting large hyperscaler leases, rising contracted revenue and what they describe as strong execution on the current development pipeline.Seeking Alpha • Jul 11
Applied Digital: The 37% Drop Doesn't Get Me Excited
Summary Applied Digital has successfully pivoted from crypto mining to AI-focused data center operations, securing long-term hyperscaler contracts. APLD boasts $36 billion in contracted lease value over 15 years, with $2 billion annualized NOI and rapid capacity expansion through 2028. Macquarie’s potential $5 billion investment and a 97% stake in ChronoScale enhance APLD’s growth and asset value, but monetization challenges exist. I rate APLD a Hold; current valuation reflects visible cash flows, but execution risk and hyperscaler capex sensitivity warrant caution. Read the full article on Seeking Alpha
Narrative-Update • Jul 02
APLD: Long Duration Hyperscale Leases Will Support Future AI Infrastructure Demand
Applied Digital's analyst price target has been updated from $52.80 to about $73.36, with analysts pointing to rapid hyperscale leasing activity, growing contracted revenue and confidence in the company's execution on its data center buildout as key supports for the higher valuation range. Analyst Commentary Recent research on Applied Digital highlights a cluster of higher price targets and growing attention on its hyperscale leasing, contracted revenue base and data center buildout.Recent updates
Narrative-Update • Jul 16
APLD: Long Dated Hyperscaler Leases Will Anchor Future AI Infrastructure Returns
Analysts have lifted the fair value estimate for Applied Digital from $58.0 to $106.0, citing higher modeled revenue growth and profit margins supported by a series of large hyperscaler leases and rising long term contracted revenue. Analyst Commentary Bullish analysts are leaning positively on Applied Digital, highlighting large hyperscaler leases, rising contracted revenue and what they describe as strong execution on the current development pipeline.Seeking Alpha • Jul 11
Applied Digital: The 37% Drop Doesn't Get Me Excited
Summary Applied Digital has successfully pivoted from crypto mining to AI-focused data center operations, securing long-term hyperscaler contracts. APLD boasts $36 billion in contracted lease value over 15 years, with $2 billion annualized NOI and rapid capacity expansion through 2028. Macquarie’s potential $5 billion investment and a 97% stake in ChronoScale enhance APLD’s growth and asset value, but monetization challenges exist. I rate APLD a Hold; current valuation reflects visible cash flows, but execution risk and hyperscaler capex sensitivity warrant caution. Read the full article on Seeking AlphaNarrative-Update • Jul 02
APLD: Long Duration Hyperscale Leases Will Support Future AI Infrastructure Demand
Applied Digital's analyst price target has been updated from $52.80 to about $73.36, with analysts pointing to rapid hyperscale leasing activity, growing contracted revenue and confidence in the company's execution on its data center buildout as key supports for the higher valuation range. Analyst Commentary Recent research on Applied Digital highlights a cluster of higher price targets and growing attention on its hyperscale leasing, contracted revenue base and data center buildout.Analyseartikel • Jun 21
Applied Digital (APLD) Stock Could Be 11.8% Undervalued After $5.2b AI Lease
The trigger for Applied Digital (APLD) stock is a new 15-year take-or-pay lease at its Delta Forge 2 AI campus, valued at about US$5.2b in base contracted revenue with renewal options. See our latest analysis for Applied Digital. The new lease and recent US$350m credit facility come as Applied Digital’s share price has moved sharply, with a 90-day share price return of 70.91% and a 1-year total shareholder return above 300%, suggesting strong momentum tied to its AI infrastructure build...
Narrative-Update • Jun 17
APLD: Hyperscaler Lease Concentration Will Challenge Future Cash Flow Resilience
Applied Digital's analyst price target has been raised significantly to a range of $60 to $90, with analysts citing rapid hyperscaler leasing activity, large contracted revenue commitments, and management execution as key supports for the higher valuations. Analyst Commentary on Applied Digital Recent research coverage on Applied Digital has leaned constructive, with several firms lifting price targets into a wide range between $60 and $90.Narrative-Update • Jun 03
APLD: Hyperscale Lease Concentration Will Threaten Long Term Cash Flow Certainty
Narrative Update on Applied Digital The analyst price target for Applied Digital has been raised materially, with recent firms moving into the $60 to $70 range per share, as analysts point to faster hyperscale contracting, the addition of a fourth large hyperscaler lease, and more than $30 billion in contracted revenue as key supports for the higher valuation. Analyst Commentary Recent research on Applied Digital has centered on rapid hyperscale contracting activity, rising contracted revenue, and the build out of large scale data center capacity.Narrative-Update • May 15
APLD: Long Duration Power And Hyperscale Leases Will Support Future AI Demand
Analysts have lifted their fair value estimate for Applied Digital to $52.80 from $50.09, citing updated assumptions for revenue growth, profitability and future P/E following recent research that highlights the impact of new colocation leases and long term contract wins linked to the company. Analyst Commentary Recent research on Applied Digital centers on how new colocation leases and large contract wins could shape the company's revenue mix, execution risks and perceived valuation support.Narrative-Update • Apr 30
APLD: Hyperscale AI Leases And Power Contracts Will Support Future Upside
Narrative Update Analysts have lifted their fair value estimate for Applied Digital to $40.00 from $36.00, citing updated price targets, a slightly lower discount rate, adjusted revenue growth and margin assumptions, and a higher future P/E multiple following recent research commentary highlighting contract visibility and continued interest in the shares on weakness. Analyst Commentary Recent research around Applied Digital has centered on price targets, contract visibility, and reaction to share price moves, with emphasis on how new contracts and customer relationships could influence earnings power and valuation multiples over time.Narrative-Update • Apr 16
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.Narrative-Update • Apr 02
APLD: Hyperscale Power Contracts Will Define Future Pure Play AI Infrastructure
Analysts are maintaining a $58 price target on Applied Digital, citing strong AI infrastructure demand, advanced discussions for 900MW of hyperscale capacity, and recent colocation and power contract developments as factors supporting the updated revenue growth and risk assumptions. Analyst Commentary Recent Street research reflects a broadly constructive tone around Applied Digital, with several bullish analysts pointing to hyperscale demand, contracted power projects, and AI colocation activity as key supports for the current valuation framework.Narrative-Update • Mar 19
APLD: Hyperscale Power Contracts And New AI Campuses Will Drive Future Upside
Analysts kept the fair value estimate for Applied Digital at $36.00, with small tweaks to assumptions such as a slightly higher revenue growth outlook, modestly stronger profit margins, and a somewhat lower future P/E multiple. This reflects ongoing interest around new hyperscaler leases and large power contracts tied to its AI infrastructure build out.Narrative-Update • Mar 04
APLD: Hyperscale Power Leases And New AI Campuses Will Drive Future Upside
Analysts are keeping their $36 price target on Applied Digital steady, citing recent hyperscaler leases, expanded AI infrastructure contracts, and continued buy ratings across the Street as reasons to maintain their existing valuation framework, even as they update assumptions for discount rate, growth, margins, and future P/E. Analyst Commentary Street research on Applied Digital has generally highlighted strong interest in its AI focused infrastructure model, supported by long term colocation leases and a growing pipeline of potential hyperscaler agreements.Narrative-Update • Feb 18
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.Narrative-Update • Feb 04
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.Narrative-Update • Jan 21
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.Analyseartikel • Jan 15
Rainbows and Unicorns: Applied Digital Corporation (NASDAQ:APLD) Analysts Just Became A Lot More Optimistic
Shareholders in Applied Digital Corporation ( NASDAQ:APLD ) may be thrilled to learn that the analysts have just...Narrative-Update • Jan 07
APLD: Long Term Hyperscale Power Contracts Will Drive Future AI Campus Leasing
Narrative Update on Analyst Price Targets The analyst fair value estimate for Applied Digital has moved from US$13 to US$36. Analysts point to stronger expected EBITDA margins from the Polaris Forge projects, expanding power capacity for AI data centers, and a series of higher Street price targets in the mid US$30s to low US$40s as key drivers.Narrative-Update • Dec 23
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.Narrative-Update • Dec 08
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.Narrative-Update • Nov 24
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.Narrative-Update • Nov 07
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.Narrative-Update • Oct 24
Power Control And Long-Term Leases Will Drive AI Data Center Expansion
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.Narrative-Update • Oct 10
15-Year CoreWeave Lease And AI Demand Will Elevate Data Centers
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.Narrative-Update • Sep 26
15-Year CoreWeave Lease And AI Demand Will Elevate Data Centers
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.Narrative-Update • Sep 11
15-Year CoreWeave Lease And AI Demand Will Elevate Data Centers
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).Analyseartikel • Aug 31
Why Investors Shouldn't Be Surprised By Applied Digital Corporation's (NASDAQ:APLD) 28% Share Price Surge
Despite an already strong run, Applied Digital Corporation ( NASDAQ:APLD ) shares have been powering on, with a gain of...Narrative-Update • Aug 22
15-Year CoreWeave Lease And AI Demand Will Elevate Data Centers
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.Aktionärsrenditen
| APLD | US IT | US Markt | |
|---|---|---|---|
| 7D | -3.4% | -7.9% | -1.4% |
| 1Y | 151.1% | -12.3% | 17.1% |
Rendite im Vergleich zur Industrie: APLD übertraf die Branche US IT , die im vergangenen Jahr eine Rendite von -12.3 erzielte.
Rendite vs. Markt: APLD übertraf den Markt US, der im vergangenen Jahr eine Rendite von 17.1 erzielte.
Preisvolatilität
| APLD volatility | |
|---|---|
| APLD Average Weekly Movement | 13.8% |
| IT Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: Der Aktienkurs von APLD war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: APLDDie wöchentliche Volatilität (14%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| n/a | 205 | Wes Cummins | applieddigital.com |
Applied Digital Corporation entwirft, entwickelt und betreibt digitale Infrastrukturlösungen für High-Performance-Computing (HPC) und künstliche Intelligenz in Nordamerika. Das Unternehmen ist tätig durch: Data Center Hosting Business und HPC Hosting Business. Das Unternehmen bietet Infrastrukturdienste für Krypto-Mining-Kunden und GPU-Computing-Lösungen für kritische Arbeitslasten im Zusammenhang mit KI, maschinellem Lernen und anderen HPC-Aufgaben.
Applied Digital Corporation's Grundlagenzusammenfassung
| APLD grundlegende Statistiken | |
|---|---|
| Marktanteil | US$7.37b |
| Gewinn(TTM) | -US$119.76m |
| Umsatz(TTM) | US$319.26m |
24.9x
Kurs-Umsatz-Verhältnis-66.5x
Kurs-Gewinn-Verhältnis Ist APLD zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| APLD Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$319.26m |
| Kosten der Einnahmen | US$174.29m |
| Bruttogewinn | US$144.98m |
| Sonstige Ausgaben | US$264.73m |
| Gewinn | -US$119.76m |
Zuletzt gemeldete Gewinne
Feb 28, 2026
Datum des nächsten Gewinnberichts
Jul 27, 2026
| Gewinn per Aktie (EPS) | -0.42 |
| Bruttomarge | 45.41% |
| Nettogewinnspanne | -37.51% |
| Schulden/Eigenkapital-Verhältnis | 104.9% |
Wie hat sich APLD auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/20 08:54 |
| Aktienkurs zum Tagesende | 2026/07/20 00:00 |
| Gewinne | 2026/02/28 |
| Jährliche Einnahmen | 2025/05/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
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Analysten-Quellen
Applied Digital Corporation wird von 15 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| Nicholas Giles | B. Riley Securities, Inc. |