Applied Digital (APLD) Panoramica del titolo
Applied Digital Corporation progetta, sviluppa e gestisce soluzioni di infrastruttura digitale per i settori dell'HPC (High Performance Computing) e dell'intelligenza artificiale in Nord America. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
APLD Community Fair Values
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Analyst Price Targets
Concorrenti di Applied Digital Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$27.85 |
| Massimo di 52 settimane | US$50.73 |
| Minimo di 52 settimane | US$9.79 |
| Beta | 5.68 |
| Variazione di 1 mese | -40.22% |
| Variazione a 3 mesi | -11.08% |
| Variazione di 1 anno | 151.13% |
| Variazione a 3 anni | 217.20% |
| Variazione a 5 anni | 249.00% |
| Variazione dall'IPO | 99.28% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • 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
Aggiornamento narrativa • 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
Aggiornamento narrativa • 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 AlphaAggiornamento narrativa • 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.Articolo di analisi • 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...
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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).Articolo di analisi • 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...Aggiornamento narrativa • 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.Rendimenti per gli azionisti
| APLD | US IT | US Mercato | |
|---|---|---|---|
| 7D | -3.4% | -7.9% | -1.4% |
| 1Y | 151.1% | -12.3% | 17.1% |
Ritorno vs Industria: APLD ha superato il US IT che ha restituito -12.3 % nell'ultimo anno.
Rendimento vs Mercato: APLD ha superato il mercato US che ha restituito 17.1 % nell'ultimo anno.
Volatilità dei prezzi
| 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% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di APLD è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 14% ) di APLD è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| n/a | 205 | Wes Cummins | applieddigital.com |
Applied Digital Corporation progetta, sviluppa e gestisce soluzioni di infrastruttura digitale per i settori del calcolo ad alte prestazioni (HPC) e dell'intelligenza artificiale in Nord America. Opera attraverso: Data Center Hosting Business e HPC Hosting Business. L'azienda offre servizi di infrastruttura ai clienti del crypto mining e soluzioni di GPU Computing per carichi di lavoro critici legati all'AI, all'apprendimento automatico e ad altre attività HPC.
Applied Digital Corporation Riepilogo dei fondamenti
| APLD statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$7.37b |
| Utili (TTM) | -US$119.76m |
| Ricavi(TTM) | US$319.26m |
24.9x
Rapporto P/S-66.5x
Rapporto P/EAPLD è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| APLD Conto economico (TTM) | |
|---|---|
| Ricavi | US$319.26m |
| Costo del fatturato | US$174.29m |
| Profitto lordo | US$144.98m |
| Altre spese | US$264.73m |
| Utili | -US$119.76m |
Ultimi utili riportati
Feb 28, 2026
Prossima data di guadagno
Jul 27, 2026
| Utile per azione (EPS) | -0.42 |
| Margine lordo | 45.41% |
| Margine di profitto netto | -37.51% |
| Rapporto debito/patrimonio netto | 104.9% |
Come si è comportato APLD nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/20 20:49 |
| Prezzo dell'azione a fine giornata | 2026/07/20 00:00 |
| Utili | 2026/02/28 |
| Utili annuali | 2025/05/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Applied Digital Corporation è coperta da 15 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| Nicholas Giles | B. Riley Securities, Inc. |