Applied Digital（APLD）株式概要
アプライドデジタルは、北米におけるハイパフォーマンスコンピューティング（HPC）および人工知能業界向けのデジタルインフラストラクチャソリューションの設計、開発、運営を行っています。 詳細
APLD Community Fair Values
Create NarrativeSee what 297 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Applied Digital Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$33.06 |
| 52週高値 | US$50.73 |
| 52週安値 | US$9.02 |
| ベータ | 5.68 |
| 1ヶ月の変化 | -16.56% |
| 3ヶ月変化 | 31.24% |
| 1年変化 | 216.36% |
| 3年間の変化 | 294.98% |
| 5年間の変化 | 216.67% |
| IPOからの変化 | 136.56% |
最新ニュース
ナラティブの更新 • 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.Seeking Alpha • Jun 30
Explaining The Market Divide On Applied Digital -- Does Their Strategy Actually Work
Summary Applied Digital Corporation is reiterated as a buy, driven by multi-billion dollar, long-term AI infrastructure leases converting to visible cash flows from 2027. APLD has secured major financing, including a $350M revolving credit facility and $1.59B in senior secured notes, supporting aggressive data center buildouts. Recent 15-year, take-or-pay leases with investment-grade hyperscalers lock in $5.2B base revenue, de-risking utilization and underpinning a $36B contracted portfolio. Valuation is at a hefty premium (31x–42x EV/sales), justified by anticipated scale and margin expansion, but execution risks and high leverage remain material. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • 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.Seeking Alpha • Jun 30
Explaining The Market Divide On Applied Digital -- Does Their Strategy Actually Work
Summary Applied Digital Corporation is reiterated as a buy, driven by multi-billion dollar, long-term AI infrastructure leases converting to visible cash flows from 2027. APLD has secured major financing, including a $350M revolving credit facility and $1.59B in senior secured notes, supporting aggressive data center buildouts. Recent 15-year, take-or-pay leases with investment-grade hyperscalers lock in $5.2B base revenue, de-risking utilization and underpinning a $36B contracted portfolio. Valuation is at a hefty premium (31x–42x EV/sales), justified by anticipated scale and margin expansion, but execution risks and high leverage remain material. Read the full article on Seeking Alpha分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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.分析記事 • Jul 08
What You Can Learn From Applied Digital Corporation's (NASDAQ:APLD) P/S After Its 30% Share Price Crash
Applied Digital Corporation ( NASDAQ:APLD ) shares have retraced a considerable 30% in the last month, reversing a fair...Seeking Alpha • Apr 16
Applied Digital: REIT Focus Is A Strategic Pivot For Growth
Summary Applied Digital mentioned a plan to transition into a REIT for the first time since announcing its strategic shift to building and leasing HPC data centers. The sale of the cloud services segment could provide Applied Digital with $570 million in cash, potentially reducing its exposure to future debt financing. I expect the lease agreement to be announced in the second half of 2025, especially with Macquarie’s involvement with Applied Digital. I’m reiterating my strong buy rating for Applied Digital, but lowering my price target to $47 by mid-2028, representing 1255% upside from its current valuation. Read the full article on Seeking Alpha株主還元
| APLD | US IT | US 市場 | |
|---|---|---|---|
| 7D | -15.6% | 3.4% | 1.6% |
| 1Y | 216.4% | -10.1% | 18.6% |
業界別リターン: APLD過去 1 年間で-10.1 % の収益を上げたUS IT業界を上回りました。
リターン対市場: APLD過去 1 年間で18.6 % の収益を上げたUS市場を上回りました。
価格変動
| APLD volatility | |
|---|---|
| APLD Average Weekly Movement | 14.2% |
| IT Industry Average Movement | 11.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: APLDの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: APLDの weekly volatility ( 14% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| n/a | 205 | Wes Cummins | applieddigital.com |
アプライド・デジタルは、北米におけるハイパフォーマンスコンピューティング（HPC）および人工知能業界向けのデジタルインフラストラクチャソリューションの設計、開発、運営を行っている。事業内容データセンター・ホスティング事業、HPCホスティング事業。同社は暗号マイニングの顧客にインフラサービスを提供し、AI、機械学習、その他のHPCタスクに関連する重要なワークロード向けにGPUコンピューティングソリューションを提供している。また、HPCアプリケーションをサポートするデータセンターの設計、建設、管理も行っている。以前はアプライド・ブロックチェーン株式会社として知られていたが、2022年11月にアプライド・デジタル株式会社に社名変更した。アプライドデジタルはCoreWeaveと、ノースダコタ州エレンデールにあるポラリスフォージ1キャンパスで150MWの追加リース契約を結んでいる。アプライドデジタルはテキサス州ダラスに本社を置いている。
Applied Digital Corporation 基礎のまとめ
| APLD 基礎統計学 | |
|---|---|
| 時価総額 | US$9.45b |
| 収益（TTM） | -US$119.76m |
| 売上高(TTM) | US$319.26m |
29.6x
P/Sレシオ-78.9x
PER（株価収益率APLD は割高か？
公正価値と評価分析を参照収益と収入
| APLD 損益計算書（TTM） | |
|---|---|
| 収益 | US$319.26m |
| 売上原価 | US$174.29m |
| 売上総利益 | US$144.98m |
| その他の費用 | US$264.73m |
| 収益 | -US$119.76m |
直近の収益報告
Feb 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.42 |
| グロス・マージン | 45.41% |
| 純利益率 | -37.51% |
| 有利子負債／自己資本比率 | 104.9% |
APLD の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/05 11:05 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/02/28 |
| 年間収益 | 2025/05/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Applied Digital Corporation 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Andrew Charles Beale | Arete Research Services LLP |
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| Nicholas Giles | B. Riley Securities, Inc. |