Applied Digital Corporation

NasdaqGS:APLD 株式レポート

時価総額：US$13.5b

Applied Digital 配当と自社株買い

配当金 基準チェック /06

Applied Digital配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-1.3%

バイバック利回り

総株主利回り-1.3%
将来の配当利回りn/a
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

Seeking Alpha • May 23

Applied Digital: Massive Revenue Backlog Escalation Underway

Summary Applied Digital remains a compelling AI infrastructure investment, driven by a surging revenue backlog and hyperscaler demand. APLD's new 15-year deal with a leading U.S. hyperscaler adds $7.5B to its backlog, now totaling $31B. I see further upside in APLD's valuation, as ongoing AI Data Center buildouts could add billions more to its contracted revenues. Key risks include potential hyperscaler spending slowdowns, but current momentum supports a bullish outlook. Read the full article on Seeking Alpha
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
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新しいナラティブ • Mar 22

400-Megawatt Ellendale Campus Will Increase HPC Capacity For AI

Strategic partnerships and extended financing improve Applied Digital's capital resources for expansion in high-performance computing and data center projects.
Seeking Alpha • Mar 08

Applied Digital: A High-Risk Lottery Ticket In The AI Infrastructure Gold Rush

Summary Despite Nvidia's 3% stake, Applied Digital's stock is down 23% since November, with fundamentals still concerning. The company is transitioning from crypto mining to AI cloud services and HPC hosting, but has yet to secure major clients for its North Dakota facilities. Applied's financing deals (12.75% preferred equity with Macquarie and other debt) suggest unfavorable terms, with current monthly cash burn at $21M. While 400MW of AI infrastructure could theoretically generate $2B in annual revenue, Applied faces entrenched competitors and remains a speculative "lottery ticket" investment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 15

Applied Digital: Assessing The Macquarie Deal And FY Q2-25 Earnings

Summary Applied Digital's $5 billion investment announcement is contingent on closing a 100 MW deal with a hyperscaler, which remains uncertain. The company reported a 51.3% YoY revenue increase in Q2 FY 2025, but significant operating losses persist. Despite a strong cash position, dilution concerns remain as shares outstanding nearly doubled year over year. The MAM deal could benefit shareholders if it closes, but the timeline for the hyperscaler lease remains unclear, warranting cautious optimism on APLD. Read the full article on Seeking Alpha
Seeking Alpha • Jan 06

Applied Digital: Building A Starter Position On This High Growth Play

Summary Applied Digital is transitioning from operating data centers for crypto mining customers to building and operating data centers for larger hyperscaler companies. There is significant growth potential ahead as they are close to signing a 100MW lease deal with a hyperscaler and seeing high interest for an additional 300MW of capacity. The ~$880 million annual revenue potential if the 400MW of capacity gets leased out is far from being priced in by consensus revenue estimates. Revenue and EBIT delivery is starting to beat consensus expectations. Recent fund raises have bolstered the balance sheet and indicate positive investor sentiment. Premium valuations and delays in lease signings are key risks, which is why despite bullish technicals, I am inclined to start with 20% of my intended position size, with plans of adding 20% for every 100MW of capacity lease finalized. Read the full article on Seeking Alpha
Seeking Alpha • Dec 31

Applied Digital: A Generational Opportunity In The HPC Data Center Industry

Summary Applied Digital could announce the signing of its $2.2 billion lease agreement and a new lease with another hyperscaler during its Q2 earnings on January 14th after hours. Applied Digital’s HPC data centers could have a technological edge over existing data centers due to its close relationship with Nvidia, whose engineers helped design the company’s Ellendale data center. The strategic location of Applied Digital’s data centers in the Dakotas presents significant cost saving opportunities to hyperscalers. My price target for Applied Digital is $109 by mid-2028, implying a 1202% upside from its current valuation. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: APLDの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: APLDの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Applied Digital 配当利回り対市場
APLD 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (APLD)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (IT)2.6%
アナリスト予想 (APLD) (最長3年)n/a

注目すべき配当: APLDは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: APLDは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: APLDの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: APLDが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/01 13:21
終値2026/06/01 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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。16

アナリスト機関
Pierre-Marie D'OrnanoArete Research Services LLP
Andrew Charles BealeArete Research Services LLP
Nicholas GilesB. Riley Securities, Inc.