APLD Share Price Performance
US$0
-9.02 (-100.00%)
Price US$0
Fair ValueUS$45.27
Share Pricen/a
Applied Digital Corporation Stock Price
- 4 Narratives written by author
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- 308 Fair Values set on narratives written by author
APLD Community Narratives
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Fair Value US$45.27 32.3% undervalued intrinsic discount
Power Control And Long-Term Leases Will Drive AI Data Center Expansion
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Fair Value US$58 47.1% undervalued intrinsic discount
Accelerating AI Adoption Will Expand Data Center Capacity
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Fair Value US$24.3 26.2% overvalued intrinsic discount
Applied Digital Corp. (APLD) The AI Factory Architect: Infrastructure at the Speed of Light
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Applied Digital Corp. (APLD) The AI Factory Architect: Infrastructure at the Speed of Light
Applied Digital (APLD) is currently one of the most aggressive builders in the AI infrastructure gold rush, trading at $29.04 as of late February 2026. The company has successfully pivoted from its origins in crypto-mining to become a premier provider of high-performance computing (HPC) "AI Factories." Their massive Polaris Forge campus in North Dakota is now a cornerstone of the industry, having recently secured multi-billion-dollar, long-term lease agreements with hyperscalers and AI specialists like CoreWeave.Read more
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Accelerating AI Adoption Will Expand Data Center Capacity
Key Takeaways Long-term AI infrastructure contracts, rapid build times, and sustainable tech position the company to outpace industry growth and command premium pricing. Strategic partnerships and high entry barriers enable strong relationships with hyperscalers, supporting predictable earnings and continued market share gains.Read more
219
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AN
US$58
47.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
79.73% p.a.
Profit Margin
41.26%
Future PE
41.23x
Price in 2029
US$76.12
Power Control And Long-Term Leases Will Drive AI Data Center Expansion
Key Takeaways Long-term AI hyperscaler contracts, efficient building processes, and strategic locations drive revenue growth, margin expansion, and sustainability advantages. Growing pipeline with major hyperscale clients and industry demand lowers customer risk and supports earnings visibility amid the digital transformation trend.Read more
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users have viewed this narrative4users have liked this narrative
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AN
US$45.27
32.3% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
96.17% p.a.
Profit Margin
1.67%
Future PE
612.8x
Price in 2029
US$59.53
Regulatory And Geopolitical Risks Will Impair Future Data Center Margins
Key Takeaways Escalating regulatory pressures, supply chain disruptions, and fast technology changes threaten Applied Digital's margins, project delivery, and long-term profitability. Over-reliance on large leases and high debt needs increase volatility, customer risk, shareholder dilution, and challenges to sustainable earnings growth.Read more
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AN
US$36
14.8% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
79.55% p.a.
Profit Margin
32.67%
Future PE
48.89x
Price in 2029
US$46.83
Trending Discussion
Recently Updated Narratives
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Applied Digital Corp. (APLD) The AI Factory Architect: Infrastructure at the Speed of Light
Fair Value: US$24.3 26.2% overvalued intrinsic discount
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APLD: Hyperscale Power Agreements Will Define Future Pure Play AI Infrastructure Narrative
Fair Value: US$58 47.1% undervalued intrinsic discount
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APLD: Long-Term Hyperscale Leases And Power Access Will Support Future AI Demand
Fair Value: US$45.27 32.3% undervalued intrinsic discount
202 followersusers have followed this narrative
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Snowflake Analysis
Applied Digital Corporation Key Details
Last Reported Earnings
Nov 30, 2025
Next Reporting Earnings
n/a
- -0.38
- 19.62%
- -40.47%
- 125.8%
About APLD
- Founded
- n/a
- Employees
- 205
- CEO
- WebsiteView website
Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It operates through: Data Center Hosting Business, and HPC Hosting Business. The company offers infrastructure services to crypto mining customers; and GPU computing solutions for critical workloads related to AI, machine learning, and other HPC tasks. It also engages in the designing, constructing, and managing of data centers to support HPC applications. The company was formerly known as Applied Blockchain, Inc. and changed its name to Applied Digital Corporation in November 2022. Applied Digital Corporation has an lease agreement with CoreWeave for an additional 150MW at its Polaris Forge 1 Campus in Ellendale, North Dakota. Applied Digital Corporation is based in Dallas, Texas.
