APLD Share Price Performance
US$31.22
20.55 (192.60%)
28.6% undervalued intrinsic discount
US$43.70
Fair Value
Price US$31.22
AnalystConsensusTarget US$43.70
MarkoVT US$35.45
AnalystHighTarget US$24.00
Fair ValueUS$43.70
Share Pricen/a
Applied Digital Corporation Stock Price
- 4 Narratives written by author
- 1 Comments on narratives written by author
- 257 Fair Values set on narratives written by author
APLD Community Narratives
AN
Fair Value US$43.7 28.6% undervalued intrinsic discount
Power Control And Long-Term Leases Will Drive AI Data Center Expansion
4users have liked this narrative
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MA
Fair Value US$35.45 11.9% undervalued intrinsic discount
Staggered by dilution; positions for growth
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AN
Fair Value US$24 30.1% overvalued intrinsic discount
Accelerating AI Adoption Will Expand Data Center Capacity
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19users have followed this narrative
Staggered by dilution; positions for growth
Near term excitement and AI frenzy buyers have driven the share price into dilution and undervaluation thanks to current market uncertainty and volatility. APLD relies heavily on their contracts to sustain growth which for the near and mid term appears to remain solid in the presence of increased demand for high capacity, high speed infrastructure.Read more
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MA
US$35.45
11.9% undervalued intrinsic discount
MarkoVT Fair Value
Revenue
285.22% p.a.
Profit Margin
7.39%
Future PE
21.57x
Price in 2028
US$46.16
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
4users have liked this narrative
1users have commented on this narrative
175users have followed this narrative
AN
US$43.7
28.6% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
79.93% p.a.
Profit Margin
21.79%
Future PE
88.41x
Price in 2028
US$56.85
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
2users have liked this narrative
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AN
US$24
30.1% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue
82.02% p.a.
Profit Margin
28.67%
Future PE
40.42x
Price in 2028
US$31.46
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$13
140.2% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue
75.35% p.a.
Profit Margin
2.56%
Future PE
273.19x
Price in 2028
US$16.97
Trending Discussion
Recently Updated Narratives
MA
Staggered by dilution; positions for growth
Fair Value: US$35.45 11.9% undervalued intrinsic discount
8 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
APLD: Long-Term Hyperscale Lease Agreements Will Drive Sector Leadership
Fair Value: US$43.7 28.6% undervalued intrinsic discount
175 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
Regulatory And Geopolitical Risks Will Impair Future Data Center Margins
Fair Value: US$13 140.2% overvalued intrinsic discount
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Snowflake Analysis
Applied Digital Corporation Key Details
Last Reported Earnings
Aug 31, 2025
Next Reporting Earnings
n/a
- -0.72
- 22.61%
- -117.91%
- 62.0%
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.
