Applied Digital (APLD) Hisse Özeti
Applied Digital Corporation, Kuzey Amerika'da yüksek performanslı bilgi işlem (HPC) ve yapay zeka endüstrileri için dijital altyapı çözümleri tasarlar, geliştirir ve işletir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 5/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 2/6 |
| Temettüler | 0/6 |
APLD Community Fair Values
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Analyst Price Targets
Applied Digital Corporation Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$39.62 |
| 52 Haftanın En Yüksek Seviyesi | US$50.73 |
| 52 Haftanın En Düşük Seviyesi | US$9.02 |
| Beta | 5.64 |
| 1 Aylık Değişim | -10.44% |
| 3 Aylık Değişim | 57.60% |
| 1 Yıllık Değişim | 185.86% |
| 3 Yıllık Değişim | 395.56% |
| 5 Yıllık Değişim | 567.00% |
| Halka arzdan bu yana değişim | 183.50% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • 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.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
Anlatı Güncellemesi • 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.Recent updates
Anlatı Güncellemesi • 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.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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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
Yeni Anlatı • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaHissedar Getirileri
| APLD | US IT | US Pazar | |
|---|---|---|---|
| 7D | -16.2% | -3.8% | -2.9% |
| 1Y | 185.9% | -2.0% | 23.5% |
Getiri vs. Endüstri: APLD geçen yıl % -2 oranında getiri sağlayan US IT sektörünü aştı.
Getiri vs Piyasa: APLD geçen yıl % 23.5 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| APLD volatility | |
|---|---|
| APLD Average Weekly Movement | 15.3% |
| IT Industry Average Movement | 11.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: APLD hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: APLD 'nin haftalık oynaklığı ( 15% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| n/a | 205 | Wes Cummins | applieddigital.com |
Applied Digital Corporation, Kuzey Amerika'da yüksek performanslı bilgi işlem (HPC) ve yapay zeka endüstrileri için dijital altyapı çözümleri tasarlar, geliştirir ve işletir. Şu yollarla faaliyet göstermektedir: Veri Merkezi Barındırma İşletmesi ve HPC Barındırma İşletmesi. Şirket, kripto madenciliği müşterilerine altyapı hizmetleri; yapay zeka, makine öğrenimi ve diğer HPC görevleriyle ilgili kritik iş yükleri için GPU bilgi işlem çözümleri sunmaktadır.
Applied Digital Corporation Temel Bilgiler Özeti
| APLD temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$12.62b |
| Kazançlar(TTM) | -US$119.76m |
| Gelir(TTM) | US$319.26m |
35.5x
P/S Oranı-94.5x
F/K OranıAPLD aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| APLD gelir tablosu (TTM) | |
|---|---|
| Gelir | US$319.26m |
| Gelir Maliyeti | US$174.29m |
| Brüt Kâr | US$144.98m |
| Diğer Giderler | US$264.73m |
| Kazançlar | -US$119.76m |
Son Raporlanan Kazançlar
Feb 28, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.42 |
| Brüt Marj | 45.41% |
| Net Kâr Marjı | -37.51% |
| Borç/Özkaynak Oranı | 104.9% |
APLD uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/05 04:26 |
| Gün Sonu Hisse Fiyatı | 2026/06/05 00:00 |
| Kazançlar | 2026/02/28 |
| Yıllık Kazançlar | 2025/05/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Applied Digital Corporation 16 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| Andrew Charles Beale | Arete Research Services LLP |
| Nicholas Giles | B. Riley Securities, Inc. |