APLD Applied Digital Corp.

Mentions (55)

• 4chan /biz/biz·9h ago·Neutral

  >>62756248 APLD, what's the move? Also this image should be in every OP.

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• News (RSS)zerohedge·15h ago·Neutral

  …rance August current account balance, trade balance, Sweden September CPI Central banks: FOMC minutes, Fed's Logan speaks, ECB's Cipollone and Vujcic speak Earnings: Applied Digital Auctions: US 10-yr Notes (reopening, $39bn) Thursday October 8 Data: US August wholesale trade sales, initial jobless claims, UK September RICS house price balance, Japan September Economy Watchers survey, August BoP current account balance, BoP trade balance, Germany August trade balance Central banks: ECB’s account…

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• Newsbenzinga.com·22h ago·Neutral

  We Asked 3 AI Chatbots for the Week's Top Stock Picks: Applied Digital Tops the List Applied Digital Corp. (NASDAQ:APLD) reports fiscal first-quarter results after the bell Wednesday, and two of three AI chatbots expect the print to lift the stock by Friday.

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• Newsseekingalpha.com·1d ago·Positive

  Applied Digital: Capacity Expansion A Catalyst For P/S Expansion Applied Digital accelerates its AI infrastructure expansion, completing Polaris Forge 1 phase two with an additional 75 MW of critical IT load. APLD's aggressive buildout and rapid capacity additions position it for a higher valuation and revenue growth amid strong AI-driven CapEx tailwinds. Shares trade at a forward P/S of 3.9x, with a potential revaluation to 5.0x P/S ($32.56/share, 28% upside) if growth targets are met.

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• Newszacks.com·1d ago·Neutral

  New Strong Sell Stocks for October 5th APLD, JAKK and MGM have been added to the Zacks Rank #5 (Strong Sell) List on October 5th, 2026.

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• News (RSS)fool·2d ago·Positive

  Should You Forget Palantir and Buy These 2 Artificial Intelligence (AI) Stocks Instead? Broadcom and Applied Digital could be smarter AI infrastructure plays right now.

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• News (RSS)seekingalpha·3d ago·Negative

  Applied Digital: From Sell To Hold Ahead Of A High-Stakes Quarter

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• Newsfool.com·3d ago·Neutral

  Why Applied Digital Stock Popped by 5% Today That asset is now ready to start delivering significant AI compute. The onetime crypto miner continues to transform its business.

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• Newsseekingalpha.com·3d ago·Positive

  Applied Digital: From Sell To Hold Ahead Of A High-Stakes Quarter Applied Digital Corporation is upgraded to Hold as operating metrics and contract diversification improve, but execution risks remain high. Contracted lease revenue surged to $36B, with CoreWeave's share dropping to 30%, and live HPC capacity reaching 250 MW. Management advanced its $1B NOI target to next year, but achieving it requires flawless execution and rapid capacity ramp-up.

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• Newsproactiveinvestors.com·3d ago·Negative

  Applied Digital adds 75 MW of AI capacity in North Dakota Applied Digital (NASDAQ: APLD) brought another 75 MW of AI infrastructure online in North Dakota, moving its fully leased campus closer to full contracted capacity. The announcement brings operational critical IT load at Polaris Forge 1 in Ellendale, where Applied Digital has operated since 2021, to 250 MW.

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• 4chan /biz/biz·4d ago·Negative

  Some tickers you should never buy, take my advice on this: BW, APLD, WYFI

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• News (RSS)seekingalpha·6d ago·Neutral

  Applied Digital: Great Project Economics, Complex Capital Stack

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• Newsbenzinga.com·7d ago·Neutral

  Applied Digital's Contracted Backlog Hit $31 Billion — Here's the Bar for Oct. 8 Applied Digital Corporation (NASDAQ:APLD) shares are in the spotlight, with earnings on deck and a wide split in recent analyst activity.

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• News (RSS)fool·11d ago·Positive

  Applied Digital vs. IREN: Which Technology Stock Is a Better Buy in 2026? One commands massive customer contracts but bleeds cash. The other faces customer concentration but boasts superior margins.

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• Newsfool.com·17d ago·Neutral

  Applied Digital Co-Founder's Stake in the Company Drops by Nearly 50,000 Shares Worth $1.3 Million The sale involved 49,188 shares worth ~$1.3 million on September 12, 2026. The transaction size represented 2% of the insider's direct equity stake held before the filing.

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• Newsseekingalpha.com·17d ago·Positive

  Applied Digital: A Risky Play With Material Upside I reiterate Applied Digital Corporation with a Strong Buy and a revised of $70. APLD now boasts 1,410MW of contracted IT load across five campuses, equating to $36 billion in initial 15-year lease revenue. Q4 2026 results confirmed APLD's ability to convert AI data center leases into EBITDA, with $42.4 million adjusted EBITDA and $12.9 million adjusted net income.

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• Newsbenzinga.com·18d ago·Neutral

  Why Is Applied Digital Stock Surging Thursday? Applied Digital Corp. (NASDAQ:APLD) stock rose nearly 6% in Thursday's premarket session after Wells Fargo initiated coverage with an Overweight rating and a $50 price forecast.

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• News247wallst.com·20d ago·Neutral

  Applied Digital Falls 4% and Turns Negative for the Year as the AI Buildout Trade Bleeds Out; Core Scientific Drops 5%, Cipher Mining Sinks 4% Applied Digital's slide Tuesday afternoon matters most for what it does to the year. Applied Digital (NASDAQ:APLD) stock is down 4% to $23.72, pushing the year-to-date figure to a decline of 3%.

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• News (RSS)zerohedge·21d ago·Negative

  …f turbines he is referring to… POWER Magazine reports that data center operators are pairing industrial boilers with steam turbines to bypass the gas turbine backup. Applied Digital CEO Wes Cummins stated gas turbines ordered today might not arrive until 2032. Not all turbines are equal. Gas turbines are designed to handle high temperatures and loads, which require extremely unique alloys and manufacturing techniques. Steam turbines handle relatively lower temperatures and allow for a wide range…

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• News247wallst.com·22d ago·Neutral

  Jim Cramer Called This Stock “Terrific” and Said “No Thank You” to APLD Stock. Here's Why Jim Cramer praised one AI-adjacent name, dismissed a housing supplier on instinct, and rejected a data-center story on principle, but his cash-first filter may be the wrong tool for at least one of those calls.

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• Newszacks.com·24d ago·Neutral

  Can APLD Turn Power-Advantaged Sites Into an AI Data Center Edge? Applied Digital is turning power-advantaged sites into AI capacity, with 1.4 GW of contracted critical IT load tied to about $36 billion in lease revenue.

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• News247wallst.com·24d ago·Neutral

  Bitcoin Miners Are Turning Into AI Landlords. These 3 Stocks Are Riding the Pivot Former Bitcoin miners are quietly signing billion-dollar contracts with hyperscalers and frontier AI labs, and the reason has nothing to do with GPUs. Three mid-cap stocks are racing to claim the one bottleneck even NVIDIA cannot manufacture.

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• Newsforbes.com·27d ago·Negative

  Why Applied Digital Stock Still Looks Expensive After A 44% Plunge This article was written by Doug Nathman, with research by his team at Trefis.

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• News (RSS)yahoo·27d ago·Neutral

  IREN Surges 7% on Conditional ERCOT Status for 2GW Sweetwater Hub, Applied Digital Climbs 6%

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• News (RSS)fool·28d ago·Positive

  Applied Digital Won't Collect Most of Its Rent Until 2029. I'd Wait to Buy the Stock. About $36 billion of 15-year contracted rent is on the books -- but almost none of it arrives until billions more in construction gets finished.

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• Newsfool.com·28d ago·Neutral

  Applied Digital Won't Collect Most of Its Rent Until 2029. I'd Wait to Buy the Stock. Applied Digital has signed take-or-pay leases covering about 1,410 megawatts of capacity at five data center campuses. Those leases represent about $36 billion of revenue over 15-year base terms, with rent beginning only as buildings are delivered.

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• Newszacks.com·28d ago·Neutral

  APLD Slides 36% in 3 Months: Should Investors Exit or Hold the Stock? APLD's heavy capital needs, rising debt, delayed revenue ramp and dilution risks weigh on shares despite a $36B contracted AI pipeline.

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• News (RSS)seekingalpha·33d ago·Neutral

  Applied Digital: How Revenues Could Grow Fourfold While The Share Price Fell By Half

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• Newsschaeffersresearch.com·33d ago·Positive

  15 Stocks to Watch With Short Squeeze Potential Bond yields have the entire stock market on edge. The last thing most investors are thinking about is short squeezes, which means maybe they should be something contrarian trades have on their radar.

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• News (RSS)seekingalpha·34d ago·Positive

  Applied Digital: A Meltdown Worth A Buy - Crypto Miner Turned HPC Provider

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• Newszacks.com·34d ago·Positive

  APLD's Hyperscaler Concentration Grows: Are Revenues at Risk? Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.

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• News247wallst.com·34d ago·Positive

  Applied Digital Drops 4% as Rising Yields Hit AI Infrastructure, Cipher Mining Sinks 6%, Core Scientific Slides 3% Rising long-term Treasury yields are pressuring the most capital-hungry corners of the AI infrastructure trade Tuesday morning, and the pain is landing on the pure-play buildout names rather than the broader data center category.

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• News (RSS)fool·38d ago·Neutral

  Prediction: Applied Digital Stock Will Jump 156% in 3 Years. Here’s the Math. The recent pullback in Applied Digital stock gives investors the opportunity to buy a potential multibagger at an attractive valuation.

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• Newsfool.com·38d ago·Neutral

  Prediction: Applied Digital Stock Will Jump 156% in 3 Years. Here's the Math. Applied Digital has a solid lease revenue pipeline that should boost the company's growth rate significantly over the next three years. The stock's sales multiple has dropped significantly following its recent slide.

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• Newszacks.com·40d ago·Neutral

  Why Is Applied Digital Corporation (APLD) Up 8.4% Since Last Earnings Report? Applied Digital Corporation (APLD) reported earnings 30 days ago. What's next for the stock?

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• Newsfool.com·41d ago·Positive

  This $30 Stock Could Be Primed for a Breakout Applied Digital is investing a lot of money in its data center facilities.

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• Newszacks.com·42d ago·Neutral

  Can APLD's Power Advantage Strengthen Its AI Edge Over WULF & CRWV? Applied Digital's 1.4 GW contracted IT load and North Dakota power strategy could sharpen its AI edge as it expands campuses amid execution risks.

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• News (RSS)yahoo·43d ago·Positive

  Applied Digital vs. TeraWulf: Which AI Data Center Stock Is the Better Buy?

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• News (RSS)fool·43d ago·Positive

  Applied Digital vs. TeraWulf: Which AI Data Center Stock Is the Better Buy? Both neoclouds are at the center of a multiyear boom.

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• Newsfool.com·45d ago·Positive

  Is Applied Digital an Excellent AI Stock to Buy Right Now? Business is booming, but the sustainability of that boom is unlikely to persist.

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• News (RSS)fool·45d ago·Neutral

  Applied Digital Has $36 Billion Today. $86 Billion Could Be Next. Applied Digital's AI infrastructure story is getting much bigger, but the numbers alone don't tell the whole story. See what could drive the next phase of growth and where the biggest risk remains.

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• Newsfool.com·46d ago·Neutral

  Applied Digital Has $36 Billion Today. $86 Billion Could Be Next. Applied Digital (APLD +1.49%) already has about $36 billion in contracted lease revenue, but renewal options could potentially push that figure to $86 billion. The bigger story is why major customers keep returning and whether execution, power access, and its AI Factory model are creating a durable advantage.

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• Newszacks.com·46d ago·Positive

  PENG vs. APLD: Which AI Infrastructure Stock Has Better Potential? Penguin Solutions leads Applied Digital in growth, AI-driven sales momentum, stock performance and valuation, making it the stronger AI infrastructure pick.

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• 4chan /biz/biz·47d ago·Positive

  >>62609326 Thanks for the free financial advice sucker. I just full ported my life savings (35k) into APLD 8/21 far OTM calls. When I'm a multimillionaire like you next year I will be buying your daughter.

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• News (RSS)seekingalpha·48d ago·Positive

  Applied Digital: Increasingly Profitable AI Growth In 2026 (Rating Upgrade)

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• 4chan /biz/biz·48d ago·Positive

  Ok I listened to the shill telling me to buy this guy's bags. WYFI, TE, APLD, & BW. The markets going down another 30% now guaranteed

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• Newsseekingalpha.com·48d ago·Neutral

  …rowth In 2026 (Rating Upgrade) Applied Digital delivered Q4 earnings and revenue above expectations, reinforcing its position as a key AI infrastructure beneficiary. APLD's gross margin is expanding due to a shift toward higher-margin data center lease revenues and the full operation of its Polaris Forge campus. The company boasts a contracted backlog of $35.7B, potentially rising to $85.7B with lease extensions, supporting long-term growth visibility.

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• Newszacks.com·54d ago·Neutral

  New Strong Sell Stocks for August 13th APLD, ASX and BIDU have been added to the Zacks Rank #5 (Strong Sell) List on August 13, 2026.

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• 4chan /biz/biz·54d ago·Neutral

  >>62588933 >next thing to get in early to gamble on I dont think there will be much for a while im just thinking what to double down on but all these have pretty high valuations at this point and limited upside all I see with meme upside is APLD if they manage good stuff but its half a meme company

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• 4chan /biz/biz·54d ago·Neutral

  so which companies as neoclouds does smg like the most? I know there are many IREN shills nbis already blew up a bit and closing in on back to ATH so not sure which is best anymore does anyone care about APLD? they are picks n shovels for neoclouds also NCLD was made public at such a good time kek >>62588901 good price to accumulate more for googl desu

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• 4chan /biz/biz·54d ago·Negative

  is APLD a scam? neoclouds are doing great but the neocloud real estate leaser is doing terrible

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• Newszacks.com·54d ago·Neutral

  APLD Surges 101% in a Year: Should You Buy, Sell or Hold the Stock? Applied Digital's 101% rally faces mounting risks from heavy capital needs, high debt, competition, weaker earnings estimates and an expensive valuation.

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• 4chan /biz/biz·55d ago·Positive

  AM I LATE FOR CRWV WHAT DO I BUY APLD? IREN? BE?

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• 4chan /biz/biz·57d ago·Neutral

  Contemplating using my on-call money to dca into APLD

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• Newsfool.com·58d ago·Negative

  Applied Digital Has $36 Billion Contracted. Is the Stock Mispriced? Applied Digital (APLD +1.25%) has secured billions in contracted AI infrastructure revenue and controls a multi-gigawatt power pipeline. As its data centers come online, the company could enter a dramatic new growth phase, but its financing needs and demanding construction schedule create a critical test for investors.

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