$25.38+1.22|(+5.05%)
52W H: 50.72552W L: 19.005Beta: 5.55

About Applied Digital Corp

Frequently Asked Questions

What is the 52-week range for APLD?

The 52-week high is $50.725 and the 52-week low is $19.005.

What is the P/E ratio for APLD?

The P/E ratio data is currently unavailable.

What is the dividend yield for APLD?

This company does not currently pay a dividend or the data is unavailable.

What is the Return on Equity (ROE)?

The trailing twelve months (TTM) Return on Equity is -16.03%.

What is the Net Profit Margin?

The Net Profit Margin (TTM) is -42.33%.

What is the Price to Book (P/B) Ratio?

The annual Price to Book ratio stands at 7.70.

Analyst Recommendation Trends

Wall Street analyst consensus for APLD over the last few months:

2026-09-01
Buy: 14
S.Buy: 4
Hold: 2
Sell: 0
2026-08-01
Buy: 14
S.Buy: 4
Hold: 2
Sell: 0
2026-07-01
Buy: 14
S.Buy: 4
Hold: 1
Sell: 0
2026-06-01
Buy: 13
S.Buy: 4
Hold: 1
Sell: 0

Latest APLD News

Earnings Volatility Watch: A Gold Miner Is Priced to Swing the Most This Week

Micron's blowout is done. Novagold, Applied Digital, Levi Strauss, Delta, Constellation Brands and PepsiCo carry the week's top implied earnings moves.

Benzinga10/4/2026

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.

Yahoo10/3/2026

Applied Digital (APLD) Stock Trades Up, Here Is Why

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 4.6% in the afternoon session after the company announced their second phase of Building 2 at its Polaris Forge 1 campus in Ellendale, North Dakota, reached Ready for Service. According the company press release, the addition brings 75 MW of critical IT load across three 25 MW halls, completing Building 2’s 150 MW and lifting the campus’s fully operational critical IT load to 250 MW. The full 400 MW campus is fully le

Yahoo10/2/2026

Why Applied Digital Stock Popped by 5% Today

It completed a critical phase in one of its advanced data center complexes.

Yahoo10/2/2026

Applied Digital’s Revenue Is Likely About to Plunge. Don’t Let That Fool You on October 7.

The key story for Applied Digital is growing rental revenue and potential new AI data-center lease signings.

Yahoo10/2/2026

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

Applied Digital Corporation upgraded to Hold as lease revenue hits $36B and contracts diversify. Click for this APLD update and earnings preview.

SeekingAlpha10/2/2026

APLD Stock Jumps After Applied Digital Adds 75 MW At Polaris Forge 1 — ‘Power Is Only The Starting Point,’ Says CEO

Applied Digital completed the second phase of Building 2 at its Polaris Forge 1 campus, adding 75 MW of critical IT load across three data halls.

Yahoo10/2/2026

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...

Yahoo10/2/2026

Applied Digital Spikes 7% as Another 75 MW Comes Online at Polaris Forge 1; IREN Advances 6%

Applied Digital just hit a capacity milestone at its North Dakota campus, and the buying is spilling into a peer that released no news at all. The difference between those two rallies matters more than the gains themselves.

Yahoo10/2/2026

Crude Oil Down Over 1%; US Factory Orders Edge Higher In August

U.S. stocks rose Friday, led by Nasdaq (+1.27%), despite weak jobs data. Factory orders edged up; oil and gold fell. Alpha Modus surged 213%.

Benzinga10/2/2026

What's Going On With IREN Stock Friday?

IREN stock rose over 3% Friday as investors returned to AI infrastructure stocks amidst a broader tech rally.

Benzinga10/2/2026

Applied Digital Brings an Additional 75 MW of AI Infrastructure Online at Polaris Forge 1

Completion of three additional 25 MW data halls brings fully operational capacity at Polaris Forge 1 to 250 MWDALLAS, Oct. 02, 2026 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD), a U.S. based designer, developer, owner and operator of large-scale, purpose-built data centers engineered to support high-performance computing (“HPC”) workloads, including artificial intelligence (“AI”), machine learning, and other accelerated-compute applications, today announced it has achieved Ready for Servic

Yahoo10/2/2026

Applied Digital, Bitdeer Technologies, ON Semiconductor And Other Big Stocks Moving Higher On Friday

U.S. stocks rose Friday; Applied Digital jumped 9.8% after adding 75 MW of AI capacity, while numerous tech stocks posted gains.

Benzinga10/2/2026

Applied Digital Stock Climbs as Polaris Forge 1 Hits 250 MW of Capacity

Applied Digital shares are trading higher Friday after bringing an additional 75 MW of AI infrastructure online at its Polaris Forge 1 campus.

Benzinga10/2/2026

Applied Digital Achieves Ready For Service For 2nd Phase Of Building 2 At Its Polaris Force 1 Campus, Supplies Additional 75 Megawatts Of Critical IT Load Across Three 25 Megawatts Data Halls

Applied Digital (NASDAQ: APLD), a U.S. based designer, developer, owner and operator of large-scale, purpose-built data centers engineered to support high-performance computing ("HPC") workloads, including

Benzinga10/2/2026

ASML vs. Applied Digital: Which Is the Better Semiconductor Equipment Stock to Own for the Next 1 Year?

ASML offers unmatched demand visibility, while Applied Materials brings broader AI-driven growth at a lower valuation.

Yahoo10/1/2026

Q2 Rundown: Applied Digital (NASDAQ:APLD) Vs Other IT Services & Other Tech Stocks

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Applied Digital (NASDAQ:APLD) and its peers.

Yahoo10/1/2026

10 Information Technology Stocks Whale Activity In Today’s Session

This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders often

Benzinga10/1/2026

'Real Economy' Growth Highlights Data Centers And Manufacturing

AI infrastructure is fueling data centers, manufacturing, and industrial real estate growth. Click for a look at underpinnings of the artificial intelligence age.

SeekingAlpha10/1/2026

Has Buying Applied Digital Stock's Dips Paid Off?

Applied Digital (APLD) stock has dropped 14% since a recent high on September 22, 2026. We found no news that explains the fall. The shares are now down 35% over three months, while the S&P 500 gained 3.5%. You may be tempted to buy, and past buyers faced the same choice after bigger drops many times since 2010. Has buying Applied Digital stock's dips paid off.

Yahoo9/30/2026

'How New Data Center Debt Concessions Could Stall AI Build-Outs' - The Information

https://www.theinformation.com/articles/new-data-center-debt-concessions-stall-ai-build-outs

Benzinga9/30/2026

What's Going On With Applied Digital Stock Wednesday?

Applied Digital (APLD) stock fell 3.17% to $24.61. Explore key support levels, analyst price targets, and Q3 earnings expectations.

Benzinga9/30/2026

Is Applied Digital (APLD) Balancing AI Data Center Ambitions With Funding and Execution Discipline?

Applied Digital recently hosted a conference call to review its fiscal first-quarter 2027 results and operations, while also attracting fresh analyst coverage that assessed its shift toward AI-focused data centers and high-performance computing infrastructure. The mix of cautious and optimistic analyst views, combined with broad concerns about higher interest rates for capital-intensive projects, has sharpened investor focus on how Applied Digital balances AI growth opportunities with...

Yahoo9/30/2026

Applied Digital: Great Project Economics, Complex Capital Stack

Applied Digital boasts $36.2B in contracted AI infrastructure revenue, but only 12% of its 1.41 GW portfolio is currently operational. Read why APLD stock is a Hold.

SeekingAlpha9/30/2026

Is Applied Digital (APLD) Above Fair Value After $36B Leases?

Applied Digital has seen its stock swing sharply in recent years, and that raises a simple question for investors who care about valuation. Is the current share price sensibly anchored to the company’s sales, or has the story moved further than the revenue base can comfortably support? Over the past 3 years the share price has climbed roughly 300%, which puts real pressure on the question of how much sales can justify for a data center operator like Applied Digital. Management now points to...

Yahoo9/29/2026

Billionaire Investor Takes a Stake in Applied Digital (APLD)

Dan Loeb’s Third Point bought 22,000 Applied Digital shares worth about $0.8 million as of June 30.

Benzinga9/29/2026

3 AI Stocks That Could Surprise Investors by 2029

These three stocks offer three different ways to participate in the AI infrastructure buildout.

Yahoo9/29/2026

New Strong Sell Stocks for September 29th

APLD, CVCO and AMRZ have been added to the Zacks Rank #5 (Strong Sell) List on September 29, 2026.

Yahoo9/29/2026

Applied Digital (APLD) Could Be 64% Undervalued As Analysts Split Ahead Of Earnings

Mixed Analyst Views Hit Applied Digital Ahead of Earnings Call Applied Digital (APLD) moved lower after two brokerages launched opposing coverage, as investors weighed those views ahead of the company’s upcoming fiscal first quarter 2027 earnings release and conference call. Short term momentum for Applied Digital has weakened, with the share price down 6.55% on the day and 34.24% over 90 days, even though the 1-year total shareholder return of 10.74% and very large 3-year total shareholder...

Yahoo9/29/2026

Why Applied Digital (APLD) Stock Is Trading Lower Today

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) fell 5.2% in the afternoon session after Rothschild & Co Redburn initiated coverage of the company with a Neutral rating and a $22 price target, adding to caution ahead of earnings.

Yahoo9/28/2026

Applied Digital Sets Fiscal First Quarter 2027 Conference Call for Wednesday, October 7, 2026, at 5:00 p.m. Eastern Time

DALLAS, Sept. 28, 2026 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) ("Applied Digital" or the "Company"), a U.S.-based designer, developer, owner, and operator of large-scale, purpose-built data centers engineered to support high-performance computing (“HPC”) workloads, including artificial intelligence (“AI”), machine learning, and other accelerated-compute applications, will host a conference call on Wednesday, October 7, 2026, at 5:00 p.m. Eastern Time to discuss its operati

Yahoo9/28/2026

Applied Digital Falls 6% Despite $70 Buy Initiation at Jones Trading; TeraWulf and Core Scientific Drop 4%

Jones Trading just slapped a $70 Buy on Applied Digital, yet the stock is sinking anyway, dragging its closest peers down with it. Something bigger than a bullish analyst note is driving this group, and the culprit ties back to an inflation threat hiding in plain sight.

Yahoo9/28/2026

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Digital, Autodesk, Datadog, First Solar, L3Harris Technologies, PepsiCo, Roblox, Snowflake, TeraWulf and More

Pre-Market Stock Futures: Futures are trading lower as we enter the final trading days of the third quarter, after a wild week in which interest rates soared and oil prices bounced back and forth. While all major indices closed higher on Friday, only two finished the week higher, and with the quarter ending, watch for […]

Yahoo9/28/2026

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.

Benzinga9/28/2026

The IREN Story Is Changing Fast. We See 82% Upside Potential

IREN just wrote off nearly half a billion dollars in Bitcoin mining hardware, and Wall Street is still trying to figure out what company emerged on the other side of that transformation.

Yahoo9/25/2026

Cipher Digital Jumps 4% as Barber Lake Lease Extension Lifts Contracted Revenue Past $9B; TeraWulf and Applied Digital Gain 2%

A lease extension at one Texas site just pushed Cipher Digital's contracted revenue potential into territory that is reshaping how Wall Street values the entire class of former Bitcoin miners now chasing AI infrastructure deals.

Yahoo9/25/2026

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.

Yahoo9/24/2026

UBS turns bullish on five AI data center stocks

UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption accelerates. The bank started coverage of Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF),...

Yahoo9/23/2026

Should You Sell Your APLD Stock Now?

If you own Applied Digital (APLD), one question keeps coming back. The company keeps signing enormous data center leases. Yet the shares sit well below their high of the past year. What is known is the contracted amount: $36 billion of long-term lease value. What is not known is how much of it ever reaches shareholders.

Yahoo9/23/2026

Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls

Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls

Yahoo9/23/2026

Hut 8, TeraWulf, Applied Digital: UBS Sees at Least 30% Upside

UBS rates five AI data center operators Buy, citing lease growth and stronger tenants; TeraWulf, Hut 8 and Applied Digital lead upside.

Benzinga9/23/2026

UBS Initiates Coverage On Applied Digital with Buy Rating, Announces Price Target of $38

UBS analyst Ryan Gravett initiates coverage on Applied Digital (NASDAQ:APLD) with a Buy rating and announces Price Target of $38.

Benzinga9/23/2026

Applied Digital (APLD) Stock Sees Fair Value Cut As Analysts Split On AI Buildout

Applied Digital’s latest valuation work has trimmed the Fair Value estimate from US$73.36 to US$68.35, which reduces the implied upside case within this model. Analysts linking this shift to the current debate around contracted capacity, funding risk, and how much of the AI data center cycle is already reflected in the stock see the new level as a reset of expectations rather than a simple price call. As you read on, you will see how to interpret this evolving narrative and what to watch next...

Yahoo9/23/2026

Wells Fargo Starts Applied Digital (APLD) at Overweight and Calls it a Top Idea

Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target. Analyst Eric Luebchow named it a Top Idea. The shares rose after the note and have stayed above their pre-call level since. Wells Fargo’s call is built on leases already signed, not on demand […]

Yahoo9/22/2026

10 Information Technology Stocks With Whale Alerts In Today’s Session

This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders will

Benzinga9/22/2026

APLD’s 250MW Question: The Deal That Could Unlock Applied Digital Stock’s Next Leg Up

APLD's $36B contracted backlog and 91% HPC margins haven't moved the stock because investors are pricing in execution risk on power/supply-chain constraints and lower yields on new deals.

Yahoo9/22/2026

Nebius, CoreWeave Get Sell Calls as Credit Flashes Warning

Nebius gets an $84 target, CoreWeave $54

Yahoo9/21/2026

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls

Yahoo9/21/2026

IREN Expands Its 5GW+ Pipeline: Can Execution Match Ambition?

IREN rapidly pivots to AI infrastructure, with 5GW+ of power secured and billions in contracted ARR fueling its expansion.

Yahoo9/21/2026

TTMI vs. APLD: Which AI-Infrastructure Stock Has More Upside Potential?

TTM Technologies benefits from AI data-center demand, N+M growth, strong earnings momentum and valuation, unlike Applied Digital's capital-heavy model.

Yahoo9/21/2026

CRWV, NBIS Stocks Get ‘Sell’ Ratings, AI-Pivoting Bitcoin Miners Get ‘Neutral’ Calls: Rothschild Says Credit Market Is ‘Sending The More Important Signal’

Rothschild called Neocloud earnings and valuations "cyclically inflated" but remains ‘Neutral’ on AI infrastructure overall.

Yahoo9/21/2026

Rothschild & Co Initiates Coverage On Applied Digital with Neutral Rating, Announces Price Target of $22

Rothschild & Co analyst Alex Haissl initiates coverage on Applied Digital (NASDAQ:APLD) with a Neutral rating and announces Price Target of $22.

Benzinga9/21/2026

Applied Digital Co-Founder's Stake in the Company Drops by Nearly 50,000 Shares Worth $1.3 Million

The infrastructure specialist for high-performance computing and artificial intelligence reported a notable insider disposition.

Yahoo9/18/2026

BUZZ Investing: Rising Oil Prices And Treasury Yields Pressure Equities

The S&P 500 declined 2.5% and Nasdaq Composite 2.6% between selection dates (August 13 – September 10, 2026), while the BUZZ Index held up better with a 0.8% decline. Read more here.

SeekingAlpha9/18/2026

Applied Digital: A Risky Play With Material Upside

Reiterated Strong Buy on Applied Digital (APLD) with $70 target: 1,410MW contracted AI data center leases and surging EBITDA growth—read the analysis now.

SeekingAlpha9/18/2026

How Far Can Cipher Digital Stock Fall While It Waits For Rent?

Cipher Digital (CIFR) stock fell 36.2% over the past three months. Over twelve months it is still up 54.1%, against 15.5% for the S&P 500. The company is moving from bitcoin mining to leasing data centers to hyperscale tenants. In past market shocks, the stock fell hard and bounced back fast.

Yahoo9/17/2026

Why Is Applied Digital (APLD) Stock Soaring Today

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 6.8% in the afternoon session after Wells Fargo initiated coverage of the company with an Overweight rating and named the stock a top idea. According to TipRanks, the firm cited 1.4 gigawatts of contracted capacity and a power-advantaged footprint as key supports for the call. An Overweight rating typically means the analyst expects the shares to outperform peers over the firm’s investment horizon. For a capital-inten

Yahoo9/17/2026

Can Applied Digital Stock Recover On Leases It Has Already Signed?

Applied Digital (APLD) stock has fallen about 47% over the trailing three months. The business moved the other way. Contracted lease value more than doubled between its fiscal Q3 2026 and fiscal Q4 2026 reports. The upside case here is simple, but not quick: capacity the company has already sold still has to be built, come online and start paying rent.

Yahoo9/17/2026

Applied Digital Named One Of Wells Fargo Top Ideas — Analyst Highlights Backlog Quality, Power Advantage And Valuation Discount

Wells Fargo’s initiation puts fresh focus on Applied Digital’s expanding multi-campus data center portfolio and contracted growth pipeline.

Yahoo9/17/2026

Applied Digital Surges After Wells Fargo Names Stock a Top Pick With $50 Price Target

Applied Digital is rising Thursday afternoon as a broader equity market rebound propelled AI infrastructure and digital hosting providers.

Benzinga9/17/2026

Applied Digital and TeraWulf Climb 5% as Oversold AI Capacity Names Bounce; Cipher Digital Edges Higher

Applied Digital and TeraWulf are bouncing hard on zero company news, and that round trip reveals a structural tension in how the market prices contracted AI capacity against pure sentiment flows.

Yahoo9/17/2026

Is Applied Digital Stock a Buy?

The artificial intelligence infrastructure specialist is growing sales, but its stock is down more than 50% from its 52-week high.

Yahoo9/17/2026

Why Is Applied Digital Stock Surging Thursday?

Applied Digital (APLD) rose nearly 6% premarket after Wells Fargo initiated coverage with an Overweight rating and $50 target.

Benzinga9/17/2026

Wells Fargo Initiates Coverage On Applied Digital with Overweight Rating, Announces Price Target of $50

Wells Fargo analyst Eric Luebchow initiates coverage on Applied Digital (NASDAQ:APLD) with a Overweight rating and announces Price Target of $50.

Benzinga9/17/2026

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 just crossed into negative territory for 2026 while the broader data center ETF barely blinked, and that gap between the small hosting names and the wider infrastructure basket is telling investors something important about where this trade goes next.

Yahoo9/15/2026

TeraWulf Falls 5% as AI Infrastructure Names Extend a Month-Long Slide; IREN Drops 4%, Applied Digital Declines 3%

AI hosting stocks are bleeding again while the broader market barely flinches, and the divergence raises a pointed question about whether summer optimism over multi-billion-dollar contracts has finally met its ceiling.

Yahoo9/15/2026

Nebius Tanked This Month: A Resolute Wall Street Pro Expects 95% Gains Over The Next Twelve

Nebius shed nearly a quarter of its value in a single month despite explosive revenue growth, and one resolute Wall Street shop just raised its price target to a level that would require the stock to nearly double from here.

Yahoo9/15/2026

How Far Can Applied Digital Stock Fall If The Business Keeps Growing?

Applied Digital (APLD) trades near $26, about 47% below its high of the past twelve months, after returning -36.3% over three months. Over twelve months, though, it is still up 55.6%. Nothing in the operation broke: it beat the quarter it reported in July 2026, and management says every project is on time and on budget. So how far can a stock like this fall.

Yahoo9/15/2026

Amazon and 2 Other AI Stocks to Buy With $5,000

Three layers of the AI build-out, one basket -- and the most money goes to the steadiest layer, not the fastest-growing one.

Yahoo9/14/2026

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.

Yahoo9/13/2026

Is Cipher Digital Stock Expensive, Or Just Early?

At about $15.90 a share, Cipher Digital (CIFR) trades at 34.1 times sales, against 3.1 for the S&P 500, while its quarterly revenue falls. But those sales were booked before its data centers collected any rent. What you are buying is three leases, the debt raised to build them, and a pipeline tied largely to the Texas grid.

Yahoo9/11/2026

TeraWulf Rallies 7% as Miner Selloff Reverses; Applied Digital Gains 4%, IREN Sits Out the Rally

Bitcoin miners are snapping back hard after Thursday's selloff, but one name in the group is sitting the rally out, and that split tells you something important about what is actually driving the bid.

Yahoo9/11/2026

3 Reasons to Avoid APLD and 1 Stock to Buy Instead

Over the last six months, Applied Digital’s shares have sunk to $25.88, producing a disappointing 9.3% loss - a stark contrast to the S&P 500’s 12.7% gain. This may have investors wondering how to approach the situation.

Yahoo9/11/2026

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.

Yahoo9/11/2026

TeraWulf Drops 4% on Profit Taking After a 44% YTD Run; Applied Digital Falls 3%, IREN Pulls Back

TeraWulf, Applied Digital, and IREN are all sliding Thursday with no company news, no analyst downgrades, and no macro shock to explain the move. Whether this is a routine trim of a massive year-to-date run or something more telling about where the group heads next is worth a closer look.

Yahoo9/10/2026

Fast-Tracking AI Infrastructure: CoreWeave Partners Deliver Data Center Power Early

CoreWeave expands into physical AI and DARPA research while data-center partners deliver critical power capacity ahead of schedule.

Benzinga9/10/2026

Jim Cramer: This Tech Stock Is ‘Terrific’, Home Depot Takes Beating

Jim Cramer praises Akamai after strong results, rejects Builders FirstSource, and urges focus on profitable companies like Applied Digital.

Benzinga9/10/2026

Better Artificial Intelligence Stock: Applied Digital vs. Super Micro Computer

One trades at a 20x premium despite massive losses, while the other is profitable but has faced several controversies.

Yahoo9/9/2026

Could IREN Become the Next Nvidia-Backed AI Winner?

A former Bitcoin miner now holds billions in contracted AI cloud revenue and a direct NVIDIA investment commitment, but the path to capturing that upside runs through one of the most ambitious infrastructure buildouts in the sector's history.

Yahoo9/9/2026

Top Chip Analyst: Memory Prices Won’t Ease ‘For Years’ and Even Apple Can’t Dodge It

A top chip analyst just went on national television to argue that memory prices will punish even Apple for years, and the supply data behind that call points to one name printing money on the other side of the trade.

Yahoo9/9/2026

3 Small-Cap Stocks with Warning Signs

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Yahoo9/9/2026

Global Data Center Market Projected to Reach $517 Billion By 2030

American News Group News Commentary - The global data center market was valued at approximately $187.35 billion in 2020 and is projected to reach roughly $517.17 billion by 2030, a compound annual growth rate of about 10.5%, according to a market study published by Allied Market Research. That forecast, however, understates what has happened to the physical inputs behind it. Capital is not the scarce ingredient in the artificial intelligence buildout. Electricity that is already flowing, at a si

Yahoo9/8/2026

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

Texas just handed IREN a rare grid milestone that its CEO calls the scarcest input in the entire AI buildout, and the stock moved fast. Here is what the Sweetwater approval actually means for the race to lock up power before rivals do.

Yahoo9/8/2026

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.

Yahoo9/7/2026

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.

Yahoo9/7/2026

Analyzing Applied Digital vs. IREN: Accelerating Upward Trajectories vs. Sequential Contractions in Quarterly Revenue Generation

Applied Digital's revenue has doubled in two quarters, while IREN's has fallen 43% from its peak — a widening gap that reshapes the competitive picture.

Yahoo9/6/2026

Applied Digital vs. IREN: Evaluating the Better Artificial Intelligence Stock to Buy for 2026

Applied Digital trades at a lower valuation multiple, but IREN's transition to AI services comes with lower leverage, a key tradeoff for growth investors.

Yahoo9/5/2026

What Are You Actually Buying In Applied Digital Stock?

Applied Digital (APLD) has fallen 44.3% over the past three months while the S&P 500 returned 1.4%, and at about $24.90 the stock sits roughly 50% below its 52-week high. It still trades at 12.4 times sales against 3.2 for the S&P 500. Both are true at once, because the price has little to do with the business you can see today.

Yahoo9/4/2026

Related Stocks (Peers)

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Recent Insider Transactions

DateNameShares ChangedPriceValue
2026-09-12Zhang Jason Gechen-49,188$26.42$1,299,547
2026-08-04Nottenburg Richard N-75,000$31.15$2,336,250
2026-08-04Mohmand Mohammad Saidal LaVanway+13,408--
2026-08-04Cummins Wes-714,685--
2026-07-31Laltrello Laura-260,640$27.39$7,138,930
2026-07-31Laltrello Laura+600,000--
2026-07-31Zhang Jason Gechen-236,100$27.39$6,466,779
2026-07-31Zhang Jason Gechen+600,000--
2026-07-31Mohmand Mohammad Saidal LaVanway-96,408$27.39$2,640,615
2026-07-31Mohmand Mohammad Saidal LaVanway+245,000--
2026-07-31Cummins Wes-629,600$27.39$17,244,744
2026-07-31Cummins Wes+1,600,000--
2026-07-06Laltrello Laura-43,440$33.5$1,455,240
2026-07-01Zhang Jason Gechen-147,563$35.52$5,241,438
2026-07-01Zhang Jason Gechen+375,000--
2026-07-01Zhang Jason Gechen-118,050$35.52$4,193,136
2026-07-01Zhang Jason Gechen+300,000--
2026-06-22Cummins Wes-314,800$45.2$14,228,960
2026-06-22Cummins Wes+800,000--
2026-06-22Mohmand Mohammad Saidal LaVanway-192,815$45.2$8,715,238
2026-06-22Mohmand Mohammad Saidal LaVanway+490,000--
2026-04-30Nottenburg Richard N-12,500$34.59$432,375
2026-04-28Nottenburg Richard N-12,500$32$400,000
2026-04-27MILLER DOUGLAS S-10,000$34.98$349,800
2026-04-10Cummins Wes-100,000--
2026-04-10Cummins Wes-39,350$26.26$1,033,331
2026-04-10Cummins Wes+100,000--
2026-04-04Cummins Wes-100,000--
2026-04-04Cummins Wes-34,579$24.56$849,260
2026-04-04Cummins Wes+100,000--
2026-04-04Mohmand Mohammad Saidal LaVanway-81,667--
2026-04-04Mohmand Mohammad Saidal LaVanway-12,500--
2026-04-04Mohmand Mohammad Saidal LaVanway-32,136$24.56$789,260
2026-04-04Mohmand Mohammad Saidal LaVanway+81,667--
2026-04-04Mohmand Mohammad Saidal LaVanway-4,194$24.56$103,005
2026-04-04Mohmand Mohammad Saidal LaVanway+12,500--
2026-03-12Zhang Jason Gechen-93,037$27.48$2,556,657
2026-02-06Zhang Jason Gechen+500,000--
2026-02-06Mohmand Mohammad Saidal LaVanway+250,000--
2026-01-29HASTINGS CHUCK-45,987$38.57$1,773,719
2026-01-22MILLER DOUGLAS S-6,000--
2026-01-16Cummins Wes-165,000$36.42$6,009,300
2026-01-15Nottenburg Richard N-12,000$35.45$425,400
2026-01-14Nottenburg Richard N-11,606$35.28$409,460
2026-01-12MILLER DOUGLAS S-10,000$38.54$385,400
2026-01-06Laltrello Laura-82,764$30.27$2,505,266
2026-01-06Cummins Wes+4,500,000--
2026-01-06Cummins Wes+1,500,000--
2025-11-28MILLER DOUGLAS S-8,000$26.98$215,840
2025-11-25Zhang Jason Gechen-60,881$24.94$1,518,372
2025-11-25Zhang Jason Gechen+170,000--
2025-11-24Benson Ella G.-8,581$23.22$199,251
2025-11-09MILLER DOUGLAS S+7,747--
2025-11-09Nottenburg Richard N+7,747--
2025-11-09Lee Rachel H.+7,747--
2025-11-09HASTINGS CHUCK+7,747--
2025-11-09Benson Ella G.+7,747--
2025-10-31Cummins Wes-903,970--
2025-10-31HASTINGS CHUCK-25,000$34.27$856,750
2025-10-31Nottenburg Richard N-9,375$35.91$336,656
2025-10-30Nottenburg Richard N-5,000$34.8$174,000
2025-10-29HASTINGS CHUCK-50,000$35.69$1,784,500
2025-10-29Benson Ella G.-42,569$35.3$1,502,686
2025-10-28Mohmand Mohammad Saidal LaVanway-37,503$36.47$1,367,734
2025-10-24Mohmand Mohammad Saidal LaVanway-100,000$34.08$3,408,000
2025-10-24Nottenburg Richard N-34,375$33.23$1,142,281
2025-10-24Lee Rachel H.-24,213$33.2$803,872
2025-10-10Cummins Wes-200,000--
2025-10-10Cummins Wes-78,700$33.99$2,675,013
2025-10-10Cummins Wes+200,000--
2025-10-04Mohmand Mohammad Saidal LaVanway-12,500--
2025-10-04Mohmand Mohammad Saidal LaVanway-81,667--
2025-10-04Mohmand Mohammad Saidal LaVanway-4,919$26.53$130,501
2025-10-04Mohmand Mohammad Saidal LaVanway+12,500--
2025-10-04Mohmand Mohammad Saidal LaVanway-32,136$26.53$852,568
2025-10-04Mohmand Mohammad Saidal LaVanway+81,667--
2025-10-04Cummins Wes-100,000--
2025-10-04Cummins Wes-39,350$26.53$1,043,956
2025-10-04Cummins Wes+100,000--