Applied Digital Corporation APLD
At closeNov 12, 2026, 7:59 PM EST
After hours · Nov 12, 7:59 PM ET
- YTD
- -30.87%
- 1 year
- -35.82%
- Market cap
- 5.13B
- Revenue (ttm)
- 872.25M
- Profit margin
- -53.03%
- EPS (ttm)
- -1.62
- Shares out
- 302.39M
- Forward P/E
- -21.61
- YTD return
- -30.87%
- 1-year return
- -35.82%
- Volume
- 23.59M
- Avg volume
- 21.67M
- Open
- 16.63
- Previous close
- 17.91
- Day's range
- 16.23 – 17.58
- 52-week range
- 14.17 – 49.65
- Beta
- 5.54
- Analysts
- Strong Buy
- Price target
- 59.94 (+253.6%)
- Earnings date
- Jan 6, 2027
5D +1.94 (+12.92%)
Key statistics
- Enterprise value
- 11.15B
- PEG ratio
- 1.83
- Price / sales
- 5.88
- Price / book
- 3.14
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 322.40%
- Free cash flow
- -4.28B
- Total cash
- 2.95B
- Total debt
- 6.48B
- Return on equity
- -13.62%
- Short % of float
- 22.42%
- 50-day average
- 22.44
- 200-day average
- 30.52
Analyst view
Consensus: strong buy
- Target (low)
- 22.00
- Target (mean)
- 59.94
- Target (high)
- 93.00
- Strong buy2
- Buy12
- Hold2
- Sell0
- Strong sell0
Next earnings
Jan 6, 2027
Expected Jan 6, 2027. Consensus EPS estimate -0.16956.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Jan 6, 2027 | Nov 30, 2026 | -0.30901 | — | — | — |
| Oct 7, 2026 | Aug 31, 2026 | -0.29538 | -0.01 | +0.29 | +96.61% |
| Jul 27, 2026 | May 31, 2026 | -0.114 | -0.39 | -0.28 | -242.11% |
| Apr 8, 2026 | Feb 28, 2026 | -0.10 | -0.36 | -0.26 | -260.00% |
| Jan 7, 2026 | Nov 30, 2025 | -0.09 | -0.11 | -0.02 | -22.22% |
| Oct 9, 2025 | Aug 31, 2025 | -0.12889 | -0.11 | +0.02 | +14.66% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 9, 2026 | Morgan Stanley | main | Equal-Weight | Equal-Weight |
| Oct 30, 2026 | B. Riley Securities | main | Buy | Buy |
| Oct 12, 2026 | Morgan Stanley | main | Equal-Weight | Equal-Weight |
| Oct 8, 2026 | Wells Fargo | main | Overweight | Overweight |
| Oct 8, 2026 | Freedom Capital Markets | main | Buy | Buy |
| Oct 8, 2026 | Needham | main | Buy | Buy |
About Applied Digital Corporation
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, and HPC Hosting Business. The company provides energized infrastructure services to crypto mining customers; and cloud services to customers, such as AI and machine learning developers. It also engages in the designing, constructing, and operating of data centers to provide computing power and 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 is based in Dallas, Texas.
- Sector
- Technology
- Industry
- Information Technology Services
- Country
- United States
- Website
- applieddigital.com
News
Applied Digital Sinks 8% as Nebius Outlook and NVIDIA CEO Exit Hit AI Data Center Stocks; Cipher Digital Falls 4%, TeraWulf Slides 3%
Nebius Tumbles 14% on Soft Guidance and Bigger Spending Plans; CoreWeave Sinks 10%, IREN Drops 7%
Buy Nebius’ Bounce Even Though It’s Still Down 30% Over a Month? One Analyst Predicts 165% Returns So It Is Tempting
Insiders are buying these 3 stocks after the recent AI rout
Voters Rejected Data Centers In 10 States, Raising Regulatory Risk for CoreWeave, Nvidia and AI Build-Out
TeraWulf Stock Rises With AI Infrastructure Stocks After CoreWeave Earnings
Legence Stock Soars: What's Going On?
AI Stocks Jump: Here's What You Should Know
AI Stocks Jump: Here's What You Should Know
Applied Digital Rallies 8% as CoreWeave’s Results Revive the AI Data Center Trade; Cipher Digital Jumps 10%, IREN Surges 9%
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BENSON ELLA G | Director | Sale | Nov 23, 2025 | 68,422 |
| CUMMINS WESLEY | Chief Executive Officer | Purchase | Oct 15, 2026 | 23,477,500 |
| HASTINGS CHUCK | Director | Sale | Jan 28, 2026 | 388,372 |
| LALTRELLO LAURA | Chief Operating Officer | Stock Award(Grant) | Jul 30, 2026 | 813,156 |
| MANISCALCO MICHAEL | Former | Conversion of Exercise of derivative security | Jan 30, 2025 | 152,026 |
| MILLER DOUGLAS S | Director | Sale | Apr 26, 2026 | 184,859 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Hood River Capital Management LLC | 7.45% | 22,518,887 | 381.70M | Jun 29, 2026 |
| Situational Awareness LP | 5.09% | 15,384,616 | 260.77M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.54% | 13,728,812 | 232.70M | Jun 29, 2026 |
| Blackrock Inc. | 4.42% | 13,375,070 | 226.71M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.82% | 11,555,819 | 195.87M | Jun 29, 2026 |
| Two Sigma Investments, LP | 3.41% | 10,299,117 | 174.57M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Manager Directed Portfolios-Hood River Small-Cap Growth Fund | 3.61% | 10,910,739 | 184.94M | Jul 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.70% | 8,165,578 | 138.41M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.95% | 5,896,519 | 99.95M | Jun 29, 2026 |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 1.26% | 3,815,878 | 64.68M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.12% | 3,398,598 | 57.61M | Jun 29, 2026 |
| GLOBAL X FUNDS-Global X Data Center & Digital Infrastructure ETF | 1.08% | 3,273,738 | 55.49M | Sep 29, 2026 |
