Applied Digital Corporation · NASDAQ (us_market)
Technology · Information Technology Services · United States
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.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-01-27$41.35 RISE2026-03-30$20.55 PEAK2026-05-28$49.65 121d | -50.3% 62d | Missed | Missed | — | — | +141.7% 59d | Missed |
DROP2025-10-15$37.76 RISE2025-11-21$21.09 PEAK2026-01-27$41.35 104d | -44.1% 37d | Missed | Missed | — | — | +96.1% 67d | Missed |
DROP2025-08-27$16.70 RISE2025-09-05$13.89 PEAK2025-10-15$37.76 49d | -16.8% 9d | Missed | Missed | — | — | +171.9% 40d | Missed |
DROP2025-06-06$13.86 RISE2025-07-11$9.18 PEAK2025-10-06$27.71 122d | -33.8% 35d | Missed | Missed | — | — | +201.9% 87d | Missed |
DROP2024-12-06$10.67 RISE2025-04-15$3.44 PEAK2025-06-06$13.86 182d | -67.8% 130d | Missed | Missed | — | — | +302.9% 52d | Missed |
DROP2024-11-25$10.68 RISE2025-01-27$6.48 PEAK2025-02-21$10.65 88d | -39.4% 63d | Missed | Missed | — | — | +64.5% 25d | Missed |
DROP2024-10-22$9.13 RISE2024-11-04$5.97 PEAK2024-11-25$10.68 34d | -34.6% 13d | Missed | Missed | — | — | +78.9% 21d | Missed |
DROP2024-07-08$7.14 RISE2024-09-03$3.15 PEAK2024-11-25$10.68 140d | -55.9% 57d | Missed | Missed | — | — | +239.0% 83d | Missed |
DROP2024-01-09$8.52 RISE2024-04-18$2.39 PEAK2024-07-08$7.14 181d | -71.9% 100d | Missed | Missed | — | — | +198.7% 81d | Missed |
DROP2023-07-25$10.24 RISE2023-11-13$3.94 PEAK2024-01-09$8.52 168d | -61.5% 111d | Missed | Missed | — | — | +116.2% 57d | Missed |
DROP2023-06-06$9.69 RISE2023-06-27$7.38 PEAK2023-07-25$10.24 49d | -23.9% 21d | Missed | Missed | — | — | +38.8% 28d | Missed |
DROP2023-04-17$3.73 RISE2023-05-12$2.88 PEAK2023-07-25$10.24 99d | -22.8% 25d | Missed | Missed | — | — | +255.6% 74d | Missed |
DROP2023-02-08$3.41 RISE2023-03-10$1.87 PEAK2023-06-06$9.69 118d | -45.2% 30d | Missed | Missed | — | — | +418.2% 88d | Missed |
DROP2022-11-07$2.53 RISE2022-12-19$1.51 PEAK2023-02-08$3.41 93d | -40.3% 42d | Missed | Missed | — | — | +125.8% 51d | Missed |
DROP2022-06-01$4.86 RISE2022-10-07$1.55 PEAK2022-11-07$2.53 159d | -68.1% 128d | Missed | Missed | — | — | +63.2% 31d | Missed |
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We recently compiled a list of the 12 Best Strong Buy Tech Stocks to Invest In Now. Applied Digital Corporation (NASDAQ:APLD) is also one of the best Strong Buy stocks on this list. TheFly reported on May 21 that Lake Street raised its price target on APLD to $70 from $55 while reaffirming a Buy rating on […]
The Polaris Forge 3 lease expands Applied Digitalâs contracted backlog to $31 billion, 67% of which is tied to investment-grade hyperscaler, which could...
Earlier in May 2026, Applied Digital Corporation announced a 15-year take-or-pay lease with a U.S.-based investment-grade hyperscaler for its Polaris Forge 3 AI campus, adding 300 MW of critical IT load and lifting total contracted lease revenue to US$31.00 billion across four AI Factory campuses. This latest agreement deepens Applied Digital’s relationship with a major hyperscaler and pushes its contracted AI data center capacity to 1,200 MW, underscoring the scale of long-term demand it is...
B. Riley Securities analyst Nick Giles maintains Applied Digital (NASDAQ:APLD) with a Buy and raises the price target from $53 to $66.
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Analysts believe the hyperscaler agreement may only represent the first phase of a much larger AI infrastructure partnership as Applied Digital continues to market additional capacity to the same customer.
The past six months have been a windfall for Applied Digital’s shareholders. The company’s stock price has jumped 82.2%, hitting $45.44 per share. This performance may have investors wondering how to approach the situation.
Applied Digital Corp shares are up Tuesday as traders lean into its $7.5 billion, 15-year AI campus leasing win and the broader risk-on tape.
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Applied Digital remains a compelling AI infrastructure investment, driven by a surging revenue backlog and hyperscaler demand. Read more on APLD stock here.
Applied Digital Corporation (NASDAQ:APLD) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. On May 15, 2026, Needham raised its price target on Applied Digital Corporation (NASDAQ:APLD) from $48 to $51. The firm’s analyst John Todaro maintained a Buy rating on the stock. The adjustment arrives after hosting its management team at the […]
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Applied Digital Corp. shares are trading lower in Friday's pre-market as traders continue to digest the latest AI campus deal headlines.
The gains came after major AI infrastructure announcements as investors turned their attention to the hardware and energy systems needed to support AI growth.
Applied Digital Corp. (NASDAQ:APLD) is one of the 10 Stocks With Shocking Overnight Gains. Applied Digital soared to a fresh all-time high on Thursday, as investors gobbled up shares after the company clinched a new data center lease agreement with the potential to bring total leasing revenues across its AI data center portfolio to up […]
The AI infrastructure designer signed another multibillion-dollar deal.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| APLD | +40.92% | +69.28% | +92.82% | +592.24% |
| XLK | +18.01% | +36.89% | +32.68% | +65.45% |
| Alpha (stock − sector) | +22.92% | +32.39% | +60.14% | +526.79% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 5.57M | $132.20M | 0.00% | Added+2.5% | 2026-03-31 |
| DEShaw | quant | 3.40M | $80.69M | 0.05% | Trimmed-58.6% | 2026-03-31 |
| TwoSigma | quant | 1.59M | $37.81M | 0.03% | Added+402.2% | 2026-03-31 |
| Wellington | fundamental | 1.23M | $29.17M | 0.01% | Added+94.8% | 2026-03-31 |
| FidelityFMR | fundamental | 438.0K | $10.40M | 0.00% | Added+30.3% | 2026-03-31 |
| TRowePrice | fundamental | 852.4K | $20.24K | 0.00% | Added+84.9% | 2026-03-31 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-29upcoming | -0.40 | — | — |
| 2026-04-08 | -0.21 | 0.09 | +142.86% |
| 2026-01-07 | -0.21 | — | +100.00% |
| 2025-10-09 | -0.15 | -0.03 | +80.65% |
| 2025-07-30 | -0.21 | -0.03 | +85.94% |
| 2025-04-14 | -0.10 | -0.08 | +21.95% |
| 2025-01-14 | -0.14 | -0.06 | +55.88% |
| 2024-10-09 | -0.26 | -0.15 | +42.31% |
| 2024-08-28 | -0.22 | -0.36 | -63.64% |
| 2024-04-11 | -0.07 | -0.24 | -259.98% |
| 2024-01-16 | 0.01 | -0.05 | -600.00% |
| 2023-10-09 | -0.01 | — | +106.56% |
| 2023-07-24 | -0.07 | -0.01 | +85.00% |
| 2023-04-06 | -0.04 | -0.01 | +75.00% |
| 2023-01-09 | -0.05 | -0.04 | +27.27% |
| 2022-10-11 | -0.04 | -0.04 | — |