Applied Digital Corporation (APLD)
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.
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.
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.
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.
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?
CRWV vs. APLD: Which AI Data Center Stock Has More Upside Potential?
AI data center demand is driving CRWV and APLD, but their differing models, capital needs and risks could shape which offers more upside.
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.
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.
Applied Digital: Increasingly Profitable AI Growth 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.
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.
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.
Applied Digital: Blowout FY 2026, But This Story Is Just Getting Started
Applied Digital delivered a strong 4Q26, with $258.7M in revenue and $0.04 in non-GAAP EPS, both beating consensus estimates. APLD has secured $36B in contracted lease value, up 125% YoY, anchored by investment-grade hyperscalers, de-risking future multi-decade cash flows. Power availability is now the key growth constraint; APLD's strategy to secure new natural gas generation underpins its long-term expansion and strategic moat.
