Applied Digital Corporation (APLD)
Can Investment in ChronoScale Unlock Additional Value for APLD?
Applied Digital's ChronoScale stake expands its AI strategy beyond data centers, adding GPU cloud exposure as AI compute demand accelerates.
Why Is Applied Digital Corporation (APLD) Up 62.4% Since Last Earnings Report?
Applied Digital Corporation (APLD) reported earnings 30 days ago. What's next for the stock?
Jim Cramer on Applied Digital: A $7.5 Billion Contract Isn't Enough Without Profits
On the Lightning Round of Mad Money on April 29, 2026, a caller named Bob from Florida told Jim Cramer he was “knee-deep in Applied Digital right now, and they just signed that big $7.5 billion contract.
Applied Digital signs $7.5 billion AI data center lease with US hyperscaler
Applied Digital has signed a long-term lease worth $7.5 billion with an unnamed U.S.-based hyperscaler at its new Delta Forge 1 site, it said on Thursday, strengthening its position as a data center provider for artificial intelligence workloads.
Applied Digital Stock Is Moving Lower: What's Going On?
Applied Digital Inc (NASDAQ:APLD) shares are trading lower on Tuesday, though the stock has extended a massive 723% twelve‑month rally into stretched valuations. Here's what you should know.
Applied Digital Has The Capacity, Time To Get The Customers
Applied Digital Corporation is positioned to benefit from hyperscaler demand for third-party data center hosting amid power constraints. APLD has secured 1GW of grid power and is developing an additional 1.2GW, with $16B in contracted revenue and three major sites underway. I assign APLD a Hold rating with a $31.17/share price target, citing a rich 195x EV/aEBITDA valuation that already prices in significant growth.
Undercovered Dozen: Western Midstream, Applied Digital, The Trade Desk And More
The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between April 10 and April 16, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.
3 AI Infrastructure Stocks With 100% or Greater Growth Rates
CoreWeave and Nebius are seeing huge demand for their computing platforms. Applied Digital's latest results indicated huge progress toward more data center capacity.
APLD's Customer Concentration Remains Elevated: Is Growth at Risk?
Applied Digital relies on a small customer base, fueling strong growth, but heavy dependence on a key client clouds long-term visibility.
APLD's Losses Continue Despite Growth Push: Hold or Fold the stock?
Applied Digital's revenues grow sharply, but mounting costs, ongoing losses and dependence on a single tenant keep its long-term outlook uncertain.
Applied Digital: A Winner In The AI CapEx Boom
Applied Digital delivered a strong Q3'26, beating top and bottom line estimates amid rapid Data Center expansion. APLD's 139% Y/Y revenue growth is driven by hyperscaler AI infrastructure demand, but operating losses and debt have surged due to aggressive CapEx. With 700 MWs of IT load under construction, APLD is positioned to benefit from secular Data Center CapEx growth, despite its high 12.1X forward P/S.
Applied Digital Moves Closer To A Buy Post Q3 Results
Applied Digital remains a hold as recurring lease revenue scales and financing conditions improve, but equity returns and dilution risks persist. Q3 FY2026 results confirm a transition to higher-quality, recurring revenue, with ~$44m of $71m HPC segment revenue now from base rent tied to long-term leases. Financing conditions have improved with new debt at 6.75% and strengthened CoreWeave lease structures, but total debt remains high at $2.7-2.8b.
