NASDAQ
24.39USD
+0.97 (+4.14%)
We have scored 94 news catalysts on Applied Digital Corp. (APLD) over the past 12 months. The biggest single-day move next to one of them came Jul 16, 2026, when APLD closed −8.9%: “IREN Just Collapsed 41% in a Month: Is This Dead Money or an Abandoned Gem?”. Coverage across the window leans positive (average ticker sentiment +0.40). Most of the impact sits in sector technology and capex intensity.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
7B
P/E
—
EPS
—
Beta
5.73
52W range
19.005-50.725
Day range
23.77–24.86
Open
24.13
Prev close
23.42
Volume
18.9M
Avg volume
19.2M
Dividend
0.00
IPO
2022-04-13
Analysts publish price targets on APLD, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
10 analyst price targets from $36.50 to $90
as of 2026-08-27
The market is 62% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Applied Digital Corp. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Applied Digital Corp., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for APLD: .
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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.
The reconstruction
At $24.39, the stock sits at the very bottom of a wide $36 to $90 published model spread, meaning the market flatly rejects the bull thesis that APLD's massive contracted lease backlog will smoothly convert into profitable cash flow.
What the disagreement turns on
Can APLD deliver its 100 MW and 150 MW expansion sites on schedule and convert them to recognized revenue without crippling dilution, and quarterly megawatt reporting can actually settle this.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $26.87 on 2026-08-27 — the quote has since moved -9%, so read this as a record of what was priced in then, not now.
