Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$9.0B
288M shares
52-week range
$13.16 – $50.73
46% from low
Sector
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
Exchange
NASDAQ
CS
Applied Digital Corp is a U.S. based designer, developer, owner, and operator of large-scale, purpose-built data centers engineered to support high-performance computing (HPC) workloads, including artificial intelligence (AI), machine learning, and other accelerated-compute applications. It design, build, and operate high-performance, sustainably engineered data centers which it refer to as AI factories and deliver that capacity to investment-grade hyper scalers and other compute customers under long-term lease and hosting arrangements. The company has two segments Data Center Hosting Business, and HPC Hosting Business. The company generates majority of revenue from Data Center Hosting Business segment. Its solutions are Digital Infrastructure, and AI Factories.
www.applieddigital.comNo one on the platform currently holds APLD.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 3,178,300 | $72.9M |
| Execution date | Ratio |
|---|---|
| 2022-04-13 | 1-for-6reverse |
| 2003-12-16 | 1-for-800reverse |
No one on the platform has traded APLD yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$APLD Just realized APLD is on the 24 hr market on Robinhood now. Like it wasn’t volatile enough. 😆
View on StockTwits ↗$APLD We are now in the ugly faze, where the powers that be make the stock look boring and dead so everyone gives up on it. Then, one day, when you least expect it, BOOM! To the moon, and there's no looking back. Maybe tomorrow is that day? You never know.
View on StockTwits ↗$APLD Fair enough—everyone needs at least one crystal-ball technician they can trust. Just don’t confuse confidence, PSAR dots and hand-drawn crosses with actual risk management.
View on StockTwits ↗$APLD Really? Who has not blocked Hypperionoptics, i block people that share his post but 100% honor Markerpo opinions on multiple stocks because he knows his shit.
View on StockTwits ↗$APLD MarketPro has officially upgraded from PSAR dots to drawing future crosses by hand. Why wait for confirmation when you can simply place an X where you want the market to go? 😉
View on StockTwits ↗$APLD today YouTuber Ross Givens falsely reported that APLD’s backlog is only $16 billion and that $11 billion of it is from $CRWV. Of course that is false. $APLD’s backlog is a whopping $36 billion - over double Ross’s claim - and $CRWV’s actual size in it is 2/3 smaller than Ross’s claim. Ross appears not to know that besides having $ORCL as a $5 billion tenant (at Polaris Forge 2) and $CRWV as an $11 billion tenant (at Polaris Forge 1), APLD has also signed $20 billion of leases across three additional data centers (Polaris Forge 3, Delta Forge 1 and Delta Forge 2) with one of the top 4 hyperscalers: Google, Microsoft, Amazon or Meta. Indeed, $APLD’s FY2026 Form 10-K expressly states that, as of May 31, 2026, APLD had approximately $36.2 billion of contracted revenue across five campuses and 1,410 MW of contracted critical IT load: https://www.sec.gov/Archives/edgar/data/1144879/000114487926000048/apld-20260531.htm?utm_source=chatgpt.com I hope whomever Ross uses to do his research will get a talking to so this kind of huge mistake about $APLD does not recur. I am a Ross fan so I was not happy to see this mistake. https://youtu.be/7zixcfSGzqM?is=lFepaPRZAVLE4cs9
View on StockTwits ↗$APLD this thing is a POS and can’t hold gains!IREN is better in every way!!
View on StockTwits ↗$APLD $CRWV $MSFT $SKM if I tell you, the moon is cheese bring your crackers! 😉
View on StockTwits ↗$APLD look at this Pro of the Market reading tea leaves and calling it analysis!! Moving averages will cross @ X… Golden Cross incoming… “there is nothing negative about this chart” — pure hopium, WITCHCRAFT!!! While Hyperion’s sapphire optics compute the real numbers — $249 million full-year losses, $5 billion in debt, years away from meaningful cash flow, and endless dilution — these clowns are staring at squiggly lines like ancient priests reading animal guts!!!! A downward cross yesterday, an upward cross tomorrow… the stars have aligned for another round of cope!!!!! Technical analysis is the astrology of the markets, and MarketPro is its high priest of delusion!!!!!! I am Hyperion!!!!!!!
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $822M | +92.4% | $-0.76 | $-1.03–$-0.38 | — | 4 |
| 2028 | $2.0B | +149.3% | $0.03 | $-0.04–$0.10 | 1020.7× | 3 |
| 2029 | $3.4B | +63.8% | $1.39 | $-1.36–$5.42 | 22.0× | 3 |
| 2030 | $6.9B | +106.3% | $0.37 | $0.27–$0.45 | 82.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-27 | $-0.11 | $-0.39 | -242.1% |
| 2026-04-08 | $-0.10 | $-0.36 | -260.0% |
| 2026-01-07 | $-0.09 | $-0.11 | -22.2% |
| 2025-10-09 | $-0.13 | $-0.11 | +14.7% |
| 2025-07-30 | $-0.12 | $-0.12 | +0.0% |
| 2025-04-14 | $-0.11 | $-0.16 | -45.5% |
| 2025-01-14 | $-0.14 | $-0.66 | -371.4% |
| 2024-10-09 | $-0.27 |
| $-0.03 |
| +89.0% |
| $11.1B |
| — |
| DOXAmdocs Limited | $58.66 | +2.41% | $6.3B | — |
| EPAMEPAM Systems, Inc. | $101.55 | +1.26% | $5.3B | — |
Source: Financial Modeling Prep · peers by sector/industry