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portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$11.2B
286M shares
52-week range
$9.02 – $50.73
70% from low
Sector
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
Exchange
NASDAQ
CS
Borrow rate
0.41%
Easy to borrow
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| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $8.5M | $55.4M | $136.6M | $215.5M |
| Cost of revenue | $0 | $1.0K | $21.9M | $44.4M | $106.7M | $192.8M |
| Gross profit | $0 | −$1.0K | −$13.3M | $11.0M | $30.0M | $22.7M |
| Gross margin | — | — | -156.1% | 19.9% | 21.9% | 10.5% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $0 | −$332.0K | −$20.9M | −$44.1M | −$15.1M | −$72.3M |
| EBITDA | $0 | −$331.0K | −$20.7M | −$36.9M | −$34.2M | −$91.8M |
| Net income | −$263.0K | −$568.0K | −$23.5M | −$44.6M | −$149.3M | −$231.1M |
| Net margin | — | — | -275.1% | -80.6% | -109.3% | -107.2% |
| EPS (diluted) | -0.17 | -0.06 | -0.41 | -0.48 | -1.31 | -1.16 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $819M | $-0.73 | $-4.57–$3.15 | 3 |
| 2028 | $2.1B | $-0.21 | $-0.28–$-0.11 | 3 |
| 2029 | $3.3B | $1.05 | $-1.67–$6.15 | 3 |
| 2030 | $6.9B | $0.37 | $0.25–$0.45 | 1 |
Forward consensus · source: Financial Modeling Prep
Applied Digital Corp is a designer, developer, and operator of next-generation digital infrastructure across North America. It provides digital infrastructure solutions and cloud services to industries like High-Performance Computing (HPC) and Artificial Intelligence (AI). The company operates in the following business segments: Data Center Hosting Business and HPC Hosting Business. The majority of its revenue is generated from the Data Center Hosting Business, which operates data centers to provide energized space to crypto mining customers.
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.
| $11.1B |
| — |
| DOXAmdocs Limited | $51.97 | +4.21% | $5.6B | — |
| EPAMEPAM Systems, Inc. | $80.68 | +4.28% | $4.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 22.6× sales vs its 11.1× historical median P/S.
Fair value ≈ $18.63 · price $38.10 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$APLD it's even more sad that people think they can affect the price on a forum. Like how much money do you think are here reading the post and acting on it. People are really retarded.
View on StockTwits ↗$APLD Finish the quote and the point of what Wes was saying.... Wes notes about "only 10% of the industry finishes these large projects on time" Wes's goes on to say that because of their long lead equipment procurements starting back in 2023 and the refinements to their build process... "So for us(APLD), we're NOT SEEING ANY DELAYS, personally" "We're turning on another building this week" (on time) Making a bearish post based on a flashed news headline without any context is the epitome of retail ignorance.
View on StockTwits ↗$APLD Wes Cummins went on CNBC today with a blunt warning for the data center industry. 2026 and 2027 are going to be rough, ith delays piling up as skilled labor on the ground gets scarcer by the month, and a lot of the capacity everyone's been bragging about set to arrive late, if it arrives at all. Then, almost as an afterthought, he mentioned APLD is flipping on another building this week and isn't seeing any of those delays on its own sites. He can talk like that because his company already solved the problem the rest of the field is only now hitting. A lot of that field is great at the announcement and shaky on the follow-through, the ones who sign the letter of intent, post the glossy rendering, milk the pop, and then let the timeline quietly slide. The people running APLD are the other kind, and we're lucky to have them. Good operators are hard to come by in this business, and the few who can take an idea and turn it into steel in the ground, on time, you could count on one hand and still have fingers left over. APLD somehow ended up with a roomful, and Wes is the one out front. He and his co-founder, Jason Zhang, took a company most people had already written off and pointed it at the AI buildout while that was still a bet nobody wanted to make, then planted it in a stretch of North Dakota everyone else had driven right past. That corner is now a campus a major hyperscaler leased for fifteen years, built on schedule and on budget, the way they said it would be. They can pull that off while most shops can't because of calls they made years ago, back when there was no demand to point at and it looked like a couple of guys badly over-preparing for a party nobody had announced. They started building back in 2023. The first two years were mostly stubbing their toes and figuring out what actually survives contact with a real site, and out of that they built a system. These days the mechanical and electrical guts get put together offsite and show up ready to drop into place, like Lego, so there's a fraction of the crew standing around on site. They keep the campuses out of the markets where everyone's knife-fighting over the same electricians, and run the same playbook over and over with one central team carrying it from site to site. It's a machine, and they built it on purpose. You can see how much that's worth in the way the customer acts. The same investment-grade hyperscaler came back and signed three separate multi-billion-dollar leases with APLD in about six weeks this spring. Three. A contract like that usually takes a year of lawyering and cold feet at the board, and this customer cleared all three in the time it takes most buyers to book the kickoff call. By the third lease, the customer has stopped asking whether APLD can build and moved on to deciding how much more to order, the way you'd wave for another round without bothering to check the menu. The one taking that order is Zhang, the strategist who took the President title in January. Wes builds the thing and Zhang books it out years ahead. The pace you're watching is the two of them in step. None of this has hit the price yet, which is the strange and wonderful part. The market looks at what's on the books today and shrugs, and pays almost nothing for the speed it's being signed at or the team behind it. The contracts keep landing faster than anyone can update their mental model of the company, and that lag is the whole opportunity. In the meantime the stock does whatever the market's mood says, up too much one month and down too much the next, and none of that noise is in their hands. What is in their hands they've run like the business is their own, the way founders tend to. Wes is the star, and he's earned the spotlight, but Zhang beside him and the bench behind them are the reason the machine keeps running. They're all the good ones, and I'd say enjoy it.
$APLD wes legit spilled the news already. The second delivery will happen this week. Guys maybe it will go to 0 but with a Ceo beeing this confident and spilling this kind of tea come on. Retail dont panick my frienddssss. Trust in the company when did they not deliver!
View on StockTwits ↗$APLD Beklenen Haber: Ellendale Bina 2 (Kuzey Dakota)Bahsettiğiniz "bu hafta hizmete hazır olduğuna dair bülten beklentisi", şirketin Kuzey Dakota'daki devasa Ellendale Kampüsü ile ilgilidir
View on StockTwits ↗$APLD thanks for selling all your shares to my bot on this correction chucklefucks see you in a few months time 🥰
View on StockTwits ↗$APLD Iren & Coreweve flipping green APLD to follow 📈
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
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.