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APLD Applied Digital Corporation

USTechnology
$32.29+2.70%ClosedMarket Cap: $9.23B

As of 2026-07-09 16:00

Why APLD matters now

Applied Digital Corporation (APLD) is a US stock in Technology. The latest InvestLog snapshot shows $32.29 with +2.70% on the session and $9.23B in market capitalization; recent performance reads 1-month +27.23% and YTD +90.01%.

The latest financial table shown here is Q3 2026, with revenue of $126.6M, net income of $-99.3M, and EPS of $-0.37. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield -13.6%.

The latest indexable market news headline is "Why Penguin Solutions May Be the Smartest AI Infrastructure Stock" from MarketBeat.

Additional event context on this page matters because analyst consensus is Buy with a median target of $80.50; recent insider activity includes Nottenburg Richard N filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

PEG

P/B

8.00

P/S

37.46

EV/EBITDA

-154.31

DCF Value

$-21.26

FCF Yield

-13.6%

Div Yield

0.0%

Margins & Returns

Gross Margin

27.1%

Operating Margin

-25.0%

Net Margin

-52.4%

ROE

-15.8%

ROA

-3.0%

ROIC

-1.6%

Financials

PeriodRevenueNet IncomeEPS
Q3 2026$126.6M$-99.3M$-0.37
Q2 2026$126.6M$-17.5M$-0.07
Q1 2026$64.2M$-16.9M$-0.07
Q4 2025$38.0M$-52.5M$-0.24

Analyst Ratings

Consensus

Buy

Target (Consensus)

$76.63

Target (Median)

$80.50

Target Range

$45.00 - $99.00

Strong Buy: 2Buy: 9Hold: 0Sell: 0Strong Sell: 0
Northland Capital MarketsOutperform
2026-06-17
Craig-HallumBuy
2026-06-09
Lake StreetBuy
2026-06-09
NeedhamBuy
2026-06-09
B. Riley SecuritiesBuy
2026-05-27

Trading Activity

Insider Trades

Nottenburg Richard Ndirector
Sell2026-04-30
Nottenburg Richard Ndirector
Sell2026-04-30
MILLER DOUGLAS Sdirector
Sell2026-04-28
Cummins Wesdirector, officer: CEO; Chairman
Sell2026-04-14
Cummins Wesdirector, officer: CEO; Chairman
Sell2026-04-14

Company Info

Sector

Technology

Industry

Information Technology Services

Country

US

Exchange

Beta

5.64

Applied Digital Corporation (ADC) is a North American firm specializing in digital infrastructure and cloud-based solutions, primarily serving the high-performance computing (HPC) and artificial intelligence (AI) sectors. Its business is structured around three key segments: Data Center Hosting, Cloud Services, and dedicated HPC Hosting. ADC offers essential infrastructure support to cryptocurrency mining clients. Furthermore, it delivers robust GPU computing capabilities crucial for intensive AI, machine learning, and various other HPC workloads. The company also undertakes the comprehensive design, construction, and management of data centers specifically engineered to facilitate HPC applications. Formerly known as Applied Blockchain, Inc., the company officially adopted the name Applied Digital Corporation in November 2022. Its corporate headquarters are situated in Dallas, Texas.