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Here’s What Needham Thinks About Applied Digital (APLD)
Insider Monkey68d agoneutral
Here’s What Needham Thinks About Applied Digital (APLD)

Applied Digital Corporation (NASDAQ:APLD) is one of the AI Bubble Stocks to Short Now According to Reddit. On May 28, Applied Digital Corporation (NASDAQ:APLD) was reiterated with a Buy rating and a $66 price target by Needham analyst John Todaro. ​The analyst cited strong multi-year growth visibility following conversations with the management. Todaro’s core thesis […]

Applied Digital’s Long Hyperscaler Deal Recasts Role In AI Infrastructure
Simply Wall St.69d agoneutral
Applied Digital’s Long Hyperscaler Deal Recasts Role In AI Infrastructure

Applied Digital (NasdaqGS:APLD) has signed a 15 year hyperscaler contract tied to a large AI focused IT load. The agreement positions the company as a key landlord for dedicated AI data center capacity in North America. The deal materially increases the visibility of future contracted lease revenue and long term capacity use. For investors watching AI infrastructure, Applied Digital now appears less like a former cryptocurrency miner and more like a core utility provider for large...

Applied Digital (APLD) Valuation Check After Strong Recent Share Price Momentum
Simply Wall St.74d agoneutral
Applied Digital (APLD) Valuation Check After Strong Recent Share Price Momentum

Applied Digital (APLD) has attracted fresh attention after its latest share move, with the stock now reflecting sizeable gains over the past month and past 3 months, putting recent performance firmly in focus for investors. See our latest analysis for Applied Digital. With the share price at $47.94 and a 30-day share price return of 42.89% alongside an 83.33% 90-day share price return, momentum has been strong, and the 1-year total shareholder return of very close to 4x highlights how much...

Bloomberg75d agoneutral
For Goldman’s Top Bankers, It’s All AI Data Centers All the Time

(Bloomberg) -- For leveraged finance practitioners, artificial intelligence is the only game in town — especially in the absence of more debt deals to finance mergers and acquisitions.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin War Spending Is UnaffordableStocks Up as Trump Cites Rapid Pace in I

Applied Digital Corporation (APLD): Leopold Aschenbrenner Likes This AI Play
Insider Monkey76d agoneutral
Applied Digital Corporation (APLD): Leopold Aschenbrenner Likes This AI Play

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Applied Digital Corporation (NASDAQ:APLD) ranks 14th on this list. Applied Digital Corporation (NASDAQ:APLD) has consistently featured in the 13F portfolio of Situational Awareness LP since the first quarter of 2025. Back then, this position consisted of […]

Applied Digital (APLD) Is Up 23.9% After 15-Year Hyperscaler Lease Lifts AI Campus Backlog
Simply Wall St.79d agoneutral
Applied Digital (APLD) Is Up 23.9% After 15-Year Hyperscaler Lease Lifts AI Campus Backlog

Earlier in May 2026, Applied Digital Corporation announced a 15-year take-or-pay lease with a U.S.-based investment-grade hyperscaler for its Polaris Forge 3 AI campus, adding 300 MW of critical IT load and lifting total contracted lease revenue to US$31.00 billion across four AI Factory campuses. This latest agreement deepens Applied Digital’s relationship with a major hyperscaler and pushes its contracted AI data center capacity to 1,200 MW, underscoring the scale of long-term demand it is...

3 Reasons APLD is Risky and 1 Stock to Buy Instead
StockStory81d agobullish
3 Reasons APLD is Risky and 1 Stock to Buy Instead

The past six months have been a windfall for Applied Digital’s shareholders. The company’s stock price has jumped 82.2%, hitting $45.44 per share. This performance may have investors wondering how to approach the situation.

Applied Digital (APLD) Price Target Raised at Needham by $3
Insider Monkey84d agoneutral
Applied Digital (APLD) Price Target Raised at Needham by $3

Applied Digital Corporation (NASDAQ:APLD) is one of the 10 Best Stocks in Leopold Aschenbrenner’s Portfolio. On May 15, 2026, Needham raised its price target on Applied Digital Corporation (NASDAQ:APLD) from $48 to $51. The firm’s analyst John Todaro maintained a Buy rating on the stock. The adjustment arrives after hosting its management team at the […]

Applied Digital (APLD) on All-Time High as AI Lease Revenues Hit $73B
Insider Monkey86d agobullish
Applied Digital (APLD) on All-Time High as AI Lease Revenues Hit $73B

Applied Digital Corp. (NASDAQ:APLD) is one of the 10 Stocks With Shocking Overnight Gains. Applied Digital soared to a fresh all-time high on Thursday, as investors gobbled up shares after the company clinched a new data center lease agreement with the potential to bring total leasing revenues across its AI data center portfolio to up […]

Applied Digital’s New Hyperscaler Lease Lifts Contracted AI Revenue To US$31b
Simply Wall St.86d agoneutral
Applied Digital’s New Hyperscaler Lease Lifts Contracted AI Revenue To US$31b

Applied Digital has signed a new 15 year lease for its Polaris Forge 3 campus with a high investment grade hyperscaler. This agreement lifts total contracted lease revenue to $31b across four AI Factory campuses. The deal expands Applied Digital's role as an infrastructure provider for AI and high performance computing workloads. For investors watching NasdaqGS:APLD, this move comes with the stock at $39.52 and very large 1 year and 5 year share price gains, alongside a 40.6% return year to...