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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
69% 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 | $51.40 | -1.10% | $5.5B | — |
| EPAMEPAM Systems, Inc. | $80.11 | -0.71% | $4.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 22.3× sales vs its 11.1× historical median P/S.
Fair value ≈ $18.63 · price $37.66 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.
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.
$KEEL $HIVE $DGXX $APLD $IREN Really bad when this sector dives as mkts fly up. This data center trade could be ending.
View on StockTwits ↗$GPUS these are some stocks that has ai data server $VRT $INOD $ALAB $APLD just saying Gpus get it while is low
View on StockTwits ↗$APLD Wes this Wes that .. who the fuk cares .. stocks getting its ass handed to it .. what a fukking shit show
View on StockTwits ↗$APLD Words from Wes. Line of sight for up to 8 sites. Each site at 300MW initially due to supply constraints. Today on cnbc he said it’s possible to lease another 1GW before year end. That would equate to 3 more sites at 300MW each plus the other 100MW to be leases at PF2. This would put them at the 8 site cap. Lines up perfectly with his words.
View on StockTwits ↗$APLD Wes in New York for the interview this morning. Where do you think he’s headed next? Guaranteed going Livingston, New Jersey head office of Coreweve to get a nice press release ready for fit for service PR. Maybe we get that MOU finalized into a deal with Coreweve considering they can get invement grade ratings now. CoreWeave has already achieved investment-grade ratings on certain asset-backed financing facilities. For example, its $8.5 billion GPU-backed financing received investment-grade ratings from Moody’s (A3) and DBRS, making it the first investment-grade-rated financing of its kind.
View on StockTwits ↗$APLD SEW....what day do we think the RFS hits this week? Short week. Not that it will be a huge catalyst. The MM seem to only want lease announcements currently. Lets hope it helps our SP though. The last one did!
View on StockTwits ↗$APLD this all started when that guy didn’t suck his dick when we didn’t hit 50
View on StockTwits ↗$APLD there is no bottom in this .. it can go anywhere before it reverses .. that’s the fucked up part about owning this dogshit .. 45.. 42 .. 40 .. 38 … just don’t know what the fukkkng bottom is before it stops bleeding
View on StockTwits ↗$APLD going down all week but I haven't felt the capitulation yet. MU came back too strong
View on StockTwits ↗$APLD just bought 1000 more shares as I sold a ipo stock I bought two weeks ago and made a nice profit. I sold most at $215 then after holding for a few more days have only 100 shares left. Now took that profit and bought more APLD as Earnings are coming soon and seriously people, you don’t want to be outside looking in as we hit $59, $75 then $100 by Thanksgiving. Get ready boys because if you want to make it big, get in now. Wes just told you all this morning he has made another deal with one of the 7 Hyperscalers and it’s one of the top 4. So don’t believe him and make nothing or believe him and make thousands. As it is he also said that another building will be starting up soon and unlike his competitors APlD has already dealt with the problems they are having and is way ahead of the game. Get in or add more but don’t stay on the sidelines😎
View on StockTwits ↗$APLD tech is ripping and this is still shitting itself for the day??!
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