Analyst Price Targets — APLD
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| August 6, 2026 3:32 pm | — | Morgan Stanley | $37.50 | $29.75 | TheFly | Applied Digital price target raised to $37.50 from $36.50 at Morgan Stanley |
| July 23, 2026 10:12 am | Stephen Byrd | Morgan Stanley | $36.50 | $30.08 | TheFly | Applied Digital initiated with an Equal Weight at Morgan Stanley |
| June 17, 2026 12:27 pm | — | Northland Securities | $82.00 | $46.41 | TheFly | Applied Digital price target raised to $82 from $56 at Northland |
| June 9, 2026 1:05 pm | — | Craig-Hallum | $79.00 | $41.88 | TheFly | Applied Digital price target raised to $79 from $75 at Craig-Hallum |
| June 9, 2026 12:46 pm | — | Lake Street | $90.00 | $44.00 | TheFly | Applied Digital price target raised to $90 from $70 at Lake Street |
| June 9, 2026 9:46 am | John Todaro | Needham | $83.00 | $40.95 | StreetInsider | Applied Digital (APLD) PT Raised to $83 at Needham |
| May 22, 2026 11:39 am | Michael Donovan | Compass Point | $70.00 | $46.61 | StreetInsider | Applied Digital (APLD) PT Raised to $70 at Compass Point |
| May 21, 2026 12:44 pm | Rob Brown | Lake Street | $70.00 | $45.55 | TheFly | Applied Digital price target raised to $70 from $55 at Lake Street |
| May 21, 2026 10:28 am | John Todaro | Needham | $66.00 | $39.52 | StreetInsider | Applied Digital (APLD) PT Raised to $66 at Needham |
| May 15, 2026 1:43 pm | John Todaro | Needham | $51.00 | $43.22 | TheFly | Applied Digital price target raised to $51 from $48 at Needham |
Latest News for APLD
Bond yields have the entire stock market on edge. The last thing most investors are thinking about is short squeezes, which means maybe they should be something contrarian trades have on their radar.
Applied Digital has $36B in contracted lease revenues, but $20B tied to one hyperscaler heightens concentration risk despite long-term safeguards.
Rising long-term Treasury yields are pressuring the most capital-hungry corners of the AI infrastructure trade Tuesday morning, and the pain is landing on the pure-play buildout names rather than the broader data center category.
A 15Y take-or-pay contract backlog, expanded opportunities of up to $85.66B, and aggressive power procurements underscore Applied Digital's robust HPC monetization prospects. The nascent capacity of 100 MW as of FQ4 '26 and the outsized, multi-year backlog of 1,410 MW by 2028 imply their accelerated growth prospects. The recent meltdown has unlocked APLD's cheap FY2029 EV/Sales of 4.75x against the big 5…
AI data center pure plays are unwinding together Friday, with a fiscal 2026 impairment charge at IREN Limited (NASDAQ:IREN) dragging capex-heavy peers. The broadening move signals investors re-pricing the group's transition costs across the cohort.
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Insider Trading
Insider Trading
| Name | Role | Date | Type | Shares | Price | Form | Link |
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