AI Infrastructure Deals Spark Buzz: Recent chatter on X about Applied Digital Corporation (APLD) has been driven by its major $7 billion, 15-year data center lease agreement with a leading industry player. Many are intrigued by the company’s pivot from blockchain to AI infrastructure, seeing it as a bold strategic move. The potential for long-term growth has created a notable stir among users.
Quarterly Earnings Stir Debate: The company’s latest Q1 earnings, showing an impressive 84% year-over-year revenue growth to $64.2 million, have fueled further discussion on X. However, some express concern over widening losses and shrinking margins due to rising power costs. This mix of optimism and caution keeps the conversation dynamic.
Stock Surge Grabs Attention: APLD’s recent stock price surge of over 80% in the past month has also caught the eye of many on the platform. Posts highlight excitement over new AI factory commitments and campus expansions in North Dakota. The shift toward recurring lease revenues in the AI compute era is a hot topic.
Note: This discussion summary was generated from an AI condensation of post data.
Applied Digital Corporation Insider Trading Activity
Applied Digital Corporation insiders have traded $APLD stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $APLD stock by insiders over the last 6 months:
- WES CUMMINS (CEO; Chairman) sold 400,000 shares for an estimated $6,104,000
- CHUCK HASTINGS has made 0 purchases and 2 sales selling 130,000 shares for an estimated $1,774,900.
- MOHAMMAD SAIDAL LAVANWAY MOHMAND (Chief Financial Officer) sold 75,000 shares for an estimated $1,144,500
- RICHARD N NOTTENBURG has made 0 purchases and 3 sales selling 44,936 shares for an estimated $636,250.
- DOUGLAS S MILLER has made 0 purchases and 2 sales selling 20,000 shares for an estimated $286,300.
- RACHEL H. LEE sold 24,212 shares for an estimated $169,484
- ELLA G. BENSON sold 18,242 shares for an estimated $118,573
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Applied Digital Corporation Hedge Fund Activity
We have seen 174 institutional investors add shares of Applied Digital Corporation stock to their portfolio, and 131 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- OASIS MANAGEMENT CO LTD. removed 7,700,000 shares (-88.2%) from their portfolio in Q2 2025, for an estimated $77,539,000
- BNP PARIBAS FINANCIAL MARKETS added 5,198,223 shares (+24356.8%) to their portfolio in Q2 2025, for an estimated $52,346,105
- CLEARFIELD CAPITAL MANAGEMENT LP removed 3,607,000 shares (-86.4%) from their portfolio in Q2 2025, for an estimated $36,322,490
- D. E. SHAW & CO., INC. removed 3,381,851 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $34,055,239
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 3,266,164 shares (+inf%) to their portfolio in Q2 2025, for an estimated $32,890,271
- SITUATIONAL AWARENESS LP added 2,556,200 shares (+63.3%) to their portfolio in Q2 2025, for an estimated $25,740,934
- PERTENTO PARTNERS LLP removed 2,235,113 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $22,507,587
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Applied Digital Corporation Analyst Ratings
Wall Street analysts have issued reports on $APLD in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 10/10/2025
- Needham issued a "Buy" rating on 10/10/2025
- Lake Street issued a "Buy" rating on 10/10/2025
- Northland Capital Markets issued a "Outperform" rating on 10/10/2025
- Craig-Hallum issued a "Buy" rating on 10/10/2025
- JMP Securities issued a "Market Outperform" rating on 10/09/2025
- Roth Capital issued a "Buy" rating on 10/01/2025
To track analyst ratings and price targets for Applied Digital Corporation, check out Quiver Quantitative's $APLD forecast page.
Applied Digital Corporation Price Targets
Multiple analysts have issued price targets for $APLD recently. We have seen 11 analysts offer price targets for $APLD in the last 6 months, with a median target of $37.0.
Here are some recent targets:
- Rob Brown from Lake Street set a target price of $37.0 on 10/10/2025
- Mike Grondahl from Northland Capital Markets set a target price of $40.0 on 10/10/2025
- John Todaro from Needham set a target price of $41.0 on 10/10/2025
- George Sutton from Craig-Hallum set a target price of $37.0 on 10/10/2025
- Kevin Dede from HC Wainwright & Co. set a target price of $40.0 on 10/10/2025
- Greg Miller from JMP Securities set a target price of $35.0 on 10/09/2025
- Darren Aftahi from Roth Capital set a target price of $43.0 on 10/01/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
