Recent discussions on X about Applied Digital Corporation (APLD) have centered around the company's significant strides in AI infrastructure, particularly its $7 billion, 15-year data center lease agreement with a major industry player. Many users are captivated by the potential for this deal to drive long-term growth, with some highlighting the firm's strategic pivot from blockchain to AI-focused projects. The buzz also includes optimism about recent analyst upgrades, with price targets reportedly raised significantly.
Additionally, the stock's impressive year-to-date performance, reportedly up over 200%, has fueled excitement among participants on the platform. Conversations often mention the company's expanding capacity and potential to scale further as demand for AI infrastructure surges. This flurry of activity reflects a dynamic and engaged community closely watching Applied Digital's next moves.
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 165 institutional investors add shares of Applied Digital Corporation stock to their portfolio, and 133 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:
- Roth Capital issued a "Buy" rating on 10/01/2025
- Craig-Hallum issued a "Buy" rating on 08/18/2025
- Lake Street issued a "Buy" rating on 07/31/2025
- HC Wainwright & Co. issued a "Buy" rating on 07/31/2025
- Needham issued a "Buy" rating on 07/31/2025
- Compass Point issued a "Buy" rating on 07/25/2025
- B. Riley Securities issued a "Buy" rating on 06/04/2025
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 $16.0.
Here are some recent targets:
- Darren Aftahi from Roth Capital set a target price of $43.0 on 10/01/2025
- Kevin Dede from HC Wainwright & Co. set a target price of $20.0 on 08/25/2025
- An analyst from Craig-Hallum set a target price of $23.0 on 08/18/2025
- Rob Brown from Lake Street set a target price of $18.0 on 07/31/2025
- John Todaro from Needham set a target price of $16.0 on 07/31/2025
- Ed Engel from Compass Point set a target price of $13.0 on 07/25/2025
- Nick Giles from B. Riley Securities set a target price of $15.0 on 06/04/2025
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.
