Recent discussions on X about Applied Digital Corporation (APLD) have centered on the company’s latest quarterly earnings and a significant multi-billion dollar contract. Many users are highlighting the firm’s reported 41% year-over-year revenue growth to $38 million in Q4, alongside a substantial 15-year, $7 billion lease agreement with a major AI data center player. The buzz reflects a growing interest in how these developments could shape the company’s trajectory in the high-performance computing sector.
Additionally, there’s notable attention on the stock’s impressive performance, with some pointing to a nearly 95% year-to-date increase in share price. Conversations also touch on the company’s ambitious expansion plans to reach a 2GW capacity by 2026, sparking debates about execution risks and long-term potential. The tone on X suggests a dynamic mix of enthusiasm and scrutiny as investors weigh these bold 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 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $APLD stock by insiders over the last 6 months:
- CHUCK HASTINGS sold 100,000 shares for an estimated $1,333,000
- RICHARD N NOTTENBURG sold 13,686 shares for an estimated $171,075
- RACHEL H. LEE sold 24,212 shares for an estimated $169,484
- DOUGLAS S MILLER sold 10,000 shares for an estimated $136,300
- 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 162 institutional investors add shares of Applied Digital Corporation stock to their portfolio, and 136 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HOOD RIVER CAPITAL MANAGEMENT LLC added 6,119,295 shares (+40.4%) to their portfolio in Q1 2025, for an estimated $34,390,437
- MILLENNIUM MANAGEMENT LLC removed 5,092,834 shares (-90.7%) from their portfolio in Q1 2025, for an estimated $28,621,727
- SITUATIONAL AWARENESS LP added 4,035,600 shares (+inf%) to their portfolio in Q1 2025, for an estimated $22,680,072
- D. E. SHAW & CO., INC. added 2,335,256 shares (+223.1%) to their portfolio in Q1 2025, for an estimated $13,124,138
- OASIS MANAGEMENT CO LTD. added 2,169,670 shares (+33.1%) to their portfolio in Q1 2025, for an estimated $12,193,545
- THINK INVESTMENTS LP removed 2,060,136 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $11,577,964
- GOLDMAN SACHS GROUP INC added 1,747,078 shares (+124.6%) to their portfolio in Q1 2025, for an estimated $9,818,578
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 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Lake Street issued a "Buy" rating on 07/31/2025
- Needham issued a "Buy" rating on 07/31/2025
- HC Wainwright & Co. 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
- Craig-Hallum issued a "Buy" rating on 06/03/2025
- JMP Securities issued a "Market Outperform" rating on 06/03/2025
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 9 analysts offer price targets for $APLD in the last 6 months, with a median target of $15.0.
Here are some recent targets:
- Kevin Dede from HC Wainwright & Co. set a target price of $15.0 on 07/31/2025
- John Todaro from Needham set a target price of $16.0 on 07/31/2025
- Rob Brown from Lake Street set a target price of $18.0 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
- George Sutton from Craig-Hallum set a target price of $12.0 on 06/03/2025
- Greg Miller from JMP Securities set a target price of $18.0 on 06/03/2025
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.
