AI Infrastructure Focus: Recent social media chatter highlights Applied Digital's role in the expanding AI power landscape, with users noting its inclusion among firms controlling significant gigawatts of capacity for potential compute repurposing. Discussions emphasize ongoing site developments in North Dakota as a key factor in positioning the company within the broader sector buildup. Observers point to the strategic importance of such infrastructure amid rising demand for high-performance data centers.
Technical Chart Analysis: Market participants have shared detailed weekly and intraday charts for the stock, observing points of interest amid volatility and noise around data center themes. Some analyses suggest the shares are at a notable juncture following recent price movements, with attention drawn to moving averages and order blocks. This technical scrutiny reflects sustained engagement in the ticker's trading patterns.
Sector Comparisons: Broader conversations place Applied Digital alongside peers in lists of AI infrastructure operators, underscoring collective optimism about power assets converting to higher-value applications. Users reference company updates on facility progress, fueling dialogue on expansion timelines and capacity milestones. Overall sentiment appears cautiously optimistic amid these developments.
Note: This discussion summary was generated from an AI condensation of post data.
Applied Digital Insider Trading Activity
Applied Digital insiders have traded $APLD stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $APLD stock by insiders over the last 6 months:
- RICHARD N NOTTENBURG has made 0 purchases and 3 sales selling 100,000 shares for an estimated $3,168,625.
- DOUGLAS S MILLER sold 10,000 shares for an estimated $349,799
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Applied Digital Revenue
Applied Digital had revenues of $258.7M in Q4 2026. This is a decrease of -877.02% from the same period in the prior year.
You can track APLD financials on Quiver Quantitative's APLD stock page.
You can access data on APLD stock through the Quiver Quantitative API.
Applied Digital Hedge Fund Activity
We have seen 332 institutional investors add shares of Applied Digital stock to their portfolio, and 262 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- TWO SIGMA INVESTMENTS, LP added 8,706,515 shares (+546.7%) to their portfolio in Q2 2026, for an estimated $324,753,009
- EQUITEC PROPRIETARY MARKETS, LLC added 8,373,964 shares (+inf%) to their portfolio in Q2 2026, for an estimated $312,348,857
- BLACKROCK, INC. removed 7,521,031 shares (-36.0%) from their portfolio in Q2 2026, for an estimated $280,534,456
- DBA TRADING, LLC added 5,576,235 shares (+inf%) to their portfolio in Q2 2026, for an estimated $207,993,565
- D. E. SHAW & CO., INC. removed 5,172,729 shares (-63.0%) from their portfolio in Q2 2026, for an estimated $192,942,791
- OASIS MANAGEMENT CO LTD. added 3,974,500 shares (+384.8%) to their portfolio in Q2 2026, for an estimated $148,248,850
- NORGES BANK added 2,783,977 shares (+913.7%) to their portfolio in Q2 2026, for an estimated $103,842,342
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Applied Digital Price Targets
Multiple analysts have issued price targets for $APLD recently. We have seen 7 analysts offer price targets for $APLD in the last 6 months, with a median target of $79.0.
Here are some recent targets:
- Mike Grondahl from Northland Capital Markets set a target price of $82.0 on 06/17/2026
- John Todaro from Needham set a target price of $83.0 on 06/09/2026
- Rob Brown from Lake Street set a target price of $90.0 on 06/09/2026
- George Sutton from Craig-Hallum set a target price of $79.0 on 06/09/2026
- Nick Giles from B. Riley Securities set a target price of $66.0 on 05/27/2026
- Gregory Miller from Citizens set a target price of $60.0 on 05/21/2026
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.
