Earnings Momentum: Social media buzz focused on Applied Digital's fiscal 2026 results, which exceeded expectations thanks to surging AI cloud demand and progress with key client CoreWeave. Observers noted the company's positioning in high-power data center infrastructure as a driver of long-term growth potential.
Insider Signals: Filings revealing a director's open-market share sale drew attention for its size, interpreted by some as a cautious signal shortly after equity grants. Counterbalancing that, another executive's stake increase through vesting was cited as evidence of alignment with the AI buildout narrative.
Volatility Watch: Traders discussed elevated implied moves ahead of the October earnings release, linking sector-wide options activity to broader interest in data center and crypto-adjacent names. Overall conversation reflected ongoing debate around execution in a high-demand environment.
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 an increase of 580.68% 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 282 institutional investors add shares of Applied Digital stock to their portfolio, and 212 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- GOLDMAN SACHS GROUP INC added 6,590,204 shares (+466.0%) to their portfolio in Q1 2026, for an estimated $156,451,442
- DBA TRADING, LLC added 5,576,235 shares (+inf%) to their portfolio in Q2 2026, for an estimated $207,993,565
- BNP PARIBAS FINANCIAL MARKETS added 2,620,950 shares (+322.3%) to their portfolio in Q1 2026, for an estimated $62,221,352
- SITUATIONAL AWARENESS LP added 2,139,378 shares (+18.9%) to their portfolio in Q1 2026, for an estimated $50,788,833
- TWO SIGMA INVESTMENTS, LP added 1,275,484 shares (+402.2%) to their portfolio in Q1 2026, for an estimated $30,279,990
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.
