Revenue Comparisons: Social media discussions highlight how Applied Digital's backlog and future net operating income lag behind peers like Nebius in generating immediate AI-driven revenue and EBITDA. Analysts note that actual earnings recognition will be key to shifting market perceptions.
Market Pullback: Recent posts observe a pullback in neocloud names including APLD following a strong prior week, with traders eyeing entry points around lower levels for potential rebounds. The data center narrative remains a focal point amid broader AI infrastructure interest.
Growth Outlook: Investors express interest in the company's positioning for expanded high-performance computing solutions, with some sharing long positions and noting constructive chart patterns after recent retracements. Sentiment remains cautiously optimistic overall.
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 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 Corporation Revenue
Applied Digital Corporation 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 Corporation Hedge Fund Activity
We have seen 335 institutional investors add shares of Applied Digital Corporation stock to their portfolio, and 259 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 Corporation 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.
