Revenue Surge Discussed: Social media chatter highlights Applied Digital's reported 407% revenue increase and its expanding pipeline of gigawatt-scale data centers for AI applications. Analysts on the platform note strong tenant commitments from investment-grade firms as a positive signal for future growth.
Technical Levels in Focus: Traders point to key support zones around recent lows, with mentions of channel alignments and potential bullish divergences in momentum indicators. Some observe that the stock has pulled back from prior peaks amid broader market flows.
Execution Concerns Raised: Discussion also centers on the challenges of delivering on $36 billion in contracted leases, with emphasis on capex needs and project timelines. Observers stress the importance of upcoming quarterly results to validate the buildout progress.
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 333 institutional investors add shares of Applied Digital stock to their portfolio, and 261 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.
