Applied Digital Corporation Common Stock APLD

Applied Digital Corporation es un diseñador, desarrollador y operador de infraestructura digital de próxima generación en toda América del Norte. Proporciona soluciones de infraestructura digital y servicios en la nube para computación de alto rendimiento (HPC) e inteligencia artificial (IA). Sus segmentos incluyen alojamiento de centros de datos Blockchain (el Negocio de Alojamiento de Centros de Datos), servicios en la nube, a través de una subsidiaria de propiedad total (el Negocio de Servicios en la Nube) y alojamiento de centros de datos HPC (el Negocio de Alojamiento de HPC). El segmento de alojamiento de centros de datos opera centros de datos para proporcionar espacio energizado a clientes de criptomonedas. El segmento de servicios en la nube opera a través de su marca Sai Computing y proporciona servicios en la nube para clientes, como desarrolladores de inteligencia artificial y aprendizaje automático, para desarrollar sus productos avanzados. El segmento de alojamiento de HPC diseña, construye y opera centros de datos, que están diseñados para admitir aplicaciones de alta computación utilizando infraestructuras avanzadas para proporcionar servicios a los clientes.

APLD hizo una agrupación de acciones (split inverso) de 1:6 el 13 de abril de 2022: cada 6 acciones se juntaron en una. Bajó la cantidad de acciones y subió su precio, pero no el valor total de la inversión.

• Zacks Investment Research 5 oct

  New Strong Sell Stocks for October 5th

  Three companies have been added to the Zacks Rank #5 (Strong Sell) list due to downward revisions in earnings estimates. Applied Digital Corporation faces an 11.2% downward earnings revision, JAKKS Pacific has an 11.5% downward revision, and MGM Resorts International has a 5.9% downward revision over the last 60 days.

  

• The Motley Fool 2 oct

  Why Applied Digital Stock Popped by 5% Today

  Applied Digital's stock rose 5% after announcing that its Polaris Forge 1 data center in North Dakota reached ready-for-service status for the second phase of building 2, completing 150 megawatts of critical IT load. The facility is now operationally at 250 megawatts with plans to reach 400 megawatts when fully completed, demonstrating the company's progress in converting large-scale power into AI infrastructure.

  

• The Motley Fool 24 sept

  Applied Digital vs. IREN: Which Technology Stock Is a Better Buy in 2026?

  The article compares two AI infrastructure companies: Applied Digital (APLD) and IREN (IREN). Applied Digital shows stronger margins (22.38% vs 9.84%) and lower P/S ratio (13.1x vs 23.0x) but faces customer concentration risk with CoreWeave. IREN has secured major contracts with Microsoft ($9.7B) and Nvidia ($3.4B) and is pivoting from crypto mining to AI cloud services, though it reported a massive net loss of $702.6M. The author recommends IREN for patient investors due to its stronger contracted revenue base and blue-chip customer relationships, despite both companies currently losing money.

  

• Zacks Investment Research 21 sept

  TTMI vs. APLD: Which AI-Infrastructure Stock Has More Upside Potential?

  TTM Technologies (TTMI) and Applied Digital (APLD) both benefit from AI infrastructure growth, but TTMI emerges as the stronger investment. TTMI's Data Center & Networking sales surged 91% year-over-year with N+M PCB technology ramping to $600M in H2 2026, while maintaining profitability and attractive valuation. APLD, despite $36B in contracted revenues, faces persistent losses, heavy capital requirements, and customer concentration risks. TTMI trades at 2.41X forward sales versus APLD's 7.36X, earning a Zacks Rank #1 (Strong Buy) versus APLD's Rank #5 (Strong Sell).

  

• Zacks Investment Research 7 sept

  APLD Slides 36% in 3 Months: Should Investors Exit or Hold the Stock?

  Applied Digital (APLD) has declined 35.6% over three months, significantly underperforming peers and the broader market. The company faces heavy capital requirements ($2.87B spent in fiscal 2026), rising leverage ($5.31B in debt obligations), and delayed revenue realization as most contracted capacity won't become operational until 2027-2028. Earnings estimates have been revised downward, and the stock trades at a premium valuation relative to peers. Zacks recommends selling due to unfavorable risk-reward dynamics.