$APLD (Applied Digital Corp.) — investor discussion on X

Five-factor rating: Sell (sector percentile 1.8%)

Graded daily on value F, growth A-, profitability D-, momentum F, revisions D-. Sector-relative, identical for every user.

Most active credible voices on $APLD

@psinvestor (Patient Investor) — 331 mentions · 6.8K followers
@stockoptioncole (Cole) — 118 mentions · 39.5K followers
@aistocksavvy (Hardik Shah) — 68 mentions · 43.3K followers

Recent headlines featuring $APLD

2026-10-24: Applied Digital Co-Founders Buy About $6.7 Million in Stock as Shares Hit One-Year Low
2026-10-20: Gartner: AI data centers need $8.5 trillion in revenue; over $3.5 trillion of spending at risk
2026-10-07: S&P 500 closes at a record as the index tops 7,800
2026-10-06: Applied Digital secures up to 1 GW in Finland

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$APLD — what investors on X are saying · SpikePanel

$APLDApplied Digital Corp. · Information Technology Services · $5.4B

$17.98

+7.8%

Event thread

Key events, in time order

23 items

2026-11-05Company
APLD shareholders elect six directors, approve say-on-pay
Governance items cleared, yet stock hits 52-week low amid funding gap concerns
D1 -14.7% · since +17.7%
2026-10-20 → 10-28CapitalBull
APLD Co-founder Adds ~$6.66M in Shares
Insider buying continues with material cumulative amount
D1 +0.4% · +5d +0.9%
6 waves of this story
- 2026-10-20 CEO and President bought ~$6.6M on Oct 16; 300MW Louisiana campus goes vertical
- 2026-10-21 Execs bought heavily on dip amid cash needs and neocloud financing concerns
- 2026-10-21 Insider buying signals confidence, alongside analyst Buy initiation and sector momentum
- 2026-10-24 As stock hits 1-yr low, co-founders Cummins & Zhang buy ~$6.7M, extending prior insider buying
- 2026-10-27 President and co-founder spends ~$6M personally amid 52-week low, extending prior insider buying.
- 2026-10-28 Insider buying continues with material cumulative amount

21 earlier events

2026-10-16Insider buying
Insider buying $6.7M (2)
D1 -11.5% · +5d +1.1%
2026-10-06 → 10-12EarningsBull
APLD CEO: Over 600MW to be Placed in Service in Next 12 Months
CEO says >600MW to be placed in service vs 250MW past 12 months, showing acceleration
D1 +2.6% · +5d -11.4%
7 waves of this story
- 2026-10-06 Earnings are weekly focus, mentioned by multiple sources, but shares under pressure
- 2026-10-06 Earnings imminent, market watches if results can reverse slump; Finland deal adds interest
- 2026-10-08 Revenue and EPS beat estimates; shares rose after hours
- 2026-10-09 Revenue up 322% YoY to $341.9M, but EPS loss of $0.76 wider than expected.
- 2026-10-09 Multiple sources confirm results, analyst reiterates Strong Buy with $70 target
- 2026-10-12 MS keeps Equalweight, raises PT to $41 from $37.50, reflecting AI infra revenue growth
- 2026-10-12 CEO says >600MW to be placed in service vs 250MW past 12 months, showing acceleration
2026-10-088-K filing
8-K: Item 2.02, Item 9.01
D1 +0.2% · +5d -14.5%
2026-10-08CompanyBull
APLD Secures $36B Contracted Revenue, Accelerates AI Factory Expansion
Disclosed 600+MW new capacity plan and $36B contracted revenue; analyst raises PT.
D1 +0.2% · +5d -14.5%
2026-10-07Earnings
Earnings report
Total revenue was $341.9 million, up 322% from $80.9 million in the prior year quarter.
D1 -6.0% · +5d -14.6%
2026-10-07CompanyBull
Secures Up to 1 GW Power Capacity in Finland, First European Expansion
First non-US development, initial power expected 2028, expands power portfolio
D1 -6.0% · +5d -14.6%
2026-10-02 → 10-05CompanyBull
APLD Polaris Forge 1 Phase 2 Adds 75MW, Total 250MW
Capacity expansion continues, but Zacks ranks Strong Sell; AI chatbots bullish on earnings
D1 +5.0% · +5d -6.7%
3 waves of this story
- 2026-10-02 Phase 2 of Building 2 achieves Ready for Service, increasing critical IT load at fully leased campus
- 2026-10-04 75MW reached ready-for-service on Oct 2, completing second 150MW building; capacity expansion continues
- 2026-10-05 Capacity expansion continues, but Zacks ranks Strong Sell; AI chatbots bullish on earnings
2026-09-23AnalystBull
UBS Initiates Buy on Applied Digital, PT $38
Analyst sees catalysts from new leases, better economics, refinancing and ChronoScale optionality
D1 -4.6% · +5d -10.5%
2026-09-21AnalystBear
Rothschild & Co Redburn Initiates APLD at Neutral, PT $22
Multiple independent sources confirm initiation with downside to current price, impacting sentiment
D1 +0.2% · +5d -13.0%
2026-09-17AnalystBull
Wells Fargo Initiates Overweight, PT $50
Top idea; 1.4+GW contracted capacity, 70%+ MW directly with Meta/Oracle
D1 +8.2% · +5d +2.6%
2026-08-29CompanyBear
Nvidia pauses revenue-sharing deals with AI cloud firms, pressuring data center stocks
Nvidia's pause on revenue-sharing with cloud firms raises concerns for lease-based models at APLD and peers
D1 +0.3% · +5d +11.4%
2026-08-21CompanyBull
APLD Secures $3.6B Contracted Lease Revenue, Potential $8.6B
Multiple sources report on contracted lease revenue and AI Factory model outlook
D1 -5.0% · +5d -6.9%
2026-08-20Earnings
Earnings report
D1 +1.5% · +5d -4.2%
2026-08-15CapitalBull
Tiger Global 13F Reveals New Position in APLD
Tiger Global Management, a prominent hedge fund, disclosed a new buy in APLD in its latest 13F filing, signaling institutional interest in the AI data center company
D1 -0.1% · +5d -13.8%
2026-07-28 → 08-08EarningsBull
APLD Q4 Results Followed by $36B Contracted Revenue, Stock Up Slightly
Multiple sources confirm $36B base rent contracts post-earnings, analysts debate valuation
D1 +0.9% · +5d +17.5%
3 waves of this story
- 2026-07-28 Strong AI data center demand drives revenue and EPS beat, stock jumps
- 2026-07-29 Multiple sources confirm Q4 revenue up 407% YoY, non-GAAP EPS $0.04 beat; management accelerates AI capacity expansion
- 2026-08-08 Multiple sources confirm $36B base rent contracts post-earnings, analysts debate valuation
2026-07-14 → 08-08AnalystBull
APLD Drops 33% in Month but Gets Buy Rating; Analysts Bullish on AI Data Centers
Director sale is insider activity, continuing weak stock context, but amount relatively small.
D1 -1.3% · +5d +5.5%
7 waves of this story
- 2026-07-14 Multiple sources highlight price pressure amid strong growth; market watches expansion and customer concentration risks
- 2026-07-16 Cramer on CNBC likes APLD after pullback but advises small start due to losses.
- 2026-07-18 Adds Polaris Forge 1 capacity and Cramer buy-the-dip comment; stock near $24 support
- 2026-07-23 Google's earnings reveal supply constraints and plans to use more third-party capacity, boosting neocloud stocks like APLD
- 2026-07-23 Multiple independent sources confirm initiation with ~21% implied upside, adding institutional validation to AI data center narrative
- 2026-07-27 Multiple sources confirm APLD earnings this week; Nvidia-OpenAI data center financing talks involve APLD, continuing AI data center theme
- 2026-08-08 Director sale is insider activity, continuing weak stock context, but amount relatively small.
2026-08-07OtherBull
Trump says data centers more important than oil, boosting APLD
Trump's remarks underscore AI data center demand, APLD mentioned as related stock, but no company-specific new facts.
D1 +1.2% · +5d +6.8%
2026-07-29 → 08-03CompanyBull
APLD Secures $36B Contracted Lease Value, Raises Targets
B.Riley raises PT to $75 from $66; Citizens reiterates Market Outperform at $60, citing AI infra demand
D1 -12.8% · +5d +28.6%
2 waves of this story
- 2026-07-29 Company discloses $36B contracted lease value (+125% YoY), targets $1B annual NOI within a year; Needham reiterates Buy
- 2026-08-03 B.Riley raises PT to $75 from $66; Citizens reiterates Market Outperform at $60, citing AI infra demand
2026-07-29Earnings
Earnings report
Signed leases for 5 campuses, creating $36 billion of total contracted long-term lease value, with approximately $20 billion added in the last quarter.
D1 -12.8% · +5d +28.6%
2026-07-27Earnings
Earnings report
Signed leases for 5 campuses, creating $36 billion of total contracted long-term lease value, with approximately $20 billion added in the last quarter.
D1 -3.0% · +5d +11.8%
2026-07-278-K filing
8-K: Item 2.02, Item 9.01
D1 -3.0% · +5d +11.8%

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

23 items

2026-11-05Company
APLD shareholders elect six directors, approve say-on-pay
Governance items cleared, yet stock hits 52-week low amid funding gap concerns
D1 -14.7% · since +17.7%
2026-10-20 → 10-28CapitalBull
APLD Co-founder Adds ~$6.66M in Shares
Insider buying continues with material cumulative amount
D1 +0.4% · +5d +0.9%
6 waves of this story
- 2026-10-20 CEO and President bought ~$6.6M on Oct 16; 300MW Louisiana campus goes vertical
- 2026-10-21 Execs bought heavily on dip amid cash needs and neocloud financing concerns
- 2026-10-21 Insider buying signals confidence, alongside analyst Buy initiation and sector momentum
- 2026-10-24 As stock hits 1-yr low, co-founders Cummins & Zhang buy ~$6.7M, extending prior insider buying
- 2026-10-27 President and co-founder spends ~$6M personally amid 52-week low, extending prior insider buying.
- 2026-10-28 Insider buying continues with material cumulative amount
2026-10-16Insider buying
Insider buying $6.7M (2)
D1 -11.5% · +5d +1.1%
2026-10-06 → 10-12EarningsBull
APLD CEO: Over 600MW to be Placed in Service in Next 12 Months
CEO says >600MW to be placed in service vs 250MW past 12 months, showing acceleration
D1 +2.6% · +5d -11.4%
7 waves of this story
- 2026-10-06 Earnings are weekly focus, mentioned by multiple sources, but shares under pressure
- 2026-10-06 Earnings imminent, market watches if results can reverse slump; Finland deal adds interest
- 2026-10-08 Revenue and EPS beat estimates; shares rose after hours
- 2026-10-09 Revenue up 322% YoY to $341.9M, but EPS loss of $0.76 wider than expected.
- 2026-10-09 Multiple sources confirm results, analyst reiterates Strong Buy with $70 target
- 2026-10-12 MS keeps Equalweight, raises PT to $41 from $37.50, reflecting AI infra revenue growth
- 2026-10-12 CEO says >600MW to be placed in service vs 250MW past 12 months, showing acceleration
2026-10-088-K filing
8-K: Item 2.02, Item 9.01
D1 +0.2% · +5d -14.5%

18 earlier events

2026-10-08CompanyBull
APLD Secures $36B Contracted Revenue, Accelerates AI Factory Expansion
Disclosed 600+MW new capacity plan and $36B contracted revenue; analyst raises PT.
D1 +0.2% · +5d -14.5%
2026-10-07Earnings
Earnings report
Total revenue was $341.9 million, up 322% from $80.9 million in the prior year quarter.
D1 -6.0% · +5d -14.6%
2026-10-07CompanyBull
Secures Up to 1 GW Power Capacity in Finland, First European Expansion
First non-US development, initial power expected 2028, expands power portfolio
D1 -6.0% · +5d -14.6%
2026-10-02 → 10-05CompanyBull
APLD Polaris Forge 1 Phase 2 Adds 75MW, Total 250MW
Capacity expansion continues, but Zacks ranks Strong Sell; AI chatbots bullish on earnings
D1 +5.0% · +5d -6.7%
3 waves of this story
- 2026-10-02 Phase 2 of Building 2 achieves Ready for Service, increasing critical IT load at fully leased campus
- 2026-10-04 75MW reached ready-for-service on Oct 2, completing second 150MW building; capacity expansion continues
- 2026-10-05 Capacity expansion continues, but Zacks ranks Strong Sell; AI chatbots bullish on earnings
2026-09-23AnalystBull
UBS Initiates Buy on Applied Digital, PT $38
Analyst sees catalysts from new leases, better economics, refinancing and ChronoScale optionality
D1 -4.6% · +5d -10.5%
2026-09-21AnalystBear
Rothschild & Co Redburn Initiates APLD at Neutral, PT $22
Multiple independent sources confirm initiation with downside to current price, impacting sentiment
D1 +0.2% · +5d -13.0%
2026-09-17AnalystBull
Wells Fargo Initiates Overweight, PT $50
Top idea; 1.4+GW contracted capacity, 70%+ MW directly with Meta/Oracle
D1 +8.2% · +5d +2.6%
2026-08-29CompanyBear
Nvidia pauses revenue-sharing deals with AI cloud firms, pressuring data center stocks
Nvidia's pause on revenue-sharing with cloud firms raises concerns for lease-based models at APLD and peers
D1 +0.3% · +5d +11.4%
2026-08-21CompanyBull
APLD Secures $3.6B Contracted Lease Revenue, Potential $8.6B
Multiple sources report on contracted lease revenue and AI Factory model outlook
D1 -5.0% · +5d -6.9%
2026-08-20Earnings
Earnings report
D1 +1.5% · +5d -4.2%
2026-08-15CapitalBull
Tiger Global 13F Reveals New Position in APLD
Tiger Global Management, a prominent hedge fund, disclosed a new buy in APLD in its latest 13F filing, signaling institutional interest in the AI data center company
D1 -0.1% · +5d -13.8%
2026-07-28 → 08-08EarningsBull
APLD Q4 Results Followed by $36B Contracted Revenue, Stock Up Slightly
Multiple sources confirm $36B base rent contracts post-earnings, analysts debate valuation
D1 +0.9% · +5d +17.5%
3 waves of this story
- 2026-07-28 Strong AI data center demand drives revenue and EPS beat, stock jumps
- 2026-07-29 Multiple sources confirm Q4 revenue up 407% YoY, non-GAAP EPS $0.04 beat; management accelerates AI capacity expansion
- 2026-08-08 Multiple sources confirm $36B base rent contracts post-earnings, analysts debate valuation
2026-07-14 → 08-08AnalystBull
APLD Drops 33% in Month but Gets Buy Rating; Analysts Bullish on AI Data Centers
Director sale is insider activity, continuing weak stock context, but amount relatively small.
D1 -1.3% · +5d +5.5%
7 waves of this story
- 2026-07-14 Multiple sources highlight price pressure amid strong growth; market watches expansion and customer concentration risks
- 2026-07-16 Cramer on CNBC likes APLD after pullback but advises small start due to losses.
- 2026-07-18 Adds Polaris Forge 1 capacity and Cramer buy-the-dip comment; stock near $24 support
- 2026-07-23 Google's earnings reveal supply constraints and plans to use more third-party capacity, boosting neocloud stocks like APLD
- 2026-07-23 Multiple independent sources confirm initiation with ~21% implied upside, adding institutional validation to AI data center narrative
- 2026-07-27 Multiple sources confirm APLD earnings this week; Nvidia-OpenAI data center financing talks involve APLD, continuing AI data center theme
- 2026-08-08 Director sale is insider activity, continuing weak stock context, but amount relatively small.
2026-08-07OtherBull
Trump says data centers more important than oil, boosting APLD
Trump's remarks underscore AI data center demand, APLD mentioned as related stock, but no company-specific new facts.
D1 +1.2% · +5d +6.8%
2026-07-29 → 08-03CompanyBull
APLD Secures $36B Contracted Lease Value, Raises Targets
B.Riley raises PT to $75 from $66; Citizens reiterates Market Outperform at $60, citing AI infra demand
D1 -12.8% · +5d +28.6%
2 waves of this story
- 2026-07-29 Company discloses $36B contracted lease value (+125% YoY), targets $1B annual NOI within a year; Needham reiterates Buy
- 2026-08-03 B.Riley raises PT to $75 from $66; Citizens reiterates Market Outperform at $60, citing AI infra demand
2026-07-29Earnings
Earnings report
Signed leases for 5 campuses, creating $36 billion of total contracted long-term lease value, with approximately $20 billion added in the last quarter.
D1 -12.8% · +5d +28.6%
2026-07-27Earnings
Earnings report
Signed leases for 5 campuses, creating $36 billion of total contracted long-term lease value, with approximately $20 billion added in the last quarter.
D1 -3.0% · +5d +11.8%
2026-07-278-K filing
8-K: Item 2.02, Item 9.01
D1 -3.0% · +5d +11.8%

$APLD (Applied Digital Corp.) — investor discussion on X

Five-factor rating: Sell (sector percentile 1.8%)

Most active credible voices on $APLD

Recent headlines featuring $APLD

$APLD (Applied Digital Corp.) — investor discussion on X

Five-factor rating: Sell (sector percentile 1.8%)

Most active credible voices on $APLD

Recent headlines featuring $APLD

APLD shareholders elect six directors, approve say-on-pay

APLD Co-founder Adds ~$6.66M in Shares

Insider buying $6.7M (2)

APLD CEO: Over 600MW to be Placed in Service in Next 12 Months

8-K: Item 2.02, Item 9.01

APLD Secures $36B Contracted Revenue, Accelerates AI Factory Expansion

Earnings report

Secures Up to 1 GW Power Capacity in Finland, First European Expansion

APLD Polaris Forge 1 Phase 2 Adds 75MW, Total 250MW

UBS Initiates Buy on Applied Digital, PT $38

Rothschild & Co Redburn Initiates APLD at Neutral, PT $22

Wells Fargo Initiates Overweight, PT $50

Nvidia pauses revenue-sharing deals with AI cloud firms, pressuring data center stocks

APLD Secures $3.6B Contracted Lease Revenue, Potential $8.6B

Earnings report

Tiger Global 13F Reveals New Position in APLD

APLD Q4 Results Followed by $36B Contracted Revenue, Stock Up Slightly

APLD Drops 33% in Month but Gets Buy Rating; Analysts Bullish on AI Data Centers

Trump says data centers more important than oil, boosting APLD

APLD Secures $36B Contracted Lease Value, Raises Targets

Earnings report

Earnings report

8-K: Item 2.02, Item 9.01

Bull vs bear

Discussion

APLD shareholders elect six directors, approve say-on-pay

APLD Co-founder Adds ~$6.66M in Shares

Insider buying $6.7M (2)

APLD CEO: Over 600MW to be Placed in Service in Next 12 Months

8-K: Item 2.02, Item 9.01

APLD Secures $36B Contracted Revenue, Accelerates AI Factory Expansion

Earnings report

Secures Up to 1 GW Power Capacity in Finland, First European Expansion

APLD Polaris Forge 1 Phase 2 Adds 75MW, Total 250MW

UBS Initiates Buy on Applied Digital, PT $38

Rothschild & Co Redburn Initiates APLD at Neutral, PT $22

Wells Fargo Initiates Overweight, PT $50

Nvidia pauses revenue-sharing deals with AI cloud firms, pressuring data center stocks

APLD Secures $3.6B Contracted Lease Revenue, Potential $8.6B

Earnings report

Tiger Global 13F Reveals New Position in APLD

APLD Q4 Results Followed by $36B Contracted Revenue, Stock Up Slightly

APLD Drops 33% in Month but Gets Buy Rating; Analysts Bullish on AI Data Centers

Trump says data centers more important than oil, boosting APLD

APLD Secures $36B Contracted Lease Value, Raises Targets

Earnings report

Earnings report

8-K: Item 2.02, Item 9.01