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02:00-11:00Yesterday2 Stories
Applied Digital Keeps Cratering: This Analyst Keeps Insisting It’s Going to Jump by 390%
Applied Digital just posted the strongest quarter in its history, yet the stock cratered more than 30% immediately after. One analyst still sees nearly 400% upside from here, and the reasons behind that gap reveal a high-stakes bet on the future of AI infrastructure.
IREN, CRWV, NBIS, APLD Stocks Fall Pre-Market as Analyst Echoes Elon Musk’s Neocloud Debt Warning: ‘Putting GPUs as Collateral Isn’t Enough Anymore'
AI infrastructure stocks fell as rising costs, $5M daily delay penalties and tighter financing threaten neocloud consolidation.
13:00-15:00Oct 232 Stories
Applied Digital Just Dropped 31% in a Month: Is It Time to Sell, or Load Up?
Key TakeawaysApplied Digital fell 31% in the past month as bets on a US rate hike hit debt-heavy AI data center builders, with Cipher Digital down 52% and CoreWeave down 24% over the same stretch. The slide came right after a quarter where revenue jumped 322%, and the drop looks like a chance to buy slowly.
Applied Digital’s Co-Founders Load Up on Shares as the Stock Hit a One-Year Low
Applied Digital’s Wes Cummins and Jason Zhang bought roughly $6.7 million in shares as the data-center stock slumped.
04:00Oct 231 Story
07:00Oct 221 Story
15:00Oct 212 Stories
Applied Digital Has Lost 46% in a Year: Roth MKM Sees 81% Upside
Key TakeawaysApplied Digital stock has lost 46% over the past year, and Roth MKM restarted coverage on Oct. 21 with a Buy rating and a $35 price target, 81% above the Oct.
SpaceX Q3 Earnings, Soluna’s 50 MW Applied Digital JV, IREN’s 300 MW Spain Site
Today, we open with a quick breakdown of Spain’s newly approved 300 MW data center in Spain, and then we welcome Soluna CEO John Belizaire to break down their new…
02:00-10:00Oct 212 Stories
What Is The Case For Waiting On Applied Digital Stock?
For questions about this article or underlying research, email help@trefis.com.
Roth Capital Reinstates Buy on Applied Digital, Announces $35 Price Target
Roth Capital analyst Bryan Baratian reinstates Applied Digital (NASDAQ:APLD) with a Buy and announces $35 price target.
10:00Oct 201 Story
19:00-21:00Oct 192 Stories
Applied Digital (APLD) Blocks Tokenized Versions Of Its Stock
Applied Digital (NasdaqGS: APLD) objected to tokenized versions of its shares being traded on the OKXICE platform. The decision places Applied Digital alongside other listed companies that have moved to restrict tokenized equity trading on OKXICE. OKXICE offers blockchain based trading of tokenized stocks, which mirror price movements of underlying listed equities on traditional exchanges. Applied Digital’s pushback against OKXICE tokenizing its stock without consent is only one piece of the...
Applied Digital Stock Gains Attention After CoreWeave Upgrade Lifts AI Infrastructure Sentiment
Applied Digital reported first quarter revenue of US$341.88 million and a net loss of US$237.08 million, while also securing access to up to 1 gigawatt of potential power capacity in Finland for a future AI data center campus. The combination of heavy infrastructure spending, higher interest costs and a long dated Finland build out highlights the tension between Applied Digital’s growth ambitions and current profitability pressure. The focus now turns to how Applied Digital’s sector driven...
06:00-08:00Oct 192 Stories
APLD's Interest Costs Surge: Can AI Growth Restore Profitability?
Applied Digital's AI-driven revenues surge 322%, but $6.4 billion in debt and an 866% jump in interest expense cloud profitability.
Why Is Applied Digital Stock Surging on Monday?
Applied Digital (NASDAQ: APLD) stock rises Monday after Friday’s chip sell-off. See the market context, analyst ratings and consensus price forecast.
07:00-10:00Oct 162 Stories
Applied Digital Sinks 4% as Rotation Out of Debt-Funded AI Builders Extends; TeraWulf Dips 3%, Core Scientific Retreats 2%
JPMorgan just downgraded Applied Digital's bonds and the stock is sliding, yet management is already lining up its next round of borrowing to fund three more data centers. Find out whether the bull case on $36 billion in contracted revenue can survive a growing debt stack.
Why Is Applied Digital Stock Falling Friday?
Applied Digital stock drops as AI debt concerns & surging CoreWeave bond yields trigger a sector-wide sell-off. Get the breakdown.
09:00-13:00Oct 152 Stories
Applied Digital (APLD) Stock Looks Fully Priced On Current Sales
Applied Digital has seen its share price swing sharply in recent years, and the latest pullback now puts a fresh spotlight on whether the current market value lines up with the sales the business is generating. With investors weighing heavy spending on large AI data center projects against recent price weakness, the open question is how much revenue power the stock is really pricing in. Over the past 3 years, Applied Digital has delivered a very large share price gain of about 3.2x. This...
Data Center Stocks Tumble as Financing Costs Draw Scrutiny: Cipher Digital Drops 9%, Applied Digital Falls 6%
Cipher Digital and Applied Digital are sliding hard while the broader data center fund barely flinches, and the gap between them reveals exactly which companies are most exposed to a sudden shift in how the market prices borrowed money against future rent.
05:00Oct 151 Story
15:00-17:00Oct 142 Stories
Could Applied Digital Stock Survive Its Lenders Pulling Back?
Over the past year, Applied Digital (APLD) stock lost 34%, while the S&P 500 returned 21%. The core issue for shareholders is how the company pays for its AI data centers. Applied Digital borrows to build these facilities. On October 7, 2026, Reuters reported that the company posted a wider loss as it invested more in construction. During the fiscal Q1 2027 earnings call that same day, an analyst pointed to a challenging bond market and asked executives about future funding options. If lenders s
Super Micro, Applied Digital, Benchmark, Planet Labs, and Ingram Micro Shares Are Falling, What You Need To Know
A number of stocks fell in the afternoon session after a broad pickup in energy expenses lifted September inflation to 3.7%, surpassing expectations and driving bond yields higher.
09:00-15:00Oct 143 Stories
Applied Digital Stock Is Up Against a Bigger Opportunity Than 322% Revenue Growth. Here’s How.
Applied Digital has a long-term AI strategy that goes beyond one quarter of explosive revenue growth.
Cipher Digital Falls 5% as $850M Zero-Coupon Note Pricing Extends Slide; Applied Digital Declines 6%, IREN Drops 4%
Cipher Digital just priced a massive zero-interest convertible note deal that sent its stock tumbling for a second straight session, and the real question is whether a freshly expanded data center contract can generate enough cash to justify a share count that keeps growing with every financing round.
09:00-15:00Oct 132 Stories
How Much Of Applied Digital’s Fiscal Q1 Revenue Was Rent?
Shares of Applied Digital (APLD) rose 0.2% on October 8, 2026, the trading session after the company released its fiscal Q1 2027 report. The broader S&P 500 fell 0.5% during that same period. Three peers, MARA, Riot Platforms, and CleanSpark, posted declines of between 4.3% and 9.2% that day. The stock held steady, yet investors still need to examine the underlying components of the reported revenue. Applied Digital builds AI data centers for tenants and holds about $36 billion of revenue under
Applied Digital Stock Is Falling Tuesday: What's Going On?
APLD stock drops 4% today. Get the full breakdown on Q1 earnings, technical trend analysis, analyst price targets, and ETF exposure.
09:00-13:00Oct 92 Stories
Applied Digital Has Fallen Hard Over 1 Year: One Lead Analyst Says It’s Going to Nearly Triple in Price
Applied Digital has shed more than half its value from its peak, yet analysts keep piling on buy ratings with targets that sit above where the stock was trading at its best. One lead analyst believes the selloff created a setup that most investors are walking right past.
Applied Digital Stock Gains as Fiscal Q1 Revenue Leaps 300%
Key Stats for Applied Digital StockPrice change for Applied Digital stock in last 6 months: -7%$APLD Stock Price as of Oct. 8: $2452-Week High: $51$APLD Stock Price Target: $65What Happened?Applied Digital (APLD:NASDAQ) reported fiscal Q1 results with a big revenue beat and a bigger-than-expected loss.
01:00-08:00Oct 92 Stories
Applied Digital’s Hidden Moat Could Unlock Massive Upside
Applied Digital posted Q1 FY2027 revenue of $341.9 million, up over 320% year over year, as it added data center capacity and analysts reaffirmed bullish price targets despite a mixed stock reaction.
Applied Digital: More Than 600MW Could Drive The Next Leg Of Growth
Applied Digital (APLD) rated Strong Buy with $70 targetâ322% revenue growth and 600MW coming online signal upside despite debt/dilution.
19:00Oct 84 Stories
Inside Applied Digital earnings for Q1 FY 2027
Applied Digital smashed its earnings with significant revenue and earnings per share beats, but its largest revenue line item didn’t come from data center leases — nor did it come…
Applied Digital earnings: APLD beats expectations with $341.9M in revenue
Applied Digital reported $341.9 million in revenue for the first quarter of fiscal 2027, up 332.4% year over year and significantly exceeding consensus estimates of $116.3 million. Adjusted EBITDA reached…
What Is Applied Digital (APLD) Signaling With Its First Finland AI Factory Move?
12:00-16:00Oct 83 Stories
APLD Q3 Deep Dive: AI Data Center Growth and Strategic Campus Expansion Highlight Quarter
Digital infrastructure provider Applied Digital (NASDAQ:APLD) beat Wall Street’s revenue expectations in calendar Q3 2026 (fiscal Q1 2027), with sales up 322% year on year to $341.9 million. Its non-GAAP loss of $0.01 per share was 96.7% above analysts’ consensus estimates.
Applied Digital Just Reported Earnings. Here's What That Means for APLD Stock Investors.
The market's reaction to Applied Digital's recent results has been interesting. Let's dive into what was reported, and what to make of this release.
11:00Oct 82 Stories
Wells Fargo raises Applied Digital target to $55 on expansion lease outlook
The bank expects higher rents on 250 MW of expansion leases and roughly $8 billion of secured project financing for Applied Digital’s next campuses.
Citizens JMP reiterates Applied Digital’s $60 target on capacity delivery
The target implies about 152% upside as Applied Digital targets more than 600 MW of capacity deliveries over the next 12 months.
10:00Oct 82 Stories
Cipher Digital Tumbles 6% as Data Center Names Sell Off With Yields Higher; TeraWulf Falls 5%, Applied Digital Pulls Back
Rising Treasury yields are hitting financing-heavy data center builders in very different ways, and the gap between the hardest-hit name and its peers may reveal which operator carries the most risk heading into the next rate move.
Applied Digital revenue jumps 322% as HPC hosting scales, but debt reaches $6.4 billion
Tenant fit-out services contributed $183.5 million of HPC revenue, compared with $65.8 million in base rent. Three more campuses still require financing.
04:00-06:00Oct 83 Stories
Applied Digital Q1 2027 Results: This Is The New Road To 4GW
Applied Digital stock remains a Buy as AI data center demand drives a $36B backlog and 600+ MW rollout. Read here for more details on APLD stock.
Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline as Pentagon Prepares for Potential Military Strikes on Iran — APLD, LEVI, MU in Focus (UPDATED)
U.S. stock futures were lower on Thursday, as the Dow Jones, S&P 500 and Nasdaq 100 indices fell, following Wednesday's lower close.
02:00-04:00Oct 83 Stories
APLD CEO Sees 'Scarcity Value' Driving AI Data Center Lease Rates by Over 15% on 250MW Expansion
Applied Digital (APLD) targets 15%+ higher lease rates on 250 MW of AI data center expansions as CEO Wes Cummins cites "scarcity value."
Needham Maintains Buy on Applied Digital, Lowers Price Target to $70
Needham analyst John Todaro maintains Applied Digital (NASDAQ:APLD) with a Buy and lowers the price target from $83 to $70.
