Applied Digital Corporation (APLD) Research

Applied Digital Corporation (ADC) is a North American firm specializing in digital infrastructure and cloud-based solutions, primarily serving the high-performance computing (HPC) and artificial intelligence (AI) sectors. Its business is structured around three key segments: Data Center Hosting, Cloud Services, and dedicated HPC Hosting. ADC offers essential infrastructure support to cryptocurrency mining clients. Furthermore, it delivers robust GPU computing capabilities crucial for intensive AI, machine learning, and various other HPC workloads. The company also undertakes the comprehensive design, construction, and management of data centers specifically engineered to facilitate HPC applications. Formerly known as Applied Blockchain, Inc., the company officially adopted the name Applied Digital Corporation in November 2022. Its corporate headquarters are situated in Dallas, Texas.

Market snapshot

Symbol
APLD
Price
$46.59
Day change
+2.24%
Market cap
$13.3B
P/E ratio
-67.95x
52-week range
9.02-50.725
Sector
Technology
Industry
Information Technology Services
Next earnings
in 1 month
Analyst price target
$76.63

Recent news

  • Applied Digital Stock In Focus: Company Signs Fifth AI Campus Deal, Raises $1.59 Billion

    Applied Digital Corporation (NASDAQ:APLD) shares are in focus today, a day after the company announced its fifth AI Factory campus lease — continuing a deal-signing streak that has rapidly transformed the Dallas-based data center developer into one of the most active builders of AI infrastructure in the country.

  • Applied Digital Signs $5.2 Billion Lease With Mystery Hyperscaler. The Stock Is Soaring.

    The data-center developer announces the signing of a 15-year lease at a secretive new artificial-intelligence campus somewhere in a southern U.S. state.

  • Applied Digital signs $5.2 billion AI data center lease with U.S. hyperscaler

    Applied Digital has signed a 15-year lease with a U.S.-based hyperscaler at its Delta Forge 2 site ​which is expected to generate about $5.2 billion in ‌revenue over the period, sending the company's shares up 8.7% in extended trading.

Peer companies

  • Amkor Technology, Inc. (AMKR)
  • AppFolio, Inc. (APPF)
  • Aurora Innovation, Inc. (AUR)
  • Confluent, Inc. (CFLT)
  • Amdocs Limited (DOX)
  • EPAM Systems, Inc. (EPAM)
  • Jack Henry & Associates, Inc. (JKHY)
  • Open Text Corporation (OTEX)

Recent insider activity

  • Nottenburg Richard N — S-Sale (12500 shares) on 2026-04-28
  • Nottenburg Richard N — S-Sale (12500 shares) on 2026-04-30
  • MILLER DOUGLAS S — S-Sale (10000 shares) on 2026-04-27
  • Cummins Wes — M-Exempt (100000 shares) on 2026-04-10
  • Cummins Wes — F-InKind (39350 shares) on 2026-04-10

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