TICKERNERD
Menu
APLDAPLDTechnology · Information Technology Services

APLD Stock Forecast: Applied Digital Corp. Price Predictions for 2026-2027

Last close, 24 Aug 2026
$27
−1.21% on the day

The 11 Wall Street analysts covering Applied Digital Corp. hold a median 12-month price target of $79 — +193.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 27 of 100 as at 22 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$7.7B
Ticker Nerd rank
27 / 100
Median analyst target
$79
Analysts covering
11
Total return, dividends reinvested
1W
−13.8%
1M
−1.1%
YTD
+9.6%
1Y
+67.5%
From 52W high
−45.9%
From 52W low
+93.5%
$14
$50
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

APLD stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Applied Digital Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 22 Aug 2026
27 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Momentum
78
Revisions
70
Growth
64
Quality
42
Accruals
35
Value
26
Size
18
Volatility
15
Issuance
5

Momentum (78): The shares have been drifting up relative to others.

Issuance (5): The company has been issuing shares or taking on financing, diluting existing holders.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

APLD stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on APLD, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$0$20$40$60$80$100$120Oct 25Jan 26Apr 26Jul 26APLDHigh $109Median $79Low $38

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says11 analysts
10 Buy1 Hold0 Sell
Low $38Median $79High $109

The green dot is the last close — the median target sits +193.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
6 Aug 2026Morgan StanleyMaintainsEqual-Weight$37 → $38
3 Aug 2026B. Riley SecuritiesMaintainsBuy$66 → $75
28 July 2026NeedhamReiteratesBuy$83
28 July 2026NeedhamReiteratesBuy—
23 July 2026Morgan StanleyInitiatesEqual-Weight$37
23 July 2026Morgan StanleyInitiatesEqual-Weight—
17 June 2026Northland Capital MarketsMaintainsOutperform$56 → $82
17 June 2026Northland Capital MarketsMaintainsOutperform—
9 June 2026Craig-HallumMaintainsBuy—
9 June 2026Lake StreetMaintainsBuy—
9 June 2026NeedhamMaintainsBuy—
27 May 2026B. Riley SecuritiesMaintainsBuy—
21 May 2026CitizensMaintainsMarket Outperform—
21 May 2026Lake StreetMaintainsBuy—
21 May 2026NeedhamMaintainsBuy—
15 May 2026NeedhamMaintainsBuy—
28 Apr 2026NeedhamReiteratesBuy—
24 Apr 2026NeedhamMaintainsBuy—
23 Apr 2026NeedhamMaintainsBuy—
9 Apr 2026CitizensReiteratesMarket Outperform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. APLD appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

APLD analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
1
Analysts cutting
0
Fundamentals

Applied Digital Corp. (APLD) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
−29.9×

Cheaper than 97% of US stocks

Price / sales
12.7×

Cheaper than 13% of US stocks

Price / book
4.6×

Cheaper than 24% of US stocks

EV / EBITDA
−125.8×

Cheaper than 97% of US stocks

Growth & margins
Revenue growth (YoY)
406.6%

Higher than 98% of US stocks

Earnings growth (YoY)
139.3%

Higher than 87% of US stocks

Gross margin
42.5%

Higher than 54% of US stocks

Operating margin
−48.2%

Higher than 17% of US stocks

Net margin
−39.9%

Higher than 11% of US stocks

Returns & dividend
Return on equity
−8.4%

Higher than 37% of US stocks

Return on assets
−1.8%

Higher than 37% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

APLD vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInformation Technology Services
CompanyMarket capTKN rank
APLDApplied Digital Corp.$7.7B
27
CIFRCipher Digital, Inc.$6.5B
8
INGMIngram Micro Holding Corp.$6.5B
77
GGenpact Ltd.$6.4B
90
EPAMEPAM Systems, Inc.$5.8B
71
EXLSExlService Holdings, Inc.$5.7B
81
SAICScience Applications International Corp.$5.6B
92

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Applied Digital Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest APLD news & analysis

Can APLD's Power Advantage Strengthen Its AI Edge Over WULF & CRWV?

Zacks Investment Research · 24 Aug 2026positive

Zacks discusses Applied Digital's 1.4 GW contracted IT load and its North Dakota power strategy, which could sharpen its AI edge as it expands its campuses. The piece notes that these advantages come with execution risks.

Why it matters — APLD watchers would care because the company's power advantage could give it a competitive edge in AI data-center workloads against rivals like WULF and CRWV.

Applied Digital vs. TeraWulf: Which AI Data Center Stock Is the Better Buy?

The Motley Fool · 23 Aug 2026positive

A Motley Fool article compares Applied Digital and TeraWulf as AI data center stocks, noting both have signed long-term compute leases with tech giants that make future revenues more predictable and improve financing terms. It reports that Applied Digital has more contracted power and a stronger pipeline than TeraWulf.

Why it matters — The article highlights Applied Digital's larger contracted power and stronger pipeline relative to a peer, signaling competitive positioning in the AI data center sector.

Is Applied Digital an Excellent AI Stock to Buy Right Now?

The Motley Fool · 22 Aug 2026neutral

The Motley Fool published an analysis questioning whether Applied Digital is an excellent AI stock to buy right now. The report notes that while the company's business is booming, it raises doubts about whether that growth can be sustained over time.

Why it matters — An APLD watcher would care because the piece weighs the company's current strong performance against concerns about the durability of its growth, offering a cautionary perspective on its AI-related prospects.

Applied Digital Has $36 Billion Today. $86 Billion Could Be Next.

The Motley Fool · 21 Aug 2026positive

Applied Digital has roughly $36 billion in contracted lease revenue, and renewal options could potentially raise that figure to $86 billion. The article examines why major customers keep returning and whether execution, power access, and its AI Factory model create a durable advantage.

Why it matters — APLD watchers would care because potential growth in contracted lease revenue and customer retention is central to assessing the company's long-term durability and competitive position.

PENG vs. APLD: Which AI Infrastructure Stock Has Better Potential?

Zacks Investment Research · 20 Aug 2026negative

Zacks Investment Research compared Penguin Solutions (PENG) and Applied Digital (APLD) as AI infrastructure stocks, concluding that Penguin Solutions is the stronger pick. The report cites Penguin Solutions' advantages in growth, AI-driven sales momentum, stock performance, and valuation over Applied Digital.

Why it matters — APLD watchers would care because the report positions Applied Digital as trailing Penguin Solutions across key growth and valuation metrics in the AI infrastructure space.

FAQ

Frequently asked questions about APLD stock

What is the APLD stock price forecast for 2026-2027?

The 11 Wall Street analysts covering Applied Digital Corp. have a median 12-month price target of $79, with estimates ranging from $38 to $109. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is APLD stock a buy right now?

Of the 11 analysts covering Applied Digital Corp., 10 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Applied Digital Corp. 27 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank APLD?

As at 22 Aug 2026, Applied Digital Corp. ranks 27 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (78 of 100).

Will APLD stock go up?

No one can know that. What the data says: the median 12-month target from 11 analysts implies +193.9% from the last close, and Ticker Nerd's factor model ranks Applied Digital Corp. 27 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the APLD stock forecast for 2030?

No analyst covering Applied Digital Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for APLD are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $38 to $109 over the next 12 months.

How has APLD stock performed over the past year?

Applied Digital Corp. returned +67.5% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Applied Digital Corp. do?

Applied Digital Corporation is a technology company that designs, develops, and operates digital infrastructure and cloud services for high-performance computing and artificial intelligence workloads. Applied Digital Corporation serves hyperscalers, enterprises, and emerging technology users through large-scale data center hosting and HPC hosting solutions.

What is the latest news on APLD?

The most recent item we track (Zacks Investment Research, 24 Aug 2026): "Can APLD's Power Advantage Strengthen Its AI Edge Over WULF & CRWV?". Zacks discusses Applied Digital's 1.4 GW contracted IT load and its North Dakota power strategy, which could sharpen its AI edge as it expands its campuses. The piece notes that these advantages come with execution risks.

Company

About Applied Digital Corp.

Applied Digital Corporation is a technology company that designs, develops, and operates digital infrastructure and cloud services for high-performance computing and artificial intelligence workloads. Applied Digital Corporation serves hyperscalers, enterprises, and emerging technology users through large-scale data center hosting and HPC hosting solutions. Its operations include infrastructure services for crypto mining customers, GPU computing environments for AI and machine learning tasks, and the planning, construction, and management of data centers built for demanding compute applications. The company focuses on delivering scalable, reliable infrastructure across North America, combining data center operations with specialized cooling and long-term facility management capabilities. Headquartered in Dallas, Texas, Applied Digital Corporation plays a role in supporting compute-intensive industries that require continuous power, dense processing capacity, and purpose-built digital infrastructure.

CEO Mr. Wesley Cummins · 256 employees · United States · https://applieddigital.com