Applied Digital Corporation(APLD)
NASDAQ

Stock Overview & Analysis

$29.04
-2.50 (-7.93%)

Applied Digital Corporation (APLD) quick overview 2026-02-20

  • The stock is currently trading at $29.04, experiencing a short-term pullback within a larger uptrend—trading below its 50-day average while holding above the 200-day.
  • Analysts appear optimistic, with a 1-year price target of $45.27 (55.9% upside).
  • Volatility is elevated (121.12% annualized), implying wide price swings.
  • The fundamental story is nuanced: solid revenue growth (2.50% YoY) alongside significant competitive pressures.

Here's What You Need to Know Right Now

Concise, actionable context

Trend posture
Short-term pullback in long-term uptrend
Analyst 1Y target45.2755.9%
Volatility (30d ann.)121.12High
RSI (14-day)
35.51 (Neutral)
Debt$2.61B (125.91 D/E)

Applied Digital Corporation - Historical Price & Volume

$29.04
+24.99 (+617.92%)
Price
Volume
Current Price Line
Range: 2Y

Market Cap

$8.81B

Enterprise Value: $10.24B

P/E Ratio

N/A

Forward P/E: -35.21

Revenue Growth

+2.50%

Year over Year

Analyst Target

$45.27

+55.9% upside potential

Key Investor Questions

Clarity over jargon

Is now a good time to buy?
  • Technicals say: Neutral (RSI 35.51)
  • Fundamentals say: Caution warranted (high leverage concerns)
Can its core operations drive future growth?
  • Future growth will depend on performance in core Information Technology Services operations.
  • The ability to manage competitive pressures will be crucial for sustained growth.
What are the biggest risks?
  • $2.61B in debt could be a headwind in a high-rate environment.
  • Fierce competition from established players in Information Technology Services.

Trading Range

52-Week Low$3.31
52-Week High$42.27
Current Price$29.04

Over the past year, the stock traded between $3.31 and $42.27—recovering meaningfully from lows and currently near the higher end. Big swings are likely unless a major catalyst emerges.

Volatility

30-Day Volatility121.12%
Beta7.18
RSI (14-day)35.51

With 121.12% annualized volatility and β=7.18, the stock exhibits high sensitivity to market moves—suitable for investors comfortable with active risk management.

Ownership Snapshot

Insider Ownership13.34%
Institutional Ownership67.17%
Shares Short86.58M

High institutional backing, but elevated short interest signals a potential battleground stock.

Analyst Sentiment

Mean Target
$45.27
Upside Potential
55.9%
Recommendation
strong_buy
Analysts see strong upside potential with a target of $45.27. The 55.9% upside suggests optimistic growth expectations.

Latest News

Recent headlines and coverage

BarchartFeb 21, 2026

As Nvidia Ditches Applied Digital Stock, Should You?

Nvidia exited its stake in Applied Digital, yet analysts have maintained a steady outlook. Does this point to emerging risk or a timely opportunity?

Motley FoolFeb 21, 2026

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Motley FoolFeb 21, 2026

Better Data Center Stock: Applied Digital vs. Riot Platforms

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Motley FoolFeb 20, 2026

AI Spending Is Poised to Hit $700 Billion in 2026. 2 Top Stocks to Buy to Capitalize on This Massive Number.

These two companies are poised to win big from the huge jump in artificial intelligence (AI) infrastructure spending this year.

MarketBeatFeb 19, 2026

NVIDIA’s 13F Bombshell: A New AI Power Trio Emerges

NVIDIA did anything but stand pat with its investments during Q4 2025. See how the company turned over its holdings in the quarter.

Insider MonkeyFeb 19, 2026

Applied Digital (APLD) Loses 4.9% as Nvidia Disposes of Shares

We recently published 10 Losing Stocks in an Otherwise Optimistic Market. Applied Digital Corp. (NASDAQ:APLD) was one of the worst performers on Wednesday. Applied Digital extended its losing streak to a sixth straight day on Wednesday, dropping 4.92 percent to close at $31.91 apiece, as investor sentiment was further dragged by news that Nvidia Corp. […]

StockStoryFeb 19, 2026

3 Volatile Stocks That Fall Short

Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced investors.

GuruFocus.comFeb 18, 2026

Nvidia Exits Arm Stake

Chipmaker sells final Arm shares amid broader AI portfolio reshuffle

Simply Wall St.Feb 18, 2026

Nvidia Exit Tests Applied Digital’s AI Factory And ChronoScale Ambitions

Nvidia has fully exited its equity position in Applied Digital (NasdaqGS:APLD), closing out its stake in the company. Applied Digital has started construction on a new AI Factory campus focused on high performance compute and AI workloads. The company reports long term lease revenues with hyperscalers tied to its data center footprint. Applied Digital’s cloud subsidiary is set to merge with Ekso Bionics to create ChronoScale, with Applied Digital receiving significant board and governance...

Barrons.comFeb 18, 2026

Applied Digital, WeRide Stocks Drop. Blame Nvidia.

Nvidia disclosed in a filing on Tuesday that it no longer held shares in Applied Digital, drug-discovery company Recursion Pharmaceuticals, and autonomous-driving company WeRide.

Frequently Asked Questions

Common investor questions about Applied Digital Corporation

Applied Digital Corporation (APLD) is currently trading at $29.04. The RSI (14-day) is at 35.5, indicating neutral territory. Wall Street analysts have a consensus "strong_buy" recommendation. The mean analyst price target of $45.27 implies 55.9% upside from current levels. Volatility is high at 121.1% annualized, meaning significant price swings are common. Investors should consider their risk tolerance, investment horizon, and portfolio diversification before making a decision.

Based on current valuation metrics for Applied Digital Corporation (APLD): The trailing P/E ratio is not available (the company may not be profitable). The forward P/E is -35.21. Price-to-Book is 6.07. Price-to-Sales is 33.37. Valuation should be compared to Information Technology Services industry peers for context, as different sectors trade at different multiples.

Based on 11 analysts covering APLD, the consensus price target is $45.27. This represents a 55.9% upside from the current price of $29.04. The range spans from a low target of $36.00 to a high target of $58.00, reflecting varying levels of optimism among analysts. The consensus recommendation is "strong_buy". Note: Analyst price targets are forward-looking estimates and not guarantees of future performance.

Applied Digital Corporation (APLD) does not currently pay a regular dividend. The company may be reinvesting profits into growth initiatives, or may not yet be profitable enough to distribute earnings to shareholders.

Key risks for Applied Digital Corporation (APLD) investors include: 1. High volatility (121.1% annualized)—the stock can experience significant daily price swings. 2. Elevated debt levels (D/E ratio of 125.91) which could pressure margins in a rising rate environment. 3. The company is not currently profitable on a trailing basis, which creates earnings uncertainty. 4. Elevated short interest (33.7% of float) suggests significant bearish sentiment. 5. Broader market and macroeconomic risks (interest rates, inflation, geopolitical events). 6. Information Technology Services sector-specific competitive pressures. Investors should diversify and consider their risk tolerance before investing.

Here is Applied Digital Corporation's (APLD) current debt and financial health profile: Total debt stands at $2.61B. The debt-to-equity ratio is 125.91, which is elevated and warrants monitoring, especially in a rising interest rate environment. The current ratio is 4.82, indicating strong short-term liquidity. The quick ratio is 3.43. The company holds $1.91B in cash and equivalents. Free cash flow is negative at $-1,606,530,304, which could limit the company's ability to manage debt obligations.