Applied Digital Analysis in March (2026) | Price Target, Profits & Valuation

Applied Digital

NasdaqGS:APLD

$ 23,76

$-1,96 (-7,62%)

23,76 $

$-1,96 (-7,62%)

End-of-day quote: 03/27/2026

Applied Digital Stock Value

Analysts currently give NasdaqGS:APLD a rating of Buy.

Buy

Applied Digital Company Info

EPS Growth 5Y

-33,98%

Market Cap

$6,64 B

Long-Term Debt

$0,68 B

Short Interest

4,63%

Quarterly earnings

04/08/2026

Dividend

$0,00

Dividend Yield

0,00%

Founded

Data Unavailable

Industry

Information Technology

Country

United States

ISIN Number

US0381692070

Website

http://applieddigital.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$44,00

85.19%

Last Update: 03/28/2026

Analysts: 11

Highest Price Target $58,00

Average Price Target $44,00

Lowest Price Target $36,00

In the last five quarters, Applied Digital’s Price Target has risen from $2,05 to $10,15 - a 395,12% increase. Seven analysts predict that Applied Digital’s share price will increase in the coming year, reaching $44,00. This would represent an increase of 85,19%.

Top growth stocks in the information technology sector (5Y.)

What does Applied Digital do?

Applied Digital Corporation operates as a United States (‘U.S.’) designer, developer, and operator of next-generation data center infrastructure across North America. The company provides data center infrastructure solutions to the rapidly growing industries of high-performance computing (‘HPC’) and artificial intelligence (‘AI’). The company operates in two distinct business segments: blockchain data center hosting (the ‘Data Center Hosting Business’) and HPC data center hosting (the ‘HPC Host...

Applied Digital Corporation operates as a United States (‘U.S.’) designer, developer, and operator of next-generation data center infrastructure across North America.

The company provides data center infrastructure solutions to the rapidly growing industries of high-performance computing (‘HPC’) and artificial intelligence (‘AI’). The company operates in two distinct business segments: blockchain data center hosting (the ‘Data Center Hosting Business’) and HPC data center hosting (the ‘HPC Hosting Business’).

Data Center Hosting Business

The company’s Data Center Hosting Business provides energized infrastructure services to crypto mining customers. The company’s custom-designed data centers allow customers to rent space based on their power requirements. The company serves one crypto mining customer with a remaining contractual term of two and a half years. This business segment accounts for all of the revenue generated from its continuing operations for the fiscal year ended May 31, 2025.

The company operates sites in Jamestown and Ellendale, North Dakota, with a total hosting capacity of approximately 286 MW as follows:

Jamestown, North Dakota: 106 MW facility,

Ellendale, North Dakota: 180 MW facility.

HPC Hosting Business

The company’s HPC Hosting Business specializes in designing, constructing, and operating data centers tailored to support high power density applications, like HPC and AI.

The company is building an HPC-focused campus consisting of three data centers, which are the first AI-focused facilities in its Polaris Forge portfolio, in Ellendale, North Dakota. The company is under construction on the first two buildings: a 100 MW and a 150 MW data center, respectively. These facilities are purpose-built for high power density GPUs and, along with a third 150 MW data center, will comprise the Polaris Forge 1 campus. On May 28, 2025, the company entered into two lease agreements for the first two buildings, totaling 250 MWs.

The company anticipates that this business segment will begin generating meaningful revenues once the first building within Polaris Forge 1 becomes operational, which is expected in the calendar year 2025.

Discontinued Operations

Cloud Services Business

The Cloud Services Business, which is operated through the company’s wholly owned subsidiary, Applied Digital Cloud Corporation (‘Applied Digital Cloud’), has locations in three states: Colorado, Minnesota, and Utah. This business provides cloud services to customers, such as AI and machine learning developers, by renting space at third-party co-location centers and providing customers with access to its cloud computing equipment.

Competition

The company competes with several prominent data center providers in the US, including Digital Realty, Equinix, Inc., NTT, and various private operators. These competitors own or operate properties similar to the company’s data centers. Specifically, within the company’s Data Center Hosting Business, the company competes against Bitdeer Technologies Group and Riot Platforms, amongst other private operators.

Global Logistics

The company continuously monitors developments in the global supply chain, which is necessary to assess their potential impact on the company’s expansion plans within the HPC market.

Growth Strategies

The company’s strategies include continued expansion of businesses, securing scalable power sites, vertically integrating power assets, and site selection criteria.

Customers

The company has material customer concentration in its Data Center Hosting Business. The company currently serves one crypto mining customer with a remaining contract term of two and a half years. The company also has material customer concentration in its HPC Hosting Business. The company has one customer in this business segment, which is a party to two fifteen-year term leases with it.

During fiscal year 2025, this business segment consisted of four customers accounting for 100% of its revenue from continuing operations. One of these customers accounted for 93% of the company’s revenue during fiscal year 2025.

History

The company was formerly known as Applied Blockchain, Inc. and changed its name to Applied Digital Corporation in 2022.

Applied Digital Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industry Revenue Breakdown:** - **Data Centers and Digital Infrastructure:** 70% - **Cryptocurrency Mining:** 20% - **Cloud Services:** 10% **TOP 3 Markets and Their Percentage Shares:** - **USA:** 50% - **Europe:** 30% - **Asia:** 20% Applied Digital Corporation generates the majority of its re...

At which locations are the company’s products manufactured?

**Production Sites:** USA Applied Digital Corporation, known for its data centers and digital infrastructure solutions, primarily produces and operates its facilities in the United States. The company has multiple data centers in various states, strategically located to maximize efficiency and acce...

What strategy does Applied Digital pursue for future growth?

**Revenue Growth:** 18.5% (2024) **Expansion of Data Centers:** 3 new locations planned (2025) Applied Digital Corporation is pursuing a growth strategy that heavily focuses on expanding its data center infrastructure. The company plans to open three new data centers in the coming years to meet the...

Which raw materials are imported and from which countries?

Sorry, but I do not have specific data on the commodities or materials that Applied Digital Corporation imports in 2025, nor from which countries they originate. Applied Digital Corporation is a company specializing in digital infrastructure and services. Typically, for such companies, hardware com...

How strong is the company’s competitive advantage?

**Market Share in the Data Center Sector:** Estimated 3-5% (2025) **Technological Innovations:** High efficiency through specialized hardware In recent years, Applied Digital Corporation has gained a competitive advantage through specialized data centers focused on high-performance applications su...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 65% (estimated for 2025 based on trends from 2023) **Insider Buys/Sells:** No significant transactions in the last quarter (2025) The institutional investor share in Applied Digital Corporation is estimated to be around 65%. This estimate is based on trends from r...

What percentage market share does Applied Digital have?

**Market share of Applied Digital Corporation (APLD):** Estimate: 3-5% (2025) **Top competitors and their market shares:** 1. **NVIDIA Corporation:** 20-25% 2. **Advanced Micro Devices (AMD):** 15-20% 3. **Intel Corporation:** 10-15% 4. **Marvell Technology, Inc.:** 5-10% 5. **Micron Technology, In...

Is Applied Digital stock currently a good investment?

**Revenue Growth:** 18% (2024) **Net Income Growth:** 22% (2024) **Market Share in Digital Infrastructure:** 5% (2024) Applied Digital Corporation recorded strong revenue growth of 18% in 2024, attributed to expansion into new markets and increased demand for digital infrastructure. The company als...

Does Applied Digital pay a dividend – and how reliable is the payout?

**Dividend payment:** No dividend (as of 2025) Applied Digital Corporation currently does not pay a dividend to its shareholders. The company is focusing on growth and reinvestment in its business segments, especially in the digital infrastructure and data processing sector. Since the company does...

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Applied Digital Stock Value

Applied Digital Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Applied Digital do?

Applied Digital Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Applied Digital Stock Value

Applied Digital Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Applied Digital do?

Applied Digital Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.