Applied Digital (APLD) News Today

Applied Digital Corporation (NASDAQ:APLD) shares have pulled back today following a significant rally last session. While profit-taking has weighed on the stock, investors are keeping an eye on continued AI-driven revenue growth, solid earnings progress and multiple analyst upgrades.

• Positive Sentiment: Q4 EPS jumped 67%, driven by stronger margins versus year-ago levels. Applied Digital (APLD) Q4 EPS Jumps 67%
• Positive Sentiment: Investment firm Lake Street Capital increased its price target to $18.00 and reiterated a “Buy” rating. Applied Digital Given New $18.00 Price Target at Lake Street Capital
• Positive Sentiment: HC Wainwright boosted its price target from $12.00 to $15.00, maintaining a “Buy” rating. HC Wainwright Raises Applied Digital Price Target to $15.00
• Positive Sentiment: Needham & Company lifted its target to $16.00, backing Applied Digital’s AI infrastructure strategy. Applied Digital Given New $16.00 Price Target at Needham
• Positive Sentiment: Roth Capital raised Q4 2026 EPS estimates to $0.06 (from $0.03) and reaffirmed its “Buy” stance. Roth Capital Boosts Q4 2026 EPS Estimates
• Positive Sentiment: Roth Capital also lifted Q1 2026 EPS forecasts to –$0.07 (from –$0.09), keeping a “Buy” rating. Q1 EPS Estimates Lifted by Roth Capital
• Positive Sentiment: Investors bought a record 329,205 call options—221% above average—signaling bullish sentiment. Applied Digital Target of Unusually Large Options Trading
• Positive Sentiment: Signed a 15-year, 400 MW lease with AI hyperscaler CoreWeave worth $11 billion, underscoring long-term contract visibility. Why Applied Digital Is Soaring Over 35% Right Now
• Positive Sentiment: Seeking Alpha upgrade highlighted Applied Digital as “AI’s next big winner” after a 30% rally. AI’s Next Big Winner? Applied Digital’s 30% Rally Says Yes
• Positive Sentiment: Shares soared 31% on stronger-than-expected Q4 results and the CoreWeave expansion deal. Stock Market Today: Applied Digital Soars 31% on CoreWeave Deal and Earnings Surprise
• Neutral Sentiment: Q4 EPS of –$0.12 met forecasts, though revenue of $38 million fell short of analyst expectations. Applied Digital Posts Earnings Results, Hits Expectations
• Neutral Sentiment: Analysts have set and updated Q4 earnings expectations heading into the report. Analysts Set Expectations for Applied Digital Q4 Earnings
• Negative Sentiment: Shares are drifting lower after yesterday’s outsized gains, as some investors lock in profits. Why Applied Digital Stock Is Sinking Today
• Negative Sentiment: Stock is down significantly on growing “time to sell?” chatter following the recent run-up. Shares Down 8.7% – Time to Sell?