Applied Digital (NASDAQ: APLD) is making bold moves in the AI data center space, and investors are watching closely. The company has shifted from its early blockchain hosting roots to focus on building advanced high-performance computing (HPC) infrastructure — and the potential upside is massive.
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Rick Orford - Trading Stocks and Options23 Aug 2025, 22:00 UTC
AI-generated source summary
This is a fundamental analysis of Applied Digital (APLD). The stock recently hit a new 52-week high. Wall Street rates APLD as a 'strong buy'. The company is signing $11 billion worth of contracts with CoreWeave. NVIDIA and other institutional investors are investing in the stock. The company isn't yet profitable. The financials show revenues were up 41% year-over-year in fiscal Q4, totaling $38 million, but fell short of the expected $42.86 million. Net losses decreased by 25% to $26.6 million, or $0.12 per share, in line with analyst estimates. On an annual basis, revenue increased 6% to $144.2 million. The company reported an increase in losses on its continuing operations, with losses up 118% at $161 million. Despite these losses, two 15-year lease agreements with CoreWeave are projected to add $7 billion in contracted revenue. Management believes APLD is on track to finalize project financing. Institutions hold 65.7% of APLD shares, with Mitsubishi UFJ Asset Management recently disclosing the acquisition of 30,507 additional shares, bringing its total to 144,993 shares. The analyst's high target is $24.00 representing 47% upside.
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