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Applied Digital Corporation (APLD)

Technology | Information Technology Services | Dallas, United States | NasdaqGS
28.84 USD -2.31 (-7.416%) ⇩ (July 13, 2026, 4 p.m. EDT)
After hours: 28.65 -0.19 (-0.190%) ⇩ (July 13, 2026, 7:59 p.m. EDT)

Short-term:★★☆☆☆Long-term:★★☆☆☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 6:52 a.m. EDT

The investment case for Applied Digital is currently paralyzed by a fundamental contradiction between its explosive top-line growth and its inability to generate profit. While revenue surged nearly 140% year-over-year, the company remains deeply unprofitable with negative operating margins and a massive free cash flow burn. This disconnect has left the stock trading at a premium valuation despite a recent price collapse, which has ironically attracted speculative capital looking for a bounce. The options market confirms this tension: traders are betting on a volatile range between 30 and 40, placing heavy bets on both sides rather than committing to a long-term thesis. Until the company can demonstrate a path to profitability or a clear catalyst to turn the cash flow negative, the risk-reward profile remains skewed against the buyer.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.217283
MSTL0.234414
AutoETS0.255223
AutoARIMA0.266666

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 36%
H-stat 0.92
Ljung-Box p 0.000
Jarque-Bera p 0.225
Excess Kurtosis -0.58
Attribute Value
Sector Technology
Debt to Equity Ratio 110.128
Revenue per Share 1.228
Market Cap 8,241,593,344
Forward P/E -23.45
Beta 5.68
Profit Margins -59.47%
Previous Name Applied Science Products, Inc.
Website https://applieddigital.com

As of July 11, 2026, 6:52 a.m. EDT: Speculators are positioning for significant volatility rather than a clear directional breakout. Call volume is heavy near the money (31-32 strikes) with massive open interest walls at 35, 37, and 40, suggesting a 'floor' defense. However, put volume is equally aggressive, with massive open interest at 30 and 28, creating a tight range-bound expectation. The implied volatility is extremely elevated (over 100% for longer-dated contracts), indicating the market prices in a binary event or severe dislocation rather than steady appreciation.


Info Dump

Attribute Value
52 Week Change 2.2720587
Address1 3,811 Turtle Creek Boulevard
Address2 Suite 2100
All Time High 50.725
All Time Low 0.85
Ask 30.92
Ask Size 2
Audit Risk 10
Average Analyst Rating 1.2 - Strong Buy
Average Daily Volume10 Day 20,566,030
Average Daily Volume3 Month 22,288,480
Average Volume 22,288,480
Average Volume10Days 20,566,030
Beta 5.68
Bid 26.66
Bid Size 2
Board Risk 6
Book Value 5.541
City Dallas
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 10
Country United States
Crypto Tradeable 0
Currency USD
Current Price 28.84
Current Ratio 2.382
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 31.0999
Day Low 28.485
Debt To Equity 110.128
Display Name Applied Digital
Earnings Call Timestamp End 1,775,682,000
Earnings Call Timestamp Start 1,775,682,000
Earnings Timestamp End 1,785,355,200
Earnings Timestamp Start 1,785,355,200
Ebitda 13,905,000
Ebitda Margins 0.04355
Enterprise To Ebitda 742.528
Enterprise To Revenue 32.34
Enterprise Value 10,324,858,880
Eps Current Year -0.33
Eps Forward -1.23
Eps Trailing Twelve Months -0.38
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 41.1386
Fifty Day Average Change -12.298599
Fifty Day Average Change Percent -0.29895523
Fifty Two Week Change Percent 227.20587
Fifty Two Week High 50.725
Fifty Two Week High Change -21.884998
Fifty Two Week High Change Percent -0.43144405
Fifty Two Week Low 9.235
Fifty Two Week Low Change 19.605
Fifty Two Week Low Change Percent 2.122902
Fifty Two Week Range 9.235 - 50.725
Financial Currency USD
First Trade Date Milliseconds 1,649,856,600,000
Float Shares 261,739,178
Forward Eps -1.23
Forward P E -23.447155
Free Cashflow -1,496,915,328
Full Exchange Name NasdaqGS
Full Time Employees 205
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.45409
Gross Profits 144,975,008
Has Pre Post Market Data 1
Held Percent Insiders 0.09347
Held Percent Institutions 0.71878
Implied Shares Outstanding 285,769,539
Industry Information Technology Services
Industry Disp Information Technology Services
Industry Key information-technology-services
Ipo Expected Date 2,022-04-13
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,748,649,600
Last Split Date 1,649,808,000
Last Split Factor 1:6
Long Business Summary Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It operates through: Data Center Hosting Business, and HPC Hosting Business. The company offers infrastructure services to crypto mining customers; and GPU computing solutions for critical workloads related to AI, machine learning, and other HPC tasks. It also engages in the designing, constructing, and managing of data centers to support HPC applications. The company was formerly known as Applied Blockchain, Inc. and changed its name to Applied Digital Corporation in November 2022. Applied Digital Corporation has an lease agreement with CoreWeave for an additional 150MW at its Polaris Forge 1 Campus in Ellendale, North Dakota. Applied Digital Corporation is based in Dallas, Texas.
Long Name Applied Digital Corporation
Market us_market
Market Cap 8,241,593,344
Market State POSTPOST
Max Age 86,400
Message Board Id finmb_3563673
Most Recent Quarter 1,772,236,800
Name Change Date 2,026-07-13
Net Income To Common -119,756,000
Next Fiscal Year End 1,780,185,600
Non Diluted Market Cap 8,901,721,139
Number Of Analyst Opinions 11
Open 30.282
Operating Cashflow -36,005,000
Operating Margins -0.20466
Overall Risk 9
Payout Ratio 0.0
Peg Ratio 1.83
Phone 214 427 1704
Post Market Change -0.19000053
Post Market Change Percent -0.65880907
Post Market Price 28.65
Post Market Time 1,783,987,194
Prev Name Applied Science Products, Inc.
Previous Close 31.15
Price Eps Current Year -87.393936
Price Hint 2
Price To Book 5.204837
Price To Sales Trailing12 Months 25.814512
Profit Margins -0.59472
Quick Ratio 1.722
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.18182
Region US
Regular Market Change -2.31
Regular Market Change Percent -7.41573
Regular Market Day High 31.0999
Regular Market Day Low 28.485
Regular Market Day Range 28.485 - 31.0999
Regular Market Open 30.282
Regular Market Previous Close 31.15
Regular Market Price 28.84
Regular Market Time 1,783,972,800
Regular Market Volume 14,969,955
Return On Assets -0.00598
Return On Equity -0.055609997
Revenue Growth 1.393
Revenue Per Share 1.228
Sand P52 Week Change 0.20847368
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 3
Shares Outstanding 285,769,539
Shares Percent Shares Out 0.2484
Shares Short 70,993,690
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 77,160,796
Short Name Applied Digital Corporation
Short Percent Of Float 0.2697
Short Ratio 3.41
Source Interval 15
State TX
Symbol APLD
Target High Price 106.0
Target Low Price 40.0
Target Mean Price 73.36364
Target Median Price 79.0
Total Cash 1,730,439,936
Total Cash Per Share 6.055
Total Debt 2,827,480,064
Total Revenue 319,262,016
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -0.38
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 32.5541
Two Hundred Day Average Change -3.7141
Two Hundred Day Average Change Percent -0.11409008
Type Disp Equity
Volume 14,969,955
Website https://applieddigital.com
Zip 75,219