We recently published 10 Firms Stealing the Show on Wall Street. Applied Digital Corp. (NASDAQ:APLD) is one of the best performers on Thursday. Applied Digital bounced back by 8.64 percent on Thursday to close at $23.90 apiece as investors cheered its successful raising of $100 million in fresh funds from a loan facility. In a statement, Applied Digital Corp. (NASDAQ:APLD) said that its wholly owned subsidiary APLD DevCo LLC entered into a loan facility with Macquarie Group’s Commodities and Global Mark ...

Applied Digital's buildout continues.Shares of Applied Digital (APLD +8.46%) jumped on Thursday, finishing the day up 8.6%. The spike came as the S&P 500 and the Nasdaq Composite finished up 0.7% and 1.3%, respectively.The artificial intelligence (AI) data center company announced today that it secured $100 million in financing to "fund the pre-lease development costs for new data center projects."NASDAQ : APLDApplied DigitalToday's Change( 8.46 %) $ 1.86Current Price$ 23.86Key Data PointsMarket Cap$6.1BDay ...

Welcome back to Market on Close. I'm Sam Bartis live from the floor of the New York Stock Exchange. It's time now for overlooked stocks.We are watching shares of Applied Digital today after a rise coming off the back of the company closing a loan facility for AI data center development. So, George Phyllis is with us, senior markets correspondent to help get us across what the details are here and uh obviously this is why we're seeing a nice 10% pop here. George, talk us through uh this report.>> Yeah. Yeah, ...

DALLAS, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) ("Applied Digital" or the "Company"), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocations services for artificial intelligence, cloud, networking and blockchain workloads, will host a conference call on Wednesday, January 7, 2026, at 5:00 p.m. Eastern Time to discuss its operations and financial results for the fiscal second quarter ended November 30, 2025. A press rele ...

We recently published 10 Big Names Investors Are Dumping. Applied Digital Corp. (NASDAQ:APLD) is one of the worst performers on Wednesday. Applied Digital slashed its share prices by 9.24 percent on Wednesday to close at $22 apiece as investors turned increasingly wary about the AI industry, supported by an investment firm’s withdrawal of its financial support for one of Oracle Corp.’s data center projects. On the same day, a report said that Blue Owl Capital backed out from a plan to support Oracle’s da ...

DALLAS, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) (the “Company,” or “Applied Digital”), a builder and operator of next-generation digital infrastructure designed for high-performance computing (“HPC”) and artificial intelligence (“AI”) workloads, today announced it has entered into a loan facility with Macquarie Group’s Commodities and Global Market’s business (“Macquarie”) to fund the pre-lease development costs for new data center projects. The facility was entered into ...

We recently published 10 Stocks Shining Bright Amid Wall Street’s Dull Spell. Applied Digital Corporation (NASDAQ:APLD) is one of the top performers on Tuesday. Applied Digital jumped by 5.48 percent on Tuesday to close at $24.24 apiece as investors took heart from its chief executive’s hints that the company is currently in talks with companies for three of its campuses, alongside bargain-hunting following four straight days of decline. “We’re negotiating for two or three other campuses at the moment. T ...

Based on implied volatility (IV) — which is a residual value calculated from actual option order flows — Barchart’s Expected Move calculator projects a price range (for the month-of-February expiration date) between $15.78 and $30.18. Thanks to the heightened IV, we have a whopping high-low spread of 91.25%.As for the latest read, net trade sentiment stood at $367,100. Personally, I think that’s going to tell you a lot more than which individual puts or calls have demonstrated unusual activity.Despite the c ...

Company Overview - Applied Digital Corporation (APLD) is valued at $5.9 billion with $148 million in revenue, currently trading at $22.98 [2] - The company has shown a revenue growth of 9.3% over the last 12 months, but has an operating margin of -31.3% [2] Stock Performance - APLD shares have decreased by 17.5% in a single day, raising concerns about high valuations in AI infrastructure and profit-taking after a significant rally [2] - The stock has historically performed worse than the S&P 500 during economic downturns, with a notable decline of 82.6% from a high of $5.06 on October 26, 2021, to $0.88 on July 13, 2022 [7] - Despite past declines, APLD stock fully recovered to its pre-Crisis peak by May 16, 2023, and reached a high of $37.76 on October 15, 2025, before trading at $22.98 [7] Valuation Metrics - APLD stock has a P/E multiple of -24.1 and a P/EBIT multiple of -34.8, indicating a very high valuation [6] - The company has a Debt to Equity ratio of 0.12 and a Cash to Assets ratio of 0.03, suggesting moderate liquidity [6] Historical Recovery - APLD stock has shown a median return of 68.4% within a year following sharp declines since 2010, indicating potential for recovery after downturns [6] - The stock has experienced significant declines in various economic crises, including an 89.8% drop during the 2018 correction and a 91.7% drop during the 2008 financial crisis, but has fully recovered in each instance [8]

Core Insights - The artificial intelligence (AI) sector is poised for significant transformation driven by robust demand from various end markets, including hyperscale automation, robotics, healthcare, energy, materials, financials, and cybersecurity over the next five years [1] Company Summaries Applied Digital Corp. (APLD) - APLD is a U.S. designer and operator of high-performance data centers specifically for AI and blockchain workloads, with a Zacks Rank of 2 (Buy) [5][12] - The global AI market is projected to reach $500 billion by 2027, indicating strong long-term growth potential for APLD [5] - APLD's data centers are designed to meet the high power density and cooling requirements of AI applications, which positions the company favorably as demand from hyperscalers increases [6] - The company has secured multi-year leases at its Ellendale campus, expanding from 250 MW to 400 MW, with anticipated lease revenue of approximately $11 billion over 15 years [7] - APLD has reduced its build timelines from 24 months to 12-14 months and is currently developing multiple campuses with 700 MW under construction [9] - The company has an expected revenue growth rate of 30.4% and earnings growth rate of 61.3% for the current year, with significant upward revisions in earnings estimates over the past 60 days [12] Lumentum Holdings Inc. (LITE) - LITE specializes in optical and photonic technologies for telecommunications and data centers, holding a Zacks Rank of 1 (Strong Buy) [17] - The company is focused on developing photonic solutions for AI applications, particularly in data centers, with offerings that include high-speed transceivers and lasers [15] - LITE has seen a surge in demand due to its collaboration with NVIDIA Corp. in developing silicon photonics for networking switches [16] - The expected revenue growth rate for LITE is 56% and earnings growth rate is over 100% for the current year, with positive revisions in earnings estimates noted over the last 60 days [17]