Applied Digital Corporation
27.14USD
-1.1700 (-4.13%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $-0.29▼ | $-0.18 | 1 | 0 |
| Next quarter | $-0.33▼ | $-0.18 | 0 | 1 |
| Current year | $-0.95▼ | $-0.7 | 1 | 0 |
| Next year | $-0.25▲ | $-0.44 | 0 | 1 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-05-31 | $-0.19 | $0.04 | +0.23 (+121.1%) |
| 2026-02-28 | $-0.21 | $0.09 | +0.30 (+142.9%) |
| 2025-11-30 | $-0.21 | $0 | +0.21 (+100.0%) |
| 2025-08-31 | $-0.16 | $-0.03 | +0.13 (+80.6%) |
98 ratings from 14 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Morgan Stanley | Maintained | Equal-Weight | $36.5 $37.5 | Aug 6, 2026 |
| B. Riley Securities | Maintained | Buy | $66 $75 | Aug 3, 2026 |
| Needham | Reiterated | Buy | $83 | Jul 28, 2026 |
| Morgan Stanley | Initiated | Equal-Weight | $36.5 | Jul 23, 2026 |
| Northland Capital Markets | Maintained | Outperform | $56 $82 | Jun 17, 2026 |
| Craig-Hallum | Maintained | Buy | $75 $79 | Jun 9, 2026 |
| Lake Street | Maintained | Buy | $70 $90 | Jun 9, 2026 |
| Needham | Maintained | Buy | $66 $83 | Jun 9, 2026 |
| B. Riley Securities | Maintained | Buy | $53 $66 | May 27, 2026 |
| Lake Street | Maintained | Buy | $55 $70 | May 21, 2026 |
| Citizens | Maintained | Market Outperform | $40 $60 | May 21, 2026 |
| Needham | Maintained | Buy | $51 $66 | May 21, 2026 |
| Needham | Maintained | Buy | $48 $51 | May 15, 2026 |
| Needham | Reiterated | Buy | $48 | Apr 28, 2026 |
| Needham | Maintained | Buy | $41 $48 | Apr 24, 2026 |
| Needham | Maintained | Buy | $41 $48 | Apr 23, 2026 |
| Citizens | Reiterated | Market Outperform | $40 | Apr 9, 2026 |
| B. Riley Securities | Maintained | Buy | $47 $53 | Jan 9, 2026 |
| Roth Capital | Maintained | Buy | $56 $58 | Jan 8, 2026 |
| Needham | Reiterated | Buy | $41 | Jan 8, 2026 |
| Freedom Capital Markets | Initiated | Buy | $36 | Jan 7, 2026 |
| Northland Capital Markets | Maintained | Outperform | $40 | Dec 30, 2025 |
| Lake Street | Reiterated | Buy | $45 | Dec 30, 2025 |
| Needham | Reiterated | Buy | $41 | Oct 29, 2025 |
| Craig-Hallum | Maintained | Buy | $37 $39 | Oct 23, 2025 |
77 filings from 11 insiders · 10 buy / 3 sell over 6m
Officers and directors of APLD, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| NOTTENBURG RICHARD NDirector | Sell | 75.0k | $31.15 | $2.34M | Aug 4, 2026 |
| CUMMINS WESLEYChief Executive Officer | Grant | 1.60M | — | — | Jul 31, 2026 |
| ZHANG JASON GECHENPresident | Grant | 600.0k | — | — | Jul 31, 2026 |
| MOHMAND MOHAMMAD SAIDAL LAVANWAYChief Financial Officer | Grant | 245.0k | — | — | Jul 31, 2026 |
| LALTRELLO LAURAChief Operating Officer | Grant | 600.0k | — | — | Jul 31, 2026 |
| ZHANG JASON GECHENPresident | Grant | 675.0k | — | — | Jul 1, 2026 |
| CUMMINS WESLEYChief Executive Officer | Grant | 800.0k | — | — | Jun 22, 2026 |
| MOHMAND MOHAMMAD SAIDAL LAVANWAYChief Financial Officer | Grant | 490.0k | — | — | Jun 22, 2026 |
| NOTTENBURG RICHARD NDirector | Sell | 25.0k | $32.00 | $832k | Apr 30, 2026 |
| MILLER DOUGLAS SDirector | Sell | 10.0k | $34.98 | $350k | Apr 27, 2026 |
| CUMMINS WESLEYChief Executive Officer | Other | 100.0k | — | — | Apr 10, 2026 |
| CUMMINS WESLEYChief Executive Officer | Other | 100.0k | — | — | Apr 2, 2026 |
| MOHMAND MOHAMMAD SAIDAL LAVANWAYChief Financial Officer | Other | 94.2k | — | — | Apr 2, 2026 |
| ZHANG JASON GECHENPresident | Grant | 500.0k | — | — | Feb 6, 2026 |
| MOHMAND MOHAMMAD SAIDAL LAVANWAYChief Financial Officer | Grant | 250.0k | — | — | Feb 6, 2026 |
| HASTINGS CHUCKDirector | Sell | 46.0k | $38.57 | $1.77M | Jan 29, 2026 |
| MILLER DOUGLAS SDirector | Gift | 6.0k | — | — | Jan 22, 2026 |
| CUMMINS WESLEYChief Executive Officer | Sell | 165.0k | $36.42 | $6.01M | Jan 16, 2026 |
| NOTTENBURG RICHARD NDirector | Sell | 23.6k | $35.28 | $835k | Jan 15, 2026 |
| MILLER DOUGLAS SDirector | Sell | 10.0k | $38.54 | $385k | Jan 12, 2026 |
No analyst notes on APLD yet.
Analyst Ratings
11 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 2 | 8 | 1 | 0 | 0 | Buy1.91 |
| 1 mo ago | 2 | 8 | 1 | 0 | 0 | Buy1.91 |
| 2 mo ago | 2 | 9 | 0 | 0 | 0 | Buy1.82 |