Applied Digital Corporation
18.25USD
-0.8400 (-4.40%)
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A reading needs 5 members, each at least 14 days old with a track record on this site (simulated portfolios and calls), who shared a take in the last 30 days; 2 of them need a strong record.
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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 | -$0.17▲ | -$0.3 | 1 | 0 |
| Next quarter | -$0.25▲ | -$0.34 | 1 | 0 |
| Current year | -$1.06▲ | -$1.23 | 1 | 0 |
| Next year | -$0.78▲ | -$1 | 0 | 3 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-08-31 | -$0.3 | -$0.01 | +0.29 (+96.7%) |
| 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%) |
106 ratings from 17 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 | $37.5 $41 | Oct 12, 2026 |
| Wells Fargo | Maintained | Overweight | $50 $55 | Oct 8, 2026 |
| Freedom Capital Markets | Maintained | Buy | $48 | Oct 8, 2026 |
| Needham | Maintained | Buy | $83 $70 | Oct 8, 2026 |
| UBS | Initiated | Buy | $38 | Sep 23, 2026 |
| Rothschild & Co | Initiated | Neutral | $22 | Sep 21, 2026 |
| Wells Fargo | Initiated | Overweight | $50 | Sep 17, 2026 |
| 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 |
| Freedom Capital Markets | Maintained | Buy | $36 $48 | Apr 27, 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 |
87 filings from 15 insiders · 11 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 |
|---|---|---|---|---|---|
| Cummins WesDirector; Officer, CEO; Chairman | Buy | 55.8k | $18.04 | $1.01M | Oct 16, 2026 |
| Zhang Jason GechenOfficer, President | Buy | 300.0k | $18.86 | $5.66M | Oct 16, 2026 |
| Nottenburg Richard NDirector | Sell | 31.3k | $21.84 | $683k | Oct 13, 2026 |
| Cummins WesDirector; Officer, CEO; Chairman | Exercise | 100.0k | — | — | Oct 10, 2026 |
| Cummins WesDirector; Officer, CEO; Chairman | Tax | 39.4k | $23.68 | $932k | Oct 10, 2026 |
| Cummins WesDirector; Officer, CEO; Chairman | ExerciseRestricted Stock Unit | 100.0k | — | — | Oct 10, 2026 |
| Mohmand Mohammad Saidal LaVanwayOfficer, Chief Financial Officer | Exercise | 81.7k | — | — | Oct 4, 2026 |
| Mohmand Mohammad Saidal LaVanwayOfficer, Chief Financial Officer | Tax | 32.1k | $25.38 | $816k | Oct 4, 2026 |
| Mohmand Mohammad Saidal LaVanwayOfficer, Chief Financial Officer | ExerciseRestricted Stock Unit | 81.7k | — | — | Oct 4, 2026 |
| Zhang Jason GechenOfficer, President | Tax | 49.2k | $26.42 | $1.30M | Sep 12, 2026 |
| 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 |
No analyst notes on APLD yet.
Members whose judged calls on APLD have played out most reliably.
No settled calls on APLD yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
Analyst Ratings
16 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 2 | 12 | 2 | 0 | 0 | Buy2.00 |
| 1 mo ago | 2 | 11 | 2 | 0 | 0 | Buy2.00 |
| 2 mo ago | 2 | 8 | 1 | 0 | 0 | Buy1.91 |
| 3 mo ago | 2 | 8 | 1 | 0 | 0 | Buy1.91 |