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Form 4 Applied Digital Corp. For: Oct 13 Filed by: Nottenburg Richard N

Thu, 15 Oct 2026 17:03:00 -0400

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The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates

Wed, 14 Oct 2026 08:30:00 -0400

AUSTIN, Texas, Oct. 14, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: Computing capacity is what the AI industry is sprinting to add. Just as fast, though, a different limit is taking shape: power supply. By 2030, the International Energy Agency expects global electricity demand from data centers to keep rising steeply. Goldman Sachs estimates the compound annual growth rate for U.S. data-center power demand at around 15% between 2023 and 2030, a pace that could leave data centers responsible for roughly 8% of all U.S. electricity consumption by the end of that

The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates

Wed, 14 Oct 2026 08:30:00 -0400

The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates

Wed, 14 Oct 2026 08:30:00 -0400

The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates

Wed, 14 Oct 2026 08:30:00 -0400

The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates

Wed, 14 Oct 2026 08:30:00 -0400

The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates

Wed, 14 Oct 2026 08:30:00 -0400

The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates

Wed, 14 Oct 2026 08:30:00 -0400

The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates

Wed, 14 Oct 2026 08:30:00 -0400

The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates

Wed, 14 Oct 2026 08:30:00 -0400

The Infrastructure Bottleneck Investors Should Watch as AI Demand Accelerates

Wed, 14 Oct 2026 08:30:00 -0400

Form 4 Applied Digital Corp. For: Oct 10 Filed by: Cummins Wes

Tue, 13 Oct 2026 17:28:00 -0400

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Form 144 Applied Digital Corp. Filed by: Nottenburg Richard N

Tue, 13 Oct 2026 16:10:00 -0400

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Applied Digital (APLD) PT Raised to $41 at Morgan Stanley

Mon, 12 Oct 2026 07:59:21 -0400

Morgan Stanley analyst Stephen Byrd raised the price target on Applied Digital (NASDAQ: APLD) to $41.00 (from $37.50) while maintaining a Equalweight rating.

UBS Reiterates Buy Rating on Applied Digital (APLD) Following Q1 Print

Thu, 08 Oct 2026 09:38:44 -0400

(Updated - October 8, 2026 9:38 AM EDT)

UBS analyst Ryan Gravett reiterated a Buy rating and $38.00 price target on Applied Digital (NASDAQ: APLD).

The analyst commented, "Applied Digital's F1Q results highlighted both recent deployment execution and the growing scale of its platform opportunity. Assuming current demand trends persist, management now sees a path to 3.5-4.0GW of capacity by 2030 vs. 1.4GW of currently signed leases and prior commentary for 5GW by 2032. With growing concerns around data center permitting and development nationally, an established footprint in more development-friendly markets (North Dakota, Louisiana, Alabama) should provide the avenue for growth and

Applied Digital (APLD) PT Lowered to $70 at Needham

Thu, 08 Oct 2026 07:38:14 -0400

(Updated - October 8, 2026 7:38 AM EDT)

Needham analyst John Todaro lowered the price target on Applied Digital (NASDAQ: APLD) to $70.00 (from $83.00) while maintaining a Buy rating.

The analyst commented: "APLD reported F1Q27 revenue of $341.9m, above our $90.05m estimates, but the beat was almost entirely due to one-time "fit-out services." HPC Base Rent came in at $65.8m, beating our $44.3m est. with NOI margin coming in at 89%.

The company is currently marketing 1.3GW of capacity, and the vast majority of this is with '28 energization. Mgmt. expects 250MW of expansion leases signed by end of '26CY at ~15%

Applied Digital (APLD) PT Lowered to $70 at Needham

Thu, 08 Oct 2026 07:38:14 -0400

(Updated - October 8, 2026 7:38 AM EDT)

Needham analyst John Todaro lowered the price target on Applied Digital (NASDAQ: APLD) to $70.00 (from $83.00) while maintaining a Buy rating.

The company is currently marketing 1.3GW of capacity, and the vast majority of this is with '28 energization. Mgmt. expects 250MW of expansion leases signed by end of '26CY at ~15%

Texas Capital Securities Reiterates Buy Rating on Applied Digital (APLD)

Thu, 08 Oct 2026 07:15:30 -0400

Texas Capital Securities analyst Derrick Whitfield reiterated a Buy rating and $71.00 price target on Applied Digital (NASDAQ: APLD).

The analyst commented: "We view this release as positive. The positives include: i) an adjusted revenue and adjusted EBITDA beat, ii) construction progress at PF2 with 50 MW of operated capacity expected by year-end 2026, iii) visibility into operational capacity reaching 3.5-4.0 GW by 2030, and iv) positive macro commentary, with robust power demand supporting +15% higher lease rates and potentially longer duration. The negatives include: i) higher-than-expected quarterly G&A and ii) higher-than-expected quarterly capex, albeit management did not revise $/MW capex

Applied Digital (APLD) PT Raised to $55 at Wells Fargo

Thu, 08 Oct 2026 05:00:40 -0400

Wells Fargo analyst Eric Luebchow raised the price target on Applied Digital (NASDAQ: APLD) to $55.00 (from $50.00) while maintaining a Overweight rating.

The analyst comments "APLD delivered a steady Q1'27, with execution against its 1.4 GW remaining on time and on budget. The next catalysts to watch for are secured debt raises for its recently signed Meta leases + 250 MWs of expansion leases at higher yields. Leasing pipeline robust, with incremental 250 MWs expected by YE. APLD remains in late stages to sign ~250 MWs of expansions at Polaris Forge 2 (ORCL) and Delta Forge 1 (we believe Meta)

Applied Digital (APLD) PT Raised to $55 at Wells Fargo

Thu, 08 Oct 2026 05:00:40 -0400

Wells Fargo analyst Eric Luebchow raised the price target on Applied Digital (NASDAQ: APLD) to $55.00 (from $50.00) while maintaining a Overweight rating.

Applied Digital (APLD) Reiterated at Market Outperform by Citizens as Development Pipeline Turns Into Operational Capacity

Thu, 08 Oct 2026 04:11:57 -0400

Citizens analyst Gregory Miller reiterated a Market Outperform rating and $60.00 price target on Applied Digital (NASDAQ: APLD).

The analyst commented, "Applied Digital reported 1Q27 results that continue to reinforce our view that the company is making meaningful progress converting its development pipeline into operating capacity, while increasingly establishing itself as a supplier of large-scale AI infrastructure to hyperscale customers. Following delivery of the second 75MW phase of Building 2 shortly after quarter-end, Polaris Forge 1 now has 250MW operational, and the company expects more than 600MW to enter service over the next twelve months. In addition, management indicated that ~250MW

Form 10-Q Applied Digital Corp. For: Aug 31

Wed, 07 Oct 2026 17:19:00 -0400

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Applied Digital posts top-line beat in Q1 amid data center growth

Wed, 07 Oct 2026 16:47:24 -0400

Investing.com -- Applied Digital Corp (NASDAQ:APLD) reported first quarter fiscal 2027 results that exceeded analyst expectations, with adjusted revenue reaching $300.4 million compared to the consensus estimate of $111.19 million. The company posted an adjusted loss of -$0.01 per share, beating the analyst estimate of -$0.27 per share. Shares rose 1.9% in after hours trading following the announcement and after closing the regular session 6.04% lower.

Total revenue for the quarter ended August 31, 2026 was $341.9 million, up 322% YoY from $80.9 million in the prior year period. The revenue surge was driven primarily by $183.5 million in

Applied Digital posts top-line beat in Q1 amid data center growth

Wed, 07 Oct 2026 16:47:24 -0400

Total revenue for the quarter ended August 31, 2026 was $341.9 million, up 322% YoY from $80.9 million in the prior year period. The revenue surge was driven primarily by $183.5 million in

Form 8-K Applied Digital Corp. For: Oct 07

Wed, 07 Oct 2026 16:43:00 -0400

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