1 Major Catalyst That Could Send Applied Digital Stock Higher

Long lead times for new data centers are causing a bottleneck for tech companies. Applied Digital announced two lease agreements this year worth $16 billion in future revenue for 600 megawatts of data center load.

The Motley Fool • 7 hours ago

Got $1,000? 1 Tech Stock to Buy and Hold for Decades.

Applied Digital is poised to benefit from the growing demand for additional data center capacity. The stock is trading at just 10 times projected operating profit over the next five years.

The Motley Fool • Dec 12, 2025

Could Buying Applied Digital Today Set You Up for Life?

Applied Digital is well positioned to benefit from the explosive surge in investments in AI data centers. Long-term contracts with prominent hyperscalers have given the company multiyear revenue visibility.

The Motley Fool • Dec 10, 2025

APLD Stock Soars 272% in a Year: Will the Momentum Continue?

Applied Digital shares soar 272% in a year, but lumpy earnings, valuation risks and tenant exposure cloud near-term gains.

Zacks Investment Research • Dec 9, 2025

Applied Digital Stock: Valuing The AI Infrastructure Play

Applied Digital (NASDAQ:APLD) is a digital infrastructure firm that designs, constructs, and operates AI-focused data centers and high-performance computing (HPC) facilities. The stock has increased by nearly 22% over the past five trading days and is up approximately 4x year-to-date.

Forbes • Dec 8, 2025

Liquid Cooling and 12-14-Month Build: Durable Bets for APLD Stock?

Applied Digital leans into liquid cooling, compressed build cycles and a fully leased Ellendale campus as hyperscaler AI demand tightens power and timing.

Zacks Investment Research • Dec 8, 2025

CoreWeave Hits Profitability While Applied Digital Burns Cash Building Data Centers

Applied Digital (Nasdaq: APLD) and CoreWeave (Nasdaq: CRWV) reported earnings showing two companies attacking AI infrastructure from opposite ends.

24/7 Wall Street • Dec 6, 2025

Will APLD's AI Infrastructure Push Set Up Long-Term Revenue Growth?

Applied Digital's AI-focused data center build-out gains traction as new capacity comes online, setting the stage for potential long-term revenue growth.

Zacks Investment Research • Dec 5, 2025

APLD's AI Pivot Explained: What the 2025-2027 Ramp Means for the Stock

Applied Digital's pivot to AI data centers, with $16B in long-term leases, signals a shift from crypto fit-out to recurring rent.

Zacks Investment Research • Dec 5, 2025

Applied Digital Is Showing All The Right Signs With Its Liquid Cooling Investments

Applied Digital Corporation energized the first 100MW building at Polaris Forge 1, advancing toward its 400MW campus goal. APLD invested $25 million in Corintis to access advanced chip-level liquid cooling, targeting efficiency gains for AI data centers. Corintis technology could enable denser AI racks and support next-gen GPUs, with pilot deployment expected by late 2026 or early 2027.

Seeking Alpha • Dec 5, 2025