Should You Hold APLD at 16.9x P/S? 3 Reasons Despite the Premium

Applied Digital trades at a premium, but expanding AI data center capacity and $23B in contracted lease revenues keep growth expectations elevated.

Zacks Investment Research • a day ago

Can Investment in ChronoScale Unlock Additional Value for APLD?

Applied Digital's ChronoScale stake expands its AI strategy beyond data centers, adding GPU cloud exposure as AI compute demand accelerates.

Zacks Investment Research • May 12, 2026

Can NVIDIA Partnership Help IREN Reach $3.7B AI Cloud ARR Target?

IREN Limited's NVIDIA deal adds $700M ARR potential as the company ramps AI cloud capacity and targets $3.7B ARR by 2026-end.

Zacks Investment Research • May 12, 2026

Applied Digital Stock Could Soar Once Again If This $7.5 Billion Deal Pays Off

Applied Digital (APLD 0.58%) just added a massive AI infrastructure catalyst with its $7.5 billion hyperscaler deal, pushing contracted revenue above $23 billion. The upside story is getting stronger, but the stock's huge rally, rising debt load, and execution demands make this one of the most important AI infrastructure stories to watch.

The Motley Fool • May 9, 2026

Why Is Applied Digital Corporation (APLD) Up 62.4% Since Last Earnings Report?

Applied Digital Corporation (APLD) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • May 8, 2026

Applied Digital Completes Separation of Cloud Business, Establishing ChronoScale as Independent Public Company

ChronoScale to begin trading on Nasdaq under ticker CHRN Applied Digital to retain approximately 97% ownership and invest $15.75 million at closing DALLAS, May 05, 2026 (GLOBE NEWSWIRE) -- Applied Digital Corporation (NASDAQ: APLD), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads, today announced the closing of its previously disclosed transaction to contribute its cloud business to EKSO Bionics Holdings, Inc. (“EKSO”). As a result, the cloud business became a wholly owned subsidiary of EKSO, and EKSO changed its name to ChronoScale Corporation (“ChronoScale”).

GlobeNewsWire • May 5, 2026

Applied Digital Announces $300 Million Senior Secured Bridge Facility

DALLAS, May 04, 2026 (GLOBE NEWSWIRE) -- Applied Digital Corporation (NASDAQ: APLD), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads, today announced the closing of a $300 million senior secured bridge facility led by Goldman Sachs.

GlobeNewsWire • May 4, 2026

Jim Cramer on Applied Digital: A $7.5 Billion Contract Isn't Enough Without Profits

On the Lightning Round of Mad Money on April 29, 2026, a caller named Bob from Florida told Jim Cramer he was “knee-deep in Applied Digital right now, and they just signed that big $7.5 billion contract.

24/7 Wall Street • May 3, 2026

Volatility Jackpot: Why This High-Risk AI Name Is Turning Heads Again

Jay Woods of Freedom Capital Markets said volatility in AI infrastructure stocks is creating selective buying opportunities, particularly in smaller names like Applied Digital Corp. (NASDAQ:APLD).

Benzinga • Apr 29, 2026

Is It Too Late to Buy Applied Digital Stock After Its Massive Run?

Applied Digital (APLD +12.15%) is building a serious AI infrastructure story, but the market is forcing investors to confront the gap between explosive growth and real execution risk. That tension is what could decide whether this recent pullback becomes a major opportunity or a warning sign.

The Motley Fool • Apr 24, 2026