APLD
Applied Digital Corp.Technology · $7.6B market cap
Verdict
We can't put a fair value on APLD right now. It has lost money in each of its last 3 years, and our valuation needs recent profits to project from.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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3 of the investors we track hold APLD. In Q2 2026, 3 opened a position. Who we track
Chase Coleman
Tiger Global Management · as of Q2 2026
$33.0M
885,000 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$3.7M
98,328 shares
Daniel Loeb
Third Point · as of Q2 2026
$821K
22,000 shares
Moves in Q2 2026
New position: Polen Capital Management, Daniel Loeb, Chase Coleman
About Applied Digital Corp.
Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It operates through: Data Center Hosting Business, and HPC Hosting Business. The company offers infrastructure services to crypto mining customers; and GPU computing solutions for critical workloads related to AI, machine learning…
Information Technology Services
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works