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Microsoft (NASDAQ: MSFT) Dominates Applied Digital (NASDAQ: APLD) As The Stronger Technology Buy For Long-Term Investors

The article compares Microsoft (MSFT) and Applied Digital (APLD), both prominent in AI infrastructure, highlighting their contrasting financial health. While Applied Digital showed explosive revenue growth, it also reported significant losses and customer concentration risks. Microsoft, on the other hand, demonstrated massive revenue, high …

APLD Stock Forecast & Analyst Ratings - August 2026

New Strong Sell Stocks for August 13th

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Applied Digital Corporation APLD is a data center infrastructure company. The Zacks Consensus Estimate for its current year earnings has been revised 9% downward over the last 60 days. ASE …

Applied Digital (APLD) to Release Quarterly Earnings on Thursday

Applied Digital (NASDAQ:APLD) is set to release its Q4 2026 earnings on Thursday, August 20th, with analysts projecting a loss of $0.2433 per share and revenue of $92.6 million. Despite a significant revenue surge in the previous quarter, the company missed earnings expectations, reporting …

Applied Digital Corp (APLD) Stock Up 4.9% but GF Value Says Overvalued -- GF Score: 44/100

Applied Digital Corp (APLD) shares rose 4.9% but are considered significantly overvalued by GuruFocus, with a GF Value™ of $20.65 against a current price of $31.15. The company has a low GF Score™ of 44/100, indicating average performance, with particularly weak profitability and growth …

The Bull Case For Applied Digital (APLD) Could Change Following New $7 Billion AI Lease Commitments

Applied Digital (APLD) is making a significant push into AI and high-performance computing data centers, underscored by new 15-year CoreWeave leases totaling $7 billion in contracted revenue. While this strengthens its position in the AI infrastructure market, it also highlights concerns regarding the company's …

Applied Digital (NASDAQ:APLD) Trading Up 4.9% - Here's What Happened

Applied Digital (NASDAQ:APLD) shares increased by 4.9% to $31.15, with analysts maintaining a "Moderate Buy" rating due to strong demand for AI computing and data-center capacity. Despite a significant 406.3% year-over-year revenue increase, the company reported a larger-than-expected quarterly loss of $0.39 per share. …

Applied Digital vs. Microsoft: Which Technology Stock Is a Better Buy in 2026?

As the race for high-performance computing intensifies, investors must choose between the niche growth of Applied Digital (NASDAQ:APLD) and the massive scale of Microsoft (NASDAQ:MSFT). Which stock is the better buy? Applied Digital builds the physical foundation for the artificial intelligence era through specialized …

Applied Digital (APLD) Stock Trades Up, Here Is Why

Shares of Applied Digital (APLD), a digital infrastructure provider, rose 5.4% after strong earnings reports from AI infrastructure peers indicated robust industry demand. Applied Digital also reported its own strong results, beating analyst expectations with over 400% annual revenue growth in its high-performance computing …

APLD Surges 101% in a Year: Should You Buy, Sell or Hold the Stock?

Applied Digital's APLD shares have soared 100.6% over the past year, significantly outperforming the broader Zacks Finance sector's 13.7% return and the Financial - Miscellaneous Services industry's 26.5% decline. APLD's strong upward momentum might look enticing, yet rapid momentum often masks underlying risks. Let …

Applied Digital Stock (APLD) Opinions on AI Data Center Expansion and Earnings

Applied Digital (APLD) Stock Looks Overvalued Despite 294% Returns And AI Growth

Applied Digital (APLD), What Is Behind The Fresh Attention On The Stock?

Applied Digital (APLD) shares are receiving fresh attention after the company reported Q4 and full-year 2026 results showing higher revenue but continued losses. Despite a recent share price pullback, analysts see the stock as undervalued due to long-term leasing agreements with CoreWeave worth $7 …

Whitaker Myers Wealth Managers LTD. Makes New Investment in Applied Digital Corporation $APLD

Whitaker Myers Wealth Managers LTD. has acquired a new stake of 49,354 shares in Applied Digital Corporation (NASDAQ:APLD) worth approximately $1.84 million during the second quarter. This move comes as institutional investors and hedge funds now collectively own 65.67% of the company. Despite Applied …

Applied Digital Has $36 Billion Contracted. Is the Stock Mispriced?

Applied Digital (NASDAQ: APLD) has secured billions in contracted AI infrastructure revenue and controls a multi-gigawatt power pipeline. As its data centers come online, the company could enter a dramatic new growth phase, but its financing needs and demanding construction schedule create a critical …

APLD Stock Dips After-Hours On Debt Concerns Despite Q3 Revenue Beat

Applied Digital (APLD) Could Be 61% Undervalued On Earnings And AI Contract Momentum

Applied Digital (APLD) is experiencing a shift towards AI-focused infrastructure, evidenced by significant year-over-year revenue growth and new AI contracts, despite continued losses. While a narrative suggests it's 61% undervalued with a fair value of $73.36, this relies on bold assumptions about future growth …

Applied Digital (APLD) Is Up 17.5% After AI-Focused Revenue Surge And Growing Lease Backlog

Applied Digital (APLD) reported a significant surge in fourth-quarter 2026 revenue to US$50.56 million and full-year revenue of US$611.31 million, driven by its pivot to high-performance computing and AI infrastructure. Despite a full-year net loss of US$124.67 million, the company's growing lease backlog with …

Applied Digital Corp. (APLD) director sells 75,000 shares at $31.15

Richard N. Nottenburg, a director at Applied Digital Corp. (APLD), sold 75,000 shares of common stock on August 4, 2026, at a weighted average price of $31.15 per share. Following this transaction, Nottenburg directly owns 133,378 shares, which include 7,747 restricted stock units (RSUs) …

Applied Digital closes $350 million credit facility

Applied Digital Corporation secured a $350 million revolving credit facility, arranged by Goldman Sachs, to fund its data center projects and general corporate purposes. This financing comes as the company faces significant capital requirements and is burning through cash, despite strong revenue growth and …

CoreWeave is Off 20% Over 3 Months: A Prominent Tech Analyst Expects 65% Gains This Cycle

Quick Read CoreWeave fell 33% in 3 months after Q1 net losses hit $740M, yet Harsh Kumar maintains a $151 price target implying 64% upside. CRWV's $99.4B revenue backlog rose 50% sequentially with Meta, Anthropic, and OpenAI locked in, while peer APLD carries the …

Permit Reveals Some Details of Proposed 2 Million-Square-Foot Brookwood Data Center

Public documents have revealed that Applied Digital Corporation, a Dallas-based developer, is behind a proposed two-million-square-foot data center in Brookwood, Alabama. The project, located on 136.89 acres of the 1,300 acres owned by Applied Digital, would be one of the largest buildings in Tuscaloosa …

CFO Sells $2.6 Million Stock of AI Growth Stock

Key Points The 96,408 shares were disposed of at $27.39 per share, totaling ~$2.6 million. This non-discretionary transaction reduced the CFO's direct equity holdings by 10%. The disposition was executed solely to satisfy tax withholding obligations triggered by the vesting of 245,000 performance stock …

Applied Digital (NASDAQ: APLD) COO vests 600,000 PSUs, withholds shares for taxes

Applied Digital's COO, Laura Laltrello, reported equity compensation activity on July 31, 2026, receiving 600,000 shares of common stock from vested performance stock units. Simultaneously, 260,640 shares were withheld at $27.39 per share to cover tax obligations, a transaction explicitly noted as not an …

Applied Digital (APLD) CEO receives 1.6M shares in PSU vesting

Applied Digital Corp.'s CEO and Chairman, Wes Cummins, reported that he received 1.6 million shares from vested PSUs and that the company withheld 629,600 shares to cover tax obligations. The report also detailed RSU grants, shares held in his IRA, and a distribution from …

Applied Digital Corp. (APLD) CFO reports stock awards and tax share withholding

Applied Digital Corp.'s CFO, Mohammad Saidal LaVanway, reported several equity compensation events. These included the vesting of 245,000 performance stock units, the withholding of 96,408 shares for tax obligations at $27.39 per share, and the receipt of 13,408 additional shares from a distribution. The …

Applied Digital Corp (APLD)’s 400% Revenue Surge — Breakout AI Infrastructure Play or Risky Bet?

Applied Digital Corp (NASDAQ:APLD)'s transformation from a crypto-mining/data-center hosting company to an AI infrastructure provider is beginning to reflect in its earnings. The company is enjoying robust growth fueled by rapid conversion of its data center footprint into artificial intelligence and high-performance computing infrastructure. …

B. Riley Adjusts Price Target on Applied Digital to $75 From $66, Maintain Buy Rating

B. Riley has increased its price target for Applied Digital (APLD) to $75 from $66, while maintaining a Buy rating on the stock. This adjustment reflects a positive outlook on the company's financial prospects. Applied Digital operates data centers for AI, cloud, networking, and …

Prediction: The Historic Artificial Intelligence (AI) Infrastructure Build-Out Will Make This Stock a Multibagger

Key Points Applied Digital's lease revenue pipeline suggests that the company's growth rate will improve in the long run. The stock's revenue growth potential suggests it could easily become a multibagger over the next three years. 10 stocks we like better than Applied Digital …

Applied Digital (APLD) Stock Faces Debt Scrutiny Despite $36b AI Leases

Applied Digital (APLD) stock experienced a cautious market reaction despite reporting significant growth in long-term hyperscale data center leases, totaling $36 billion. The company faces scrutiny due to its highly leveraged balance sheet with $5.0 billion in debt against $4.2 billion in cash, and …

Applied Digital Faces AI Efficiency Risk: Potential Hit to Data Center Demand, Utilization, and Margins

Applied Digital Corporation (APLD) is at risk due to increasing AI model efficiency, which could reduce the demand for its high-power data center infrastructure. Evolving AI architectures might favor alternative designs, potentially leading to underutilized facilities, pricing pressure, and constrained growth for the company. …

Applied Digital Posted a Solid Quarter and the Stock Is Moving Higher. What to Expect Next.

Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock Applied Digital Corporation (APLD) just put up a strong set of numbers this earnings season. In its fiscal fourth quarter of 2026, the Dallas-based data center company reported $258.7 million in revenue, far …

Applied Digital: The AI Selloff May Have Created a 159% Opportunity in This Under-$30 Stock

AI Infrastructure by FOTOGRIN via Shutterstock Artificial intelligence (AI) has created no shortage of stock market winners over the past two years. Even though the market has again become cautious about large-scale AI capex spending, that doesn't mean the long-term opportunities of AI have …