News Sentiment

APLD sentiment intelligence

Applied Digital Corporation news scored across direct company coverage, industry context, sector read-through, source quality, and freshness.

Chart Weekly report Factors RSS feed
Weighted score 49 Balanced news tone 61 relevant articles
Exchange NASDAQ United States
Sector Technology Market context
Industry Information Technology Services Read-through group
Latest close 25.79 Week of 17 Jul 2026
Weighted tone 49/100

Balanced news tone

Market reaction Price moving ahead of tone

Price is moving more forcefully than the current news tone suggests.

Primary event Market update

80/100 classification confidence.

Company focus 60

directly relevant articles

Source quality 0

high-authority source matches

Trend context Trend inactive

-17.2% over one week, -44.6% over four weeks, trend inactive, and materially above fair value.

Latest direct headline Negative

Applied Digital (APLD) Stock Looks Expensive After A 314% Return And Weak Value Checks

Market Reaction

Price moving ahead of tone

59/100 confidence

Price is moving more forcefully than the current news tone suggests.

Primary event Market update 80/100 classification
One-week reaction -17.2% Price reacting lower
Trend fit Trend inactive -44.6% over four weeks
Fair value 84.1% Materially above fair value

Sentiment Mix

Positive, neutral, negative

Weighted by relevance
Positive 12
Neutral 37
Negative 12

Relevance

Why the article matched

Direct first
Direct company coverage 60
Industry context 1
Sector context 0

Sources

Coverage mix

Publishers
Market source 15
simplywall.st 4
Trefis 4
Applied Digital Corporation (APLD) 4
TradingView 3
Foreign Policy Journal 3
TipRanks 3
Simply Wall St. 2

Event Lens

What the news is about

Classified themes
Market update 34
Earnings 14
Deals and strategy 4
Balance sheet 3
Analyst action 3
Regulatory and legal 1
Macro sensitivity 1
Guidance 1

Sentiment Trail

Score over time

50 baseline
Above 50 Neutral zone Below 50

News Tape

Relevant headlines

Showing 1-30 of 61
Moomoo Direct company coverage

Contemplated between $Applied Digital (APLD.US)$ and $Super Micro Computer (SMCI.US)$ and which i will pick to invest into SMCI currently offers a more fundamentally sound and predictable entry point for ROI compared to APLD based on P/E valuation,

The author compares Applied Digital (APLD) and Super Micro Computer (SMCI) as AI infrastructure investments, concluding that SMCI offers a more fundamentally sound entry point. This is based on SMCI's low P/E ratio, expanding gross margins, and established profitability, in contr

Tone
Negative 19/100
Event
Market update
Published
22 Jul 2026 05:11
Source
Moomoo
TradingView Direct company coverage

Price to earnings forward of Applied Digital Corporation Shs Thailand Depositary Receipts Repr 1 Sh – SET:APLD03

This article provides the "Price to earnings forward" metric for Applied Digital Corporation Shs Thailand Depositary Receipts, traded on the Stock Exchange of Thailand under the symbol APLD03. It notes that the market is currently closed with no trades. The content also includes

Tone
Neutral 50/100
Event
Earnings
Published
21 Jul 2026 02:45
Source
TradingView
Trefis Direct company coverage

Applied Digital Sheds 44%: Buy the Dip or Run?

Applied Digital (APLD), a company building data centers for the AI industry, has seen its stock drop 44% in the last month after a 156% surge over the past year. Despite securing billions in long-term lease contracts and managing large construction projects, the stock trades at a

Tone
Negative 38/100
Event
Market update
Published
21 Jul 2026 00:40
Source
Trefis
24/7 Wall St. Direct company coverage

IREN Soars 17%; Applied Digital, TeraWulf, Core Scientific Surge in a Data Center Rebound

Shares of several AI infrastructure companies, including IREN, Applied Digital, TeraWulf, and Core Scientific, experienced a significant rebound in early Monday trading after a period of sharp declines. This surge is largely seen as a technical recovery from deeply oversold level

Tone
Positive 75/100
Event
Market update
Published
20 Jul 2026 13:40
Source
24/7 Wall St.
The Town Talk Direct company coverage

Save My Louisiana leads protest against Applied Digital data center

Save My Louisiana organized a protest against Applied Digital's new data center in Boyce, Louisiana, raising concerns about NDAs, potential utility cost increases, and environmental impact. Protestors questioned the project's economic benefits for the local community, despite App

Tone
Negative 39/100
Event
Market update
Published
20 Jul 2026 13:39
Source
The Town Talk
Foreign Policy Journal Direct company coverage

CoreWeave (NASDAQ: CRWV) Dwarfs Applied Digital (NASDAQ: APLD) In Revenue Scale As AI Infrastructure Race Heats Up

CoreWeave (NASDAQ: CRWV) has shown significantly stronger revenue growth compared to Applied Digital (NASDAQ: APLD), with its revenue increasing roughly fivefold over eight quarters due to high demand for its specialized cloud computing infrastructure. Despite this, Applied Digit

Tone
Neutral 50/100
Event
Earnings
Published
20 Jul 2026 11:39
Source
Foreign Policy Journal
Moomoo Direct company coverage

Why Applied Digital (APLD) Stock Is Down Today

This article explains why Applied Digital (APLD) stock experienced a decline today. The document itself does not provide further details on the specific reasons for the stock drop.

Tone
Negative 28/100
Event
Market update
Published
17 Jul 2026 15:39
Source
Moomoo
TipRanks Direct company coverage

Applied Digital Plunges As Nvidia Walks Away, Dilution Fears

Applied Digital (APLD) shares are falling due to a broad sector selloff in semiconductor and AI stocks, intensified by fears of share dilution from recent financing moves. Adding to the negative sentiment, Nvidia has reportedly exited its equity stake in Applied Digital, raising

Tone
Negative 19/100
Event
Deals and strategy
Published
17 Jul 2026 15:11
Source
TipRanks
Crypto Briefing Direct company coverage

Applied Digital hits 1 GW AI infrastructure milestone as former crypto miner pivots hard into data centers

Applied Digital, formerly Applied Blockchain, has reached 1 GW of contracted critical IT load capacity across its AI data center campuses, pivoting from crypto mining to AI and high-performance computing. The company has secured approximately $11 billion in lease revenue, primari

Tone
Neutral 50/100
Event
Earnings
Published
17 Jul 2026 13:11
Source
Crypto Briefing
Market source Direct company coverage

Applied Digital Sets Fiscal Fourth Quarter and Full Year 2026 Conference Call for Monday, July 27, 2026, at 5:00 p.m. Eastern Time

Applied Digital Corporation announced it will host a conference call on Monday, July 27, 2026, at 5:00 p.m. Eastern Time to discuss its fiscal fourth quarter and full-year 2026 financial results. A press release detailing these results will be issued after the market closes on th

Tone
Neutral 50/100
Event
Earnings
Published
16 Jul 2026 14:40
Source
Market source
TipRanks Direct company coverage

Why Applied Digital’s AI Hype Is Suddenly Fading

Applied Digital Corporation (APLD) is experiencing stock volatility due to investor pullback from AI infrastructure and chip names, and caution ahead of its fiscal Q4 earnings on July 27. Concerns include heavy capital spending, ongoing net losses, new regulations like New York's

Tone
Negative 36/100
Event
Earnings
Published
16 Jul 2026 14:11
Source
TipRanks
Benzinga Direct company coverage

Cramer Likes Applied Digital on the Dip — but Warns: 'Start It Small, Don't Start It Big'

Jim Cramer recommends buying Applied Digital Corporation (NASDAQ: APLD) on its dip, advising investors to start with a small position due to the company losing money. He also suggests Bloom Energy Corporation (NYSE: BE) for powering data centers and maintaining a long position in

Tone
Positive 64/100
Event
Market update
Published
16 Jul 2026 12:49
Source
Benzinga
Stock Titan Direct company coverage

Applied Digital to release fiscal 2026 results after July 27 close

Applied Digital (Nasdaq: APLD) will host a conference call on Monday, July 27, 2026, at 5:00 p.m. Eastern Time to discuss its operations and financial results for the fiscal fourth quarter and full year ended May 31, 2026. A press release detailing these results will be issued af

Tone
Neutral 50/100
Event
Earnings
Published
15 Jul 2026 19:44
Source
Stock Titan
Valley News Live Direct company coverage

Applied Digital expands in North Dakota, eyes Oliver County for third data center

Applied Digital, building North Dakota's largest AI data center, plans a third facility in Oliver County, expecting to create 200 full-time jobs. The company signed a road use agreement for construction access, though a rezoning request is pending a county vote. This expansion fo

Tone
Neutral 50/100
Event
Market update
Published
13 Jul 2026 19:11
Source
Valley News Live
TipRanks Direct company coverage

Applied Digital Plunges as Dilution Fears Spook Investors

Applied Digital Corporation (APLD) shares are falling due to investor concerns about potential share dilution stemming from recent changes to its credit facility and convertible preferred stock deals. This slump is exacerbated by a broader sell-off in the chip equipment and AI in

Tone
Negative 26/100
Event
Balance sheet
Published
13 Jul 2026 18:11
Source
TipRanks
Trefis Direct company coverage

Applied Digital: Is The $16 Billion AI Bet Worth The Risk?

Applied Digital (APLD) is presented as a company building critical data center infrastructure for the AI industry, holding approximately $16 billion in contracted lease revenue. While its revenue growth is significant, the company is not yet profitable and is burning cash, making

Tone
Neutral 50/100
Event
Earnings
Published
13 Jul 2026 16:11
Source
Trefis
TradingView Direct company coverage

APLD Dips 33% in a Month: Should You Hold or Fold the Stock?

Applied Digital (APLD) shares have fallen 33% over the past month due to aggressive AI data center expansion requiring substantial capital. Despite long-term growth potential from hyperscale agreements, the stock faces challenges from its elevated valuation, customer concentratio

Tone
Negative 18/100
Event
Market update
Published
13 Jul 2026 16:11
Source
TradingView
TIKR.com Direct company coverage

Applied Digital Stock Is Down 37% From Its High. Here’s What the $79 Median Target Sees That the Market Is Missing

Applied Digital (APLD) stock has experienced significant volatility, dropping 37% from its high despite strong growth in its AI infrastructure business. Analysts remain overwhelmingly bullish, with a median price target of $79, citing the company's successful pivot from crypto ho

Tone
Positive 74/100
Event
Analyst action
Published
10 Jul 2026 00:09
Source
TIKR.com
Investing.com Nigeria Direct company coverage

Form 13D/A Applied Digital Corp. For: 8 July By Investing.com

This article announces the filing of a Form 13D/A by Applied Digital Corp. for July 8. The filing is a standard regulatory document for significant ownership changes. The article is very brief, mainly serving as a notification of the SEC filing.

Tone
Neutral 50/100
Event
Regulatory and legal
Published
09 Jul 2026 03:09
Source
Investing.com Nigeria
Stock Titan Direct company coverage

Wesley Cummins (APLD) details 7.6% stake and margin loan secured by pledged shares

Wesley Cummins has filed an amended ownership report for Applied Digital Corp. (APLD), disclosing a beneficial ownership of 22,042,487 shares, or approximately 7.6% of the company's outstanding stock as of July 7, 2026. A significant portion of these shares, held through Cummins

Tone
Neutral 50/100
Event
Earnings
Published
09 Jul 2026 02:09
Source
Stock Titan
Simply Wall Street Direct company coverage

Applied Digital (APLD) Brings 75 MW Online As Polaris Forge Valuation Debate Builds

Applied Digital (APLD) has brought 75 MW of AI capacity online at its Polaris Forge 1 campus, amid volatile sentiment for AI infrastructure stocks. Despite short-term share price pullbacks, the company shows strong long-term returns and has secured significant long-term leasing a

Tone
Neutral 50/100
Event
Market update
Published
08 Jul 2026 19:41
Source
Simply Wall Street