Applied Digital Aktie News

Applied Digital's strong revenue pipeline and the new data center campus could help it exceed Wall Street's growth expectations. The stock is expensive right now, but it can justify its valuation given the healthy demand for AI infrastructure.

Its debt has ballooned from $44 million to $2.6 billion in under two years The bulk of its future lease income is dependent on a single customer. If Applied Digital misses construction deadlines, it risks losing billions.

The digital asset sector is currently witnessing a massive divergence. As of the end of the first week of February, Bitcoin has corrected to approximately $62,000.

The shares of AI data center giant Applied Digital Corp (NASDAQ:APLD) are down 8.3% to trade at $28.91 at last check, a  dismal outlook from semiconductor giant Qualcomm (QCOM) and increased AI spending at Alphabet (GOOGL) spooking traders.

45,987 shares were sold in a direct open-market transaction, totaling ~$1.8 million at a reported price of $38.57 per share on Jan. 29, 2026. The transaction represented 10.59% of Chuck Hastings' direct holdings, reducing his stake from 434,359 to 388,372 directly held shares.

Applied Digital's sales rose by 250% in its fiscal 2026 second quarter. Its expenses rose by 230%, and the company is still unprofitable.

Applied Digital will be bringing multiple AI data centers online through 2027. It has inked lucrative agreements with CoreWeave and another major AI company.

AI requires high levels of computing capacity, increasing demand for neoclouds. Applied Digital's facilities have been set up to support neocloud vendors.