Applied Digital Corp. (APLD)
Quote, stock score, analyst consensus, and SEC filings, plus insider and Congress trades when there are any.
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability5/20
Losing money ($-354.2M over the last four reported quarters), but the top line is growing fast. Revenue over the last four reported quarters was $596.9M, up 314% from $144.2M the year before. Growth this quick earns partial credit; it still has to turn into profit.
- Insider buying vs selling20/20
Insiders are net buyers: 2 open-market buys worth $6.7M vs 5 sells worth $4.2M across the last 20 Form 4 filings.
- Dilution and offerings6/15
Share count up 8.1% in a year plus 3 offering-related filings. Real dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts16
- Implied upside+223.3%
- Target range$22.00 to $93.00
- EPS expected-$0.17
- A year ago$0.00
- Revenue expected$158.4M +25%
- Estimate range-$0.19 to -$0.15
APLD closed at $19.51 on Oct 27, down 20.5% since Sep 28. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 5% of the 52-week range ($17.83 to $49.65).
Insider buying and selling at Applied Digital Corp. (APLD)
The most recent Form 4 on record for Applied Digital Corp. (APLD) is October 16, 2026, when Jason Gechen Zhang, President, bought $5.7M of stock. An open-market purchase is money the filer chose to put in.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Jason Gechen Zhang · President | Buy | $5.7M | October 16, 2026 | Strong signal |
| Wes Cummins · CEO; Chairman | Buy | $1.0M | October 16, 2026 | Notable buy |
| Richard N Nottenburg · Director | Sell | $2.3M | August 4, 2026 | Worth a look |
| Wes Cummins · CEO; Chairman | Sell | $6.0M | January 16, 2026 | Red flag |
| Chuck Hastings · Director | Sell | $2.6M | October 29, 2025 | Worth a look |
| Mohammad Saidal LaVanway Mohmand · Chief Financial Officer | Sell | $4.8M | October 24, 2025 | Red flag |
| Wes Cummins · CEO; Chairman | Sell | $6.1M | September 3, 2025 | Red flag |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Nottenburg Richard N · Director | $1.4M | October 13, 2026 | Executed | Vested shares |
| Nottenburg Richard N · Director | $2.3M | August 4, 2026 | Executed | Vested shares |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | October 19, 2026 | FORM 4 |
| 4 | October 19, 2026 | FORM 4 |
| 4 | October 15, 2026 | FORM 4 |
| 4 | October 13, 2026 | FORM 4 |
| 144 | October 13, 2026 | View on EDGAR |
| 10-Q | October 7, 2026 | 10-Q |
| 8-K | October 7, 2026 | 8-K |
| 4 | October 5, 2026 | FORM 4 |
Applied Digital news
All 31 articles
Applied Digital (APLD) executives buy $6.7 million at a one-year low as ARK adds CoreWeave. Who else is buying and selling?
CoreWeave's founders sold $2.3 billion of stock this year before their sales went quiet. Cathie Wood's ARK spent October buying CoreWeave and selling Palantir.
Babcock & Wilcox (BW) is building Applied Digital's power plants. Leopold Aschenbrenner's fund owned both companies.
Situational Awareness LP held 2,027,451 Babcock & Wilcox shares at the end of the second quarter, up 50 percent in three months. B&W's $2.4 billion contract is to build the power plants for Applied Digital's AI campuses, and the fund owned that company too.
An Applied Digital (APLD) director just sold $2.34 million of stock. Four other insiders only looked like they did.
One Applied Digital director genuinely sold on August 4, and his Form 4 confirmed it on August 6: 75,000 shares for $2.34 million, an open-market sale with no 10b5-1 plan behind it. Four other insiders filed the same week and only looked like sellers, because their dispositions were tax withholding on newly vested stock, and all four finished the day owning more of the company.
Articles that mention Applied Digital without it being the main subject.
CoreWeave (CRWV) and seven other AI infrastructure borrowers see bond spreads widen as a Goldman note says credit is ahead of stocks
We compared the same AI borrowers' bonds from Oct. 8 through Oct. 16, and every one widened while JNK barely moved. Now updated with what new debt would cost each borrower.
AI stock battle week 10: Grok retakes the lead on the last day as five AIs gain (September 26, 2026)
Grok retook first place from DeepSeek on Friday as five of the six AI-run portfolios gained. Claude sold UiPath the same day Meta AI bought it, at the same price.
JPMorgan double-upgrades IREN Ltd (IREN) as AI slowdown rattles peers
JPMorgan moved IREN two notches to overweight and lifted its target to $65 from $46, hours after co-CEO Daniel Roberts posted a long rebuttal to the calls for an AI slowdown. Every comparable name we checked fell on Monday. IREN did not.
Frequently asked questions
When does APLD report earnings?
Applied Digital Corp. (APLD) is scheduled to report quarterly results on January 6, 2027 (estimated). The 2-analyst consensus is -$0.17 per share on revenue of $158.4M for the quarter ending November 30, 2026, against $0.00 and $126.6M a year earlier. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for APLD?
16 analysts cover Applied Digital Corp. (APLD). The consensus rating is Strong buy. The average price target is $62.44, in a range of $22.00 to $93.00.
Are insiders buying or selling APLD?
We track Form 4 filings for Applied Digital Corp. (APLD). The activity listed on this page shows 2 open-market purchases and 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see APLD SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed October 19, 2026.