APLD
Applied Digital Corporation · Technology · Information Technology Services
$25.38
+5.05% today · -3.31% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- APLD +5.05% on the last session vs SPY +0.74%: +4.3 pts of stock-specific move.
- Earnings Wed after the close: EPS −$0.30 expected (4 analysts); it moved ±13.6% on average after its last 8 reports.
- 23 Reddit mentions in the past 24 hours, 82% positive over the week.
- 1 analyst action in the past 10 days (0 positive, 0 negative); latest: UBS started coverage at Buy, target $38.00.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Mean target
$66.43
+161.8% upside
Median target
$70.00
+175.8% upside
Target range
22.00–109.00
low to high
Analysts
15
as of Oct 3
Price vs. targets
Low $22
Mean $66
High $109
Now $25.38
Consensus
Strong buy 2Buy 11Hold 2Sell 0Strong sell 0
Rating and target changes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Sep 23, 2026 | UBS | Initiated | Buy | $38.00 |
| Sep 21, 2026 | Rothschild & Co | Initiated | Neutral | $22.00 |
| Sep 17, 2026 | Wells Fargo | Initiated | Overweight | $50.00 |
| Aug 6, 2026 | Morgan Stanley | Raised target | Equal-Weight | $36.50 → $37.50 |
| Aug 3, 2026 | B. Riley Securities | Raised target | Buy | $66.00 → $75.00 |
| Jul 28, 2026 | Needham | Reiterated | Buy | $83.00 |
| Jul 23, 2026 | Morgan Stanley | Initiated | Equal-Weight | $36.50 |
| Jun 17, 2026 | Northland Capital Markets | Raised target | Outperform | $56.00 → $82.00 |
| Jun 9, 2026 | Needham | Raised target | Buy | $66.00 → $83.00 |
| Jun 9, 2026 | Lake Street | Raised target | Buy | $70.00 → $90.00 |
| Jun 9, 2026 | Craig-Hallum | Raised target | Buy | $75.00 → $79.00 |
| May 27, 2026 | B. Riley Securities | Raised target | Buy | $53.00 → $66.00 |
| May 21, 2026 | Needham | Raised target | Buy | $51.00 → $66.00 |
| May 21, 2026 | Citizens | Raised target | Market Outperform | $40.00 → $60.00 |
| May 21, 2026 | Lake Street | Raised target | Buy | $55.00 → $70.00 |
| May 15, 2026 | Needham | Raised target | Buy | $48.00 → $51.00 |
| Apr 28, 2026 | Needham | Reiterated | Buy | $48.00 |
| Apr 24, 2026 | Needham | Raised target | Buy | $41.00 → $48.00 |
| Apr 23, 2026 | Needham | Raised target | Buy | $41.00 → $48.00 |
| Apr 9, 2026 | Citizens | Reiterated | Market Outperform | $40.00 |
| Jan 9, 2026 | B. Riley Securities | Raised target | Buy | $47.00 → $53.00 |
| Jan 8, 2026 | Needham | Reiterated | Buy | $41.00 |
| Jan 8, 2026 | Roth Capital | Raised target | Buy | $56.00 → $58.00 |
| Jan 7, 2026 | Freedom Capital Markets | Initiated | Buy | $36.00 |
| Dec 30, 2025 | Lake Street | Reiterated | Buy | $45.00 |
| Dec 30, 2025 | Northland Capital Markets | Reiterated | Outperform | $40.00 |
| Oct 29, 2025 | Needham | Reiterated | Buy | $41.00 |
| Oct 23, 2025 | Craig-Hallum | Raised target | Buy | $37.00 → $39.00 |
| Oct 10, 2025 | Needham | Raised target | Buy | $21.00 → $41.00 |
| Oct 10, 2025 | Craig-Hallum | Raised target | Buy | $23.00 → $37.00 |
| Oct 10, 2025 | HC Wainwright & Co. | Raised target | Buy | $20.00 → $40.00 |
| Oct 10, 2025 | Lake Street | Raised target | Buy | $18.00 → $37.00 |
| Oct 10, 2025 | Northland Capital Markets | Raised target | Outperform | $30.00 → $40.00 |
| Oct 9, 2025 | JMP Securities | Raised target | Market Outperform | $18.00 → $35.00 |
| Oct 1, 2025 | Roth Capital | Raised target | Buy | $24.00 → $43.00 |
Source: Yahoo Finance analyst data, collected daily.