Applied Digital Corporation (APLD)
Technology · NasdaqGS · US
Fundamentals
Valuation and ratings
Applied Digital Corporation trades at USD26.44. We do not hold enough of the inputs to run a discounted cash flow on this company, so we publish no fair value for it rather than a number we would not defend.
About Applied Digital Corporation
Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It operates through: Data Center Hosting Business, and HPC Hosting Business. The company offers infrastructure services to crypto mining customers; and GPU computing solutions for critical workloads related to AI, machine learning, and other HPC tasks. It also engages in the designing, constructing, and managing of data centers to support HPC applications. The company was formerly known as Applied Blockchain, Inc. and changed its name to Applied Digital Corporation in November 2022. Applied Digital Corporation has an lease agreement with CoreWeave for an additional 150MW at its Polaris Forge 1 Campus in Ellendale, North Dakota. Applied Digital Corporation is based in Dallas, Texas.
APLD passes 1 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Smart money ownership
8 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- D. E. Shaw, D. E. Shaw & Co., Inc.$80.69M · 0.1% of book
- Two Sigma, TWO SIGMA INVESTMENTS, LP$37.81M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$7.25M · 0.0% of book
- Paul Tudor Jones, TUDOR INVESTMENT CORP ET AL$2.59M · 0.0% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$2.05M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Which funds own APLD?
8 of the institutions we track reported a position in APLD in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
The full research page for APLD, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.
