/APLD

Applied Digital Corp

APLD

$26.37USD↑+1.78%+0.46 today

MARKET CAP

7.7B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$26 – $26

52W RANGE

$13

$51

AI Summary

Stalk

StalkMedium

APLD is in a Stage 2 advancing corrective reset within a broader uptrend, confirmed by higher-highs and higher-lows and a rising 50 DMA. A late-June support failure and 9/21 EMA regime flip have driven a pullback, creating short-term resistance. Medium-term bias remains bullish, but execution readiness is unfavorable. We'll wait for a pullback into the rising 50 DMA support zone for buyable pullbacks.

↑Q4’26 revenue up 407% YoY to $258.7M, driven by AI data-center demand
↑Maintains $36B contracted lease backlog with forward visibility to 2028
↓Q4’26 net loss of $111.6M amid heavy build-out costs

Full analysis →

Buying

15

institutions

Selling

4

institutions

New Positions

5

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

Institution↕	Action↕	Shares Held↕	Value↓	Change↕	Chg %↕	Weight↕
BI Blackrock, Inc. Q2 2026	SELL	13.38 M	498.89 M	+-7.52 M	+0.6%	0.01%
CA Citadel Advisors LLC Q2 2026	BUY	10.29 M	383.91 M	+2.04 M	+96.0%	0.04%
VA Value Aligned Research Advisors, LLC Q1 2026	BUY	6.93 M	164.58 M	+1.29 M	+18.9%	0.79%
VI Voloridge Investment Management, LLC Q2 2026	BUY	3.03 M	113.14 M	+2.95 M	+5575.9%	0.48%
PA Point72 Asset Management, L.P. Q2 2026	BUY	2.24 M	83.49 M	+1.54 M	+405.9%	0.10%
BA Balyasny Asset Management L.P. Q2 2026	BUY	1.42 M	53.03 M	+777.97 K	+247.0%	0.07%
MM Millennium Management LLC Q2 2026	BUY	1.28 M	47.57 M	+1.04 M	+743.9%	0.02%
JH Janus Henderson Group Plc Q1 2026	BUY	1.57 M	37.28 M	+1.38 M	+710.6%	0.01%
TG Tiger Global Management LLC Q2 2026	BUYNEW	885.00 K	33.01 M	+885.00 K	+0.0%	0.14%
SR Shannon River Fund Management LLC Q2 2026	BUYNEW	265.47 K	9.90 M	+265.47 K	+0.0%	0.88%
JC Jpmorgan Chase & Co Q2 2026	SELL	151.88 K	6.17 M	+-1.58 M	-82.7%	0.00%
BH Brevan Howard Capital Management LP Q2 2026	BUYNEW	126.01 K	4.70 M	+126.01 K	+0.0%	0.04%
MG Man Group Plc Q2 2026	BUY	101.98 K	3.80 M	+16.75 K	+88.0%	0.01%
RC Rockefeller Capital Management L.P. Q2 2026	BUY	69.19 K	2.58 M	+44.71 K	+344.2%	0.00%
AC Aqr Capital Management LLC Q2 2026	BUY	65.72 K	2.45 M	+23.94 K	+147.2%	0.00%
RC Ratan Capital Management LP Q1 2026	BUYNEW	50.00 K	1.19 M	+50.00 K	+0.0%	0.46%
TP Third Point LLC Q2 2026	BUYNEW	22.00 K	820.60 K	+22.00 K	+0.0%	0.02%
FA Fisher Asset Management, LLC Q2 2026	SELL	11.89 K	443.50 K	+-1.46 K	+39.9%	0.00%
TR T. Rowe Price Investment Management, Inc. Q2 2026	SELL	0.00	0.00	+-2.16 M	-100.0%	0.00%