New insider activity at Applied Digital Corporation ( (APLD) ) has taken place on October 28, 2025.
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Recent transactions in Applied Digital Corporation stock have seen significant sales by key executives. Director Richard Nottenburg sold 34,375 shares, amounting to $1,142,281. Director Rachel H. Lee sold 24,213 shares, totaling $803,871. Additionally, CFO Mohammad Saidal LaVanway Mohmand sold 137,503 shares, with the transaction valued at $4,775,734.
Recent Updates on APLD stock
Applied Digital Corporation (APLD) has recently seen significant developments that have influenced its stock price and analyst price targets. The company announced a substantial $5 billion lease agreement with a U.S. based investment-grade hyperscaler at its Polaris Forge 2 Campus in North Dakota, which will provide 200 megawatts of critical IT capacity for AI and high-performance computing infrastructure. This agreement, along with the company’s rapid scaling and strategic partnerships, has reinforced its position as a leading builder of AI infrastructure. As a result, Craig-Hallum raised its price target for APLD, citing the favorable terms of the lease and the company’s potential to turn North Dakota into a data center hub. Similarly, B. Riley increased its price target due to updated estimates and valuations for high-performance computing companies, supported by strong AI-related demand and potential new deals. Despite recent stock pullbacks, these developments have contributed to a positive outlook for Applied Digital’s future growth.
Spark’s Take on APLD Stock
According to Spark, TipRanks’ AI Analyst, APLD is a Neutral.
The overall stock score of 53 reflects a company with strong technical momentum but significant financial challenges. The most impactful factor is the poor financial performance, with ongoing losses and cash flow inefficiencies. While technical indicators are positive, the valuation is unattractive due to negative earnings. The company’s strategic positioning in AI infrastructure offers long-term potential, but short-term financial and operational hurdles weigh heavily on the score.
To see Spark’s full report on APLD stock, click here.
More about Applied Digital Corporation
YTD Price Performance: 340.38%
Average Trading Volume: 33,208,191
Technical Sentiment Signal: Buy
Current Market Cap: $9.35B