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Applied Digital price target lowered to $35 from $40 at Citizens JMP

Citizens JMP lowered the firm’s price target on Applied Digital (APLD) to $35 from $40 and keeps an Outperform rating on the shares. Applied Digital’s Q1 results were ahead of expectations given a one-time revenue contribution, though the results have little, if any, impact on the company’s valuation, which is now almost entirely based on its existing and future leasing activity to AI-focused hyperscale customers, the analyst tells investors in a research note.

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