Análisis de la acción Applied Digital Corporation (APLD)APLDApplied Digital Corporation

Applied Digital Corporation is a designer, builder, and operator of sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads. The Company’s segments include data center hosting (Data Center Hosting Business) and high-performance compute hosting (HPC Hosting Business). The Data Center Hosting Business operates data centers to provide energized space to crypto mining customers. Customer-owned hardware is installed in its facilities, and the Company provides operational and maintenance services for a fixed fee. Its facilities include a 106 megawatt (MW) facility in Jamestown and a 180 MW facility in Ellendale, North Dakota. The HPC Hosting Business designs, builds, and operates data centers which are designed to support high-compute applications using advanced technologies and infrastructures to provide services to customers. Its HPC data center is located at its Polaris Forge 1 campus with 100 MW capacity. It operates in the Technology sector (SERVICES-COMPUTER PROCESSING & DATA PREPARATION industry).

Applied Digital Corp (APLD) is not a good buy right now due to its current price of $23.68, which is significantly lower than the analyst price targets of $41 and $55. The RSI is at 35.075, indicating that the stock is oversold, but the forward P/E ratio of 526.32 suggests that the stock is overvalued relative to its earnings potential. Additionally, the company reported a significant net loss of $111.72 million in Q4 2026, which raises concerns about its profitability. The main risk is the high forward P/E ratio, which indicates that the stock may not deliver the expected growth to justify its current valuation.