Applied Digital Corp. (APLD)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability5/20
Losing money ($-174.3M over the last four reported quarters), but the top line is growing fast. Revenue over the last four reported quarters was $337.7M, up 144% from $138.7M the year before. Growth this quick earns partial credit; it still has to turn into profit.
- Insider buying vs selling11/20
Insiders are sellers only: 4 sells worth $3.5M, no open-market buys, across the last 18 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 2 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings1/15
Share count up 11.5% in a year and 5 offering-related filings. Heavy dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts11
- Implied upside+192.9%
- Target range$37.50 to $109.00
- EPS expected-$0.29
- A year ago-$0.03
- Revenue expected$126.4M +97%
- Estimate range-$0.36 to -$0.22
APLD closed at $25.34 on Aug 28, down 9.4% since Jul 30. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 32% of the 52-week range ($13.89 to $49.65).
Insider buying and selling at Applied Digital Corp. (APLD)
The most recent Form 4 on record for Applied Digital Corp. (APLD) is August 4, 2026, when Richard N Nottenburg, Director, sold $2.3M of stock. Nothing in the filing ties this one to a pre-arranged plan, so it was the filer's own call.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Richard N Nottenburg · Director | Sell | $2.3M | August 4, 2026 | Own call |
| Wes Cummins · CEO; Chairman | Sell | $6.0M | January 16, 2026 | Own call |
| Chuck Hastings · Director | Sell | $2.6M | October 29, 2025 | Own call |
| Mohammad Saidal LaVanway Mohmand · Chief Financial Officer | Sell | $4.8M | October 24, 2025 | Own call |
| Wes Cummins · CEO; Chairman | Sell | $6.1M | September 3, 2025 | Own call |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Nottenburg Richard N · Director | $2.3M | August 4, 2026 | Executed | Vested shares |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | August 6, 2026 | FORM 4 |
| 4 | August 4, 2026 | FORM 4 |
| 4 | August 4, 2026 | FORM 4 |
| 4 | August 4, 2026 | FORM 4 |
| 4 | August 4, 2026 | FORM 4 |
| 144 | August 4, 2026 | View on EDGAR |
| SCHEDULE 13G/A | July 31, 2026 | View on EDGAR |
| 10-K | July 29, 2026 | 10-K |
Applied Digital news
All 23 articles
Articles that mention Applied Digital without it being the main subject.
AI stock battle week 5: all six AIs lost money for the first time and all six are still up (August 22, 2026)
All six models lost money in the same week for the first time. Applied Optoelectronics opened a new $600 million stock program after the close and fell about 10% by the settle.
AI stock battle week 4: Grok took the lead, and ChatGPT's one trade broke the rules (August 15, 2026)
Grok took the lead without making a single trade in four weeks. ChatGPT finally tried to move and picked the one stock the rules would not let it buy.
Hedge Fund Citadel already held every stock in Leopold Aschenbrenner's book before buying it
Citadel's own quarterly filing, out Friday, already listed every stock in Leopold Aschenbrenner's book, about a month before it bought the book. The catch is what those holdings actually mean.
Frequently asked questions
When does APLD report earnings?
Applied Digital Corp. (APLD) is scheduled to report quarterly results on October 8, 2026, after the close. The 3-analyst consensus is -$0.29 per share on revenue of $126.4M for the quarter ending August 31, 2026, against -$0.03 and $64.2M a year earlier.
What do analysts expect for APLD?
11 analysts cover Applied Digital Corp. (APLD). The consensus rating is Strong buy. The average price target is $74.23, in a range of $37.50 to $109.00.
Are insiders buying or selling APLD?
We track Form 4 filings for Applied Digital Corp. (APLD). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see APLD SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed August 6, 2026.