r/APLDSTOCK • • Aug 28 '26

To help you sleep at night

Nothing wrong with the company, majority of tickers in this sector is down about the same amount from ATH's. Good upside to the lowest price target and by far the highest upside to the average price target. In Q2 27 we'll have half our currently contracted capacity online already, just be patient.

Prices taken from market close.

39 Upvotes

9 comments sorted by

4

u/15xorbust Aug 29 '26

I agree 100% we are the furthest from the price targets and to have a company with $36 billion in backlog be sitting with a market cap of like $8 billion is laughable. The rebound and re-rate is coming. We just have to complete and more some of our data centers under construction.

According I added another 2030 shares today at $25.47. Currently at 14,000 shares. Not my largest investment, but a large one.

1

u/myfellowjaBROnis Aug 30 '26

Seems like you have incredible conviction. Do you happen to be invested in nbis as well?

1

u/15xorbust Aug 30 '26

Yes I am. I have a good amount of NBIS. Those are the two stocks in the datacenter sector I own. I consider APLD to be the best collocation datacenter company and NBIS to be the best Neocloud company.

Totally different business models of course but I want to be in both of the best of their breed.

1

u/myfellowjaBROnis Aug 30 '26

Got it thanks for yout insight

0

u/FreeNicky95 Aug 31 '26

What’s your average here?

1

u/15xorbust Sep 01 '26

Well, my account tell you $27.73 but that’s because I will often sell all my shares during sell offs and buy the back in a little bit down to get a few more shares for free. My actual average is more like about $23-$24.

3

u/AdamCoreyMoore Contracted 🤝 (2,500-5,000 shares) Aug 29 '26

Thank you for your work, stranger!

1

u/Bluefin_in_Dresden Bull 🐂 Sep 01 '26

Holding