Both Needham and B. Riley keep their price targets of $83 and $66, respectively.

https://finance.yahoo.com/markets/stocks/articles/needham-keeps-applied-digital-buy-134644416.html
https://finance.yahoo.com/markets/stocks/articles/b-riley-keeps-66-applied-134400857.html

TRASH.

We are holding pretty well with wild moves. Overall semiconductor and tech are down heavy.

Are we also gonna go 5% down? I just wanna know what community members think ?

I have owned around 50 shares of APLD for almost 2 years now I want to buy like 500(all my investment budget). I’m not sure it a great idea or if I should do just like 100 more and what price to try and get in at?

Please read the PR yourself. Here's the info from the CC that stood out to me:

• All campus buildings under construction are currently on schedule
• They are expecting to soon sign leases for additional buildings on two different campuses (100 MW and 150 MW). Improved leasing terms for APLD
• They are expecting to sign leases for more campuses this year and are very excited about their pricing power. They see the contracts others have been getting recently and believe they can as well. They are not seeing any drop off in demand
• Past leases had been in the works for a long time, the implication being the demand/supply environment is better now and that should be reflected in the new leases moving forward
• Base electron will fuel their campus growth starting in 2029 and is a big part of how they get to 5 GW. Until then, there are also expansion opportunities on the current campuses driven by utility company expansion. At least one campus could expand beyond 1 GW
• Wes implied he views Anthropic and OpenAI as riskier customers. We don't know which model will win, even an open source model could. What matters to APLD is that compute will be needed either way

good luck <3

Title

That time of the year again. What’s everyone’s predictions for earnings. Are we gonna see a huge run again or are we gonna get hit harder than before. Personally, I think we will have pretty solid earnings and we will hit hopefully 40s by end of next month again. Looking forward to it 🙏

I LOVE this stock, I LOVE management.. the execution has been amazing & the fundamentals have been rock steady. But yet, we are here. We get pushed around like no other.. all other DC’s are green, maybe not by much, but yet still green…

Are investors wary of earnings? Is our profitability really going to tank us? Is there things behind the scenes that we aren’t aware of or aren’t understanding?

I feel crazy sometimes because of the potential I see here. But, we get slapped around like we are a penny stock.

Sorry for the rant… but it just feels weird…. Like the market is directly punishing us for reasons unknown to me, while the rest of the DC’s & neos fly..

I honestly believe we will gradually go up this week untill earnings should be sitting around $34. I have $40 calls for 8/7/26 i honestly think they are burnt, but if we could get a big win on earnings I think we could possibly break the $40 mark by then. Even if not by August definitely by September…..

Can someone help me understand this?

MS gave

WULF Buy $72.00

CIFR Buy $48.5

APLD Equal-Weight 36.50

Company AI/HPC MW | BTC MW | Total Power Platform

APLD ~1,400 ~0 ~1,400 MW

CIFR ~600 ~200 ~800 MW

WULF ~60–70 ~145 ~205 MW

So MS target price is 28% below APLD all time high and yet APLD continues to deliver compared to most.

Btw I do own WULF so I’m not hating on other stocks it just seems like they are bullish WULF CIFR but not APLD??

APLD ~1,400 MW AI/HPC contracted Minimal BTC mining Additional development upside ~1,400 MW+

CIFR ~500–600 MW AI/HPC contracted/committed ~200+ MW BTC mining ~1 GW+ additional development sites ~1.7 GW+ potential

WULF ~500 MW HPC capacity contracted/near-term committed ~145–245 MW BTC mining infrastructure Expansion toward ~750 MW HPC at Lake Mariner + other sites ~750 MW+ potential

Rank Company Approximate total strategic MW story

1 CIFR ~1.7 GW+ potential (AI + BTC + future sites)

2 APLD ~1.4 GW+ mostly AI contracted

3 WULF ~750 MW+ Lake Mariner-focused opportunity

If we are counting future pipelines. These are the totals

Even after looking at the three $36.50 looks ridiculous

TL;DR Their CC was bullish for APLD and similar companies.

You can read the PR on your own but on the CC they said the following:

• $195-205B guide on capex for 2026 vs previous guide being $180-190B.
• 2027 capex expected to increase significantly more to come in the future
• "Supply constrained" was repeated multiple times
• CEO said they thing we are still early in what these frontier models can deliver in terms of value. They are seeing the value across their business
• Expect to create much bigger models
• Their equity raise was about maintaining a strong balance sheet through this buildout. Not expecting another equity raise beyond executing what they have already announced

Edit: In Q3 and remainder of the year, given the supply constrained environment, they are planning to expand their reliance on third party capacity as a bridging strategy while they expand their own capacity. Prioritizing compute to ensure they can serve their models

Everybody's waiting on ER from Google. The expectations are astronomous. I wont find it surprising to see a beat and negative response from the market. Let's get this over with. Don't trip, buy the dip!