Applied Digital (APLD): Evaluating Valuation After Multi-Billion-Dollar Data Center Deals and Earnings Beat

Simply Wall St.

Oct 18

Applied Digital (APLD) has been in the spotlight after reporting quarterly results that beat expectations and announcing new multi-billion-dollar partnerships. The company expanded major lease ...

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The company expanded major lease ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-apld/applied-digital/news/applied-digital-apld-evaluating-valuation-after-multi-billio\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Applied Digital (APLD): Evaluating Valuation After Multi-Billion-Dollar Data Center Deals and Earnings Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApplied Digital (APLD): Evaluating Valuation After Multi-Billion-Dollar Data Center Deals and Earnings Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-18 06:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/software/nasdaq-apld/applied-digital/news/applied-digital-apld-evaluating-valuation-after-multi-billio><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applied Digital (APLD) has been in the spotlight after reporting quarterly results that beat expectations and announcing new multi-billion-dollar partnerships. The company expanded major lease ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-apld/applied-digital/news/applied-digital-apld-evaluating-valuation-after-multi-billio\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"APLD","symbol_name":"APPLIED DIGITAL CORP","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-apld/applied-digital/news/applied-digital-apld-evaluating-valuation-after-multi-billio","article_id":"2576605790","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3072000-choice2-main-header/1585186655182"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-apld/applied-digital/news/applied-digital-apld-evaluating-valuation-after-multi-billio","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2576605790","pubTimestamp":1760740129,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Applied Digital (APLD) has been in the spotlight after reporting quarterly results that beat expectations and announcing new multi-billion-dollar partnerships. The company expanded major lease agreements and secured funding for future data center campuses as demand for AI infrastructure accelerates.\nSee our latest analysis for Applied Digital.\nThe past year has seen Applied Digital’s share price rocket higher, with a remarkable 338.97% year-to-date return as AI-driven demand for its data...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"APLD":"APPLIED DIGITAL CORP","LYY.SI":"中云集团"},"translate_title":"Applied Digital(APLD)：在数十亿美元的数据中心交易和盈利超出预期后评估估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"APLD":1.5,"LYY.SI":1.5},"content_text":"Applied Digital (APLD) has been in the spotlight after reporting quarterly results that beat expectations and announcing new multi-billion-dollar partnerships. The company expanded major lease agreements and secured funding for future data center campuses as demand for AI infrastructure accelerates. See our latest analysis for Applied Digital. The past year has seen Applied Digital’s share price rocket higher, with a remarkable 338.97% year-to-date return as AI-driven demand for its data centers continues to attract high-profile partnerships and heavyweight investors. This incredible momentum is further echoed in its one-year total shareholder return of 318.58%, reinforcing a surge in both market confidence and growth potential as the company scales its operations with multi-billion-dollar contracts and new campus funding. If Applied Digital’s explosive trajectory has you thinking bigger, this could be the perfect time to branch out and discover See the full list for free. But with such an extraordinary run, investors have to wonder: is Applied Digital’s valuation justified, or is Wall Street already factoring in all that future growth? Is this a genuine buying opportunity, or has the market priced in perfection? AdvertisementMost Popular Narrative: 26.8% Overvalued With a fair value set at $27 according to the most widely followed narrative, Applied Digital’s last close of $34.24 puts it squarely in premium territory. The gap underscores market optimism, but a closer look at the drivers behind this valuation reveals some bold assumptions about growth and earnings scalability.  The accelerating industry need for high-density, geographically distributed data centers to support AI and machine learning workloads places Applied Digital in a favorable position, capitalizing on digital transformation trends that are set to drive ongoing utilization growth, improved asset values, and ultimately earnings expansion over the next several years.  Read the complete narrative. Want to know what’s fueling this sky-high valuation? The narrative hinges on bold projections about revenue, profit margins, and future market multiples. These are numbers that most companies only dream about. Curious which forecasts push the fair value far above industry standards? Click through to see exactly what’s behind this calculation. Result: Fair Value of $27 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, ongoing cryptocurrency volatility and heavy debt loads mean that any stumble in demand or customer pipeline could quickly change the growth narrative. Find out about the key risks to this Applied Digital narrative.  Build Your Own Applied Digital Narrative If you want to dive into the numbers yourself or build a narrative that fits your own view, you can explore the data and lay out your perspective in just a few minutes. Do it your way A great starting point for your Applied Digital research is our analysis highlighting 1 important warning sign that could impact your investment decision. Looking for more investment ideas? Take action and leverage Simply Wall Street’s powerful tools to uncover growth opportunities, target value plays, and discover stocks that align with your goals before the crowd catches on.  Uncover hidden value by checking out these 868 undervalued stocks based on cash flows, where companies with strong cash flows could be poised for future gains if the market catches up. Boost your tech exposure by jumping into these 24 AI penny stocks, featuring companies innovating with artificial intelligence at the core of their business models. Secure reliable income with these 20 dividend stocks with yields > 3%, spotlighting businesses providing yields above 3% for investors seeking steady returns.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}