APLD
Applied Digital Corporation · $27.39 (-2.1%) · mkt cap $7.9B

90 hub catalysts across 7 sources · backtest → · ← Ticker Explorer

Analyst Ratings (Upgrades/Downgrades)FINRA Short VolumeInsider Transactions (SEC Form 4)Financial News (Google News)Reddit r/WallStreetBetsSEC EDGAR FilingsStockTwits Social Sentiment

Signal summary

Signals diverge

Bullish and bearish forces are in conflict here — weigh both columns.

100▲ Bull-leanconviction from hub signals
Bullish factors
  • StockTwits 73% bullish
  • 1 analyst upgrade
Bearish factors
  • 1 analyst downgrade
  • Insiders net selling (12 vs 0)

Context (not directional): Short volume 1% of float-traded · News flow (32 recent)

Signal mix for APLD

Which data feeds have fired on this name — hover a slice for counts.

Best strategy

2-yr backtest · by Sharpe

Buy & Hold (baseline) has fit APLD best over 2 years (+510.0%, Sharpe 1.31). Historical/in-sample — walk-forward all 19 →

#StrategyReturnSharpeBeats B&H
1Buy & Hold (baseline)+510.0%1.31
2Absolute Momentum (12mo)+83.9%0.78
3Price vs 200-day MA+24.8%0.60

Price — 1 year

daily close
$49.65$12.52$27.39 (+118.8% 1Y)

Insider activity

0 open-market buys

Officers & directors trading their own stock (SEC Form 4). Buys are bullish; sells shown for context.

DateActionInsiderSharesValue
2026-04-30SELLNottenburg Richard N25,000$832K
2026-04-27SELLMiller Douglas S10,000$350K
2026-01-29SELLHastings Chuck45,987$1.8M
2026-01-16SELLCummins Wesley165,000$6.0M
2026-01-15SELLNottenburg Richard N23,606$835K
2026-01-12SELLMiller Douglas S10,000$385K
2025-11-28SELLMiller Douglas S8,000$216K
2025-11-24SELLBenson Ella G8,581$199K
2025-10-31SELLNottenburg Richard N14,375$511K
2025-10-31SELLHastings Chuck75,000$2.6M
2025-10-29SELLBenson Ella G42,569$1.5M
2025-10-28SELLMohmand Mohammad Saidal Lavanway137,503$4.8M

Analyst ratings

live · 4 changes
DateActionAnalystRating Change
2026-07-23InitiatedMorgan StanleyEqual-Weight
2026-01-07InitiatedFreedom Capital MarketsBuy
2025-07-25UpgradeCompass PointNeutral → Buy
2025-06-09DowngradeCompass PointBuy → Neutral

Catalyst timeline

90 hub signals
DateSourceEventEntityValue
2026-07-31StockTwits Social SentimentSocial BuzzApplied Digital Corporation73% bullsource ↗
2026-07-30StockTwits Social SentimentSocial BuzzApplied Digital Corporation79% bullsource ↗
2026-07-29FINRA Short VolumeShort VolAPLD56% shortsource ↗
2026-07-28FINRA Short VolumeShort VolAPLD60% shortsource ↗
2026-07-28StockTwits Social SentimentSocial BuzzApplied Digital Corporation81% bullsource ↗
2026-07-27Financial News (Google News)NewsApplied Digital Reports Fiscal Fourth Quarter and Full Year 2026 Results - Applied Digital Corporation (APLD)21source ↗
2026-07-27FINRA Short VolumeShort VolAPLD62% shortsource ↗
2026-07-27SEC EDGAR Filings8-K EventApplied Digital Corp.source ↗
2026-07-27Financial News (Google News)NewsApplied Digital Reports Fiscal Fourth Quarter and Full Year 2026 Results - Applied Digital Corporation (APLD)6source ↗
2026-07-27Financial News (Google News)NewsApplied Digital Reports Fiscal Fourth Quarter and Full Year 2026 Results - Applied Digital Corporation (APLD)24source ↗
2026-07-27Financial News (Google News)NewsApplied Digital Reports Fiscal Fourth Quarter and Full Year 2026 Results - Applied Digital Corporation (APLD)21source ↗
2026-07-24FINRA Short VolumeShort VolAPLD66% shortsource ↗
2026-07-23Analyst Ratings (Upgrades/Downgrades)Analyst InitiatedMorgan Stanley: Initiated (Equal-Weight)source ↗
2026-07-23FINRA Short VolumeShort VolAPLD61% shortsource ↗
2026-07-22FINRA Short VolumeShort VolAPLD54% shortsource ↗
2026-07-21FINRA Short VolumeShort VolAPLD55% shortsource ↗
2026-07-18Financial News (Google News)NewsAPLD Stock Heads For Worst Month In A Year — Does The Street See An Upside Or Downside In The Company’s Shares? - Stocktwits9source ↗
2026-07-18Financial News (Google News)NewsAPLD Stock Surges To Over 2-Month High – Retail Expects Stock To Double By Year-End - Stocktwits13source ↗
2026-07-17FINRA Short VolumeShort VolAPLD53% shortsource ↗
2026-07-17Financial News (Google News)NewsAPLD Stock Heads For Worst Month In A Year — Does The Street See An Upside Or Downside In The Company’s Shares? - Stocktwits15source ↗
2026-07-17Financial News (Google News)NewsAPLD Stock Analyst Shrugs Off Slump From Nvidia Exit As Purely A ‘Headline Risk’ - Stocktwits16source ↗
2026-07-16FINRA Short VolumeShort VolAPLD62% shortsource ↗
2026-07-16StockTwits Social SentimentSocial BuzzApplied Digital Corporation93% bullsource ↗
2026-07-15Financial News (Google News)NewsAPLD Stock Heads For Worst Month In A Year — Does The Street See An Upside Or Downside In The Company’s Shares? - Stocktwits17source ↗
2026-07-15FINRA Short VolumeShort VolAPLD60% shortsource ↗
2026-07-14FINRA Short VolumeShort VolAPLD61% shortsource ↗
2026-07-13FINRA Short VolumeShort VolAPLD61% shortsource ↗
2026-07-10FINRA Short VolumeShort VolAPLD60% shortsource ↗
2026-07-09FINRA Short VolumeShort VolAPLD63% shortsource ↗
2026-07-08FINRA Short VolumeShort VolAPLD63% shortsource ↗
2026-07-07Financial News (Google News)NewsAPLD Stock Heads For Worst Month In A Year — Does The Street See An Upside Or Downside In The Company’s Shares? - Stocktwits9source ↗
2026-07-07FINRA Short VolumeShort VolAPLD64% shortsource ↗
2026-07-06FINRA Short VolumeShort VolAPLD54% shortsource ↗
2026-07-06Financial News (Google News)NewsWall Street Still Loves Applied Digital (APLD) Stock Despite The Selloff, Here’s Why - Yahoo Finance7source ↗
2026-07-04Financial News (Google News)NewsAPLD Stock Slips After-Hours — What’s The Nvidia Connection? - Stocktwits20source ↗
2026-07-02Financial News (Google News)NewsWall Street Thinks You Should Buy The Dip On Applied Digital (APLD) Stock - Yahoo Finance5source ↗
2026-07-02FINRA Short VolumeShort VolAPLD55% shortsource ↗
2026-07-01FINRA Short VolumeShort VolAPLD61% shortsource ↗
2026-06-30FINRA Short VolumeShort VolAPLD54% shortsource ↗
2026-06-29FINRA Short VolumeShort VolAPLD61% shortsource ↗
2026-06-26SEC EDGAR Filings8-K EventApplied Digital Corp.source ↗
2026-06-26FINRA Short VolumeShort VolAPLD57% shortsource ↗
2026-06-26Financial News (Google News)NewsAPLD Stock Slips After-Hours — What’s The Nvidia Connection? - Stocktwits11source ↗
2026-06-26Financial News (Google News)NewsAPLD Stock Analyst Shrugs Off Slump From Nvidia Exit As Purely A ‘Headline Risk’ - Stocktwits14source ↗
2026-06-25FINRA Short VolumeShort VolAPLD56% shortsource ↗
2026-06-24Financial News (Google News)NewsBear of the Day: Applied Digital (APLD) - Zacks Investment Research16source ↗
2026-06-24Financial News (Google News)NewsBear of the Day: Applied Digital (APLD) - Zacks Investment Research10source ↗
2026-06-24FINRA Short VolumeShort VolAPLD61% shortsource ↗
2026-06-23FINRA Short VolumeShort VolAPLD61% shortsource ↗
2026-06-23Financial News (Google News)NewsAPLD Stock Rallies After Hours On Massive New $7.5 Billion Hyperscaler Lease: Retail Think Firm Should Be Worth More Than Rival IREN - Stocktwits19source ↗
2026-06-22FINRA Short VolumeShort VolAPLD61% shortsource ↗
2026-06-21Financial News (Google News)NewsApplied Digital (APLD) Stock Could Be 11.8% Undervalued After $5.2b AI Lease - simplywall.st15source ↗
2026-06-20Financial News (Google News)NewsCould Applied Digital (APLD) Stock Triple by 2030? - Yahoo Finance16source ↗
2026-06-20Financial News (Google News)NewsCould Applied Digital (APLD) Stock Triple by 2030? - Yahoo Finance7source ↗
2026-06-19Financial News (Google News)NewsAPLD Stock Slips After-Hours — What’s The Nvidia Connection? - Stocktwits13source ↗
2026-06-18FINRA Short VolumeShort VolAPLD60% shortsource ↗
2026-06-18Financial News (Google News)NewsAPLD Stock Heads For Worst Month In A Year — Does The Street See An Upside Or Downside In The Company’s Shares? - Stocktwits14source ↗
2026-06-17FINRA Short VolumeShort VolAPLD61% shortsource ↗
2026-06-16Financial News (Google News)NewsAPLD Stock Analyst Shrugs Off Slump From Nvidia Exit As Purely A ‘Headline Risk’ - Stocktwits12source ↗
2026-06-16SEC EDGAR Filings8-K EventApplied Digital Corp.source ↗
2026-06-16FINRA Short VolumeShort VolAPLD58% shortsource ↗
2026-06-16Financial News (Google News)NewsAPLD Stock Slips After-Hours — What’s The Nvidia Connection? - Stocktwits15source ↗
2026-06-15FINRA Short VolumeShort VolAPLD56% shortsource ↗
2026-06-15Financial News (Google News)NewsApplied Digital (APLD) Is One Of The AI Stocks That Can Still Skyrocket On The Neo Cloud Boom - Yahoo Finance8source ↗
2026-06-13Financial News (Google News)NewsApplied Digital (APLD) Stock After New Delta Forge 2 Lease And Financing Expansion - simplywall.st17source ↗
2026-06-12FINRA Short VolumeShort VolAPLD56% shortsource ↗
2026-06-11FINRA Short VolumeShort VolAPLD58% shortsource ↗
2026-06-11Financial News (Google News)NewsAPLD Stock Surges Nearly 9% After-Hours — Here’s Why - Stocktwits23source ↗
2026-06-10FINRA Short VolumeShort VolAPLD62% shortsource ↗
2026-06-09SEC EDGAR Filings8-K EventApplied Digital Corp.source ↗
2026-06-09FINRA Short VolumeShort VolAPLD64% shortsource ↗
2026-06-09Reddit r/WallStreetBetsWSB Buzz3 mentions across r/wallstreetbets, r/stocks, r/investing…3source ↗
2026-06-08Financial News (Google News)NewsApplied Digital Signs 210 MW Lease at Delta Forge 2, Expanding Its AI Factory Franchise Model to a Fifth Campus - Applied Digital Corporation (APLD)11source ↗
2026-06-08Financial News (Google News)NewsApplied Digital Signs 210 MW Lease at Delta Forge 2, Expanding Its AI Factory Franchise Model to a Fifth Campus - Applied Digital Corporation (APLD)18source ↗
2026-06-08Financial News (Google News)NewsApplied Digital Signs 210 MW Lease at Delta Forge 2, Expanding Its AI Factory Franchise Model to a Fifth Campus - Applied Digital Corporation (APLD)15source ↗
2026-06-08Financial News (Google News)NewsApplied Digital Signs 210 MW Lease at Delta Forge 2, Expanding Its AI Factory Franchise Model to a Fifth Campus - Applied Digital Corporation (APLD)7source ↗
2026-06-08FINRA Short VolumeShort VolAPLD61% shortsource ↗
2026-06-05FINRA Short VolumeShort VolAPLD63% shortsource ↗
2026-06-03FINRA Short VolumeShort VolAPLD58% shortsource ↗
2026-06-02FINRA Short VolumeShort VolAPLD58% shortsource ↗
2026-05-29FINRA Short VolumeShort VolAPLD59% shortsource ↗
2026-04-30Insider Transactions (SEC Form 4)Insider SELLNottenburg Richard N sold 25,000 sh$832Ksource ↗
2026-04-27Insider Transactions (SEC Form 4)Insider SELLMiller Douglas S sold 10,000 sh$350Ksource ↗
2026-01-29Insider Transactions (SEC Form 4)Insider SELLHastings Chuck sold 45,987 sh$1.8Msource ↗
2026-01-16Insider Transactions (SEC Form 4)Insider SELLCummins Wesley sold 165,000 sh$6.0Msource ↗
2026-01-15Insider Transactions (SEC Form 4)Insider SELLNottenburg Richard N sold 23,606 sh$835Ksource ↗
2026-01-12Insider Transactions (SEC Form 4)Insider SELLMiller Douglas S sold 10,000 sh$385Ksource ↗
2026-01-07Analyst Ratings (Upgrades/Downgrades)Analyst InitiatedFreedom Capital Markets: Initiated (Buy)source ↗
2025-11-28Insider Transactions (SEC Form 4)Insider SELLMiller Douglas S sold 8,000 sh$216Ksource ↗
2025-11-24Insider Transactions (SEC Form 4)Insider SELLBenson Ella G sold 8,581 sh$199Ksource ↗
Alt-Data Signal Hub · collected signals updated 2026-07-31 09:16 UTC (refreshed daily) · market & option prices are always live on load · display-only, not advice

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