Applied Digital Corp. (APLD) Stock
APLD has an Alpha Score of 9 out of 100 (poor), computed on Nov 10, 2026 from 2 of 4 sub-scores. 8 of the hedge funds AlphaScala tracks reported APLD in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Situational Awareness's at $469.02M. Company insiders reported 2 open-market buys and 1 sale on SEC Form 4 in the 90 days to Nov 9, 2026.
What is APLD's Alpha Score?
How it works →Alpha Score of 9 reflects poor overall profile with poor momentum, poor quality. Based on 2 of 4 signals – score is capped at 75 until remaining data ingests.
Computed from 2 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 10, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which hedge funds own APLD?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Situational Awareness Leopold Aschenbrenner | 15.38M | $469.02M | +14% |
| D.E. Shaw David Shaw | 3.03M | $113.16M | -11% |
| Citadel Ken Griffin | 1.37M | $51.20M | +350% |
| Millennium Management Israel Englander | 1.07M | $39.76M | +1136% |
| Tiger Global Chase Coleman | 885K | $33.01M | NEW |
| Point72 Steve Cohen | 789K | $29.43M | NEW |
| Marshall Wace | 223K | $8.30M | +733% |
| Third Point Dan Loeb | 22K | $820.6K | NEW |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Applied Digital Corp. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 16, 26 | Cummins Wes | CEO; Chairman | BUY | 55.8K | $1.0M |
| Oct 16, 26 | Zhang Jason Gechen | President | BUY | 300.0K | $5.7M |
| Oct 13, 26 | Nottenburg Richard N | Director | SELL | 31.3K | $683K |
| Aug 4, 26 | Nottenburg Richard N | Director | SELL | 75.0K | $2.3M |
SEC Form 4 filings as of Nov 9, 2026
See cluster-buy signals across all tickers →What are APLD's key statistics?
Key statistics as of Nov 10, 2026
How does APLD's valuation compare with the Technology sector?
| Metric | APLD | Technology median | Companies in median |
|---|---|---|---|
| Net margin | -54.17% | 11.10% | 215 |
| Return on equity | -27.35% | 14.06% | 218 |
Medians over the Technology stocks whose key statistics were refreshed in the last 35 days (newest Nov 10, 2026). P/E excludes loss-making companies.
APLD price chart
Powered by TradingViewWhat does Applied Digital Corp. do?
Applied Digital Corporation is a digital infrastructure provider specializing in high-performance computing (HPC) and artificial intelligence (AI) solutions across North America. The company designs, develops, constructs, and operates purpose-built data centers optimized for demanding AI workloads, machine learning, and other compute-intensive applications. It operates through three key segments: Data Center Hosting, offering colocation services; Cloud Services, delivering GPU-as-a-Service for AI/ML companies; and HPC Hosting, providing infrastructure for AI foundational models and cloud providers. Notable features include scalable, energy-efficient designs with advanced cooling, redundant systems, and strategic locations for cost-effective power, supporting next-generation AI factories without retrofitting. Applied Digital Corporation also caters to blockchain and crypto mining customers with reliable hosting infrastructure. Founded in 2001 and headquartered in Dallas, Texas, it plays a vital role in enabling innovation for enterprises in the rapidly evolving AI and HPC sectors.