Nama Insights

Applied Digital (APLD)

Technology · Information Technology Services · NASDAQ

Applied Digital (APLD) is a Technology company in the Information Technology Services industry. It has a market capitalization of $4.70B, a trailing price-to-earnings ratio of 172.8 and a free-cash-flow yield of -64.9%. Over the most recent reported fiscal year, revenue grew 269.2%. Nama's AI scorecard rates it Sell, 3.2 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Sell · 3.2/10
Negative, at the mild end of Sell. As of Nov 7, 2026.
Momentum
Lagging · -23.4% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-69.3%
How far the last close sits under the highest price of the past five years.
Market cap$4.70B
Trailing P/E172.8
Price / book2.9
Price / sales5.4
FCF yield-64.9%
Dividend yield—
Gross margin20.9%
Operating margin-27.3%
Net margin-57.2%
Revenue growth (YoY)+269.2%
Revenue growth (3-yr annual)—
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta6.0
ExchangeNASDAQ
SectorTechnology
IndustryInformation Technology Services

APLD earnings

Next report: Jan 6, 2027 (Q2 2027, EPS estimate -$0.17). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Oct 7, 2026 -$0.01 -$0.30 +96.7% $341.88M
Q4 2026 Jul 27, 2026 $0.04 -$0.19 +121.0% $258.75M
Q3 2026 Apr 8, 2026 $0.09 -$0.21 +142.9% $126.64M
Q1 2026 Oct 9, 2025 -$0.03 -$0.15 +80.0% $80.93M

APLD analyst price target

Median target $65.00 from 16 analysts, ranging $22.00 – $93.00.

Information Technology Services peers

TickerCompanyMarket capP/E
IBM International Business Machines $231.55B 19.9
ACN Accenture $153.89B 18.7
INFY Infosys $50.63B 14.9
CTSH Cognizant Technology Solutions $28.93B 11.5
BR Broadridge Financial Solutions $21.54B 19.6
WIT Wipro $21.37B 15.4
CDW CDW $19.60B 14.2
GIB CGI $17.25B 13.2
Explore live APLD data on Nama Insights →

APLD FAQ

Is APLD a buy?
Nama's AI scorecard currently rates Applied Digital Sell (3.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is APLD's P/E ratio?
Applied Digital trades at a trailing price-to-earnings ratio of 172.8.
When does APLD report earnings?
Applied Digital's next scheduled report is on Jan 6, 2027. Analysts expect EPS of -$0.17.
What is the APLD price target?
The median analyst price target from 16 analysts is $65.00, with a range of $22.00 – $93.00.
Is APLD Shariah compliant?
Nama's AAOIFI-style screen reads Applied Digital as Not Shariah Compliant. At least one of the three ratios or the industry test failed.