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Beyond Meat, Inc. engages in the provision of plant-based meats. Its products include ready-to-cook meat under The Beyond Burger and Beyond Sausage brands, and frozen meat, namely, Beyond Chicken Strips and Beyond Beef Crumbles. The company was founded by Ethan Walden Brown and Brent Taylor in 2009 and is headquartered in El Segundo, CA.

Beyond Meat Inc

Beyond Meat is trending due to a potential short squeeze, fueled by high short interest and significant retail buying. The community is laser-focused on breaking key resistance levels and pushing the stock higher, with some drawing comparisons to the GME and AMC rallies of 2021. Record-breaking trading volume is adding to the frenzy as investors look to capitalize on the stock's upward momentum.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending downwards following earnings, with community chatter focusing on a miss attributed to a Brazilian tax dispute, although some suspect subscriber losses are the real issue. While some see a buying opportunity and potential for a quick rebound, others anticipate further declines, citing rich valuation, competition, and concerns over content quality. The discussion also includes potential support levels and price targets.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is trending downwards, sparking heavy debate among investors about potential bottom levels and the sustainability of its valuation despite a major Microsoft deal and upcoming earnings; community sentiment is mixed, with some calling for aggressive dip buying while others express concern over the stock's persistent decline amid broader market strength. Discussions also involve the potential impact of AI spending trends and the company's diverse business segments beyond data centers.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X ($CCCX) is trending as the stock experiences significant volatility, leading to a mix of bullish and bearish sentiment within the trading community. Discussions revolve around the recent price drop, potential support levels, and comparisons to other quantum computing stocks, with some traders viewing it as a buying opportunity while others express concerns about the SPAC structure and sector-wide pressures. Despite the turbulence, the upcoming NVIDIA GTC event and Infleqtion's involvement are focal points for potential catalysts.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending amid community discussion of a major new lease agreement with a top-tier hyperscaler for AI infrastructure. While the specific tenant remains undisclosed, the potential impact of this multi-billion dollar deal on future revenue is a key talking point. Community members are also closely watching for further news and catalysts related to this deal and the broader AI sector.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

GLXY is trending amidst discussions of potential market manipulation following its earnings report, with community members expressing frustration over the stock's price action despite strong results. Some investors believe large entities are strategically driving the price down to profit from put options, while others remain optimistic about the company's long-term potential within the crypto and AI sectors.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is trending due to a recently announced $5 million production order for its optical engines, signaling a key step towards commercialization and validation in the AI data center space. Community discussions revolve around the significance of the order, potential revenue growth, and the company's legitimacy in the AI connectivity sector. Some investors are also discussing the impact of broader market dynamics and short selling activity on the stock's price action.

Arcturus Therapeutics Holdings, Inc. operates as a late-stage clinical mRNA medicines and vaccine company, which engages in the development of infectious disease vaccines and significant opportunities within liver and respiratory rare diseases. Its products include LUNAR-COV19, LUNAR-FLU, LUNAR-OTC, and LUNAR-CF. The company was founded in 2013 and is headquartered in San Diego, CA.

Arcturus Therapeutics Holdings Inc

Arcturus Therapeutics is trending as investors discuss its potential following a significant drop and subsequent recovery, focusing on the company's progress report and financial standing. Community talking points revolve around whether the sell-off was an overreaction, with some seeing it as a buying opportunity while others express concerns about market manipulation in bio stocks. Discussions also mention institutional investor positions and potential catalysts, like upcoming trial data.

GE Vernova, Inc. is a electric power industry. Its products and services generate, transfer, orchestrate, convert, and store electricity. The firm operates through the following segments: Power, Wind and Electrification. The Power segment includes design, manufacture, and servicing of gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment includes wind generation technologies, inclusive of onshore and offshore wind turbines and blades. The Electrification segment includes grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The Company was founded November 09, 2021 and is headquartered in Cambridge, Massachusetts.

GE Vernova Inc.

GE Vernova is trending as traders digest the implications of strong earnings and soaring orders, particularly related to AI-driven data center demand. Despite positive results, the stock experienced volatility, leading to community discussions about market manipulation and potential buying opportunities. Some investors see GEV as a long-term play in the energy sector, while others are wary of its valuation.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum (QBTS) is experiencing volatility as the community debates its valuation and future prospects, with some suggesting it's overhyped while others see long-term potential. Discussion includes potential shakeouts, institutional buying, and the impact of broader market factors like rate cuts. Some traders are taking short positions, while others remain bullish, awaiting news catalysts and government contracts.

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<ul class="summary-bullets"><li>Applied Digital said that this was a nearly 15-year lease agreement to deliver 200 MW of critical IT capacity at Polaris Forge 2.</li><li>The company noted that the 200 MW&nbsp;capacity would support the hyperscaler’s artificial intelligence (AI) and high-performance compute (HPC) infrastructure.&nbsp;</li><li>Applied Digital’s total leased capacity with two hyperscalers across its Polaris Forge 1 and Polaris Forge 2 campuses in North Dakota has now reached 600 MW.</li></ul>Applied Digital (APLD) shares jumped nearly 7% before the bell on Wednesday after the company announced a $5 billion AI factory lease with a U.S.-based investment-grade hyperscaler at Polaris Forge 2 campus, currently under construction near Harwood, North Dakota.&nbsp;The company said this was a nearly 15-year lease agreement to deliver 200 megawatts (MW) of critical IT capacity at Polaris Forge 2 to support the hyperscaler’s artificial intelligence (AI) and high-performance compute (HPC) infrastructure.&nbsp;Retail sentiment on <a href="https://stocktwits.com/symbol/APLD">Applied Digital</a> improved to ‘bullish’ from ‘neutral’ territory compared to a day ago, with message volumes at ‘normal’ levels, according to data from Stocktwits.<h2 class="st-heading-2">What To Know About Applied Digital’s AI Factory Lease</h2>Applied Digital said the Hyperscaler also holds a first right of refusal for an additional 800 MW of critical IT, representing the full expansion potential of the 1-gigawatt (GW) Polaris Forge 2 Campus.The company said that with this agreement, Applied Digital’s total leased capacity with the two hyperscalers across its Polaris Forge 1 and Polaris Forge 2 campuses in North Dakota has now reached 600 MW.<h2 class="st-heading-2">Polaris Forge 2</h2>The company said that the Polaris Forge 2 spans more than 900 acres and is engineered to deliver efficiency with a projected power usage effectiveness of 1.18 and near-zero water consumption.Applied Digital stated that the initial 200 MW will be phased across two buildings, with operations expected to begin in 2026 and reach full capacity by 2027. The campus is designed for future expansion.This follows Applied Digital's announcement of an additional 150MW lease with CoreWeave at its Polaris Forge 1 Campus, as well as a $5.0 billion AI infrastructure partnership with Macquarie Asset Management.Shares of Applied Digital have gained 316% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nhl-signs-multiyear-licensing-deals-with-kalshi-polymarket-report/cLG5edGR3qd">NHL Signs Multiyear Licensing Deals With Kalshi, Polymarket: Report</a>

In this photo illustration, a smartphone displays the logo of Applied Digital Corporation (NASDAQ: APLD) on July 28, 2025, in Chongqing, China. 

Applied Digital Stock Soars 7% Pre-Market On $5B AI Factory Lease With US Hyperscaler

Applied Digital said that this was a nearly 15-year lease agreement to deliver 200 MW of critical IT capacity at Polaris Forge 2.

Equity

Applied Digital Jumps 47% in a Month: Buy, Sell or Hold the Stock?

APLD's shares surge nearly 47% in a month as booming AI infrastructure demand and a billion-dollar CoreWeave deal fuel optimism.


Applied Digital Corp. (APLD) stock hit fresh 21-year highs, breaking the $40 level on Wednesday, due to continued spotlight on its artificial intelligence infrastructure projects.&nbsp;At the time of writing, the stock pared some of the gains and traded over 7% higher. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:929/107;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_15_115855_png_1727b99434.webp" alt="APLD’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Oct. 15, 2025 | Source: Stocktwits" width="929" height="107"><figcaption>APLD’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Oct. 15, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 300% surge in user message count over the last month. A bullish Stocktwits user highlighted the importance of infrastructure in the AI boom.&nbsp;<stembedurl>https://stocktwits.com/Juststartingout14/message/632417071</stembedurl>On Tuesday, Applied Digital received a bullish outlook from Lucid Capital, as the firm began coverage of the company with a “Buy” rating and a price target of $44. The firm said the company is well-positioned to benefit from the rising demand for large-scale computing power.Lucid analyst Joe Flynn said the company, along with other high-performance compute (HPC) firms, is “positioned to capitalize on power shortages and other related constraints," as demand for energy-intensive computing grows.&nbsp;In its first-quarter earnings call on October 9, Applied Digital Chairman and CEO Wesley Cummins&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applied-digital-stock-on-tract-to-hit-over-21-year-highs/ch6awAvR3S0">said</a> the company is actively building its second major data campus, Polaris Forge 2, and anticipates significant expansion driven by increasing power availability and demand from hyperscale clients.With a $3 billion investment, Polaris Forge 2 will deliver 200 MW of critical IT load initially, with room to grow.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> has gained over 391% year-to-date and over 413% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microvast-sparks-retail-excitement-as-stock-hits-3-point-five-year-highs/ch6nzmfR3Np">Microvast Sparks Retail Excitement As Stock Hits 3.5-Year Highs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Applied Digital logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Applied Digital Stock Nudges $40 Mark As AI Infrastructure Continues To Spur Retail Investors’ Interest

On Tuesday, Lucid Capital initiated coverage of Applied Digital with a “Buy” rating, citing the company's strong position to capitalize on the growing demand for large-scale computing power.

Company News for Oct 13, 2025

Companies In The News Are: LEVI, APLD, QCOM, AZN.

Applied Digital Corp. (APLD) stock is on track to hit over 21-year highs after better-than-expected first-quarter results and updates regarding its data campus, Polaris Forge 2.&nbsp;The company’s first quarter (Q1) revenue of $64.2 million and adjusted loss per share of $0.03, both exceeded the analysts’ consensus estimate of $45.46 million and a loss of $0.13, respectively, according to Fiscal AI data.&nbsp;In the earnings call, Applied Digital Chairman and CEO Wesley Cummins said the company is actively building its second major data campus, Polaris Forge 2, and anticipates significant expansion driven by increasing power availability and demand from hyperscale clients.“Initial funding for Polaris Forge 2 has been secured by our financial partner, Macquarie Equipment Capital, and construction is underway. We expect the first building to start coming online in late 2026 and reach full capacity in 2027,” said Cummins.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> traded over 24% higher in Friday’s premarket and was the top trending equity ticker on Stocktwits. Retail sentiment around the stock jumped to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume improved to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:937/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_10_073827_png_ec04ed66c0.webp" alt="APLD’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Oct. 10, 2025 | Source: Stocktwits" width="937" height="108"><figcaption>APLD’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Oct. 10, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 615% surge in user message count in 24 hours. A Stocktwits user called Applied Digital the “Best AI datacenter company out there.”<stembedurl>https://stocktwits.com/ak_89/message/631788499</stembedurl>Another user called the company “the quiet AI infrastructure giant”.<stembedurl>https://stocktwits.com/kenneth55perez/message/631778522</stembedurl>Applied Digital began construction on Polaris Forge 2, near Harwood, North Dakota, in September. With a $3 billion investment, this campus will deliver 200 MW of critical IT load initially, with room to grow.&nbsp;Macquarie Equipment Capital is providing the initial capital needed to fund Polaris Forge 2, allowing construction to proceed.&nbsp;Applied Digital said it is already engaging in early conversations with multiple stakeholders to facilitate the site’s long-term expansion.&nbsp;“We remain in finance discussions with an investment-grade hyperscaler regarding lease for this campus. We have also entered negotiations with 2 additional hyperscalers for 2 new locations,” Cummins added.&nbsp;&nbsp;Applied Digital stock has gained over 283% year-to-date and over 352% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-nearing-5-b-term-loan-backed-by-arm-shares-report/ch6aoUQR31D">SoftBank Nearing $5B Term Loan Backed By Arm Shares To Fund Investment In OpenAI: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a hand holds a smartphone displaying the logo of Applied Digital Corporation with its brand logo seen in the background on September 28, 2025, in Chongqing, China. 

Applied Digital Stock On Track To Hit Over 21-Year Highs

Applied Digital Chairman and CEO, Wesley Cummins, said the company anticipates significant expansion in Polaris Forge 2, driven by increasing power availability and demand from hyperscale clients.

Applied Digital Corp. (APLD) shares&nbsp;soared nearly 17% in Thursday’s extended session after the artificial intelligence (AI) infrastructure company reported better-than-expected first-quarter results.&nbsp;The earnings report sparked retail chatter on the&nbsp;<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock stream</a> on Stocktwits, with message volume rising over 500% in the 24 hours leading up to late Thursday. On Stocktwits, retail sentiment today, the stock improved to ‘extremely bullish’ levels by late Thursday from ‘bullish’ the day before.<figure class="image"><img style="aspect-ratio:620/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_at_9_59_55_PM_png_989b7b18a2.webp" alt="Screenshot 2025-10-09 at 9.59.55 PM.png" width="620" height="58"><figcaption>APLD sentiment and message volume as of 10 p.m. ET, Oct. 9 | source: Stocktwits</figcaption></figure>The Dallas, Texas-based company said its adjusted net loss per share for the first quarter of the fiscal year 2026 was $0.03, narrower than the Fiscal.ai-compiled consensus estimate of $0.13. The loss, however, widened from the previous quarter’s $0.01 per share. Revenue climbed 84% year-over-year to $64.2 million versus the $45.46 million consensus.&nbsp;Applied Digital said it was evaluating expansion opportunities across new states and regions as demand continued to scale up. In a statement, Chairman and CEO Wes Cummins said, “With hyperscalers expected to invest approximately $350 billion into AI deployment this year, we believe we are in a prime position to serve as the modern-day picks and shovels of the intelligence era.”Once Polaris Forge 1 is fully operational, the company expects to hit an annualized net operating income (NOI) run rate of about $500 million. The company hopes that tenant signings at its second campus (Polaris Forge 2) will help it reach $1 billion in NOI within the next five years.At the end of the first quarter, the company had $114.1 million in cash, cash equivalents, and restricted cash, while debt stood at $687.3 million. After the quarter-end, the company had secured $362.5 million in equity financing.&nbsp;A Stocktwits user expects the stock to reach $40 on Friday. The stock closed Thursday’s session up 4.83% at $29.29.&nbsp;<stembedurl>https://stocktwits.com/sharky55/message/631764021</stembedurl>Another user views Applied Digital as the next Palantir, forecasting a $100 price by the end of next year.<stembedurl>https://stocktwits.com/st0nkFact0r/message/631763414</stembedurl>Applied Digital stock has gained 283% this year, outperforming the broader market and tech sector.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-said-to-follow-gm-in-scrapping-ev-lease-credit-plan-retail-bet-trump-bump-stock-hits-2-week-low/ch6aLytR31B">Ford Said To Follow GM In Scrapping EV Lease Credit Plan — Retail Traders Bet On ‘Trump Bump’ As Stock Hits 2-Week Low</a>

Why Applied Digital Stock Ripped 17% Higher In Today’s After-Hours

Applied Digital said it was evaluating expansion opportunities across new states and regions as demand continued to scale up.

Applied Digital Corporation (APLD) Reports Q1 Loss, Tops Revenue Estimates

Applied Digital Corporation (APLD) delivered earnings and revenue surprises of 0.00% and +49.46%, respectively, for the quarter ended August 2025. Do the numbers hold clues to what lies ahead for the stock?

Shares of artificial intelligence infrastructure company Applied Digital Corp. (APLD) shed about 0.60% in Thursday’s premarket session. The retreat occurred amid the broader market’s indecision, as the key market indices traded in record territory, and trader anxiety concerning the quarterly results, due after the market closes.According to Fiscal.ai, the Dallas, Texas-based company is expected to report a loss per share of $0.13 and revenue of $45.46 million for the first quarter of the fiscal year 2026. This compares to the year-ago loss of $0.15 and revenue of $60.7 million.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> is up a whopping 266% so far this year, riding on the momentum seen in AI stocks, with much of the gains coming since the start of August. In late August, the company announced that it broke ground on Polaris Forge 2, a $3 billion, 280-megawatt (MW) AI Factory near Harwood, North Dakota. At that time, CEO Wes Cummins stated that Polaris Forge 2 represented the next stage in Applied Digital’s rapid growth and its position as a leader in delivering high-performance AI infrastructure.&nbsp;Shortly after, the company announced that it had finalized a new lease agreement with CoreWeave for an additional 150MW at its Polaris Forge 1 Campus, bringing its total anticipated contracted lease revenue to approximately $11 billion. This included the&nbsp; $7 billion in revenue from the initial two approximately 15-year leases executed in May this year.&nbsp;Applied Digital’s stock came under pressure in late September when it announced plans to sell 8.39 million shares of its common stock. Earlier this week, the company announced that it had received the initial funding from its previously disclosed perpetual preferred equity financing facility, valued at up to $5 billion, with Macquarie Asset Management.Roth Capital analysts said in a report published in late September that they see few surprises in the company’s first-quarter print, with some possible swings around the "lumpiness" of one-time technical fit-out revenue, the Fly reported. The analysts believe that the company could win another high-performance computing colocation agreement by the end of the year or into early 2026 for its 280MW Harwood site. The research firm upped its price target for the stock to $43 from $24 and maintained its ‘Buy’ rating.On Stocktwits, retail sentiment toward Applied Digital tempered to ‘neutral’ as of early Thursday from ‘bullish’ the day before, with the message volume also dropping to ‘normal’ levels.<figure class="image"><img style="aspect-ratio:623/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_at_5_23_42_AM_png_e70a18f715.webp" alt="Screenshot 2025-10-09 at 5.23.42 AM.png" width="623" height="53"><figcaption>APLD sentiment and message volume as of 5:20 a.m. ET, Oct. 9 | source: Stocktwits</figcaption></figure>Wall Street analysts, on average, have a price target of $25.11 for the stock, according to Koyfin, implying over 10% downside from Wednesday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-tsmc-stock-is-slipping-premarket-today-despite-q3-revenue-beat/ch67kh3R30C">Why TSMC Stock Is Slipping Premarket Today Despite Q3 Revenue Beat</a>

Why Applied Digital Stock Is Slipping In Premarket Ahead Of Q1 Print

According to Fiscal.ai, the Dallas, Texas-based company is expected to report a loss per share of $0.13 and revenue of $45.46 million for the first quarter.

Applied Digital Corp. (APLD) stock gained the spotlight in Thursday’s opening session after surging to an almost four-year high ahead of its first-quarter earnings report scheduled to be released in a few days.Applied Digital’s shares surged nearly 10% in Thursday’s opening trade, rising to levels last seen in November 2021. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory. At the time of writing, Applied Digital was&nbsp;among the top five trending stocks on Stocktwits.According to a report by TheFly, Roth Capital analyst Darren Afthai on Tuesday hiked the price target for the APLD stock to $43 from $24, while maintaining a ‘Buy’ rating. This implies an upside of over 52% from Thursday’s high. The analyst expects few surprises in Applied Digital’s upcoming first-quarter (Q1) results, which are scheduled for October 9.In the note, Aftahi stated that he expects some possible volatility in the “lumpiness” of one-time technical fit-out revenue. He added that Applied Digital could potentially bag one more HPC colocation deal by the end of 2025, or into early 2026, for its Harwood site with 280-megawatt capacity.Applied Digital is a designer, developer, and operator of next-generation digital infrastructure that caters to industries such as high-performance computing (HPC) and artificial intelligence (AI), across North America. The company operates data centers and offers a range of graphics processing unit (GPU) system setups ideal for AI workloads.Retail interest in the Applied Digital stock also surged on Stocktwits, with message volume increasing by more than 32% in the last 24 hours, as of Thursday morning, and by 1,445% in the last 30 days.According to Stocktwits data, analysts expect Applied Digital to report a loss of $0.15 per share in the first quarter (Q1) on revenue of $47.63 million. This compares to a loss of $0.03 per share in the corresponding period a year ago on revenue of $60.7 million.<a href="https://stocktwits.com/symbol/APLD">APLD stock</a> is up 251% year-to-date and 228% in the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oxy-stock-rises-warren-buffett-berkshire-hathaway-acquire-oxychem-9-7-billion/chCr9pWR3Oo">OXY Stock Rises As Warren Buffett’s Berkshire Hathaway Reaches Deal To Acquire OxyChem For $9.7 Billion</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

APLD Stock Surges To Nearly 4-Year Highs Ahead Of Q1 Results

According to a report by TheFly, Roth Capital analyst Darren Afthai on Tuesday hiked the price target on APLD stock to $43 from $24, while maintaining a ‘Buy’ rating.

Data center infrastructure provider Applied Digital’s (APLD) stock is on traders’ radar after it fell for a third straight session on Friday. In the overnight session, the stock climbed 2.35%, according to Yahoo Finance.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> has risen about 72% for the year-to-date period, capitalizing on the demand surge from high-performance computing and artificial intelligence (AI) end markets. On Stocktwits, retail sentiment toward the stock stayed ‘bullish’ (67/100) as of late Sunday and the message volume on the stream was at ‘high’ levels.<figure class="image"><img style="aspect-ratio:619/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_1_07_26_AM_png_21063fa9db.webp" alt="Screenshot 2025-09-29 at 1.07.26 AM.png" width="619" height="52"><figcaption>APLD sentiment and message volume as of 1 a.m. ET, Sept. 29 | source: Stocktwits</figcaption></figure>A bullish watcher expected the stock to rebound to the $25 level this week.<stembedurl>https://stocktwits.com/michaelburryburner/message/630287484</stembedurl>Another user flagged CoreWeave, Alphabet, Nutanix and Cisco as potential partnerships that Applied Digital could announce this week.<stembedurl>https://stocktwits.com/Pepper214/message/630279452</stembedurl>Last Monday, the stock added nearly 20% amid the exuberance seen in the AI space and hit an all-time intraday high of $25.61 in the very next session. The stock pulled back approximately 15% from its peak before closing the week at $21.71.&nbsp;Traders will likely focus on a shelf-registration statement the company filed with the SEC late Friday regarding a second offering of its common stock. In a Form S-3 registration statement, Applied Digital said selling stockholders would resell up to 8.4 million shares from time to time. The prices and terms would be determined at the time of any such offering, the company said.&nbsp;The next major catalyst for the stock will likely be the company’s first-quarter results for the fiscal year 2026, due after the market closes on Oct. 9. According to Fiscal.ai, Applied Digital is expected to report a loss per share of $0.14 for the quarter and revenue of $43.67 million, down 28% year-over-year (YoY).The Koyfin-compiled average analysts’ price target for the stock ($21.11) suggests the stock is fairly valued at current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-climb-as-traders-shrug-off-government-shutdown-fears/chDMFoCR373">Nasdaq, S&amp;P 500 Futures Climb As Traders Shrug Off Government Shutdown Fears — Strategists Divided Over Market Trajectory Heading Into Q4</a>

Applied Digital Retail Traders Expect Stock To Snap 3-Session Losing Streak, Pinning Hopes On More Datacenter Deals

The stock pulled back approximately 15% from its peak before closing the week at $21.71.

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APLDApplied Digital Corporation