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SPY is trending as traders react to CPI data coming in lower than expected, fueling speculation about potential Fed rate cuts. The community is split, with bulls celebrating new highs and bears questioning the validity of the inflation figures and bracing for a potential pullback. Broader market sentiment appears optimistic, driving discussions about continued momentum and potential year-end targets.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending following a Q3 earnings beat, driven by AI PC momentum and strategic cost cuts, sparking discussions about the sustainability of these gains. The community is weighing the impact of datacenter revenue decline against the company's potential in the AI space and the influence of government investments. Analysts are split, with some highlighting the turnaround while others remain cautious about valuation and future growth.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending amid speculation around the latest CPI data release, with many anticipating the numbers and discussing potential market reactions. Community members are debating whether the report will be a "pump or dump" catalyst, while others express skepticism about the data's accuracy and broader market conditions. Talk of a potential Trump-Xi meeting is also circulating, adding to the market's upward momentum.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending on news of soft inflation data increasing speculation around potential rate cuts, which could significantly benefit the fintech company; the community is bullish on the stock's prospects leading up to earnings, discussing a potential breakout above the $30 resistance level. Some are pointing to a similar pattern with other fintechs and anticipating that SoFi will outperform expectations.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending as investors react to its strategic partnership with Palantir to boost enterprise AI adoption, with the community buzzing about its potential impact. Some believe this move will solidify LUMN's role as a key player in AI infrastructure, while others express concerns about the company's debt and timeline for growth. Bullish sentiment is also fueled by discussions around a potential short squeeze and the company's undervalued status in the burgeoning AI sector.

Neuphoria Therapeutics, Inc. is a clinical-stage biotechnology company dedicated to developing therapies that address the complex needs of individuals affected by neuropsychiatric disorders. It focuses on developing BNC210, an oral drug designed for the acute treatment of social anxiety disorder (SAD) and the chronic treatment of post-traumatic stress disorder (PTSD) by selectively targeting the a7 nicotinic acetylcholine receptor. The company was founded on December 23, 2024 and is headquartered in Burlington, MA.

Neuphoria Therapeutics Inc.

Fueled by news of a milestone payment from Merck related to its Alzheimer's program, Neuphoria Therapeutics is experiencing high trading volume. The community is weighing the significance of this payment against a recent trial setback and discussing potential short squeezes, with some eyeing a continued upward trajectory. Chatter suggests that the Merck deal validates the broader pipeline despite the social anxiety disorder results.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers Outdoor is experiencing significant volatility after its revenue guidance fell short of expectations, sparking debate about a potential CEO change. Despite a low P/E ratio and no debt, the stock faces headwinds, with analysts divided on its future and some anticipating further downgrades. Community discussions revolve around bottom-fishing opportunities, potential bounce-backs, and whether the current dip is an overreaction.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending as investors digest recent earnings, lowered 2025 guidance due to a supplier fire, and potential benefits from tariff relief. Community discussions revolve around the impact of these factors on Ford's future performance and whether the stock is undervalued. Bullish sentiment suggests a potential breakout, while others remain cautious due to production challenges.

Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company that combines automation, artificial intelligence, machine learning, and in vivo validation capabilities to discover novel medicines. Its Recursion operating system enables advanced machine learning approaches to reveal drug candidates, mechanisms of action, novel chemistry, and potential toxicity, with the eventual goal of decoding biology and advancing new therapeutics that radically improve people's lives. The company was founded by Blake Borgeson, Christopher C. Gibson, and Dean Y. Li on November 4, 2013 and is headquartered in Salt Lake City, UT.

Recursion Pharmaceuticals Inc - Ordinary Shares - Class A

Recursion Pharmaceuticals Inc

RXRX is trending due to a potential short squeeze amplified by NVIDIA's investment and participation in the GITEX Global conference in Dubai. The community is discussing the stock's high short interest and speculating about news or catalysts. Bullish sentiment also surrounds the company's AI-driven drug discovery platform and potential expansion in the Middle East.

Qualigen Therapeutics, Inc. is a biotechnology company focused on developing therapeutics for the treatment of cancer and infectious diseases. The company's cancer therapeutics pipeline includes ALAN (AS1411-GNP), RAS-F3 and STARS. ALAN (AS1411-GNP) is a DNA coated gold nanoparticle cancer drug candidate that has the potential to target various types of cancer with minimal side effects. RAS-F3 is a small molecule RAS oncogene protein-protein inhibitor for blocking RAS mutations that lead to tumor formation, especially in pancreatic, colorectal and lung cancers. STARS is a DNA/RNA-based treatment device for removal from circulating blood of precisely targeted tumor-produced and viral compounds. The company was founded on March 29, 2004 and is headquartered in Carlsbad, CA.

Qualigen Therapeutics Inc

QLGN is trending due to a strategic partnership with BitGo to execute a C10 treasury allocation, sparking significant premarket gains. The community is discussing the potential for further upside, with some anticipating a continued rally. This move signals a shift towards crypto and web3, generating excitement and speculative trading.

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Will Applied Digital's Pivot to AI Infrastructure Broaden Its Revenue Base?

APLD deepens its AI pivot with new data centers and long-term leases, aiming to replace crypto-driven volatility.

<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.

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Applied Digital

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.

Current Price	$34.90
Prev Close	$33.38
Open	$34.32
Dividend Yield	0.00%
50-Day Moving Average	$22.50
Beta	2.39
Avg. Volume	27.37M
PE Ratio	-29.28

52-Week High	$40.20
52-Week Low	$3.31
Market Capitalization	$9.34B
EPS (Annual)	-$1.16
Price to Book	8.61
Revenue Per Employee	$703,380.49
Enterprise Value/EBITDA	N/A

APLD
Applied Digital Corporation

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