Applied Digital Market Sentiment

Market sentiment signals for Applied Digital (APLD): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 6, 2026	Morgan Stanley	Stephen Byrd—	+42.3%	$37 → $38	Maintained	Equal-Weight
Aug 3, 2026	B. Riley Securities	Nick Giles—	+184.5%	$66 → $75	Maintained	Buy
Jul 28, 2026	Needham	John Todaro—	+214.9%	$83 → $83	Maintained	Buy
Jul 23, 2026	Morgan Stanley	Stephen Byrd—	+38.5%	$37	Initiate	Equal-Weight
Jun 17, 2026	Northland Capital Markets	Mike Grondahl—	+211.1%	$56 → $82	Maintained	Outperform
Jun 9, 2026	Craig-Hallum	George Sutton—	+199.7%	$75 → $79	Maintained	Buy
Jun 9, 2026	Lake Street	Rob Brown—	+241.4%	$70 → $90	Maintained	Buy
Jun 9, 2026	Needham	John Todaro—	+214.9%	$66 → $83	Maintained	Buy
May 27, 2026	B. Riley Securities	Nick Giles—	+150.4%	$53 → $66	Maintained	Buy
May 21, 2026	Lake Street	Rob Brown—	+165.6%	$55 → $70	Maintained	Buy
May 21, 2026	Citizens	Gregory Miller—	+127.6%	$40 → $60	Maintained	Market Outperform
May 21, 2026	Needham	John Todaro—	+150.4%	$51 → $66	Maintained	Buy
May 15, 2026	Needham	John Todaro—	+93.5%	$48 → $51	Maintained	Buy
Apr 28, 2026	Needham	John Todaro—	+82.1%	$48 → $48	Maintained	Buy
Apr 24, 2026	Needham	John Todaro—	+82.1%	$41 → $48	Maintained	Buy
Apr 23, 2026	Needham	John Todaro—	+82.1%	$41 → $48	Maintained	Buy
Apr 9, 2026	Citizens	Greg P. Miller—	+51.7%	$40 → $40	Maintained	Market Outperform
Jan 9, 2026	B. Riley Securities	Nick Giles—	+101.1%	$47 → $53	Maintained	Buy
Jan 8, 2026	Roth Capital	Darren Aftahi—	+120.0%	$56 → $58	Maintained	Buy
Jan 8, 2026	Needham	John Todaro—	+55.5%	$41 → $41	Maintained	Buy
Jan 7, 2026	Freedom Capital Markets	Paul Meeks—	+36.6%	$36	Initiate	Buy
Dec 30, 2025	Northland Capital Markets	Mike Grondahl—	+51.7%	$40 → $40	Maintained	Outperform
Dec 30, 2025	Lake Street	Rob Brown—	+70.7%	$45 → $45	Maintained	Buy
Oct 29, 2025	Needham	John Todaro—	+55.5%	$41 → $41	Maintained	Buy
Oct 23, 2025	Craig-Hallum	George Sutton—	+48.0%	$37 → $39	Maintained	Buy