Meadowbrook Wealth Management LLC Invests $467,000 in Applied Digital Corporation $APLD

Meadowbrook Wealth Management LLC bought a new stake in shares of Applied Digital Corporation (NASDAQ:APLD) during the 3rd quarter, according to its most recent filing with the SEC. The fund bought 20,350 shares of the company’s stock, valued at approximately $467,000.

Several other hedge funds have also recently added to or reduced their stakes in APLD. Scientech Research LLC acquired a new position in shares of Applied Digital in the 1st quarter worth approximately $806,000. Chelsea Counsel Co. acquired a new stake in Applied Digital in the 2nd quarter valued at $582,000. Lake Hills Wealth Management LLC bought a new stake in Applied Digital in the second quarter valued at $184,000. KLP Kapitalforvaltning AS raised its stake in Applied Digital by 27.7% during the second quarter. KLP Kapitalforvaltning AS now owns 41,500 shares of the company’s stock worth $418,000 after acquiring an additional 9,000 shares in the last quarter. Finally, Kovack Advisors Inc. bought a new position in shares of Applied Digital during the second quarter valued at $116,000. Institutional investors and hedge funds own 65.67% of the company’s stock.

Key Applied Digital News

Here are the key news stories impacting Applied Digital this week:

• Positive Sentiment: Secured development financing with Macquarie to fund new AI “factory” campuses — provides committed capital to cover pre‑lease development costs, de‑risking growth and accelerating capacity buildout for hyperscaler and AI customers. Applied Digital Completes Development Loan Facility with Macquarie Group to Support New AI Factory Campuses
• Positive Sentiment: Company announced a separate fundraising (reported as ~$100M) that boosts liquidity to fund projects and reduces immediate capital risk — a primary driver of the intraday rebound. Applied Digital (APLD) Rebounds 8.6% on $100-Million Fundraising
• Positive Sentiment: Investor commentary and media coverage highlight the closed loan facility and partner traction (e.g., CoreWeave), reinforcing the narrative of 2025 share gains tied to hyperscaler/AI demand. Overlooked Stock: APLD Closes Loan Facility for New Data Centers
• Neutral Sentiment: Applied Digital scheduled its fiscal Q2 2026 earnings call for Jan 7 — investors will watch guidance, revenue traction from new campuses, and lease/pre‑lease progress for clearer near‑term outlook. Applied Digital Sets Fiscal Second Quarter 2026 Conference Call for Wednesday, January 7, 2026
• Neutral Sentiment: Analyst piece compares APLD to Dell (DELL) on AI infrastructure upside — highlights differing strategies (APLD = niche hyperscaler/colocation + build‑to‑suit vs. Dell = integrated hardware/software stack); useful context for longer‑term relative positioning but not an immediate catalyst. APLD vs. DELL: Which AI Infrastructure Stock Has More Upside?
• Negative Sentiment: Some investment firms expressed growing concerns about the sustainability of AI demand and valuations, which triggered a pullback before today’s rebound — a reminder that sentiment and valuation risk can produce sharp swings in APLD’s high‑beta stock. Applied Digital (APLD) Falls 9% on Investment Firms’ Growing AI Concerns

Applied Digital Trading Up 16.5%

Shares of NASDAQ APLD opened at $27.85 on Friday. Applied Digital Corporation has a 1-year low of $3.31 and a 1-year high of $40.20. The company has a 50-day moving average of $29.34 and a two-hundred day moving average of $20.08. The company has a market cap of $7.78 billion, a PE ratio of -24.65 and a beta of 6.94. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 0.29.

Applied Digital (NASDAQ:APLD) last posted its quarterly earnings data on Thursday, October 9th. The company reported ($0.03) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.11) by $0.08. The firm had revenue of $64.22 million for the quarter, compared to the consensus estimate of $52.25 million. Applied Digital had a negative return on equity of 37.14% and a negative net margin of 111.29%.The business’s revenue for the quarter was up 84.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned ($0.15) EPS. As a group, equities analysts expect that Applied Digital Corporation will post -0.96 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

APLD has been the topic of several recent analyst reports. Wall Street Zen downgraded shares of Applied Digital from a “hold” rating to a “sell” rating in a research note on Sunday, October 19th. Citigroup restated an “outperform” rating on shares of Applied Digital in a research report on Thursday, October 9th. Needham & Company LLC reaffirmed a “buy” rating and set a $41.00 price objective on shares of Applied Digital in a research note on Wednesday, October 29th. Craig Hallum lifted their target price on shares of Applied Digital to $39.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Finally, HC Wainwright increased their price target on Applied Digital from $20.00 to $40.00 and gave the stock a “buy” rating in a research report on Friday, October 10th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $26.20.

Insider Transactions at Applied Digital

In other news, Director Ella G. Benson sold 42,569 shares of the firm’s stock in a transaction dated Wednesday, October 29th. The shares were sold at an average price of $35.30, for a total value of $1,502,685.70. Following the transaction, the director owned 69,256 shares of the company’s stock, valued at approximately $2,444,736.80. This trade represents a 38.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Rachel H. Lee sold 24,213 shares of Applied Digital stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $33.20, for a total transaction of $803,871.60. Following the sale, the director owned 59,400 shares of the company’s stock, valued at approximately $1,972,080. This represents a 28.96% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 328,035 shares of company stock valued at $11,376,479. 9.50% of the stock is currently owned by insiders.

Applied Digital Company Profile

Applied Digital (NASDAQ: APLD) is a technology company specializing in the development and operation of large-scale digital infrastructure and sustainable Bitcoin mining solutions. Through its integrated platform, the company designs, builds and manages turnkey data center facilities while also providing comprehensive hosting services for cloud, colocation and enterprise computing needs. Applied Digital’s modular approach to facility design enables rapid deployment of capacity and streamlined integration of power, cooling and network connectivity.

In addition to its data center business, Applied Digital operates a network of Bitcoin mining sites that leverage vertically integrated capabilities, including hardware procurement, mining farm engineering, energy management and real-time performance monitoring.