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NASDAQ:APLD 23 September 2025 - 20 November 2025

Applied Digital (APLD) Soars on Nov. 20 as Babcock & Wilcox Power Deal, $2.35B Notes Offering and AI “Factory” Buildout Collide

Applied Digital (APLD) Soars on Nov. 20 as Babcock & Wilcox Power Deal, $2.35B Notes Offering and AI “Factory” Buildout Collide

Applied Digital shares rose about 10% to $25–26 on Thursday after news of a $1.5 billion power agreement with Babcock & Wilcox for an AI data center project. The deal includes plans for a 300-megawatt natural-gas plant slated for 2028. The stock is now up over 200% year-to-date amid heavy trading and recent financing headlines.
20 November 2025
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Applied Digital (APLD) Skyrockets on AI Deals – Is the Rally Sustainable?

APLD Stock Today, November 19, 2025: Applied Digital Holds Near $23 as New S‑8 Filing Follows AI Data Center Debt Surge

Applied Digital filed a new Form S-8 with the SEC on November 19 to register 15 million additional shares under its 2024 equity incentive plan. Shares traded around $23 by early afternoon, after swinging between $22.40 and $24.25 on volume above 18 million. The stock remains up several hundred percent from its 52-week low but is down over 40% from its recent high.
19 November 2025
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APLD Stock Skyrockets on AI Data-Center Boom – What’s Driving the Rally?

Applied Digital (APLD) Stock Today: Price Jump, 71K Options Trade and AI Data Center Outlook – November 18, 2025

Applied Digital shares rose about 8% to $24.70 on heavy trading, rebounding from last week’s sharp slide. Around 71,000 weekly $25 call options expiring 28 November traded Friday, far above normal volume. The stock remains down roughly 20% from early November highs above $30. Market cap stands near $6–7 billion as volatility persists.
18 November 2025
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Applied Digital (APLD) Prices $2.35 Billion Notes as AI Data Center Expansion Meets Market Jitters

Applied Digital (APLD) Prices $2.35 Billion Notes as AI Data Center Expansion Meets Market Jitters

Applied Digital priced $2.35 billion in senior secured notes due 2030 at a 9.25% coupon, issued at 97% of face value, to fund its North Dakota AI data centers. The deal follows a commitment of up to $787.5 million in equity from Macquarie Asset Management. Shares are down over 25% this week despite a year-to-date gain of nearly 300%. The notes offering is expected to close around November 20.
14 November 2025
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Babcock & Wilcox (BW) Stock Skyrockets on AI Power Deal – Key Facts, Q3 Earnings & 2025 Outlook

Babcock & Wilcox (BW) Stock Skyrockets on AI Power Deal – Key Facts, Q3 Earnings & 2025 Outlook

Babcock & Wilcox shares jumped nearly 40% to $5.19 on Nov. 5 after announcing a $1.5 billion AI data center power project with Applied Digital. The company posted a smaller Q3 net loss of $2.3 million and sold its A-S-H business for $29 million, using proceeds to redeem $26 million in debt. BW also launched a $200 million at-the-market stock sale. Analysts upgraded the stock but flagged ongoing liquidity risks.
5 November 2025
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Nvidia-Backed AI Data-Center Stock APLD Rockets on $11B Deal – Too Late to Buy?

Nvidia-Backed AI Data-Center Stock APLD Rockets on $11B Deal – Too Late to Buy?

Applied Digital shares surged as much as 350% year-to-date by mid-October 2025, hitting record highs near $26.50 after strong Q1 results and a major $11 billion, 15-year lease expansion with CoreWeave. Q1 revenue rose 84% to $64.2 million, beating forecasts, while losses narrowed. The company secured over $160 million in new financing to expand its North Dakota AI data centers. Analyst price targets range widely amid volatility.
13 October 2025
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AI Data-Center Gold Rush: Applied Digital Rockets on $11B Contracts and Blows Past Q1 Forecasts

AI Data-Center Gold Rush: Applied Digital Rockets on $11B Contracts and Blows Past Q1 Forecasts

Applied Digital reported Q1 FY2026 revenue of $64.2 million, up 84% year-over-year and well above analyst estimates. The company fully leased its 400 MW Polaris Forge 1 campus to CoreWeave in a 15-year deal worth about $11 billion. Shares surged over 200% year-to-date, trading near $35 after recent news. Applied Digital broke ground on a $3 billion, 280–300 MW Polaris Forge 2 data center in North Dakota.
10 October 2025
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APLD Stock Skyrockets on AI Deals: Applied Digital’s Big 2025 Rally, Earnings Blowout & What’s Next

APLD Stock Skyrockets on AI Deals: Applied Digital’s Big 2025 Rally, Earnings Blowout & What’s Next

Applied Digital shares closed at $29.29 on Oct. 9, up nearly 280% year-to-date after reporting Q1 revenue of $64.2 million, beating estimates. The company’s new AI hosting segment contributed $26 million, while legacy crypto hosting rose 9% to $37.9 million. Applied Digital secured a $5 billion equity facility with Macquarie and finalized a 150 MW data center lease with CoreWeave, expanding its AI infrastructure footprint.
10 October 2025
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Applied Digital (APLD) Skyrockets on AI Deals – Is the Rally Sustainable?

AI Gold Rush Propels Applied Digital (APLD) to Record Highs – $11B Deals, Crypto Pivot & Power Plays (Oct 2025 Update)

Applied Digital shares jumped nearly 19% to all-time highs above $26.50 on Oct. 3, driven by AI infrastructure deals and anticipation of Q1 2026 earnings on Oct. 9. The company finalized a $11 billion, 15-year lease with CoreWeave and announced a $3 billion expansion in North Dakota. Fiscal 2025 revenue reached $144.2 million with a $161 million net loss. Applied Digital raised $269 million post-year-end to fund growth.
6 October 2025
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Cloud Titans Unleash AI Alliances and Mega-Deals – July 23–24, 2025 Cloud News Roundup

Applied Digital Corporation (APLD) — The Small‐Cap Stock Chasing a Generative‑AI Gold Rush (Oct 2 2025)

Applied Digital shares jumped nearly 19% to $27.33 over two days ending Oct. 2, 2025, after announcing new capacity leases with CoreWeave and amid speculation of deals with a major cloud provider. The company finalized a 150-MW lease at its Polaris Forge 1 campus, raising total leased capacity to 400 MW and projected contracted revenue to $11 billion. APLD plans to report fiscal Q1 2026 results on Oct. 9.
2 October 2025
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Applied Digital (APLD) Skyrockets on AI Deals – Is the Rally Sustainable?

Applied Digital (APLD) Skyrockets on AI Deals – Is the Rally Sustainable?

Applied Digital shares hit a record $24.45 on Sept. 22, up 211% in 2025, after landing major AI infrastructure contracts and expanding data center leases with CoreWeave. The company secured $11 billion in future lease revenues and $50 million in new debt financing. Revenue jumped 41% in fiscal Q4, but losses continued. APLD’s stock now trades above most analyst targets, with Nvidia holding a 7.7 million-share stake.
23 September 2025
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Stock Market Today

  • Cintas (CTAS) Share Pullback Prompts Valuation Reassessment Amid Sector Focus
    March 20, 2026, 5:59 AM EDT. Cintas shares have fallen 5.9% over the past week and 6.7% in 30 days, prompting questions about value at the current $181.83 price. Despite a 1.6% year-to-date dip, three-to-five year returns are strong at 72.4% and 125.9%. Investors are scrutinizing pricing, contract quality and cost control in service providers, affecting sector valuations. Cintas scores 0 out of 6 on valuation metrics. A discounted cash flow (DCF) analysis estimates a fair value near $177.18 per share, suggesting shares are about 2.6% overvalued, a margin within typical model error. The company's price-to-earnings (P/E) ratio stands at 38.45x, above the industry average of 22.80x and peer group average of 33.33x, indicating elevated market expectations. Investors should monitor valuation indicators closely given these mixed signals.
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