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The company

Applied Digital Corporation

APLD · Nasdaq

TechnologyCloud & AI Compute InfrastructureNot moving yetAIData-Center Infrastructure

APLD stood above a rising 150-day average in 30 of the last 52 weekly readings, and has been out of that trend for the last 16 weeks. It is 43.3% below that average now. Cloud & AI Compute Infrastructure: 17% of its 6 stocks in an uptrend (−33 points in four weeks); Technology: 29% (−3 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 16
Industry in uptrend
17% -33 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$37.5M
Officials’ trades on record
0
Institutions holding
528 (+106)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 30 of 52 weeks.

17 Apr – 16 Oct
19%50%81%Apr 26Jun 26Jul 26Sep 26Oct 26

Cloud & AI Compute Infrastructure: Few of its stocks are in an uptrend and the share has fallen sharply over four weeks. Technology: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$17.4M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months21
Buyers · sellers0 · 7
WhoDidSharesTraded
Richard N. NottenburgDirectorsold31,250at $21.8413 Oct 2026filed 15 Oct 2026
Richard N. NottenburgDirectorsold75,000at $31.154 Aug 2026filed 6 Aug 2026
Richard N. NottenburgDirectorsold12,500at $34.5930 Apr 2026filed 30 Apr 2026
Richard N. NottenburgDirectorsold12,500at $32.0028 Apr 2026filed 30 Apr 2026
Douglas S. MillerDirectorsold10,000at $34.9827 Apr 2026filed 28 Apr 2026
Chuck HastingsDirectorsold45,987at $38.5729 Jan 2026filed 30 Jan 2026
Wes CumminsCEO; Chairmansold165,000at $36.4216 Jan 2026filed 16 Jan 2026
Richard N. NottenburgDirectorsold12,000at $35.4515 Jan 2026filed 16 Jan 2026
Richard N. NottenburgDirectorsold11,606at $35.2814 Jan 2026filed 16 Jan 2026
Douglas S. MillerDirectorsold10,000at $38.5412 Jan 2026filed 14 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders528+106 on the quarter
New · exited171 · 66
Reported value$7.7B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Hood River Capital Management LLCreduced · filed 14 Aug 202622,518,887$840.0M-556,725−2.4%
Situational Awareness LPadded · filed 14 Aug 202615,384,616$469.0M+1,906,178+14.1%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 202613,728,812$512.1M-1,078,983−7.3%
BlackRock, Inc.reduced · filed 7 Aug 202613,375,070$498.9M-7,521,031−36.0%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 202611,555,819$431.0M+780,138+7.2%
TWO SIGMA INVESTMENTS, LPadded · filed 14 Aug 202610,299,117$384.2M+8,706,515+546.7%
EQUITEC PROPRIETARY MARKETS, LLCnew · filed 20 Jul 20268,373,964$312.3M+8,373,964
GOLDMAN SACHS GROUP INCreduced · filed 14 Aug 20266,980,959$260.4M-1,023,407−12.8%
DBA TRADING, LLCunchanged · filed 20 Jul 20265,576,235$132.4M00.0%
Value Aligned Research Advisors, LLCreduced · filed 17 Aug 20265,546,030$206.9M-1,122,281−16.8%
31 Mar 2023 – 30 Jun 2026
73292511Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Richard N. Nottenburg Company insiderDirector · last 13 Oct 20260 · 18
Wes Cummins Company insiderCEO; Chairman · last 10 Oct 202648 · 3
Mohammad Saidal LaVanway Mohmand Company insiderChief Financial Officer · last 4 Oct 20260 · 3
Jason Gechen Zhang Company insiderPresident · last 12 Sep 20260 · 0
Laura Laltrello Company insiderChief Operating Officer · last 31 Jul 20260 · 0
Douglas S. Miller Company insiderDirector · last 27 Apr 20260 · 7
Chuck Hastings Company insiderDirector · last 29 Jan 20263 · 5
Ella G. Benson Company insiderDirector · last 24 Nov 20250 · 3
Rachel H. Lee Company insiderDirector · last 9 Nov 20250 · 2
Michael Maniscalco Company insiderOther · last 31 Jan 20250 · 0
David Rench Company insiderChief Administrative Officer · last 1 Dec 20241 · 1
Kate Reed Company insiderDirector · last 20 Nov 20240 · 0

Same industry

AGPU Axe ComputeIn trend+3%
NBIS Nebius GroupJust dropped out-17%
BLZE BackblazeJust dropped out-19%
CRWV CoreWeaveNot moving yet-35%
WYFI WhiteFiberNot moving yet-48%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 31 May 202635.1%
Operating profit marginFY 2026 · to 31 May 2026-38.7%
Free cash flow marginFY 2026 · to 31 May 2026-454%
Return on capital employedFY 2026 · to 31 May 2026-2.7%
Share count trendFY 2026 · to 28 Jul 20261.2%
Cash and equivalentsFY 2026 · to 31 May 2026$1.6B
Free cash flowFY 2026 · to 31 May 2026−$2.8B

Analyst forecasts

No analyst forecasts yet.