APLDSoftware
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Get what investors say about APLD next
5 investor calls on APLD in the last 90 days (5 bullish, 0 bearish). Follow APLD free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what APLD did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about APLD
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Adam | Bullish | Fox Business (uncut) | Applied Digital is being unfairly sold alongside AI infrastructure stocks as a single pack despite its… |
| 2026-10-22 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Fox Business (uncut) | Applied Digital's data-center capacity is expected to quadruple over three years, while pricing power should… |
| 2026-10-22 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Fox Business (uncut) | Applied Digital is at the bottom of its historical 20–40 range while its data center capacity is set to… |
| 2026-10-22 | Unknown | Bullish | Fox Business (uncut) | Applied Digital is a CoreWeave business partner being indiscriminately sold with the broader AI pack despite… |
| 2026-10-15 | Paul Meeks | Bullish | CNBC (uncut) | Applied Digital is a well-positioned AI colocation operator that benefits from tight AI cloud infrastructure… |
Next report: 5 Jan 2027
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 7 Oct 2026 | after the close | -0.82 vs -0.31 | -4.9% |
Notable options days
Sessions in the last 120 where APLD’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 3 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-15 | ||||||
| 2026-10-08 | ||||||
| 2026-10-07 |
APLD on the Wheel
APLD did not pass our 1-month put test (V1); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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