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Special Report

Applied Digital Reignites Momentum After a Blowout Quarter

Submitted by Thomas Hughes. Posted: 1/8/2026.

Summary

Applied Digital reported a blowout quarter, raising questions about whether its robust outlook is too cautious.
Analysts and institutions are accumulating this stock, putting pressure on short-sellers.
The FQ2 results triggered a stock price rebound that can take this market to new highs.

Applied Digital (NASDAQ: APLD) is a prime example of AI-driven demand for infrastructure and the GPU-as-a-Service industry. Though uncertainty clouded its price action in 2025, the company is well-positioned to benefit from intense demand for AI infrastructure and services.

The setup looks compelling, suggesting double-digit gains could be reached before midyear.

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For much of 2025, investors worried about when AI demand would translate into revenue. On Jan. 7, 2026, Applied Digital addressed that concern with the release of its fiscal 2026 Q2 results (the company's fiscal year does not align with the calendar year).

The report confirmed robust demand and an outlook that exceeded expectations, triggering renewed confidence and another short-covering rally in the stock.

Short interest was a key factor that weighed on the stock in late 2025, surging to near 50% and retreating only marginally by year-end. At over 30% at the start of 2026, the stock was primed for a short-covering rally and potential squeeze— it only needed a catalyst.

Applied Digital Accelerates Rebound With FQ2 2026 Results

Applied Digital delivered a blowout quarter, driven by the completion of its first building at Polaris Forge 1 and new contracts. Revenue grew 250% year-over-year (YOY), unsurprisingly led by its data-center hosting business. Net revenue of $126.6 million also outperformed MarketBeat's consensus by 5,500 basis points, producing meaningful operating leverage.

Net losses fell 76% despite increased investment, adjusted EBITDA was $20.2 million, and adjusted net income was slightly positive.

The important point is that the rapidly growing business is nearing earnings generation and positive cash flow, putting it in a strong position to continue executing its strategy.

On the bottom line, adjusted earnings per share of $0.00 were more than $0.20 better than expected.

As usual, the company did not provide specific near-term guidance but offered optimistic commentary and a firm long-term outlook. Executives highlighted a $15 billion backlog and are targeting $1 billion in net operating income over the next five years.

The takeaway for investors is that growth appears certain and robust, and profitability is within reach; the primary remaining question is timing. The company appears to be in an upward trend and is on track to gain momentum as the year progresses.

Analysts and Institutions Put Pressure on Short-Sellers

Analysts and institutional data align on a rebound outlook, indicating the stock is being accumulated aggressively. Institutions bought on balance every quarter in 2025 and accelerated purchases as the stock fell in Q3 and Q4, helping to establish a hard bottom.

The analyst consensus target increased nearly 200% during that period and is likely to rise further in 2026. As of early January, the consensus rating is Buy, based on 15 tracked analysts; high-end targets set after the FQ2 release imply roughly 50% upside by year-end.

This activity supports not only the existence of a hard bottom but also the development of an uptrend. The price action remains volatile, but strong support suggests higher levels could lie ahead.

Early price targets are near $30 and $40 and could be reached before the end of March. Higher levels are possible later in the year, likely after subsequent earnings reports.