Applied Digital
APLDMarket price data through August 3, 2026.
Performance
Apr 2022 – Aug 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -14%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$34
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- October 2025
- The month this stock first became a Benson pick.
- Tracking duration
- 9 months
- How long Benson has been tracking this pick.
About Applied Digital
Applied Digital builds giant computer warehouses (called data centers) that companies like CoreWeave rent to run super-powerful AI computers - kind of like being a landlord for the robots' brains!
The case for and against
Both sides of the story, in plain English.
- Money Machine
Applied Digital just signed a deal worth $11 billion! That's like getting paid $733 million every year for 15 years straight. Their income jumped 84% in just one year - imagine your allowance almost doubling! They're basically printing money by renting out space for AI computers.
- Super Cool Location
North Dakota where it's so cold that nature does the cooling for free 200 days a year! It's like never needing to pay for air conditioning because winter does the job. This saves them $50-60 million per year - enough to buy 100 Lamborghinis!
- Big Spender Problems
The company is spending money way faster than they're making it - they burned through $331 million in just three months! It's like spending your whole year's allowance in January. They only have $114 million in the bank, which sounds like a lot but is actually pretty scary for a company their size.
- All Eggs One Basket
Almost all their money comes from just one customer called CoreWeave. If CoreWeave gets in trouble or decides to leave, Applied Digital would lose 80% of their income! It's like if your only source of money was mowing one neighbor's lawn - what happens if they move away?
Other companies we track
How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-08-03. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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