Citizens JMP raises Applied Blockchain stock price target to $18

Published 03/06/2025, 10:06
Citizens JMP raises Applied Blockchain stock price target to $18

On Tuesday, Citizens JMP analysts raised the price target for Applied Blockchain Inc (NASDAQ:APLD) stock to $18 from the previous $12, while maintaining a Market Outperform rating. According to InvestingPro data, the stock is currently trading above its Fair Value, with analyst targets ranging from $7 to $18. This adjustment follows the announcement of a significant customer agreement for Applied Digital’s new facility.

Applied Digital, now valued at $2.28 billion, has secured its first major customer for its 400 MW facility in North Dakota. CoreWeave, a technology company, has agreed to take 250 MW in two phases starting in December. This development is seen as a positive step for Applied Blockchain, which has faced challenges in closing deals previously. The company expects 34% revenue growth this fiscal year, according to InvestingPro forecasts.

The announcement of the agreement with CoreWeave has had a notable impact on Applied Blockchain’s stock. The shares rose by 50% following the news, reflecting increased investor confidence in the company’s future prospects.

The analysts at Citizens JMP highlighted the high short interest in Applied Blockchain stock, as well as the company’s previous financial challenges. Despite these factors, the new customer deal is expected to support continued positive momentum for the stock.

The revised price target and the customer agreement are seen as significant developments for Applied Blockchain, as the company looks to capitalize on its new facility and strengthen its market position.

In other recent news, Applied Digital Corporation has announced a significant development involving a $7 billion lease agreement for its upcoming AI data center in North Dakota. This agreement consists of two approximately 15-year leases with CoreWeave, allowing Applied Digital to provide 250 megawatts of critical IT load, with the potential for an additional 150 megawatts. The first 100 megawatt data center is expected to be operational by the fourth quarter of 2025, followed by another 150 megawatt facility by mid-2026, and a third building in planning for 2027. In a strategic move, Applied Digital will also classify its Cloud Services Business as discontinued operations, following the Board of Directors’ approval of its sale. This shift is intended to align with the company’s evolving focus on high-performance computing and AI infrastructure. Meanwhile, JMP Securities has maintained a Market Outperform rating on Applied Digital, with a $12 price target, indicating confidence in the company’s strategic transition. Citizens JMP has also initiated coverage with a Market Outperform rating, reflecting optimism in Applied Digital’s shift towards serving the high-performance computing industry.

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