JMP maintains $12 price target on Applied Blockchain stock

Published 22/05/2025, 10:10
JMP maintains $12 price target on Applied Blockchain stock

On Thursday, JMP Securities analyst Greg Miller reaffirmed a Market Outperform rating for Applied Blockchain Inc (NASDAQ:APLD), maintaining a $12.00 price target on the company’s shares. Miller’s assessment reflects a valuation based on approximately 18.0x and 10.0x multiples of the company’s forecasted EBITDA for fiscal years 2027 and 2028, respectively. The stock currently trades at $6.78, with analyst targets ranging from $7 to $18.

Miller highlighted Applied Blockchain’s market capitalization of $1.52 billion. According to InvestingPro data, the company carries a total debt of $993.67 million, with a debt-to-equity ratio of 2.19. The company’s financial multiples are projected at 10.0x for FY2027 and 6.0x for FY2028. These multiples are used as a basis for the $12.00 price target.

The analyst also noted that while the company presents higher risk and is the subject of some controversy, there is potential for significant upside. The stock’s high beta of 5.81 reflects its volatility, though revenue growth remains strong at 53.7% year-over-year. Specifically, if Applied Blockchain successfully sells out of capacity, the stock price could hypothetically reach approximately $30.00 per share for the high-performance computing (HPC) business alone. However, such an outcome would be realized over the long term. InvestingPro subscribers can access 18 additional key insights about APLD’s financial health and growth prospects.

Applied Blockchain, Inc. specializes in developing and operating data centers that provide high-performance computing solutions. The company’s focus is on serving the needs of cryptocurrency mining and other sectors that require intensive computational power.

As of the latest update, Applied Blockchain’s stock continues to trade on the NASDAQ, with investors watching closely for any changes that might affect the company’s financial outlook or stock performance.

In other recent news, Applied Digital Corp reported its Q3 FY2025 earnings, revealing a net loss of $0.08 per share, which was better than analysts’ expectations of a $0.11 loss. However, the company missed revenue forecasts, reporting $52.9 million against an expected $64.96 million. Data center hosting was a strong revenue driver, contributing $35.2 million, while cloud services added $17.8 million. Citizens JMP initiated coverage on Applied Digital with a Market Outperform rating and a $12 price target, reflecting confidence in the company’s strategic pivot towards high-performance computing. Meanwhile, Craig-Hallum adjusted its price target for the company to $10 from $12, maintaining a Buy rating despite earnings that fell short of expectations due to lower-than-anticipated cloud services revenue. Cantor Fitzgerald also revised its price target to $7 from $14, but kept an Overweight rating, citing confidence in the potential of the Ellendale facility. The company is exploring strategic options for its cloud services business, which could affect future financial performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.