Parkev Tatevosian, CFA on $APLD

Channel profile →Sources cited by the channel: Barclays analyst Dan Levy, Meta management and CEO Mark Zuckerberg, Nike management3 entries

Parkev Tatevosian, CFA has discussed $APLD in 3 videos since 2026-10-17. The latest, on 2026-11-08, was bullish.

2026-11-08Bullish

“Massive News for CoreWeave, Nebius, IREN, and Applied Digital Stock Investors | CRWV, NBIS, APLD”

AI summary · Applied Digital is significantly undervalued, with the speaker's calculated fair value of $26 per share against a $14.17 price near its 52-week low; he reaffirms his buy rating and raises conviction from low to medium after the sell-off, while warning these heavily indebted AI data-center stocks are among the most dangerous and suit only very high risk tolerance investors.

Shares of CoreWeave, Nebius, Iron, and Applied Digital fell by 12%, 14%, 16%, and 17 % respectively, as the results of the US midterm elections heightened investor concerns about a potential slowdown in the approval and construction of new data centers , and in the artificial intelligence sector as a whole.

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2026-10-28Bullish

“Should Investors Buy Iren Instead of Applied Digital? | IREN Stock vs. APLD Stock”

AI summary · APLD was upgraded to buy: $18.25 versus a $26.53 DCF value leaves it at least 45% undervalued, at a record-low 2.8 times forward sales, with a -24% operating margin that is improving; revenue is expected to double over the next few years on orders if data centers can be built. Contract-renewal and high-volatility risks suit only high-risk-tolerant investors.

Iren and Applied Digital are among the AI companies that have been hit hard by growing concerns about unit economics and the sustainability of the AI sector.

Investors are concerned that after the spending boom coming in the next few years , there will be a significant slowdown, and among the companies most at risk are Iren and Applied Digital.

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2026-10-17Bullish

Is Applied Digital Stock Stock an Undervalued AI Stock to Buy Right Now? | APLD Stock Analysis

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