Análisis Argos
APLD
APLDSin veredicto4 señales de riesgo
Applied Digital Corp. · Technology
US$ 33.06
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
14/100
Sin veredicto
LA RESPUESTA
No tenemos un veredicto de valuación confiable acá: su flujo de caja no permite una estimación sólida. Mirá su calidad y su salud para formarte una idea — preferimos eso a inventarte un número.
Recompensas
Sin recompensas destacadas.
Riesgos
!Altman Z'' en zona roja (-1.01)
!Piotroski F-Score débil (3/9)
VALOR1/6FUTURO6/6PASADO1/6SALUD0/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO1/6SALUD0/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial débil
SaludBalance frágil
DividendoRetorno al accionista moderado
Score Argos14de 100Sin veredicto
Ingresos57%
US$ 0.2 B
Margen operativo205%
-33.5%
Flujo de caja libre515%
US$ -0.8 B
Deuda neta
US$ 0.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 9.4B
P/E
EV/EBITDA884.6x
FCF yield-8.4%
ROIC-5.9%
Margen operativo-33.5%
Crecim. ingresos+57.7%/año
Piotroski F3/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 3 jul
Applied Digital Continues Heavy Capital Spending: What's Ahead?
APLD is ramping up AI data center expansion with billions in new financing, as much of its contracted capacity has yet to generate recurring revenues.
247wallst.com · 1 jul
Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride
Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins.
globenewswire.com · 1 jul
Applied Digital Delivers Second Building at Polaris Forge 1
DALLAS, July 01, 2026 (GLOBE NEWSWIRE) -- Applied Digital (NASDAQ: APLD), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads, today announced it has achieved Ready for Service for Phase 1 of Building 2 at Polaris Forge 1, delivering 75 MW of operational AI capacity to its customer on schedule and bringing total live capacity at the campus to 175 MW. The delivery marks the next major milestone in the continued buildout of Polaris Forge 1, Applied Digital's fully leased AI Factory Campus designed to support high-density artificial intelligence and high-performance computing workloads.
247wallst.com · 30 jun
Coinbase Strategist: Bitcoin Has Survived “6 of These Cycles” in 15 Years and “Over 40 Countries” Hold Bitcoin
Coinbase (NASDAQ:COIN | COIN Price Prediction) Head of Institutional Strategy John D'Agostino used a recent CNBC Squawk Box appearance to push back on the wave of skepticism that has followed a brutal stretch for crypto prices.
247wallst.com · 30 jun
Up Over 400%, I'm Standing Still on Applied Digital Stock
At $45.20, Applied Digital (NASDAQ:APLD) looks fully valued.
247wallst.com · 29 jun
Applied Digital CEO: AI Industry Will See “Pretty Significant Delays Through 2026 and 2027”
Applied Digital Chairman and CEO Wes Cummins delivered a message on CNBC's Squawk on the Street about the AI data center buildout.
zacks.com · 23 jun
Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
SNPS stands out in the AI boom with recurring revenues, expanding AI-driven design tools and IP licensing, while APLD faces customer concentration risks.
prnewswire.com · 22 jun
Montana-Dakota Utilities Announces Electric Service Agreement with Applied Digital for Proposed AI Factory
BISMARCK, N.D., June 22, 2026 /PRNewswire/ -- MDU Resources Group, Inc.'s (NYSE: MDU) subsidiary, Montana-Dakota Utilities Co., has entered into an electric service agreement (ESA) with Applied Digital Corporation (NASDAQ: APLD) to provide power to Polaris Forge 3, an AI Factory near Center, North Dakota.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.