APLD Stock Surges—But Is CoreWeave the Real Threat?

APLD Stock Surges—But Is CoreWeave the Real Threat?

Applied Digital Corporation (APLD) stock continues its remarkable run, trading at $13.47 as of June, 2025, and capturing bullish sentiment across the market The company, specializing in high-performance computing and data center hosting, recently hit a new 52-week high and has seen analysts reaffirm “buy” ratings amid strong revenue growth and major financing deals.

Short-term forecasts remain optimistic, with some models predicting a rise to $13.95 by early July and a potential 54% return for investors holding through October However, longer-term projections are mixed: while some analysts see APLD climbing to $30 within a year, others warn of significant downside risk, with 2025 price targets ranging from $5.63 to $10.75.

Meanwhile, CoreWeave—APLD’s fast-growing rival in the AI and cloud infrastructure space—continues to attract attention, though it remains privately held and unavailable for direct stock investment. The rivalry between these two data center giants is fueling speculation about future market share and valuation shifts.

With volatility high and the sector evolving rapidly, investors are watching both APLD’s next moves and the potential for CoreWeave to enter public markets. The question remains: will APLD maintain its momentum, or will CoreWeave’s expansion rewrite the rules for the industry?

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