Applied Digital (NASDAQ: APLD)<\/a> is one AI infrastructure player riding this AI wave, and it has the potential to deliver exceptional returns in the long run. <\/p>\n Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue \u00bb<\/a><\/p>\n Image source: Getty Images.<\/p>\n Demand visibility<\/p>\n Applied Digital has already contracted nearly 600 megawatts of data center<\/a> capacity across its Polaris Forge 1 and Polaris Forge 2 campuses in North Dakota for roughly $16 billion in prospective lease revenue over the next 15 years. Around 400 megawatts of capacity at Polaris Forge 1 has been leased to CoreWeave, while 200 megawatts of capacity at Polaris Forge 2 is leased to an unnamed “investment-grade” hyperscaler. This exceptional visibility into demand has improved the company’s revenue and cash flow predictability.<\/p>\n Applied Digital has designed Polaris Forge 1 and Polaris Forge 2 campuses with significant room to expand, with each site capable of scaling to at least 1 gigawatt of total capacity and even up to 2 gigawatts or more, with expansion tied to the availability of power and infrastructure. The company has also started work on Delta Forge 1, a 430-megawatt AI data center campus. This highlights the company’s confidence in continued data center demand and its ability to execute at scale.<\/p>\n Robust financials<\/p>\n Applied Digital’s recent financials are impressive. In the second quarter of fiscal 2026 (ending Nov. 30, 2025), revenue soared 250% year-over-year to $126.6 million. The average Wall Street estimate calls for revenue to rise to about $346.7 million in fiscal 2026 and roughly $546 million in fiscal 2027.<\/p>\n Considering all these tailwinds, Applied Digital seems a smart buy now. While getting $1,000 to $1 million would take a 1,000% return, I think it’s possible with Applied Digital stock.<\/p>\n Should you buy stock in Applied Digital right now?<\/p>\n Before you buy stock in Applied Digital, consider this:<\/p>\n The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks<\/a> for investors to buy now\u2026 and Applied Digital wasn\u2019t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.<\/p>\n Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you\u2019d have $464,439!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you\u2019d have $1,150,455!*<\/p>\n Now, it\u2019s worth noting Stock Advisor\u2019s total average return is 949% \u2014 a market-crushing outperformance compared to 195% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.<\/p>\n See the 10 stocks \u00bb<\/a><\/p>\n *Stock Advisor returns as of January 24, 2026. <\/p>\n Manali Pradhan, CFA<\/a> has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy<\/a>.<\/p>\n The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.<\/p>\n","protected":false},"excerpt":{"rendered":"Key Points The artificial intelligence (AI) boom is now entering a new phase. Instead of focusing solely on…\n","protected":false},"author":2,"featured_media":85953,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,85,46,125],"class_list":["post-256179","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-il","tag-israel","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/256179","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=256179"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/256179\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/85953"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=256179"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=256179"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=256179"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Casually](\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/01\/1769303288_326_.jpeg\"\/)
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