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Data center infrastructure company Applied Digital reported solid Q1 earnings but faced analyst downgrades, with multiple price target cuts despite positive operational results.

Market skepticism toward data center infrastructure valuations despite strong earnings signals demand concerns or valuation exhaustion; sentiment shift weakens investor appetite for infrastructure expansion financing even as capacity metrics remain strong.
Trade pressSlicast · October 8, 2026 at 16:03 UTC · US · Source: Invezz
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Data center infrastructure company Applied… · Slicast