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Added to YB: 2024-01-31

Pitch date: 2024-01-30

FLT [bullish]

Applied Digital Corporation

+420.75%

current return

Author Info

No bio for this author

Company Info

Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

Market Cap

$5.5B

Pitch Price

$5.35

Price Target

426.00 (+1429%)

Dividend

N/A

EV/EBITDA

106.73

P/E

-25.60

EV/Sales

43.78

Sector

IT Services

Category

growth

Show full summary:
Fleetcor Technologies: 5 Reasons Why I Am Bullish

FLT: 979% return since 2010 IPO vs S&P 500's 404%, 15% 10yr EPS CAGR. Undervalued at 15x FY24 EPS vs S&P 22x despite strong biz mix, 91% retention. EV growth in UK, 16% buyback in 5yrs. Macro risks but $426 PT on quality, growth & value. Monitor economy & execution.

Read full article (6 min)