Applied Digital (APLD)
APLD is now up over 581% in the past year and is still holding onto an incredibly high 27 price to sales ratio. And while they have missed 3 of their last 4 earnings calls, they have beat their latest and it now has a PSG ratio of just 0.6 thanks to it’s 44% forecasted increase to revenues over this next 4 quarters.
Mordor Intelligence also estimates that the Digital Infrastructure market will be worth around $1.08T in 2031 which represents a compound annual growth rate (CAGR) of around 20% from 2026-2031. APLD is now in a fantastic position to take advantage of that growth and the market has certainly built that into its 27 price to sales.
APLD still retains a Strong Buy rating from analysts with an average $42.81 price prediction for April 2027 (a +36% one year price forecast). We have put APLD as a medium risk, high reward stock and maintain our Strong Buy rating with a +47% one year price forecast.
Crowdstrike (CRWD)
Up 19% this past month, Crowdstrike has beat all 4 of their last earnings calls and currently has a PSG ratio of 1.1 thanks to it’s 24 price to sales and 22% revenue growth estimates. Crowdstrike continues to improve its capabilities surrounding AI cybersecurity and continues to grow its revenue quarter over quarter.
The cybersecurity market is forecasted to grow at a compound annual growth rate of around 12% out to 2033 by some estimates and Crowdstrike is firmly positioned to take advantage of this growth with an estimated 22.6% market share.
Analysts are rating CRWD stock a Strong Buy with a +12% one year forecast and we have it as a medium risk, high reward play with a Buy rating and a +9% one year upside.
Meta (META)
META stock is now up around 25% in the past month thanks to news that is is betting big on AI and actively pursuing industry acquisitions. Their EPS is forecasted to increase over 37% over the next year which gives it a pretty attractive PEG ratio of just 0.7 at their current valuation of a 24 price to earnings. This 24 PE means that Meta’s valuation is almost perfectly in line with its historical average of 23 which is impressive given that forecasted earnings growth.
They have beat all 4 of their last earnings calls and analysts are rating it a Strong Buy on average with a 25% one year upside. We have put Meta as medium risk, medium reward stock and rate it as a Strong Buy with a +16% one year forecast.
Topics: APLD stock review, CRWD stock price projection, META stock upside
