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Applied Digital (NASDAQ: APLD) locks in $36.2B AI data center leases

Applied Digital (NASDAQ: APLD) has secured approximately $36.2 billion in AI data center lease commitments for 1,410 MW across five campuses as of May 31, 2026. These non-cancellable, take-or-pay leases with CoreWeave and other investment-grade hyperscalers provide long-term revenue visibility, supporting its pivot from …

Applied Digital Corporation $APLD Shares Purchased by Situational Awareness LP

Situational Awareness LP increased its stake in Applied Digital Corporation (APLD) by 18.9% in the first quarter, bringing its total holdings to 13.48 million shares, representing 4.72% of the company. Despite significant revenue growth of 406.3% year-over-year, Applied Digital reported a larger-than-expected loss of …

Applied Digital Revenue Beats Consensus by $164M; Stock Falls on Debt Load

Applied Digital (APLD) Is Down 11.4% After Big AI Leases Accompany Another Loss‑Making Quarter

Applied Digital (APLD) recently reported a significant increase in quarterly and full-year revenue, reaching US$258.75 million and US$611.31 million respectively, driven by large, long-term AI data center leases with hyperscalers like CoreWeave. Despite this revenue growth, the company remains unprofitable, with a quarterly net …

What's Going On With Applied Digital Stock Today?

Applied Digital (NASDAQ: APLD) shares are trading lower due to post-earnings volatility, despite reporting strong fiscal fourth-quarter adjusted EPS of 4 cents against an expected loss of 22 cents, and revenue of $258.74 million. The company boasts significant contracted lease revenue and positions itself …

Applied Digital revenue quadruples on AI data center demand

Applied Digital Corp (NASDAQ:APLD) saw its fourth-quarter revenue skyrocket by 407% to $258.7 million, driven by its transition into a pure-play AI infrastructure developer. The company reported adjusted earnings of $0.04 per share, significantly beating analyst estimates. This growth is fueled by the development …

Applied Digital Q4 Earnings Beat Estimates, Revenues Rise Y/Y

Applied Digital APLD reported a loss of 39 cents per share in the fourth quarter of fiscal 2026, a deterioration from a loss of 24 cents registered in the year-ago quarter. The figure was wider than the Zacks Consensus Estimate of a loss of …

APLD Q4 Earnings Call Highlights Contracted AI Expansion

Applied Digital Corporation APLD used its fiscal fourth-quarter 2026 earnings call to emphasize contracted scale, financing progress and execution across its expanding AI data center portfolio. Management's message centered on converting a large development pipeline into operating capacity while securing power, controlling construction costs …

Needham keeps Applied Digital at Buy with $83 target after Q4 results

Needham maintained its Buy rating and $83 price target for Applied Digital (NASDAQ: APLD), implying roughly 215% upside from the bank's $26.38 reference price on July 27. The target reflects Needham's view that Applied Digital can execute across its expanding AI data-center portfolio. Fiscal …

B. Riley keeps $66 Applied Digital target after fiscal Q4 EBITDA beat

B. Riley Securities reiterated its Buy rating and $66 price target for Applied Digital (NASDAQ: APLD) after the AI infrastructure developer reported fiscal fourth-quarter adjusted EBITDA of $42.4 million. The result exceeded B. Riley's $24.6 million estimate and the $25.6 million consensus forecast. Applied …

Applied Digital Corp (APLD) Q4 2026 Earnings Call Highlights: Record Revenue Surge Amid ...

Applied Digital Corp (APLD) reported a record 407% increase in Q4 2026 revenue, reaching $258.7 million, driven by significant HPC hosting and data center rental income. Despite this growth, the company posted a net loss of $111.6 million, largely due to high stock-based compensation, …

Applied Digital expects $1B NOI run rate a year from now as contracted lease value reaches $36B

Earnings Call Insights: Applied Digital Corporation (APLD) Q4 fiscal 2026 MANAGEMENT VIEW * Chairman and CEO Wesley Cummins said, “This was a defining quarter for Applied Digital, capping a transformational year for the company,” adding that the company “signed leases for 5 campuses” and …

APLD Stock Soars 6% After-Hours After Q4 Revenue Quadruples On $20B Backlog

Applied Digital reports Q4 adjusted EPS 4c, consensus (19c)

Applied Digital (APLD) reported adjusted Q4 EPS of 4 cents, significantly exceeding the consensus estimate of a 19-cent loss. The company's Q4 revenue reached $258.75 million, surpassing the consensus of $95.32 million, driven primarily by a 308% increase in services revenue to $208.2 million, …

Applied Digital Reports Fiscal Fourth Quarter and Full Year 2026 Results

Applied Digital Corporation announced its fiscal fourth quarter and full-year 2026 financial results, reporting significant revenue growth driven by its high-performance computing (HPC) business. The company signed three new 15-year take-or-pay leases with a high investment-grade hyperscaler, totaling approximately $20 billion in contracted revenue, …

Applied Digital beats quarterly revenue estimates on surging AI infrastructure demand

July 27 - Applied Digital beat Wall Street estimates for fourth-quarter revenue on Monday, riding on robust demand for ‌its data centers from an expanding roster of AI ‌clients. Shares of the company, which counts CoreWeave as a client, rose 5.4% in ​extended trading. …

Applied Digital Signs Three 15-Year Leases With ~$20B Revenue

Applied Digital (NASDAQ:APLD) Reports Upbeat Q2 CY2026

Applied Digital Earnings: What To Look For From APLD

Applied Digital Set to Report Q4 Earnings: Hold or Fold the Stock?

Applied Digital (APLD) is scheduled to report its Q4 fiscal 2026 earnings on July 27th, with revenue growth anticipated but profitability expected to remain under pressure due to aggressive AI infrastructure investments. The company's performance is heavily reliant on CoreWeave, leading to customer concentration …

Applied Digital Could Have 155% Upside Ahead of July 27 Q2 Earnings

Applied Digital (APLD) is presented as a strong AI infrastructure investment, operating specialized data centers and leasing capacity to AI and high-performance computing customers. The company boasts $16 billion in signed hyperscaler leases, significant revenue growth, and unanimous analyst buy ratings predicting 155% upside. …

Applied Digital initiated with an Equal Weight at Morgan Stanley

Morgan Stanley initiated coverage of Applied Digital (APLD) with an Equal Weight rating and a $36.50 price target. Analyst Stephen Byrd, along with covering two other Bitcoin miners turned high-performance computing companies, expressed bullish sentiment despite recent market pullbacks, citing attractive terms from recent …

Applied Digital (APLD) Stock Looks Above Fair Value After A 314% Run

Applied Digital (APLD) stock has seen a 314% return over the past five years but is currently assessed as overvalued based on valuation checks. Despite a recent 35.5% drop in share price, its price-to-sales multiple of 26.9x is significantly higher than the IT industry …

Moderately bullish activity in Applied Digital Corp with shares up 7.58%

Applied Digital Corp (APLD) experienced moderately bullish activity with its shares rising 7.58% to approximately $27.75. Options trading showed a put/call ratio of 0.25, suggesting more call options were traded than puts, and implied volatility increased. The company is set to report earnings on …

Price to earnings forward of Applied Digital Corporation Shs Thailand Depositary Receipts Repr 1 Sh – SET:APLD03

This article provides the "Price to earnings forward" metric for Applied Digital Corporation Shs Thailand Depositary Receipts, traded on the Stock Exchange of Thailand under the symbol APLD03. It notes that the market is currently closed with no trades. The content also includes extensive …

Applied Digital Sheds 44%: Buy the Dip or Run?

Applied Digital (APLD), a company building data centers for the AI industry, has seen its stock drop 44% in the last month after a 156% surge over the past year. Despite securing billions in long-term lease contracts and managing large construction projects, the stock …

IREN Soars 17%; Applied Digital, TeraWulf, Core Scientific Surge in a Data Center Rebound

Shares of several AI infrastructure companies, including IREN, Applied Digital, TeraWulf, and Core Scientific, experienced a significant rebound in early Monday trading after a period of sharp declines. This surge is largely seen as a technical recovery from deeply oversold levels, with mixed fundamental …

Save My Louisiana leads protest against Applied Digital data center

Save My Louisiana organized a protest against Applied Digital's new data center in Boyce, Louisiana, raising concerns about NDAs, potential utility cost increases, and environmental impact. Protestors questioned the project's economic benefits for the local community, despite Applied Digital's claims of using a proprietary …

CoreWeave (NASDAQ: CRWV) Dwarfs Applied Digital (NASDAQ: APLD) In Revenue Scale As AI Infrastructure Race Heats Up

CoreWeave (NASDAQ: CRWV) has shown significantly stronger revenue growth compared to Applied Digital (NASDAQ: APLD), with its revenue increasing roughly fivefold over eight quarters due to high demand for its specialized cloud computing infrastructure. Despite this, Applied Digital, which rents its data centers to …

CoreWeave vs. Applied Digital: Evaluating Disparities in Revenue Scale for These Artificial Intelligence Companies

Key Points CoreWeave currently demonstrates a stronger position on revenue, maintaining a substantially higher baseline than Applied Digital. Over the last eight quarters, CoreWeave recorded consistent quarter-over-quarter revenue increases, while Applied Digital experienced a more volatile quarter-over-quarter pattern. Investors should watch whether the revenue …

Why Applied Digital (APLD) Stock Is Down Today

This article explains why Applied Digital (APLD) stock experienced a decline today. The document itself does not provide further details on the specific reasons for the stock drop.

Applied Digital Plunges As Nvidia Walks Away, Dilution Fears

Applied Digital (APLD) shares are falling due to a broad sector selloff in semiconductor and AI stocks, intensified by fears of share dilution from recent financing moves. Adding to the negative sentiment, Nvidia has reportedly exited its equity stake in Applied Digital, raising questions …

Applied Digital hits 1 GW AI infrastructure milestone as former crypto miner pivots hard into data centers

Applied Digital, formerly Applied Blockchain, has reached 1 GW of contracted critical IT load capacity across its AI data center campuses, pivoting from crypto mining to AI and high-performance computing. The company has secured approximately $11 billion in lease revenue, primarily from CoreWeave, and …

Why Applied Digital’s AI Hype Is Suddenly Fading

Applied Digital Corporation (APLD) is experiencing stock volatility due to investor pullback from AI infrastructure and chip names, and caution ahead of its fiscal Q4 earnings on July 27. Concerns include heavy capital spending, ongoing net losses, new regulations like New York's AI data …

Cramer Likes Applied Digital on the Dip — but Warns: 'Start It Small, Don't Start It Big'

Jim Cramer recommends buying Applied Digital Corporation (NASDAQ: APLD) on its dip, advising investors to start with a small position due to the company losing money. He also suggests Bloom Energy Corporation (NYSE: BE) for powering data centers and maintaining a long position in …

Applied Digital to release fiscal 2026 results after July 27 close

Applied Digital (Nasdaq: APLD) will host a conference call on Monday, July 27, 2026, at 5:00 p.m. Eastern Time to discuss its operations and financial results for the fiscal fourth quarter and full year ended May 31, 2026. A press release detailing these results …