APLD vs. VRT: Which Digital Infrastructure Stock Has More Upside Now?
APLD's AI-focused pivot, $7B CoreWeave deal and cooling tech give it an edge over VRT in the data center growth race.
Is Applied Digital The #1 Neocloud Stock to Buy?
Neocloud Opportunity: Emerging cloud computing companies, termed “neoclouds,” are gaining traction, with examples like CoreWeave and Applied Digital showing significant growth potential.
Are Finance Stocks Lagging Applied Digital Corporation (APLD) This Year?
Here is how Applied Digital Corporation (APLD) and Artisan Partners Asset Management (APAM) have performed compared to their sector so far this year.
Applied Digital: Why a Surge in Bullish Bets Signals a New Era
Most investors will tell you that it pays to listen when the market sends a clear signal. On August 1, 2025, the market for Applied Digital Corporation NASDAQ: APLD was practically shouting.
Applied Digital: The Back Door To Play AI Infrastructure Demand
Applied Digital's data centers are unique in that they focus on AI uses. It's what landed them an upgraded $11B CoreWeave deal, driving strong growth and my optimism. Recent earnings showed a major improvement: revenue up 41%, EPS loss narrowing, and substantial cash raised for further expansion. The accelerated construction timeline and robust crypto hosting provide both near-term cash flow and long-term growth potential.
AI's Next Big Winner? Applied Digital's 30% Rally Says Yes (Upgrade)
Applied Digital Corporation's pivot to AI data centers is gaining traction, highlighted by a $7B CoreWeave contract and strong Q4 earnings beat. Execution risk remains high: debt levels are elevated, valuation is rich, and profitability is still a future goal, not a reality. The company is accelerating buildouts, securing financing, and negotiating with multiple hyperscalers, signaling real progress toward its AI ambitions.
Applied Digital's Q4 Earnings & Revenues Meet Estimates, Stock Up
APLD's fiscal Q4 revenues rose 41%, and major CoreWeave contracts helped drive a sharp pre-market stock rally.
Why Applied Digital Is Soaring Over 35% Right Now
Applied Digital signed a 15-year, 400 MW lease with CoreWeave worth $11 billion. Shares are up more than 35% as analysts raise targets and investors reposition APLD as a serious AI infrastructure provider.
Applied Digital Corporation (APLD) Q4 2025 Earnings Call Transcript
Applied Digital Corporation (NASDAQ:APLD ) Q4 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Mohammad Saidal L. Mohmand - Chief Financial Officer Wesley Cummins - Chairman, CEO, President, Secretary & Treasurer Conference Call Participants Darren Paul Aftahi - ROTH Capital Partners, LLC, Research Division George Frederick Sutton - Craig-Hallum Capital Group LLC, Research Division Michael John Grondahl - Northland Securities, Inc. Nicholas Giles - B.
Applied Digital Corporation (APLD) Reports Q4 Loss, Tops Revenue Estimates
Applied Digital Corporation (APLD) came out with a quarterly loss of $0.12 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.52 per share a year ago.
Live Earnings: Applied Digital (APLD) Reports After the Bell Tonight
Applied Digital reports earnings after the bell tonight. Here are the key figures Wall Street is expecting: Revenue: $37.12 million Adjusted EPS: -$.16 Capital Expenditures: $154 million To get updates, simply leave this page open in a browser and new updates will load as they're posted.
Applied Digital Stock Surges 94% in 3 Months: Is It Still a Buy?
Applied Digital Corporation's APLD shares have soared 94% over the past three months, reversing the downtrend seen through mid-April. The earlier weakness stemmed not from company-specific issues but broader industry headwinds, including lease cancellations by some hyperscalers during first-quarter 2025.
