Applied Digital: Why I Like The Stock Heading Into Earnings
I remain bullish on Applied Digital going into 4Q25. The recent cool down should be viewed as a buying opportunity ahead of Q4 earnings. Applied Digital's purpose-built, AI-focused data centers and strategic power access give it a significant edge over legacy competitors retrofitting older facilities. The CoreWeave deal validates Applied Digital's positioning, but its financial impact won't be seen until FY25; future lease expansions are likely.
Applied Digital Bets on AI Infrastructure: Execution Is Key
APLD's $7B CoreWeave deal and pivot to AI infrastructure boost growth prospects, but execution risks remain high.
Is Applied Digital Stock a Smart Buy Before Q4 Earnings Report?
APLD's fourth-quarter fiscal 2025 results are likely to benefit from rising demand for AI services and cryptocurrency mining.
APLD Boosts Hyperscale Growth With 250MW AI Data Center Lease
Applied Digital inks a 250MW lease agreement with CoreWeave at Ellendale, cementing its role as a rising force in AI hyperscale infrastructure.
Will Applied Digital Corporation (APLD) Report Negative Earnings Next Week? What You Should Know
Applied Digital Corporation (APLD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Applied Digital: A Q4 Surprise Could Be The Spark For A Multi-Year Breakout
I expect Applied Digital to beat analysts' revenue estimates when it reports Q4 earnings on July 30th. The lease agreement with CoreWeave de-risks Applied Digital's business due to its 15-year period, which could help it secure future funding at better terms. Applied Digital's technicals on the daily, weekly, and monthly timeframes point to a potential breakout of a multi-year ascending triangle pattern.
Applied Digital vs. CoreWeave: Which AI Cloud Stock Is a Better Buy?
APLD gains more than 150% in three months on AI data center momentum, while CRWV scales fast but may face valuation and margin pressures.
With Cloud Revenues Sliding, Can Hosting Sustain APLD's Growth?
As Applied Digital's Cloud revenues slip, its AI-driven hosting pivot hinges on leasing Ellendale and managing high CapEx demands.
Can New AI-Focused Leases Offset APLD's Cloud Segment Decline?
Applied Digital's AI data center leases show promise, but cloud losses and execution risk cloud its path to sustainable margin growth.
Applied Digital: Real AI Revenues, Real Risks, But Still A Buy
APLD's pivot to AI infrastructure, validated by major CoreWeave contracts, underpins its rerating and strong growth narrative despite recent volatility. The company's unique, purpose-built data centers and early AI monetization set it apart from legacy crypto peers and justify a scarcity premium. Operational execution risks remain, especially given CoreWeave concentration, but institutional funding and stable legacy revenues provide a safety net.
Do Rising Costs Raise Red Flag Despite APLD's Revenue Growth?
Applied Digital's revenues are rising fast, but surging costs, debt, and a pending cloud exit may raise concerns about its long-term growth story.
APLD Stock Significantly Beats Industry So Far in June: Is It a Buy?
APLD shares jumped 52% in June on AI tailwinds and a $7 billion CoreWeave deal, outpacing industry gains by a wide margin.
