Applied Digital: A Strong Play On The AI Boom
Applied Digital delivered strong Q1 results, fueled by surging demand for AI server infrastructure. APLD reported 84% year-over-year revenue growth for Q1 last week, driven by its strategic pivot from crypto mining to high-performance Data Center operations. The $5.0B Macquarie deal and Polaris Forge 1 Data Center project position Applied Digital for continued expansion as CapEx spending accelerates industry-wide.
Applied Digital's Shorts Got Squeezed—Now What?
While the robustly improving outlook for AI-driven demand, revenue, and earnings sparked the 30% October increase in share prices, short interest made the movement so significant.
Here's Why Applied Digital Stock Is Soaring Friday
Shares of Applied Digital (APLD) soared more than 20% Friday morning after the artificial intelligence (AI) data center service provider posted better-than-expected sales on rising demand.
Applied Digital: In AI Dollar We Trust (Rating Upgrade)
Applied Digital Corp is surging on the Q1 report: revenue came in $14.2M higher than expected, and Polaris Forge 2 is under construction, bringing more capacity to lease out. The CoreWeave deal is more than priced into the stock, but we're now expecting room for new contract wins with a build-out of capacity, which reverses our bearish sentiment. We were bearish on the stock based on our belief that Applied Digital was maxed out on capacity to sell, and management just proved us wrong, bringing another 300 MW online.
Delta, Pepsi, Applied Digital, Levi's, Tilray Brands kick off Q3 earnings season
This week marked the start of earnings season with several major companies reporting results, including Delta Air Lines and PepsiCo, while the big banks like JPMorgan Chase, Citigroup, and Wells Fargo are set to report next week. Investors are closely watching these early reports for cues on the broader economic landscape amid ongoing uncertainties.
Applied Digital stock soars on Q1 revenue beat, data center capacity expansion
Applied Digital Corp (NASDAQ: APLD) shares surged 28% in pre-market trading on Friday after the digital infrastructure provider reported better-than-expected financial results for its fiscal first quarter 2026 and revealed plans for a significant expansion of its data center capacity. Applied Digital's revenue for the quarter rose 84% year over year to $64.2 million, surpassing the analyst consensus estimate of $54.6 million.
Applied Digital Corporation (APLD) Q1 2026 Earnings Call Transcript
Applied Digital Corporation (NASDAQ:APLD ) Q1 2026 Earnings Call October 9, 2025 5:00 PM EDT Company Participants Wesley Cummins - Chairman, CEO, President, Secretary & Treasurer Mohammad Saidal Mohmand - Chief Financial Officer Conference Call Participants Matt Glover - Gateway Group, Inc. Nick Giles - B. Riley Securities, Inc., Research Division Robert Brown - Lake Street Capital Markets, LLC, Research Division Mike Grondahl - Northland Capital Markets, Research Division Darren Aftahi - ROTH Capital Partners, LLC, Research Division Logan Lillehaug Michael Donovan - Compass Point Research & Trading, LLC, Research Division Austin Douglas Ortiz Presentation Operator Good afternoon, and welcome to Applied Digital's Fiscal First Quarter 2026 Conference Call.
Applied Digital Corporation (APLD) Reports Q1 Loss, Tops Revenue Estimates
Applied Digital Corporation (APLD) came out with a quarterly loss of $0.11 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.03 per share a year ago.
Applied Digital beats revenue estimates as AI demand fuels data center growth
Applied Digital topped Wall Street estimates for first-quarter revenue on Thursday, driven by surging demand for its data center services as more customers scale up computing to support fast-growing generative AI applications.
If You'd Invested $10,000 in Applied Digital (APLD) Stock 3 Years Ago, Here's How Much You'd Have Today (Spoiler: You Could Buy a Fancy New Car!)
So back in early October of 2022, you plunked $10,000 into shares of Applied Digital (APLD 0.21%). What's that worth now?
Undervalued and Ignored: 2 Artificial Intelligence (AI) Stocks With Market-Beating Potential
It might seem impossible to find fast-growing companies in the artificial intelligence (AI) market that are undervalued, but they are out there if you look in the right places. While chips and software companies are trading at high multiples of their earnings, the companies meeting the demand for AI infrastructure like data centers trade at attractive valuations.
Undercovered Dozen: Applied Digital, Merck, B2Gold And More
The 'Undercovered' Dozen series highlights 12 lesser-covered stocks weekly, providing investment ideas and sparking community discussion on their potential. Among today's stocks covered are B2Gold, Merck, Applied Digital, Occidental Petroleum, and Stride. ETFs such as ULTY, SPYI, JEPI And and IGLD earned a spot on this week's list.
