Applied Digital Corporation (APLD)
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.
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.
