Applied Digital Corporation (APLD)
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.
APLD: A Turnaround in Profitability or Mirage Behind Adjusted EBITDA?
Applied Digital posts a big jump in adjusted EBITDA, but a deeper look reveals mounting losses and strategic uncertainty ahead.
Applied Digital: Now the High-Stakes Race to Build Begins
The artificial intelligence (AI) revolution has ignited a modern gold rush, not for precious metals, but for the vast digital infrastructure required to power it. In this high-stakes environment, Applied Digital Corporation NASDAQ: APLD has made a bold pivot to position itself as a key contender.
Applied Digital's Cloud Services Business Divestment Looks Promising
APLD sheds its cloud unit to fix customer conflicts, fuel REIT plans, and ride strong HPC data-center leasing momentum.
Applied Digital Stock (APLD) Doubles on CoreWeave (CRWV) Tie-Up — We Called It
Key Points Applied Digital (NASDAQ: APLD) shares doubled after announcing a $7 billion AI data center partnership with newly public CoreWeave (NASDAQ: CRWV).
