Applied Digital Corporation (APLD)
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.
3 Soaring Stocks to Hold for the Next 20 Years
It can be intimidating to step into a stock that's been in full-blown rally mode for a while. It feels like you're paying a steep price that could tumble at the drop of a hat.
Applied Digital's AI Potential Is Huge - Markets Disagree
AI data center growth is constrained by capacity, creating a major opportunity for operators like Applied Digital to serve hyperscalers and HPC clients. Applied Digital's pivot to focus on hyperscalers, highlighted by multi-billion deals with CoreWeave, sets up an estimated 80% revenue CAGR through 2028. Despite strong growth prospects, market skepticism and heavy reliance on CoreWeave depress Applied's valuation, making shares undervalued versus peers.
APLD Trades Higher Than Industry at 13.5X P/S: Is the Stock a Buy?
Despite a stretched valuation, APLD's AI-focused strategy, long-term contracts and Polaris Forge buildout makes the stock attractive for investors.
Wall Street Analysts Believe Applied Digital Corporation (APLD) Could Rally 25.39%: Here's is How to Trade
The average of price targets set by Wall Street analysts indicates a potential upside of 25.4% in Applied Digital Corporation (APLD). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
2 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
The growth of artificial intelligence (AI) is the biggest opportunity in technology since the internet and PC adoption in the 1990s. Top tech companies continue to report surging demand across cloud services, software, and semiconductors.
