Applied Digital Corporation (APLD)
Could Applied Digital Be the Best Under-The-Radar AI Stock?
Applied Digital (APLD 1.36%), a builder of big data centers, has been a major beneficiary of the artificial intelligence (AI) boom over the past few years. It originally rented out its centers to Bitcoin miners and other blockchain firms, but it pivoted toward serving the high-performance computing, AI, and machine learning markets in late 2022.
Applied Digital: AI Data Center Hype or Real Value?
Applied Digital Inc. NASDAQ: APLD designs and operates purpose-built artificial intelligence (AI) data centers. The computer and technology sector company originally provided cryptocurrency mining hosting services, as Applied Blockchain provided hosting services for one of the largest bitcoin miners, MARA Holdings Inc. NASDAQ: MARA.
Applied Digital: 3 Reasons We Think Now Is The Time To Buy
Applied Digital has pivoted from cryptocurrency mining solutions to providing digital infrastructure, focusing on a massive AI-first data center in Ellendale, North Dakota. Despite delays in securing hyperscale customers, APLD's solid financials and positive adjusted EBITDA indicate strong liquidity and solvency. The Ellendale project, funded by significant Capex and debt, is expected to drive future revenue and EPS growth, making APLD a compelling investment.
Applied Digital: REIT Focus Is A Strategic Pivot For Growth
Applied Digital mentioned a plan to transition into a REIT for the first time since announcing its strategic shift to building and leasing HPC data centers. The sale of the cloud services segment could provide Applied Digital with $570 million in cash, potentially reducing its exposure to future debt financing. I expect the lease agreement to be announced in the second half of 2025, especially with Macquarie's involvement with Applied Digital.
Applied Digital's Q3 Earnings & Revenues Miss Estimates, Stock Down
APLD's third-quarter fiscal 2025 results reflect strong cloud growth and better EBITDA despite a year-over-year dip in Data Center Hosting revenues.
Applied Digital shares plummet after revenue miss, plans cloud business exit
Shares of Applied Digital Corp (NASDAQ:APLD) fell 32% on Tuesday after the company reported weaker-than-expected quarterly results and announced plans to exit its cloud services business. The cryptocurrency miner and data center operator posted third-quarter revenue of $52.9 million, missing analyst estimates of $63.4 million.
Applied Digital Corporation (APLD) Q3 2025 Earnings Call Transcript
Applied Digital Corporation (NASDAQ:APLD ) Q3 2025 Earnings Conference Call April 14, 2025 5:00 PM ET Company Participants Matt Glover - IR, Gateway Group, Inc. Wes Cummins - CEO Saidal Mohmand - CFO Conference Call Participants Nick Giles - B. Riley Securities Thomas Shinske - Cantor Fitzgerald Rob Brown - Lake Street Capital Darren Aftahi - ROTH Capital Partners Mike Grondahl - Northland Securities George Sutton - Craig-Hallum John Todaro - Needham Operator Good afternoon, and welcome to Applied Digital's Fiscal Third Quarter 2025 Conference Call.
Applied Digital Corporation (APLD) Reports Q3 Loss, Misses Revenue Estimates
Applied Digital Corporation (APLD) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to loss of $0.52 per share a year ago.
APLD Set to Report Q3 Earnings: Buy, Sell or Hold the Stock?
Applied Digital's third-quarter fiscal 2025 results are likely to benefit from an expanding data center capacity. However, stretched valuation is a concern.
APLD vs. CORZ: Which Crypto-AI Infrastructure Stock Should You Bet On?
Both Applied Digital and Core Scientific are diversifying their business from crypto-mining to high-performance computing.
Why Applied Digital Stock Is Plummeting Today
Applied Digital (APLD -9.21%) stock is falling Thursday amid bearish sentiment shaping the broader market. The company's share price was down 8.8% as of 3:40 p.m.
Nvidia Has 81% of Its $304 Million Stock Portfolio Invested in 3 Groundbreaking AI Stocks
The semiconductor giant Nvidia (NVDA -1.51%) is quite the company, developing high-end graphics processing units (GPUs) that help power artificial intelligence (AI) applications. Many investors view Nvidia as the picks-and-shovels play for AI, which would be pretty remarkable given how much AI is expected to change nearly all aspects of our daily lives.
