Applied Digital Corporation (APLD)
Applied Digital Q1 Earnings Call Highlights
Applied Digital NASDAQ: APLD reported fiscal first-quarter revenue of $341.9 million, up 322% from $80.9 million a year earlier, as the company continued to expand its high-performance computing hosting operations and advance development of AI-focused data center campuses.
Applied Digital Corporation (APLD) Reports Q1 Loss, Tops Revenue Estimates
Applied Digital Corporation (APLD) came out with a quarterly loss of $0.76 per share versus the Zacks Consensus Estimate of a loss of $0.26. This compares to a loss of $0.11 per share a year ago.
Applied Digital to Post Q1 Earnings: Is It Time to Hold or Fold?
APLD heads into fiscal Q1 with surging revenue expectations, but rising debt, heavy AI spending and execution risks cloud the outlook.
Earnings Preview: Short Sellers Target Applied Digital Stock
Applied Digital Corporation (NASDAQ:APLD) is scheduled to report fiscal first-quarter earnings after the close tomorrow, Oct. 7.
New Strong Sell Stocks for October 5th
APLD, JAKK and MGM have been added to the Zacks Rank #5 (Strong Sell) List on October 5th, 2026.
Applied Digital: From Sell To Hold Ahead Of A High-Stakes Quarter
Applied Digital Corporation is upgraded to Hold as operating metrics and contract diversification improve, but execution risks remain high. Contracted lease revenue surged to $36B, with CoreWeave's share dropping to 30%, and live HPC capacity reaching 250 MW. Management advanced its $1B NOI target to next year, but achieving it requires flawless execution and rapid capacity ramp-up.
Applied Digital adds 75 MW of AI capacity in North Dakota
Applied Digital (NASDAQ: APLD) brought another 75 MW of AI infrastructure online in North Dakota, moving its fully leased campus closer to full contracted capacity. The announcement brings operational critical IT load at Polaris Forge 1 in Ellendale, where Applied Digital has operated since 2021, to 250 MW.
Applied Digital: A Risky Play With Material Upside
I reiterate Applied Digital Corporation with a Strong Buy and a revised of $70. APLD now boasts 1,410MW of contracted IT load across five campuses, equating to $36 billion in initial 15-year lease revenue. Q4 2026 results confirmed APLD's ability to convert AI data center leases into EBITDA, with $42.4 million adjusted EBITDA and $12.9 million adjusted net income.
Applied Digital Falls 4% and Turns Negative for the Year as the AI Buildout Trade Bleeds Out; Core Scientific Drops 5%, Cipher Mining Sinks 4%
Applied Digital's slide Tuesday afternoon matters most for what it does to the year. Applied Digital (NASDAQ:APLD) stock is down 4% to $23.72, pushing the year-to-date figure to a decline of 3%.
Jim Cramer Called This Stock “Terrific” and Said “No Thank You” to APLD Stock. Here's Why
Jim Cramer praised one AI-adjacent name, dismissed a housing supplier on instinct, and rejected a data-center story on principle, but his cash-first filter may be the wrong tool for at least one of those calls.
Can APLD Turn Power-Advantaged Sites Into an AI Data Center Edge?
Applied Digital is turning power-advantaged sites into AI capacity, with 1.4 GW of contracted critical IT load tied to about $36 billion in lease revenue.
Bitcoin Miners Are Turning Into AI Landlords. These 3 Stocks Are Riding the Pivot
Former Bitcoin miners are quietly signing billion-dollar contracts with hyperscalers and frontier AI labs, and the reason has nothing to do with GPUs. Three mid-cap stocks are racing to claim the one bottleneck even NVIDIA cannot manufacture.
