Applied Digital Corporation (APLD)
Undercovered Dozen: Western Midstream, Applied Digital, The Trade Desk And More
The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between April 10 and April 16, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.
3 AI Infrastructure Stocks With 100% or Greater Growth Rates
CoreWeave and Nebius are seeing huge demand for their computing platforms. Applied Digital's latest results indicated huge progress toward more data center capacity.
APLD's Customer Concentration Remains Elevated: Is Growth at Risk?
Applied Digital relies on a small customer base, fueling strong growth, but heavy dependence on a key client clouds long-term visibility.
APLD's Losses Continue Despite Growth Push: Hold or Fold the stock?
Applied Digital's revenues grow sharply, but mounting costs, ongoing losses and dependence on a single tenant keep its long-term outlook uncertain.
Applied Digital: A Winner In The AI CapEx Boom
Applied Digital delivered a strong Q3'26, beating top and bottom line estimates amid rapid Data Center expansion. APLD's 139% Y/Y revenue growth is driven by hyperscaler AI infrastructure demand, but operating losses and debt have surged due to aggressive CapEx. With 700 MWs of IT load under construction, APLD is positioned to benefit from secular Data Center CapEx growth, despite its high 12.1X forward P/S.
Applied Digital Moves Closer To A Buy Post Q3 Results
Applied Digital remains a hold as recurring lease revenue scales and financing conditions improve, but equity returns and dilution risks persist. Q3 FY2026 results confirm a transition to higher-quality, recurring revenue, with ~$44m of $71m HPC segment revenue now from base rent tied to long-term leases. Financing conditions have improved with new debt at 6.75% and strengthened CoreWeave lease structures, but total debt remains high at $2.7-2.8b.
Applied Digital Q3 Loss Wider Than Expected, Revenues Rise Y/Y
APLD posts a wider Q3 loss, but revenues soar 139% on HPC growth and data center demand, as massive hyperscaler deals signal long-term expansion potential.
Applied Digital shares tumble on Q3 earnings despite HPC revenue surge
Shares of Applied Digital Corp (NASDAQ: APLD) fell more than 7% at Thursday's open after the company reported third-quarter results that beat revenue expectations but were weighed down by hefty write-downs and stock-based compensation. The blockchain and high-performance computing (HPC) firm posted a net loss attributable to common stockholders of $100.9 million, or $0.36 per share, well below the consensus estimate of a $0.10 loss per share.
New Strong Sell Stocks for April 9th
APLD, EPC and OPAL have been added to the Zacks Rank #5 (Strong Sell) List on April 9, 2026.
Applied Digital Corporation (APLD) Q3 2026 Earnings Call Transcript
Applied Digital Corporation (APLD) Q3 2026 Earnings Call Transcript
Applied Digital Corporation (APLD) Reports Q3 Loss, Tops Revenue Estimates
Applied Digital Corporation (APLD) came out with a quarterly loss of $0.36 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to a loss of $0.16 per share a year ago.
AI Data-Center Developer's Earnings Top Views. Why Applied Digital Stock Is Moving Higher.
Applied Digital reported stronger-than-expected earnings and revenue as demand for AI data-center capacity accelerates.
