Applied Digital Corporation (APLD)
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.
Applied Digital beats quarterly revenue estimates
Applied Digital on Wednesday beat estimates for quarterly revenue, driven by steady demand for its data center services used by enterprises to support a boom in generative AI applications.
Applied Digital earnings preview: Is APLD stock a buy now?
Applied Digital (NASDAQ: APLD) is pushing higher on April 8th as investors position themselves ahead of the company's Q3 earnings, due after the closing bell. The high-performance computing (HPC) infrastructure firm enters this print at a critical juncture; while APLD stock was a massive winner last year, it's faced a volatile 2026, currently down about 1% year-to-date.
Can APLD Navigate Rising Interest Costs Amid Rapid Expansion Plans?
Applied Digital ramps AI data centers, but surging debt and rising interest costs outpace cash flows, pressuring margins and flexibility.
Applied Digital Set to Report Q3 Earnings: Hold or Fold the Stock?
APLD heads into fiscal Q3 with rising cost pressures, debt burden and execution challenges, as margin strain weighs on its outlook.
