Applied Blockchain, Inc. is engaged in crypto mining and co-hosting operations. The company is headquartered in Dallas, Texas.
| Revenue (TTM) | $319.26M |
| Gross Profit (TTM) | $144.97M |
| EBITDA | $13.90M |
| Operating Margin | -48.20% |
| Return on Equity | -5.56% |
| Return on Assets | -0.60% |
| Revenue/Share (TTM) | $1.23 |
| Book Value | $5.54 |
| Price-to-Book | 4.91 |
| Price-to-Sales (TTM) | 23.61 |
| EV/Revenue | 27.77 |
| EV/EBITDA | -7.43 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 581.00% |
| Shares Outstanding | $285.77M |
| Float | $261.74M |
| % Insiders | 9.28% |
| % Institutions | 74.37% |
Volatility is currently expanding
Shares of former Bitcoin (CRYPTO:BTC) miners pivoting into AI data center and high performance computing hosting have taken a heavy hit over the past month.
Applied Digital delivered a strong 4Q26, with $258.7M in revenue and $0.04 in non-GAAP EPS, both beating consensus estimates. APLD has secured $36B in contracted lease value, up 125% YoY, anchored by investment-grade hyperscalers, de-risking future multi-decade cash flows. Power availability is now the key growth constraint; APLD's strategy to secure new natural gas generation underpins its long-term expansion and strategic moat.
APLD's fiscal Q4 revenues jump 407% on HPC growth and tenant fit-out services, even as a wider loss misses estimates. See what fueled the quarter.
Applied Digital is scaling contracted AI capacity, securing lower-cost financing and targeting a $1 billion annual NOI run rate within one year.
Applied Digital Corp (NASDAQ:APLD) reported fourth-quarter revenue of $258.7 million, up 407% from a year earlier, as the company accelerates its shift into a pure-play AI infrastructure developer. The company posted adjusted earnings of $0.04 per share for the quarter, compared with analyst estimates of a loss of $0.22 per share.
Applied Digital Corporation (APLD) Q4 2026 Earnings Call Transcript
DALLAS, July 27, 2026 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) ("Applied Digital" or the Company"), a U.S.-based designer, developer, owner, and operator of large-scale, purpose-built data centers engineered to support high-performance computing (“HPC”) workloads, including artificial intelligence (“AI”), machine learning, and other accelerated-compute applications, reported financial results for the fiscal fourth quarter ended May 31, 2026. The Company also provided operational updates.
Eddie Ghabour discusses how investors can navigate choppy market conditions and shares his outlook for the rest of the year. He explains concentrated selling action in tech stocks while the broader market showed resiliency.
APLD's fiscal Q4 report may highlight booming AI infrastructure growth, but profitability challenges remain in focus.
Applied Digital (NASDAQ:APLD) is a rare AI infrastructure story that behaves like a landlord, benefiting from long-duration, contracted revenue streams while masquerading as a growth stock.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on APLD and any ticker you trade — then tracks every position and per-strategy win rate.
