Applied Digital Corporation (APLD)
Automate Your Wheel Strategy on APLD
With Tiblio's Option Bot, you can configure your own wheel strategy including APLD - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.
Start Your Free Trial NowNews
Applied Digital: A Winner In The AI CapEx Boom
Published: April 10, 2026 by: Seeking Alpha
Sentiment: Positive
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.
Read More
Applied Digital Moves Closer To A Buy Post Q3 Results
Published: April 10, 2026 by: Seeking Alpha
Sentiment: Positive
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.
Read More
Applied Digital Q3 Results: Revenue Soars But Operating Loss Widens
Published: April 10, 2026 by: Seeking Alpha
Sentiment: Positive
Applied Digital is scaling AI and blockchain data centers, targeting hyperscale clients with long-term leases and aggressive capacity expansion. APLD has secured $16B in aggregate rental revenue via five long-term leases and is marketing over 4 GW of accessible power. Financial health is improving with nearly $2B in cash, but operating losses are widening, and profitability is not expected before 2028.
Read More
Applied Digital Stock Rises After Earnings Beat, AI Demand Update
Published: April 10, 2026 by: Benzinga
Sentiment: Positive
Applied Digital this week posted fiscal third-quarter revenue of $126.6 million versus a $76.56 million estimate and delivered adjusted EPS of nine cents versus expectations for a loss of 10 cents.
Read More
Applied Digital Q3 Loss Wider Than Expected, Revenues Rise Y/Y
Published: April 09, 2026 by: Zacks Investment Research
Sentiment: Negative
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.
Read More
Applied Digital Stock Slides on Q3 Net Loss
Published: April 09, 2026 by: Schaeffers Research
Sentiment: Negative
Shares of Applied Digital Corp (NASDAQ:APLD) are plunging 6% to trade at $26.13 this morning, brushing off a revenue beat after it suffered a wider-than-expected fiscal third-quarter net loss.
Read More
Applied Digital earnings preview: Is APLD stock a buy now?
Published: April 08, 2026 by: Invezz
Sentiment: Neutral
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.
Read More
Applied Digital Set to Report Q3 Earnings: Hold or Fold the Stock?
Published: April 07, 2026 by: Zacks Investment Research
Sentiment: Negative
APLD heads into fiscal Q3 with rising cost pressures, debt burden and execution challenges, as margin strain weighs on its outlook.
Read More
Applied Digital Stock Jumps As CoreWeave Lease Deal Locks In Massive Credit Support
Published: April 01, 2026 by: Benzinga
Sentiment: Positive
The company previously reported that its subsidiary, Applied Digital ELN-02 LLC, entered into a data center lease with CoreWeave on May 28, 2025. On March 30, 2026, the company and CoreWeave amended that lease to suspend the term for two of the four data halls.
Read More
Will Applied Digital Corporation (APLD) Report Negative Earnings Next Week? What You Should Know
Published: April 01, 2026 by: Zacks Investment Research
Sentiment: Negative
Applied Digital Corporation (APLD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Read More
Looking Ahead To Applied Digital's Q3 Earnings: Is The $2.4B Power Build Worth It?
Published: March 31, 2026 by: Seeking Alpha
Sentiment: Positive
Applied Digital (APLD) is building a high-margin, REIT-like AI infrastructure platform, securing long-term hyperscaler leases and multi-gigawatt power capacity. APLD's recent $2.4B power project and $2.15B Polaris Forge 2 financing de-risk expansion, ensuring reliable energy and capital for scalable growth. Revenue multiples are extremely elevated, with market expectations hinging on 50%+ annual growth, flawless execution, and additional hyperscaler contracts.
Read More
Can Applied Digital Get Out From Under Its Debt Overhang?
Published: March 27, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Applied Digital (NASDAQ:APLD) reports fiscal third-quarter 2026 results on April 8, 2026, after the close.
Read More
APLD's Energy Strategy Addresses Power Limits: Can it Drive Growth?
Published: March 25, 2026 by: Zacks Investment Research
Sentiment: Neutral
Applied Digital advances on-site power and cooling solutions to tackle AI energy constraints, aiming to accelerate campus capacity and sustain rising compute demand.
Read More
DELL vs. APLD: Which AI Infrastructure Stock Has Better Potential?
Published: March 20, 2026 by: Zacks Investment Research
Sentiment: Positive
Dell Technologies and Applied Digital ride the AI infrastructure boom - one offers scale and profitability; the other pursues growth with higher financial risk.
Read More
16 Stocks That Are Short Squeeze Candidates
Published: February 26, 2026 by: Schaeffers Research
Sentiment: Neutral
The last thing investors are thinking about right now -- as Wall Street wrestles with AI disruption -- is a short squeeze.
Read More
Neocloud Contagion: CoreWeave Financing Woes Drag Down Nebius, Applied Digital
Published: February 20, 2026 by: Benzinga
Sentiment: Negative
The sell-off was ignited by a Business Insider report suggesting a major financing friction point for CoreWeave's ambitious infrastructure expansion.
Read More
APLD vs. VRT: Which Data Center Infrastructure Stock is a Better Buy?
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Neutral
Applied Digital's multi-megawatt AI lease pipeline squares off against Vertiv's end-to-end power and cooling stack in a high-stakes data center race.
Read More
APLD's Energy Strategy is Evolving: Can it Drive Further Upside?
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive
Applied Digital ramps up on-site power and advanced cooling to ease AI bottlenecks, aiming to speed campus energisation and boost compute density.
Read More
APLD Trades Near 52-Week High: Should You Buy, Sell or Hold the Stock?
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive
Applied Digital's powerful rally is backed by long-term leases and liquidity strength, but the stock now trades at a sharp premium.
Read More
Is APLD Stock A Buy After Its Recent Surge?
Published: February 09, 2026 by: Forbes
Sentiment: Positive
Applied Digital (NASDAQ: APLD) is a digital infrastructure firm specializing in the design, construction, and operation of AI-first data centers and high-performance computing (HPC) facilities. On Friday, February 6, 2026, APLD stock skyrocketed over 25% after the revelation of $50 million in senior secured financing allocated for the construction of the Polaris Forge 2 data center.
Read More
AI Data Center Stock May Not Be Down for Long
Published: February 05, 2026 by: Schaeffers Research
Sentiment: Neutral
The shares of AI data center giant Applied Digital Corp (NASDAQ:APLD) are down 8.3% to trade at $28.91 at last check, a dismal outlook from semiconductor giant Qualcomm (QCOM) and increased AI spending at Alphabet (GOOGL) spooking traders.
Read More
Applied Digital: Can The Ride Last?
Published: February 03, 2026 by: Seeking Alpha
Sentiment: Positive
Applied Digital delivered Q2 '26 results exceeding expectations, with revenue up 250% YoY and losses narrowing, reinforcing my Buy rating. APLD's valuation remains elevated at 28x forward sales, driven by AI sector momentum and long-term hyperscaler contracts, but speculative elements persist. Expansion is accelerating with the Delta Forge 1 campus, targeting 900 MW total capacity and aiming for $1B in NOI by 2031, supported by ample liquidity.
Read More
5 Stocks to Buy in February: Last Year's Winners Aren't Done Yet
Published: January 29, 2026 by: MarketBeat
Sentiment: Positive
2026 is well underway and off to a bullish start. The S&P 500 and other major indices are ending January at record highs, and the Russell 2000 INDEXRUSSELL: RUT, which tracks small-cap stocks, is leading the charge.
Read More
How APLD Stock Stacks Up Against Its Peers?
Published: January 28, 2026 by: Forbes
Sentiment: Neutral
Applied Digital (APLD) stock has greatly surpassed its competitors over the last year. However, a closer examination of this data center and cryptocurrency infrastructure company indicates substantial revenue growth but ongoing unprofitability, marked by severely negative operating and free cash flow margins.
Read More
Why Applied Digital Surged After Nvidia Bet $2 Billion on CoreWeave
Published: January 28, 2026 by: 24/7 Wall Street
Sentiment: Positive
Applied Digital ( NASDAQ:APLD ) has posted strong gains in 2026, rising nearly 68% year-to-date.
Read More
Applied Digital: AI Infrastructure Play At A Sensitive Juncture
Published: January 22, 2026 by: Seeking Alpha
Sentiment: Positive
Applied Digital is a rapidly growing AI data center operator with a strong North American footprint and growing hyperscaler partnerships. The company's infrastructure logistics strategy leverages low-cost siting, reliable power and climate advantages to attract potential customers. Major contracts include $16 billion in prospective lease revenue from 600 megawatts of capacity, with robust financial backing and proactive debt management.
Read More
APLD vs. Sandisk: Which Data Infrastructure Stock is the Better Buy?
Published: January 19, 2026 by: Zacks Investment Research
Sentiment: Positive
SNDK's technology advantage and improving profitability contrast with Applied Digital's capital-intensive model. Storage leader benefits from the AI infrastructure wave.
Read More
Applied Digital: Overhang Removed, 600MW Secured, And 900MW Next?
Published: January 14, 2026 by: Seeking Alpha
Sentiment: Neutral
I turned bullish on Applied Digital Corporation (APLD). Q2 FY26 was a blowout quarter: $126.6M, up 250% yoy, driven largely by HPC hosting growth as the business pivots away from crypto hosting. Management is finally spinning off the money-losing cloud services segment (ChronoScale with EKSO), removing a major overhang.
Read More
APLD Strengthens Power and Cooling Stack: A Sign of More Upside?
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive
APLD invests in advanced cooling and dedicated power to ease AI data center constraints as hosting revenues rise and capacity ramps.
Read More
Should you Buy, Sell or Hold Applied Digital Stock Post Q2 earnings?
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive
APLD shares spike after Q2 revenues soar 250%, underscoring strong execution while leaving questions around valuation and losses.
Read More
About Applied Digital Corporation (APLD)
- IPO Date 2022-04-13
- Website https://applieddigital.com
- Industry Information Technology Services
- CEO Wesley Cummins
- Employees 150