Independent Research
APLD Analysis
9 pieces of research on Applied Digital Corporation. We find the signal management buried in the earnings call.
APLD Rallies After Hours on New $7.5B Deal, Debt Looms
Applied Digital shares moved higher after hours on September 1 on reports of a new $7.5 billion hyperscaler lease — even as the stock had fallen double digits i…
Read analysis →APLD Beats Four Straight, Stock Falls Below Insider Prices
Applied Digital beat EPS consensus by 121.1 percent in its most recent quarter, extending a four-quarter streak of 80-plus percent beats with trailing twelve-mo…
Read analysis →Applied Digital: $5.2B Deal, Worst Month in a Year
Applied Digital beat EPS consensus four consecutive quarters by triple-digit margins and reportedly signed a $5.2 billion hyperscaler contract, yet the stock is…
Read analysis →Applied Digital Reports Q2 Earnings on $7.5B Deal News
Applied Digital Corporation reports fiscal Q2 2026 earnings today against the backdrop of a reportedly signed $7.5 billion hyperscaler lease and three consecuti…
Read analysis →Applied Digital Lands $7.5 Billion Data Center Lease, Stock Jumps 14%
Applied Digital signed a 15-year lease worth up to $7.5 billion with an unnamed investment-grade hyperscaler at its Delta Forge 1 campus, pushing total contract…
Read analysis →Applied Digital Beats Revenue Estimates by 67% as AI Data Center Backlog Hits $16 Billion
Applied Digital's Q3 revenue of $126.6mn beat estimates by 67% on surging AI data center demand, but CoreWeave accounts for 69% of the company's $16bn contracte…
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