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USTechnology

Applied Digital Corporation (APLD)

US · Technology · Information Technology Services

$26.38+8.16%
Last close · 2026-09-17

Latest quarter · ended 2026-05-31

Revenue
$258.7M
Revenue YoY
+580.7%
Net profit
$-110.0M
EPS
$-0.39
EPS estimate
$-0.18
Net margin
-42.5%

EPS came in at -0.39 against a street estimate of -0.18 — a miss of 116.7%.

Key statistics

Market cap
$6.89B
Forward P/E
526.3
P/B
3.88
Book value
$5.97
EPS (TTM)
$-0.91
52-week high
$50.73
52-week low
$19.00
50-day MA
$28.06
200-day MA
$32.30
Beta
5.73

Analyst view

Analysts rate Applied Digital Corporation a buy (8 buy, 1 hold, 0 sell out of 9) with an average price target of $74.23.

Shareholding

Insiders
9.88%
Institutions
76.12%

Largest institutional holders

FundStake
Hood River Capital Management LLC8.12%
BlackRock Inc7.35%
Situational Awareness LP5.41%
Vanguard Portfolio Management, LLC5.21%
Situational Awareness Partners LP4.74%
Vanguard Capital Management, LLC3.79%
Two Sigma Investments LLC3.62%
EQUITEC PROPRIETARY MARKETS, LLC2.95%

Recent filings & reports

DocumentDate
Annual report FY2026
APPLIED DIGITAL CORPORATION – FORM 10-K SUMMARY (Fiscal Year Ended May 31, 2026) HEADLINE NUMBERS • Market capitalization: $6.9 billion as of Novemb
2026-07-29
Results announced · Q1 FY2027
APPLIED DIGITAL CORPORATION – EARNINGS SUMMARY HEADLINE NUMBERS • Q4 FY2026 Revenue: $258.7 million, up 407% year-over-year • Full Year FY2026 Reven
2026-07-27
Material agreement · Q1 FY2027
APPLIED DIGITAL CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Revolving Credit Facility: $430.0 million aggregate principal amount • Maturity Da
2026-06-26
Material agreement · Q1 FY2027
APPLIED DIGITAL CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Company completed private offering of $1.59 billion in Senior Secured Notes on Jun
2026-06-16
Reg FD disclosure · Q1 FY2027
APPLIED DIGITAL CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics, revenue figures, or quantitative operational data disclos
2026-06-09
Quarterly report · Q3 FY2026
APPLIED DIGITAL CORPORATION - Q3 FY2026 SUMMARY HEADLINE NUMBERS • Cash Position: $1.73 billion in cash and equivalents as of February 28, 2026 (vs.
2026-04-08
Quarterly report · Q2 FY2026
APPLIED DIGITAL CORPORATION - 10-Q SUMMARY For Quarter Ended November 30, 2025 --- HEADLINE NUMBERS • Cash Position: $1,913,436 thousand ($1.91 bil
2026-01-08
Quarterly report · Q1 FY2026
APPLIED DIGITAL CORPORATION – FORM 10-Q SUMMARY For Quarter Ended August 31, 2025 --- HEADLINE NUMBERS • Total revenue (Q3 2025): $64.2 million, up
2025-10-09

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Deals & corporate news

AnnouncementDate
Secured $550M revolving credit facility to support data center expansion
Applied Digital secured a $550 million revolving credit facility (with $350 million committed capacity and $200 million accordion option) arranged by Goldman Sachs and backed by major financ
2026-06-09
$1.59B senior secured notes to fund fourth building expansion
Applied Digital announced a $1.59 billion debt offering of senior secured notes due 2031, carrying a 7% interest rate. The company's subsidiary will use proceeds to fund construction of a 15
2026-06-09
210 MW lease agreement at Delta Forge 2 campus with hyperscaler
Applied Digital announced a new 210 MW data center lease agreement at Delta Forge 2, its fifth AI Factory campus, with a major U.S. hyperscaler. The 15-year take-or-pay lease generates appro
2026-06-09
Securities purchase agreement and business combination with Applied Digital
Ekso Bionics Holdings, Inc. is issuing 1,311,407 shares of common stock to a purchaser at $12.01 per share for approximately $15.75 million in total proceeds. This is part of a larger busine
2026-05-05
Lease agreement entered for Delta Forge 1 Campus under construction
Applied Digital Corporation announced on April 23, 2026, that it has signed a lease agreement for space at its Delta Forge 1 Campus, a new state-of-the-art data center facility currently und
2026-04-23

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Data updated 2026-09-18.