APLD · Company research
Applied Digital Corporation Common Stock (APLD): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| Is Applied Digital Stock Stock an Undervalued AI Stock to Buy Right Now? | Applied Digital (APLD) faces investor concerns about its large cash needs despite holding $36 billion in contracted revenue. The article examines whether the AI infrastructure stock represents an undervalued buying opportunity or if durability concerns around AI spending warrant caution. | View source ↗ | The Motley Fool | Oct 20, 2026 | neutral | 0 | 1 |
| Stock Market Today, Oct. 19: IREN Rallies on AI Infrastructure Sentiment Rebound | IREN stock rallied 2.74% on October 19, 2026, following a Goldman Sachs upgrade of CoreWeave that lifted sentiment across AI infrastructure stocks. The sector had been battered after a Gartner report predicted 80% of neocloud providers would fail by 2030, but Goldman's upgrade suggested investors were overestimating financial risks and underestimating AI boom returns. IREN shares remain down 27% year-to-date despite the recovery. | View source ↗ | The Motley Fool | Oct 19, 2026 | bullish | 1 | 1 |
| APLD's Interest Costs Surge: Can AI Growth Restore Profitability? | Applied Digital (APLD) is struggling with profitability despite 322% revenue growth to $341.9M in Q1 FY27, as interest expenses surged 866% to $77.4M and the company posted a $221M net loss. With $6.4B in debt and $2.16B in future interest payments, APLD must balance aggressive infrastructure investments with financing costs. Peers CoreWeave and Core Scientific face similar challenges converting strong AI demand into sustainable profitability. | View source ↗ | Zacks Investment Research | Oct 19, 2026 | bearish | -0.4 | 1 |
| Neocloud Stock Collapse: Buying Opportunity or Run for the Hills? | Gartner predicted that 80% of neocloud companies will cease to exist by 2030, citing insufficient AI revenue to support current infrastructure spending levels. The research firm projects $8.5 trillion in revenue would be needed for adequate returns, but only expects $3.6 trillion by 2030. Neocloud stocks plummeted on the report, with the sector facing high debt burdens and rapidly depreciating GPU assets, making it a risky investment space. | View source ↗ | The Motley Fool | Oct 17, 2026 | bearish | -0.385 | 1 |
| Applied Digital director Nottenburg sells $682,500 in APLD shares By Investing.com - Investing.com Nigeria | Applied Digital director Nottenburg sells $682,500 in APLD shares By Investing.com Investing.com Nigeria | View source ↗ | Investing.com Nigeria | Oct 16, 2026 | neutral | 0 | 0.6 |
| Applied Digital director Nottenburg sells $682,500 in APLD shares - Investing.com | Applied Digital director Nottenburg sells $682,500 in APLD shares Investing.com | View source ↗ | Investing.com | Oct 16, 2026 | neutral | 0 | 0.6 |
| A director sells 31,250 Applied Digital (APLD) shares at a weighted average of $21.84 each. - Stock Titan | A director sells 31,250 Applied Digital (APLD) shares at a weighted average of $21.84 each. Stock Titan | View source ↗ | Stock Titan | Oct 15, 2026 | neutral | 0 | 0.6 |
| Applied Digital (APLD) Stock Looks Fully Priced On Current Sales - Yahoo Finance | Applied Digital (APLD) Stock Looks Fully Priced On Current Sales Yahoo Finance | View source ↗ | Yahoo Finance | Oct 15, 2026 | neutral | 0 | 0.6 |
| IREN Expands Liquid Cooling Across AI Data Centers: Can Returns Rise? | IREN Limited is expanding liquid-cooled data center infrastructure to support NVIDIA GPUs and meet growing AI computing demand. The company secured three-year contracts generating over $20 million per MW in August 2026, with pricing discussions at $25 million per MW. AI Cloud Services revenues surged to $128.8 million in fiscal 2026, but the expansion requires substantial capex of $25-$30 billion in fiscal 2027. Competitors like Applied Digital and TeraWulf are also expanding similar infrastructure. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 0.667 | 1 |
| IREN Expands Liquid Cooling Across AI Data Centers: Can Returns Rise? | IREN Limited is expanding liquid-cooled data center infrastructure to support NVIDIA GPUs and meet growing AI computing demand. The company secured three-year contracts generating over $20 million per MW in August 2026, with pricing discussions at $25 million per MW. AI Cloud Services revenues surged to $128.8 million in fiscal 2026, but the expansion requires substantial capex of $25-$30 billion in fiscal 2027. Competitors like Applied Digital and TeraWulf are also expanding similar infrastructure. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 0.667 | 1 |
| Could Applied Digital Stock Survive Its Lenders Pulling Back? - Trefis | Could Applied Digital Stock Survive Its Lenders Pulling Back? Trefis | View source ↗ | Trefis | Oct 14, 2026 | neutral | 0 | 0.6 |
| Super Micro, Applied Digital, Benchmark, Planet Labs, and Ingram Micro Shares Are Falling, What You Need To Know - Yahoo Finance | Super Micro, Applied Digital, Benchmark, Planet Labs, and Ingram Micro Shares Are Falling, What You Need To Know Yahoo Finance | View source ↗ | Yahoo Finance | Oct 14, 2026 | neutral | 0 | 0.6 |
| Applied Digital Stock Is Up Against a Bigger Opportunity Than 322% Revenue Growth. Here’s How. - Barchart.com | Applied Digital Stock Is Up Against a Bigger Opportunity Than 322% Revenue Growth. Here’s How. Barchart.com | View source ↗ | Barchart.com | Oct 14, 2026 | neutral | 0 | 0.6 |
| Applied Digital Stock Sinks: What's Fueling the Move? - Benzinga | Applied Digital Stock Sinks: What's Fueling the Move? Benzinga | View source ↗ | Benzinga | Oct 14, 2026 | neutral | 0 | 0.6 |
| How Much Of Applied Digital’s Fiscal Q1 Revenue Was Rent? - Trefis | How Much Of Applied Digital’s Fiscal Q1 Revenue Was Rent? Trefis | View source ↗ | Trefis | Oct 13, 2026 | neutral | 0 | 0.6 |
| IREN's Global Expansion Accelerates: Can It Drive Future Growth? | IREN Limited is expanding its AI data center infrastructure globally with a 5GW development pipeline across North America, Europe, and Australia. The company targets 300MW of commissioned capacity by end-2026 and 800MW by end-2027, with $4 billion in contracted annualized revenues. However, the company faces significant capital expenditure requirements of $25-30 billion for fiscal 2027 and has seen recent stock underperformance with downward earnings revisions. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 0.5 | 1 |
| IREN's Global Expansion Accelerates: Can It Drive Future Growth? | IREN Limited is expanding its AI data center infrastructure globally with a 5GW development pipeline across North America, Europe, and Australia. The company targets 300MW of commissioned capacity by end-2026 and 800MW by end-2027, with $4 billion in contracted annualized revenues. However, the company faces significant capital expenditure requirements of $25-30 billion for fiscal 2027 and has seen recent stock underperformance with downward earnings revisions. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 0.5 | 1 |
| Applied Digital (APLD), Why Is Its Latest Update Drawing Attention? - Yahoo Finance | Applied Digital (APLD), Why Is Its Latest Update Drawing Attention? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 13, 2026 | neutral | 0 | 0.6 |
| What Could Derail Applied Digital Stock? - Trefis | What Could Derail Applied Digital Stock? Trefis | View source ↗ | Trefis | Oct 12, 2026 | neutral | 0 | 0.6 |
| Should Investors Hold or Fold APLD Stock After Its Q1 Earnings Miss? | Applied Digital reported Q1 fiscal 2027 revenues surging 322% to $341.9 million, beating estimates, but posted a wider loss per share of 76 cents, missing expectations. Despite a $36 billion contracted revenue base and improving adjusted EBITDA, the company faces challenges from widening GAAP losses, $6.4 billion in debt, heavy capital requirements, and uncertainty around AI demand. The stock trades at a premium valuation of 7.76X sales versus the industry's 2.48X multiple and has underperformed peers over the past year. | View source ↗ | Zacks Investment Research | Oct 12, 2026 | bearish | -0.5 | 1 |
| Applied Digital Has Fallen Hard Over 1 Year: One Lead Analyst Says It’s Going to Nearly Triple in Price - Yahoo Finance | Applied Digital Has Fallen Hard Over 1 Year: One Lead Analyst Says It’s Going to Nearly Triple in Price Yahoo Finance | View source ↗ | Yahoo Finance | Oct 9, 2026 | neutral | 0 | 0.6 |
| Applied Digital Stock Gains as Fiscal Q1 Revenue Leaps 300% - TIKR.com | Applied Digital Stock Gains as Fiscal Q1 Revenue Leaps 300% TIKR.com | View source ↗ | TIKR.com | Oct 9, 2026 | neutral | 0 | 0.6 |
| Applied Digital Just Reported Earnings. Here's What That Means for APLD Stock Investors. - Barchart.com | Applied Digital Just Reported Earnings. Here's What That Means for APLD Stock Investors. Barchart.com | View source ↗ | Barchart.com | Oct 8, 2026 | neutral | 0 | 0.6 |
| Applied Digital Has $36 Billion in Contracted Revenue. Is the Stock a Buy? | Applied Digital has secured $36 billion in contracted AI data center revenue, but most capacity still needs to be built. The key question for investors is whether the company can convert these signed leases into profitable operating assets while managing construction progress, financing costs, and customer concentration risks. | View source ↗ | The Motley Fool | Oct 8, 2026 | neutral | 0 | 1 |
| Applied Digital Has $36 Billion in Contracted Revenue. Is the Stock a Buy? | Applied Digital has secured $36 billion in contracted AI data center revenue, but most capacity still needs to be built. The key question for investors is whether the company can convert these signed leases into profitable operating assets while managing construction progress, financing costs, and customer concentration risks. | View source ↗ | The Motley Fool | Oct 8, 2026 | neutral | 0 | 1 |
| Applied Digital Has $36 Billion in Contracted Revenue. Is the Stock a Buy? | Applied Digital has secured $36 billion in contracted AI data center revenue, but most capacity still needs to be built. The key question for investors is whether the company can convert these signed leases into profitable operating assets while managing construction progress, financing costs, and customer concentration risks. | View source ↗ | The Motley Fool | Oct 8, 2026 | neutral | 0 | 1 |
| Biggest stock movers Thursday: Crypto stocks, MRVL, APLD, and more - Seeking Alpha | Biggest stock movers Thursday: Crypto stocks, MRVL, APLD, and more Seeking Alpha | View source ↗ | Seeking Alpha | Oct 8, 2026 | neutral | 0 | 0.6 |
| Applied Digital Q1 Earnings Miss on Higher Costs, Revenues Beat | Applied Digital (APLD) reported Q1 FY2027 revenues surging 322% to $341.9M, beating consensus estimates, driven by HPC hosting services. However, the company posted a wider loss of 76 cents per share versus 7 cents a year ago, pressured by higher operating costs, interest expenses, and fair-value losses. The company holds 1.41 GW under lease representing $36B in contracted revenues and is expanding capacity with new facilities in North Dakota and Finland. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bearish | -1 | 1 |
| Applied Digital Q1 Earnings Miss on Higher Costs, Revenues Beat | Applied Digital (APLD) reported Q1 FY2027 revenues surging 322% to $341.9M, beating consensus estimates, driven by HPC hosting services. However, the company posted a wider loss of 76 cents per share versus 7 cents a year ago, pressured by higher operating costs, interest expenses, and fair-value losses. The company holds 1.41 GW under lease representing $36B in contracted revenues and is expanding capacity with new facilities in North Dakota and Finland. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bearish | -1 | 1 |
| Applied Digital Q1 Earnings Miss on Higher Costs, Revenues Beat | Applied Digital (APLD) reported Q1 FY2027 revenues surging 322% to $341.9M, beating consensus estimates, driven by HPC hosting services. However, the company posted a wider loss of 76 cents per share versus 7 cents a year ago, pressured by higher operating costs, interest expenses, and fair-value losses. The company holds 1.41 GW under lease representing $36B in contracted revenues and is expanding capacity with new facilities in North Dakota and Finland. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bearish | -1 | 1 |
| Applied Digital Stock (APLD) Turns Lower as Financial Loss Widens - TipRanks | Applied Digital Stock (APLD) Turns Lower as Financial Loss Widens TipRanks | View source ↗ | TipRanks | Oct 8, 2026 | neutral | 0 | 0.6 |
| Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth? | Applied Digital (APLD) has a substantial $36 billion contracted revenue base across 1.41 GW of capacity, with over 600 MW expected online within 12 months. However, the company faces significant financing and construction risks, while competitors Core Scientific and TeraWulf are rapidly narrowing APLD's contracted-revenue lead with $24B and $27B in contracted revenues respectively. APLD carries a Zacks Rank #5 (Strong Sell) rating with a premium valuation and widening projected losses. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.6 | 1 |
| Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth? | Applied Digital (APLD) has a substantial $36 billion contracted revenue base across 1.41 GW of capacity, with over 600 MW expected online within 12 months. However, the company faces significant financing and construction risks, while competitors Core Scientific and TeraWulf are rapidly narrowing APLD's contracted-revenue lead with $24B and $27B in contracted revenues respectively. APLD carries a Zacks Rank #5 (Strong Sell) rating with a premium valuation and widening projected losses. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.6 | 1 |
| Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth? | Applied Digital (APLD) has a substantial $36 billion contracted revenue base across 1.41 GW of capacity, with over 600 MW expected online within 12 months. However, the company faces significant financing and construction risks, while competitors Core Scientific and TeraWulf are rapidly narrowing APLD's contracted-revenue lead with $24B and $27B in contracted revenues respectively. APLD carries a Zacks Rank #5 (Strong Sell) rating with a premium valuation and widening projected losses. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.6 | 1 |
| APLD Q1 Earnings Call Focuses on AI Factory Expansion | Applied Digital (APLD) announced plans to place over 600 MW into service within 12 months and targets lease-rate increases above 15% through 2029. The company aims for 3.5-4 GW capacity by end of 2030, secured long-term power agreements, and broadened financing options with lower coupon rates. Management emphasized execution on U.S. projects while cautiously entering the European market with a Finland facility. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| APLD Q1 Earnings Call Focuses on AI Factory Expansion | Applied Digital (APLD) announced plans to place over 600 MW into service within 12 months and targets lease-rate increases above 15% through 2029. The company aims for 3.5-4 GW capacity by end of 2030, secured long-term power agreements, and broadened financing options with lower coupon rates. Management emphasized execution on U.S. projects while cautiously entering the European market with a Finland facility. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| APLD Q1 Earnings Call Focuses on AI Factory Expansion | Applied Digital (APLD) announced plans to place over 600 MW into service within 12 months and targets lease-rate increases above 15% through 2029. The company aims for 3.5-4 GW capacity by end of 2030, secured long-term power agreements, and broadened financing options with lower coupon rates. Management emphasized execution on U.S. projects while cautiously entering the European market with a Finland facility. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline as Pentagon Prepares for Potential Mil - Benzinga | Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline as Pentagon Prepares for Potential Mil Benzinga | View source ↗ | Benzinga | Oct 8, 2026 | neutral | 0 | 0.6 |
| Why Are Nasdaq, Dow Futures Falling Premarket? MU, TSM, APLD, IONQ, HOOD, BULL, SLS In Focus - Stocktwits | Why Are Nasdaq, Dow Futures Falling Premarket? MU, TSM, APLD, IONQ, HOOD, BULL, SLS In Focus Stocktwits | View source ↗ | Stocktwits | Oct 8, 2026 | neutral | 0 | 0.6 |
| APLD Stock Soars Premarket After Q1 Sales Rise 4X: CEO Reveals Tier 1 Hyperscaler Building 1GW Data Center In North Dakota - Yahoo Finance | APLD Stock Soars Premarket After Q1 Sales Rise 4X: CEO Reveals Tier 1 Hyperscaler Building 1GW Data Center In North Dakota Yahoo Finance | View source ↗ | Yahoo Finance | Oct 8, 2026 | neutral | 0 | 0.6 |
| Applied Digital (NASDAQ:APLD) Beats Expectations in Strong Q3 CY2026 - Yahoo Finance | Applied Digital (NASDAQ:APLD) Beats Expectations in Strong Q3 CY2026 Yahoo Finance | View source ↗ | Yahoo Finance | Oct 7, 2026 | neutral | 0 | 0.6 |
| Applied Digital Corporation (APLD) Reports Q1 Loss, Tops Revenue Estimates | Applied Digital Corporation reported a Q1 loss of $0.76 per share, significantly worse than the consensus estimate of -$0.26, representing a -192.31% earnings surprise. However, the company exceeded revenue estimates with $341.88 million in quarterly revenues, up from $64.22 million year-over-year. Despite strong revenue growth, APLD received a Zacks Rank #5 (Strong Sell) rating due to unfavorable estimate revisions and underperformance versus the S&P 500. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bearish | -0.333 | 1 |
| Applied Digital Reports Fiscal First Quarter 2027 Results - Applied Digital Corporation (APLD) | Applied Digital Reports Fiscal First Quarter 2027 Results Applied Digital Corporation (APLD) | View source ↗ | Applied Digital Corporation (APLD) | Oct 7, 2026 | neutral | 0 | 0.6 |
| Earnings Flash (APLD) Applied Digital Corporation Posts Q1 Adjusted Loss $0.01 per Share - Moomoo | Earnings Flash (APLD) Applied Digital Corporation Posts Q1 Adjusted Loss $0.01 per Share Moomoo | View source ↗ | Moomoo | Oct 7, 2026 | neutral | 0 | 0.6 |
| Live: Will Applied Digital Fall on Q1 Earnings Tonight After Sinking 6% Intraday? - 24/7 Wall St. | Live: Will Applied Digital Fall on Q1 Earnings Tonight After Sinking 6% Intraday? 24/7 Wall St. | View source ↗ | 24/7 Wall St. | Oct 7, 2026 | neutral | 0 | 0.6 |
| Applied Digital Secures Up to 1 GW of Potential Power Capacity in Finland, Marking First International Development in the Nordics | Applied Digital announced an agreement to access up to 1 gigawatt of power capacity in Finland for its first international AI data center development outside the United States. Initial power availability is expected in 2028. The company emphasizes this is a measured first step while maintaining focus on its U.S. portfolio expansion. | View source ↗ | GlobeNewswire Inc. | Oct 6, 2026 | bullish | 1 | 1 |
| Applied Digital Secures Up to 1 GW of Potential Power Capacity in Finland, Marking First International Development in the Nordics | Applied Digital announced an agreement to access up to 1 gigawatt of power capacity in Finland for its first international AI data center development outside the United States. Initial power availability is expected in 2028. The company emphasizes this is a measured first step while maintaining focus on its U.S. portfolio expansion. | View source ↗ | GlobeNewswire Inc. | Oct 6, 2026 | bullish | 1 | 1 |
| New Strong Sell Stocks for October 5th | Three companies have been added to the Zacks Rank #5 (Strong Sell) list due to downward revisions in earnings estimates. Applied Digital Corporation faces an 11.2% downward earnings revision, JAKKS Pacific has an 11.5% downward revision, and MGM Resorts International has a 5.9% downward revision over the last 60 days. | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bearish | -1 | 1 |
| Why Applied Digital Stock Popped by 5% Today | Applied Digital's stock rose 5% after announcing that its Polaris Forge 1 data center in North Dakota reached ready-for-service status for the second phase of building 2, completing 150 megawatts of critical IT load. The facility is now operationally at 250 megawatts with plans to reach 400 megawatts when fully completed, demonstrating the company's progress in converting large-scale power into AI infrastructure. | View source ↗ | The Motley Fool | Oct 2, 2026 | bullish | 1 | 1 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.