APLD Applied Digital
High-density AI campuses
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
APLD · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-10-07EarningsBeat / raise
Reported EPS -0.01 vs -0.3 expected (+96.7% surprise).
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7
2026-07-27EarningsBeat / raise
Reported EPS 0.04 vs -0.19 expected (+121.0% surprise).
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6
2026-04-08EarningsBeat / raise
Reported EPS 0.09 vs -0.21 expected (+142.9% surprise).
-
5
2025-10-09EarningsBeat / raise
Reported EPS -0.03 vs -0.15 expected (+80.7% surprise).
-
4
2025-07-30EarningsBeat / raise
Reported EPS -0.03 vs -0.21 expected (+85.9% surprise).
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3
2025-04-14EarningsBeat / raise
Reported EPS -0.08 vs -0.1 expected (+21.9% surprise).
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2
2025-01-14EarningsBeat / raise
Reported EPS -0.06 vs -0.14 expected (+55.9% surprise).
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1
2024-10-09EarningsBeat / raise
Reported EPS -0.15 vs -0.26 expected (+42.3% surprise).
Latest headlines
Auto-updated daily- Applied Digital Sinks 8% as Nebius Outlook and NVIDIA CEO Exit Hit AI Data Center Stocks; Cipher Digital Falls 4%, TeraWulf Slides 3%2026-11-12
- Morgan Stanley Just Cut Its Applied Digital Target From $41 to $252026-11-12
- Applied Digital (APLD) Could Be 71% Undervalued After CoreWeave Lifted AI Sentiment2026-11-12
- Applied Digital Rallies 8% as CoreWeave’s Results Revive the AI Data Center Trade; Cipher Digital Jumps 10%, IREN Surges 9%2026-11-11
- CoreWeave Has “a Sentiment Problem.” Its Landlord Applied Digital Has $11 Billion Riding on It2026-11-10
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-10-07 | -0.3 | -0.01 | +96.7% |
| 2026-07-27 | -0.19 | 0.04 | +121.0% |
| 2026-04-08 | -0.21 | 0.09 | +142.9% |
| 2025-10-09 | -0.15 | -0.03 | +80.7% |
| 2025-07-30 | -0.21 | -0.03 | +85.9% |
| 2025-04-14 | -0.1 | -0.08 | +21.9% |
| 2025-01-14 | -0.14 | -0.06 | +55.9% |
| 2024-10-09 | -0.26 | -0.15 | +42.3% |
| 2024-08-28 | -0.22 | -0.36 | −63.6% |
| 2024-04-11 | -0.07 | -0.24 | −260.0% |
| 2024-01-16 | 0.01 | -0.05 | −600.0% |
| 2023-07-24 | -0.07 | -0.01 | +85.0% |
| 2023-04-06 | -0.04 | -0.01 | +75.0% |
| 2023-01-09 | -0.05 | -0.04 | +27.3% |
| 2022-10-11 | -0.04 | -0.04 | — |
| 2022-08-25 | -0.13 | -0.07 | +47.9% |
| 2022-05-13 | -0.07 | -0.04 | +42.9% |
About Applied Digital
Website ↗Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It operates through: Data Center Hosting, and HPC Hosting Business. The company provides energized infrastructure services to crypto mining customers; and cloud services to customers, such as AI and machine learning developers. It also engages in the designing, constructing, and operating of data centers to provide computing power and support HPC applications. The company was formerly known as Applied Blockchain, Inc. and changed its name to Applied Digital Corporation in November 2022. Applied Digital Corporation is based in Dallas, Texas.
Powered land, permits and local consent decide when megawatts become racks. Power access now matters more than steel and concrete.
What would prove us wrong. Weakens if vacant powered capacity appears in key metros with falling rents.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| EQIX Equinix | Global interconnection and colocation | $1,072.8 | +0.44% | +7.7% | +42.1% | |
| DLR Digital Realty | Powered shells and hyperscale campuses | $183.5 | +1.29% | +6.6% | +21.0% | |
| IREN IREN | Power-secured campuses pivoting to AI cloud | $19.48 | −6.53% | −36.3% | −48.4% | |
| CORZ Core Scientific | Power-rich sites converted to AI hosting | $14.38 | −1.30% | +6.4% | −1.2% | |
| CRWV CoreWeave | GPU cloud; large consumer of powered shells | $56.60 | −6.86% | −14.0% | −21.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.