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APLD
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APLD Q3 Deep Dive: AI Data Center Growth and Strategic Campus Expansion Highlight Quarter
Digital infrastructure provider Applied Digital (NASDAQ:APLD) beat Wall Street's revenue expectations in calendar Q3 2026 (fiscal Q1 2027), with sales up 322% year on year to $341.9 million. Its non-GAAP loss of $0.01 per share was 96.7% a…
Applied Digital revenue surges but aren't investors impressed
The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley break down Applied Digital's (APLD) first-quarter earnings, which showed a staggering 322% year-over-year revenue increase. The panel discusses why despite the AI infrastructure…
Applied Digital Q1 Earnings Miss on Higher Costs, Revenues Beat
Applied Digital Corporation APLD reported a first-quarter fiscal 2027 loss from continuing operations of 76 cents per share, wider than the 7-cent loss a year ago. The figure missed the Zacks Consensus Estimate of a 26-cent loss by 192.3%,…
Chip stocks retreat despite Samsung's record profit guidance: AlphaCheck
Good morning. Stocks retreated for a second day in a row, with chip stocks falling. Long-dated bonds climbed again, and Brent crude oil futures (BZ=F) rose toward $105 per barrel amid persistent US-Iran tensions. The 10-year Treasury (^TNX…
Can APLD's $36B Contracted Revenue Base Drive Long-Term Growth?
Applied Digital APLD has a substantial foundation for long-term growth from its $36 billion contracted revenue base, provided it can convert contracted capacity into operating assets and recurring revenues. As of Aug. 31, 2026, APLD had ap…
Palantir, Intel, SpaceX, Wolfspeed, PepsiCo, Haemonetics, and More Stocks That Explain Today’s Market
Palantir rises after Goldman Sachs upgrades shares to Buy with a $230 price target, implying an 18% upside from the stock’s closing price Wednesday. Continue Reading
Stocks making the biggest moves premarket: Haemonetics, Broadcom, Lululemon, Wolfspeed & more
Check out the companies making the biggest moves premarket: Haemonetics — The blood and plasma provider popped 8% after CSL expects to complete the rollout of Haemonetics' plasmapheresis platform across the U.S. by the end of 2027. Wolfspe…
Biggest stock movers Thursday: MRVL, APLD, and more
[Stock market activity shows price changes and trading movements in real time] FabrikaCr Stock futures edged lower in the premarket hours of Thursday as prospects for a diplomatic resolution between the United States and Iran dimmed, while…
Intel, Marvell, Wolfspeed, Levi Strauss, and More Stocks That Explain Today’s Market
AI stocks struggle as investors fret about yields and oil prices, while Wolfspeed surges after it lands a financing deal with the Pentagon. Continue Reading
Applied Digital targets 3.5 to 4 GW by end of 2030 as it expects over 600 MW to enter service in the next 12 months
Earnings Call Insights: Applied Digital (APLD) Q1 2027 MANAGEMENT VIEW * “Today, we have approximately $36 billion in contracted revenue across 5 campuses, 3 states and 2 very different geographic regions of the country.” (Chairman, CEO, S…
US stock futures were little changed on Wednesday morning as investors awaited minutes from the Fed's September meeting. Futures on the Dow Jones Industrial Average (YM=F) slipped below the flat line. Futures on the S&P 500 (ES=F) and the…
SoFi Technologies And 2 Top Crypto Stocks To Watch
Crypto and blockchain stocks are back in the spotlight after former BitMEX CEO Arthur Hayes argued that trillions of dollars could be poured into AI data centers, with any eventual overbuild potentially spilling excess liquidity toward cry…
[Central white geometric AI cube surrounded by luminous network web on dark background conceptual intelligence within connected systems] Applied Digital (APLD [https://seekingalpha.com/symbol/APLD]) is set to report its first-quarter earni…
Applied Digital to Post Q1 Earnings: Is It Time to Hold or Fold?
Applied Digital APLD is scheduled to report first-quarter fiscal 2027 results after the market closes on Oct. 7, 2026. The Zacks Consensus Estimate for fiscal first-quarter revenues is pegged at $134.10 million, reflecting a year-over-year…
Latest News In Cloud AI - Applied Digital Expands Into Finland With AI Campus Development
Applied Digital has announced its first international expansion into Finland, securing up to 1 gigawatt (GW) of potential power capacity to develop a large-scale AI campus. This strategic move aims to leverage Finland's favorable climate,…
Applied Digital to build up to 1 GW campus in Finland
* Applied Digital (APLD [https://seekingalpha.com/symbol/APLD]) shares rose 2% premarket on Tuesday after the company entered a binding agreement securing access to up to 1 gigawatt of potential power capacity in Finland, marking its first…
Applied Digital Secures Up to 1 GW of Potential Power Capacity in Finland, Marking First International Development in the Nordics
Applied Digital Corporation Agreement establishes a strategic foothold in an emerging European AI market while Applied Digital remains focused on executing its U.S. development pipeline DALLAS, Oct. 06, 2026 (GLOBE NEWSWIRE) -- Applied Dig…
Applied Digital (APLD) Reports Q3: Everything You Need To Know Ahead Of Earnings
Applied Digital (APLD) Reports Q3: Everything You Need To Know Ahead Of Earnings Digital infrastructure provider Applied Digital (NASDAQ:APLD) will be reporting earnings this Wednesday afternoon. Here's what investors should know. Applied…
The American consumer is souring: What to watch this week
Yet another week of wavering vibes was capped off last week by action as a surprising jobs report reset expectations for the October Fed meeting. Even though the mere 29,000 jobs added in September made for a "miss," the market celebrated…
US stock futures edged lower in premarket trading on Monday as investors took stock of rising bond yields and the upcoming earnings season ahead of a relatively quiet week. Futures on the Dow Jones Industrial Average (YM=F) traded roughly…
Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Applied Digital Corporation APLD is a provider of data center infrastructure for AI, HPC and cryptocurrency mining. The Zacks Consensus Estimate for its current yea…
Earnings week ahead: PEP, DAL, STZ, TLRY, LEVI, and more
[Young blond female manager explaining quarterly results on large led screen] NicolasMcComber The first full week of October, though light, brings a diverse earnings slate spanning consumer staples, beverages, travel, apparel, and AI infra…
Catalyst Watch: Microsoft event, FOMC talk, and the finish line for Paramount-Warner Bros.
[Wall Street sign in Lower Manhattan, NYC] georgeclerk Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. MOND…
Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Applied Digital Corporation APLD is a U.S. designer, developer and operator of high-performance data centers and colocation services for artificial intelligence, cl…
UBS initiates five AI Infrastructure stocks, sees 36% upside
Investing.com -- UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constr…
Image from Pixabay If you own Applied Digital (APLD), one question keeps coming back. The company keeps signing enormous data center leases. Yet the shares sit well below their high of the past year. What is known is the contracted amount:…
Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls
Microsoft upgraded, HubSpot initiated: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled…
Applied Digital (APLD) Stock Sees Fair Value Cut As Analysts Split On AI Buildout
Applied Digital's latest valuation work has trimmed the Fair Value estimate from US$73.36 to US$68.35, which reduces the implied upside case within this model. Analysts linking this shift to the current debate around contracted capacity, f…
Wells Fargo Starts Applied Digital (APLD) at Overweight and Calls it a Top Idea
Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target. Analyst Eric Luebchow named it a Top Idea. The shares rose after the note and have stayed above their…
APLD’s 250MW Question: The Deal That Could Unlock Applied Digital Stock’s Next Leg Up
Image of Cloud Computer Engineer Coding In Server Room In Data Center by Andrey Popov via Shutterstock Applied Digital (APLD) has undergone a significant business transformation in less than four years. The company has moved from hosting i…
Nebius, CoreWeave Get Sell Calls as Credit Flashes Warning
This article first appeared on GuruFocus. Nebius (NASDAQ:NBIS) shares rose 2.08% intraday and CoreWeave (NASDAQ:CRWV) rose 3.21%, after Rothschild & Co. Redburn initiated both neoclouds with Sell ratings, arguing that credit markets are pr…
Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls
Ciena upgraded, Flutter downgraded: Wall Street's top analyst calls The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by…
Morgan Stanley raises US data-center power shortfall forecast to 33 GW
Investment bank Morgan Stanley raised its projected US data-center power shortfall through 2028 to 33 GW after accounting for onsite generation and other accelerated power solutions. The residual gap equals 34% of the 97 GW of incremental…