US · Technology · Information Technology Services
EPS came in at -0.76 against a street estimate of -0.26 — a miss of 192.3%.
Analysts rate Applied Digital Corporation a strong buy (13 buy, 2 hold, 0 sell out of 15) with an average price target of $64.27.
CONFIDENT Applied Digital reported rapid revenue growth, 600 megawatts of expected next-12-month delivery, expanding contracted capacity, and substantial financing progress, while emphasizing long-lived campus value and selective international optionality. Q1 FY27 North Dakota had 250 megawatts of critical IT load fully ready for service at Polaris Forge 1, with approximately 300 megawatts expected online statewide by year-end. Louisiana and Alabama revenue is expected in the first half of calendar 2027. Finland offers up to 1 gigawatt of potential power with an off-ramp before additional payments. Analysts pressed management on North Dakota demand, project financing, Finland’s risk profile, expansion pricing, supply chains, and ChronoScale’s growth. Management emphasized contracted hyperscaler demand, financing flexibility, staged international exposure, and execution at existing campus…
Full summary in the app.
| Fund | Stake |
|---|---|
| Hood River Capital Management LLC | 7.58% |
| Situational Awareness LP | 5.18% |
| Vanguard Portfolio Management, LLC | 4.62% |
| Situational Awareness Partners LP | 4.54% |
| BlackRock Inc | 4.50% |
| Vanguard Capital Management, LLC | 3.89% |
| Two Sigma Investments LLC | 3.47% |
| EQUITEC PROPRIETARY MARKETS, LLC | 2.82% |
| Document | Date |
|---|---|
| Quarterly report · Q1 FY2027 HEADLINE NUMBERS • Revenue was $341.875 million, up from $80.934 million in the three months ended August 31, 2025. • Net loss was $184.055 million, | 2026-10-07 |
| Results announced · Q2 FY2027 HEADLINE NUMBERS • Fiscal Q1 2027 revenue was $341.9 million, up 322% year over year. • GAAP net loss attributable to common stockholders was $221.0 | 2026-10-07 |
| Proxy statement · Q2 FY2027 APPLIED DIGITAL CORPORATION – 2026 PROXY SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 – Election of Directors: Vote to elect 6 director | 2026-09-25 |
| 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 |
Readable in the app.
| Announcement | Date |
|---|---|
| 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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Open in the appGoogle PlayApp StoreData updated 2026-10-19.