Applied Digital Corp.

APLD

$25.91

+4.01%

2026-09-03 16:00:01 EDT+$1.00

Tecnología

Servicios de tecnología de la información

NASDAQ

Negociación activa

Applied Digital Corporation diseña, desarrolla y opera soluciones de infraestructura digital para las industrias de computación de alto rendimiento (HPC) e inteligencia ...

Evolución del precio de APLD

$25.91

+4.01%+$1.00

Máximo—

Mínimo—

Máx. 52s-48.9%

Vol. rel.—

Intervalo

Rango6.5h

Volumen—SMA5SMA10

—

Applied Digital Corporation is a technology company headquartered in Dallas, Texas, that designs, builds, and operates next-generation data centers and digital infrastructure solutions for high-performance computing (HPC) and artificial intelligence (AI) workloads. Founded in 2001 by Wes Cummins (Chairman and CEO) and Jason Zhang, the company was formerly known as ...Applied Digital Corporation is a technology company headquartered in Dallas, Texas, that designs, builds, and operates next-generation data centers and digital infrastructure solutions for high-performance computing (HPC) and artificial intelligence (AI) workloads. Founded in 2001 by Wes Cummins (Chairman and CEO) and Jason Zhang, the company was formerly known as Applied Blockchain, Inc. and rebranded to Applied Digital Corporation in November 2022. The company initially focused on blockchain infrastructure but pivoted to serve the growing HPC and AI markets, leveraging its expertise in data center design, construction, and operation. Applied Digital operates through two primary business segments: Data Center Hosting and HPC Hosting. It provides infrastructure services to crypto mining customers and GPU computing solutions for critical AI, machine learning, and other HPC tasks. The company offers full-service data center solutions, including design, construction, and management, with a focus on rapid deployment and proprietary waterless cooling technologies. Financially, as of the latest data, Applied Digital has a market capitalization of approximately $8.4 billion, with a stock price of $29.22 (as of the provided data). The company's revenue per share is $2.017, but it is currently not profitable, with a negative net profit margin (-42.3%) and negative EBITDA margin. The company has substantial debt (debt-to-equity ratio of 2.865) but maintains a healthy current ratio of 4.01 and a cash ratio of 1.369. Cash per share is $5.573, indicating a strong liquidity position. Key recent developments include a lease agreement with CoreWeave for an additional 150MW at its Polaris Forge 1 Campus in Ellendale, North Dakota, signaling expansion to meet rising AI infrastructure demand. The company is actively investing in capital expenditures (capex-to-revenue ratio of 4.974) to build out data center capacity, which has led to negative free cash flow despite positive operating cash flow. With 256 full-time employees, the company is relatively lean but is scaling up (employee count increased by ~25% year-over-year). The leadership team, including Wes Cummins, is focused on capturing opportunities in the AI infrastructure boom. The company's long-term viability depends on converting its heavy investments into profitable operations as new data centers come online and utilization increases. With strong market position and strategic partnerships, Applied Digital aims to be a leading provider in the HPC and AI infrastructure space.ExpandirContraer

Fundación

2001

Empleados

256

CEO

Wes Cummins

Nombre completo

Applied Digital Corp.

Sector

Tecnología

Industria

Servicios de tecnología de la información

ROE

-16.65%

Capitalización

$7.46B

Ratio corriente

4.01

WACC

20.39%

ROIC

-2.29%

Información de contacto

https://applieddigital.com

214 427 1704

3811 Turtle Creek Boulevard, Dallas, TX 75219

Métricas clave de APLD

Instantánea

Último / TTM · 6 periodos

Capitalización

$7.46B

ROCE

-2.2%

EV / EBITDA

-99.21x

+0.5% YoY

Rendimiento FCF

-37.2%

-16.2% YoY

Ciclo de conversión de efectivo

-287.1d

Ratio corriente

4.01

Resumen rápido

TTM —

Sin señales de riesgo importantes en las métricas seleccionadas.

Aspectos financieros de APLD

Tendencia de rentabilidad

Último / TTM · 6 periodos

Margen bruto

22.4%

Margen neto

-42.3%

PER

-29.11x

n/d

Deuda / capital

2.86

n/d

Ratio corriente

4.01

Rendimiento del dividendo

0.0%

Comprensión

TTM —

La deuda sobre patrimonio es alta

La cobertura de intereses es débil

Calendario de APLD

Próximamente

8 oct 2026En 34 días
Q1 FY2027 · Publicación de resultados
BPA est. $-0.25
28 feb 2027
Q3 FY2027 · Resultados estimados
BPA est. $-0.21 · Ingresos $194.07M · 1 analistas
31 may 2027
FY2027 · Resultados anuales estimados
BPA est. $-0.77 · Ingresos $820.15M · 5 analistas
31 ago 2027
Q1 FY2028 · Resultados estimados
BPA est. $-0.22 · Ingresos $318.85M · 1 analistas

Historial reciente

29 jul 2026
FY2026 · Resultados anuales
BPA $-0.91 · Ingresos $611.31M
Ver documento
8 abr 2026
Q3 FY2026 · Resultados publicados
BPA $-0.36 · Ingresos $126.64M
Ver documento
8 ene 2026
Q2 FY2026 · Resultados publicados
BPA $-0.07 · Ingresos $126.59M
Ver documento
31 ago 2025
Q1 FY2026 · Resultados publicados
BPA $-0.07 · Ingresos $64.22M
31 may 2025
FY2025 · Resultados anuales
BPA $-1.16 · Ingresos $215.51M
28 feb 2025
Q3 FY2025 · Resultados publicados
BPA $-0.16 · Ingresos $52.92M

Estados financieros de APLD

Próxima fecha de resultados

Oct 8, 2026

Estimación de EPS -0.25 · Fin del periodo fiscal 2026-08-31

D-34

Tendencia de 5 años (ingresos, beneficios, FCF)

Métrica	Último	InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.	TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).	$611.3M	+183.7%	+104.3%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.	$-244.0M	-5.6%	-10.8%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.	+25.8%	+144.9%	-63.1%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).	-38.7%	-15.3%	-121.0%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.	-39.9%	+62.8%	+45.8%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.	$-2.8B	-248.3%	-60.6%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.	-454.1%	-22.8%	+21.4%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.	286.5%	+158.3%	+60.2%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.	4.01x	+419.8%	+68.3%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.	$9.9B	+431.0%	+58.9%

Real vs estimado

A May 31Q Feb 28

Métrica	Anual (real vs estimado)	Sorpresa anual	Trimestral (real vs estimado)	Sorpresa trimestral
EPS Surprise	-0.91 vs -0.71	-28.8%	-0.39 vs -0.21	-82.0%
Revenue Surprise	$611.3M vs $427.2M	+43.1%	$258.7M vs $194.1M	+33.3%

Transacciones de insiders de APLD

Compras (A)

Since Jul 31, 2026

Ventas (D)

Since Jul 31, 2026

Acciones mensuales compradas/vendidas con tendencia del precio de cierre (fuente diaria compartida)

Resumen de trading de insiders

Fecha	Ejecutivo	Cargo	Valor	Lado	Acciones	Precio
Aug 4, 2026	Nottenburg Richard N	director	Common Stock	D	75,000	$31.15
Aug 4, 2026	Mohmand Mohammad Saidal LaVanway	officer: Chief Financial Officer	Common Stock	A	13,408	—
Aug 4, 2026	Cummins Wes	director, officer: CEO; Chairman	Common Stock	D	714,685	—
Jul 31, 2026	Mohmand Mohammad Saidal LaVanway	officer: Chief Financial Officer	Common Stock	A	245,000	—
Jul 31, 2026	Mohmand Mohammad Saidal LaVanway	officer: Chief Financial Officer	Common Stock	D	96,408	$27.39

Transcripción de la llamada de resultados de APLD

1 segmentos de transcripción

Q4 2026

Ponente desconocido

Operator : Good afternoon, and welcome to Applied Digital's Fiscal Fourth Quarter 2026 Conference Call. My name is Pascal Berman, and I will be your operator today. Before this call, Applied Digital issued its financial results for the fiscal fourth quarter ended May 31, 2026, in a press release, a copy of which has been furnished in a report on Form 8-K filed with the Securities and Exchange Commission or SEC, and will be available in the Investor Relations section of the company's website. Joining us on today's call are Applied Digital's Chairman and CEO, Wes Cummins; and CFO, Saidal Mohmand. Following their remarks, we will open the call for questions. Before we begin, Matt Glover from Gateway Group will make a brief introductory statement. Mr. Glover, you may begin. Matt Glover : Thank you, operator. Hello, everyone, and welcome to Applied Digital's Fiscal Fourth Quarter 2026 Conference Call. Before management begins formal remarks, we'd like to remind everyone that some statements we are making today may be considered forward-looking statements under the securities laws and involve a number of risks and uncertainties. As a result, we caution you that there are a number of factors, many of which are beyond our control, which could cause actual results and events to differ materially from those described in the forward-looking statements. For more detailed risks, uncertainties and assumptions relating to our forward-looking statements, please see the disclosures in our earnings release and public filings made with the SEC. We disclaim any obligation or undertaking to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made, except as required by law. We also discuss non-GAAP financial metrics and encourage you to read our disclosures and the reconciliation tables to the applicable GAAP measures in our earnings release carefully as you consider these metrics. We refer you to our filings with the SEC for detailed disclosures and descriptions of our business as well as uncertainties and other variable circumstances, including, but not limited to, risks and uncertainties identified under the caption Risk Factors in our annual report on Form 10-K and our quarterly reports on Form 10-Q. You may access Applied Digital's SEC filings for free by visiting the SEC website at www.sec.gov. I would like to also remind everyone that this call is being recorded and made available for replay via link in the IR section of Applied Digital's website. Now I'd like to turn the call over to Applied Digital's Chairman and CEO, Wes Cummins. Wes? Wesley Cummins : Thanks, Matt, and good afternoon, everyone. Thank you for joining our fiscal fourth quarter 2026 earnings conference call. This was a defining quarter for Applied Digital, capping a transformational year for the company. We signed leases for 5 campuses, including 3 in just the past 4 months. We created $36 billion of total …

Equipo directivo de APLD

8 directivos

Nombre	Cargo	Remuneración	Género	Año de nacimiento	Estado
Wesley Cummins	Chairman, CEO, Secretary & Treasurer	USD 2,246,092	Male	1978	Active
Mohammad Saidal L. Mohmand	Chief Financial Officer	USD 854,856	Male	1991	Active
Laura Laltrello	Chief Operating Officer	USD 412,410	Female	1974	Active
Jason Zhang	Co-Founder & President	USD 25,000	Male	1993	Active
Nick Phillips	Executive Vice President of External Affairs	—	Male	—	Active
Todd Gale	Chief Development Officer	—	Male	—	Active
Erin Gracey Kraxberger	Chief Marketing Officer	—	Female	—	Active
Mark Chavez	Chief Compliance Officer & General Counsel	—	Male	—	Active

Noticias recientes de APLD

The Motley Fool5/8/2026Neutral

CFO Sells $2.6 Million Stock of AI Growth Stock

The 96,408 shares were disposed of at $27.39 per share, totaling ~$2.6 million. This non-discretionary transaction reduced the CFO's direct equity holdings by 10%.

Defense World5/8/2026Neutral

Cetera Investment Advisers Cuts Stock Holdings in Applied Digital Corporation $APLD

Cetera Investment Advisers reduced its holdings in shares of Applied Digital Corporation (NASDAQ: APLD) by 8.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 185,019 shares of the company's stock after selling 17,643 shares during the quarter. Cetera Investment Advisers

The Motley Fool1/8/2026Neutral

Prediction: The Historic Artificial Intelligence (AI) Infrastructure Build-Out Will Make This Stock a Multibagger

Applied Digital's lease revenue pipeline suggests that the company's growth rate will improve in the long run. The stock's revenue growth potential suggests it could easily become a multibagger over the next three years.

The Motley Fool30/7/2026Neutral

As Revenue Surges 400%, Is Applied Digital Stock a Buy?

Applied Digital is seeing revenue surge and its backlog balloon. With power a big bottleneck, the company looks well positioned for future growth.

24/7 Wall Street29/7/2026Neutral

IREN, TeraWulf y Applied Digital caen un 30% en un mes. ¿Se avecina más dolor para las acciones de centros de datos?

Las acciones de antiguos mineros de Bitcoin (CRYPTO:BTC) que se reconvirtieron hacia la infraestructura de centros de datos para IA y el alojamiento de alto rendimiento han sufrido un fuerte golpe durante el último mes.

Evolución del número de empleados de APLD

Actual

256

Cambio

+24.88%

Mínimo

Máximo

256

Presentaciones recientes

Fecha del informe	Empleados	Tipo de formulario	Fecha de presentación	Archivo SEC
31 may 2026	256	10-K	29 jul 2026	Ver
31 may 2025	205	10-K	30 jul 2025	Ver
31 may 2024	150	10-K	30 ago 2024	Ver
31 may 2023	121	10-K	2 ago 2023	Ver
31 may 2022	55	10-K	29 ago 2022	Ver

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Applied Digital Corp.