Applied Digital Corporation (APLD · NASDAQ)
APLD · MARKET VIEW
Market view · as of Jun 22, 2026
Revenue (TTM)
$319.3M
+139.3% YoY
Gross margin
45.4%
EPS (latest q)
$0.09
vs $-0.21 est · beat
52-wk position
92.4%
-6.2% vs 52w high · +17.9% 1mo
Price (last ~year)
Applied Digital recently closed a $1.59 billion senior secured note offering to finance the expansion of its Polaris Forge 1 AI data center campus. The company posted a 139.3% year-over-year revenue increase to $319.3 million TTM, though it reported a net loss of $99.3 million for the quarter ending February 28, 2026. With a market capitalization of $13.31 billion and total debt of $2.83 billion, the firm is scaling operations despite an operating margin of -20.5%.
Valuation
- Market cap
- $13.31B
- PEG
- 1.829
- P/B
- 8.42
- P/S
- 41.7
- EV/EBITDA
- -7.43
- Beta
- 5.64
- Analyst target
- $73.36
Quality & returns
- Gross margin
- 45.4%
- Operating margin
- -20.5%
- Profit margin
- -59.5%
- ROE
- -5.6%
- ROA
- -0.6%
Price movement
- Last
- $46.59
- 1-month
- +17.9%
- 3-month
- +73.9%
- RSI (14)
- 49
- vs SMA200
- +49.2%
- 52-wk position
- 92.4% -6.2% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-02-28 | $126.6M | $-19.0M | $-99.3M | $-52.1M |
| 2025-11-30 | $126.6M | $-31.0M | $-17.5M | $-6.5M |
| 2025-08-31 | $64.2M | $-18.6M | $-16.9M | $-18.1M |
| 2025-05-31 | $38.0M | $-20.3M | $-52.5M | $-16.6M |
Recent news
- Neutral Applied Digital (NASDAQ: APLD) Stock Price Could Triple By 2030, But Risks Loom Large · 2026-06-21
- Bullish Applied Digital (APLD) Stock Could Be 11.8% Undervalued After $5.2b AI Lease · 2026-06-21
- Somewhat-Bullish Applied Digital stock ends higher as AI data-center funding shapes holiday-shortened week · 2026-06-20
- Somewhat-Bullish Applied Digital (NASDAQ: APLD) Closes $1.59B Bond Deal As Illinois Targets Crypto Transactions · 2026-06-20
- Neutral Applied Digital Options Spot-On: On June 18th, 97,123 Contracts Were Traded, With 920.21K Open Interest · 2026-06-18
- Bullish Applied Digital (NASDAQ: APLD) Raises $1.59B In Senior Secured Notes To Power 150 MW Polaris Forge 1 Expansion · 2026-06-18
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)