Applied Digital Corporation (APLD · NASDAQ)
APLD · MARKET VIEW
Market view · as of Jul 6, 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
59.0%
-33.4% vs 52w high · -26.1% 1mo
Price (last ~year)
Applied Digital (APLD) is aggressively expanding its AI data center infrastructure, reporting $775.2 million in capital expenditures against $55.0 million in operating cash flow for the quarter ending February 28, 2026. While TTM revenue grew 139.3% to $319.3 million, the company maintains $2.83 billion in total debt and recorded a $99.3 million net loss in its most recent quarter. Shares have declined 26.1% over the past month to $33.06, with an RSI of 30.
Valuation
- Market cap
- $9.45B
- PEG
- 1.829
- P/B
- 5.97
- P/S
- 29.59
- EV/EBITDA
- -7.43
- Beta
- 5.68
- 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
- $33.06
- 1-month
- -26.1%
- 3-month
- +31.3%
- RSI (14)
- 30
- vs SMA200
- +2.4%
- 52-wk position
- 59.0% -33.4% 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
- Somewhat-Bearish Applied Digital (NASDAQ: APLD) Burns Through Capital As AI Data Center Buildout Accelerates · 2026-07-05
- Neutral Applied Digital Continues Heavy Capital Spending: What's Ahead? · 2026-07-03
- Bullish Analysts Raise Price Targets On Applied Digital (NASDAQ: APLD) Stock As Wall Street Calls The Dip A Buying Opportunity · 2026-07-03
- Bearish Applied Digital Stock In Shambles: Down -22% With 6-Day Losing Streak · 2026-07-02
- Bullish Applied Digital Delivers Second Building at Polaris Forge 1 · 2026-07-02
- Bullish Applied Digital Delivers Second Building at Polaris Forge 1 · 2026-07-01
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)