Applied Digital Corporation (APLD · NASDAQ)
APLD · MARKET VIEW
Market view · as of Aug 3, 2026
Revenue (TTM)
$611.3M
+406.6% YoY
Gross margin
25.9%
EPS (latest q)
$-0.39
vs $-0.18 est · miss
52-wk position
40.0%
-44.8% vs 52w high · -17.2% 1mo
Price (last ~year)
Applied Digital Corporation (APLD) reported a 406.6% year-over-year revenue increase to $611.3 million for the trailing twelve months, driven by its transition into AI data center infrastructure. Despite this growth, the company recorded a $110.3 million net loss for the quarter ending May 31, 2026, and currently holds $5.10 billion in total debt against $1.59 billion in cash. Shares have declined 31.3% over the last three months as the market reacts to the company's profitability and leverage profile.
Valuation
- Market cap
- $7.89B
- PEG
- 1.829
- P/B
- 4.591
- P/S
- 12.9
- EV/EBITDA
- -7.43
- Beta
- 5.68
- Analyst target
- $74.14
Quality & returns
- Gross margin
- 25.9%
- Operating margin
- -48.2%
- Profit margin
- -39.9%
- ROE
- -8.4%
- ROA
- -1.8%
Price movement
- Last
- $27.39
- 1-month
- -17.2%
- 3-month
- -31.3%
- RSI (14)
- 47
- vs SMA200
- -16.1%
- 52-wk position
- 40.0% -44.8% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-05-31 | $293.9M | $-167.9M | $-110.3M | $-7.9M |
| 2026-02-28 | $126.6M | $-85.6M | $-99.3M | $-49.7M |
| 2025-11-30 | $126.6M | $-31.0M | $-17.5M | $-6.5M |
| 2025-08-31 | $64.2M | $-18.6M | $-16.9M | $-18.1M |
Recent news
- Somewhat-Bearish Applied Digital (APLD) Stock Faces Debt Scrutiny Despite $36b AI Leases · 2026-08-01
- Bearish Applied Digital Faces AI Efficiency Risk: Potential Hit to Data Center Demand, Utilization, and Margins · 2026-08-01
- Neutral Applied Digital (APLD) Is Down 11.4% After Big AI Leases Accompany Another Loss‑Making Quarter · 2026-07-29
- Somewhat-Bearish What's Going On With Applied Digital Stock Today? · 2026-07-29
- Bullish Applied Digital revenue quadruples on AI data center demand · 2026-07-29
- Neutral Applied Digital Corp (APLD) Q4 2026 Earnings Call Highlights: Record Revenue Surge Amid ... · 2026-07-28
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)