APLD · Applied Digital Corp.
Price & Indicators
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Metrics snapshot
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AI Brief
Q4 FY26 earnings call · Jul 27, 2026TL;DR. Applied Digital reported Q4 revenue of $258.7M (up 407% YoY) and signed ~$20B in new long-term hyperscaler leases, bringing total contracted lease value to ~$36B across 1.41 GW of IT load. The company accelerated its $1B annual NOI target by three years and lowered its cost of capital via new senior secured notes priced at 7%, 225 bps inside the prior placement.
- + Signed ~$20B of new 15-year take-or-pay leases with the same high investment-grade hyperscaler, expanding contracted critical IT load to 1.41 GW and total contracted lease value to ~$36B.
- + Q4 revenue rose 407% YoY to $258.7M with Adjusted EBITDA of $42.4M (vs. $1.0M prior year) and full-year Adjusted EBITDA of $107.2M.
- + Accelerated $1B annual NOI target by three years, now expected within one year.
- + Lowered cost of capital via $1.59B of 7.000% senior secured notes, 225 bps inside the prior placement at 9.250%.
- − GAAP net loss from continuing operations widened to $183.3M for the year and a $110.6M Q4 net loss attributable to common stockholders, driven by $116.8M of stock-based compensation in Q4 SG&A.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Information Technology Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
APLD
this stock
Applied Digital Corp.
|
$7.40B | -0.6% | +167.5% | — | 19.9% |
|
IBM
International Business Machines Corp
|
$212.46B | -25.8% | +7.6% | 20.0 | 2.4% |
|
ACN
Accenture plc
|
$116.59B | -31.7% | +7.4% | 14.0 | 3.7% |
|
INFY
Infosys Ltd
|
$42.53B | -39.6% | — | — | 3.1% |
|
CTSH
Cognizant Technology Solutions Corp
|
$27.26B | -30.8% | +7.0% | 12.5 | 7.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| APLD | -10.5% | +0.3% | -4.7% | -4.1% | -0.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -9.8% | +0.2% | -16.9% | -3.5% | -12.5% |