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At its 2026 Annual Meeting, Applied Digital Corporation elected directors, ratified CBIZ CPAs P.C. for fiscal year ending May 31, 2027, approved advisory executive compensation and authorized meeting adjournment if needed.
Stockholders elected all six director nominees, approved named executive officer compensation and adjournment authority, and ratified CBIS, CPASs, PC as independent registered public accounting firm for fiscal year 2026, according to preliminary results.
Applied Digital reported revenue of $341.9 million, up 322%. It plans to place over 600 megawatts in service over the next 12 months and targets 250 megawatts of expansion leases by calendar year end.
Applied Digital reported revenue of $341.9 million, up 322%, and a $221.0 million net loss attributable to common stockholders for fiscal first quarter ended August 31, 2026. Adjusted EBITDA was $64.4 million.
Applied Digital Corp. recognized $262.6 million in HPC Hosting Business revenue and $37.8 million in Data Center Hosting Business revenue for the three months ended August 31, 2026; Delta Forge 2 carries a $5.2 billion contracted-revenue lease for 210 MW.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;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.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $64.4M | fiscal first quarter 2027 | — |
| Adjusted net loss non-GAAP | $4.1M | fiscal first quarter 2027 | — |
| Adjusted net loss from continuing operations attributable to common stockholders per diluted sha non-GAAP | -$0.01 | the three months ended August 31, 2026 filing | — |
| Adjusted net loss per diluted share non-GAAP | $0.01 | fiscal first quarter 2027 | — |
| Adjusted operating margin non-GAAP | 13% | the three months ended August 31, 2026 filing | — |
| Adjusted revenue non-GAAP | $300.4M | fiscal first quarter 2027 | — |
| Diluted weighted average number of shares outstanding non-GAAP | 291,557,618 | the three months ended August 31, 2026 filing | — |
| Net Operating Income non-GAAP | $58.8M | fiscal first quarter 2027 | — |
| Net operating income margin non-GAAP | 89% | the three months ended August 31, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
APLD
this stock
Applied Digital Corp.
|
$4.83B | -34.9% | +167.5% | — | 20.3% |
|
IBM
International Business Machines Corp
|
$233.57B | -16.6% | +7.6% | 21.0 | 1.9% |
|
ACN
Accenture plc
|
$167.58B | -6.6% | +6.5% | 18.5 | 3.2% |
|
INFY
Infosys Ltd
|
$49.78B | -31.0% | — | — | 2.1% |
|
CTSH
Cognizant Technology Solutions Corp
|
$28.17B | -24.1% | +7.0% | 11.5 | 5.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At its 2026 Annual Meeting, Applied Digital Corporation elected directors, ratified CBIZ CPAs P.C. for fiscal year ending May 31, 2027, approved advisory executive compensation and authorized meeting adjournment if needed.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| APLD | +2.7% | -11.5% | -64.6% | -10.4% | -34.9% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.1% | -10.4% | -65.1% | -10.2% | -45.5% |
