View Past PerformanceApplied Digital バランスシートの健全性財務の健全性 基準チェック /26Applied Digitalの総株主資本は$2.6B 、総負債は$2.7Bで、負債比率は104.9%となります。総資産と総負債はそれぞれ$6.2Bと$3.7Bです。主要情報104.88%負債資本比率US$2.69b負債インタレスト・カバレッジ・レシオn/a現金US$1.73bエクイティUS$2.57b負債合計US$3.68b総資産US$6.25b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesBreakeven Date Change • 16hNo longer forecast to breakevenThe 8 analysts covering Applied Digital no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$1.26m in 2028. New consensus forecast suggests the company will make a loss of US$520.6m in 2028.お知らせ • Mar 20Applied Digital Corporation to Report Q3, 2026 Results on Apr 08, 2026Applied Digital Corporation announced that they will report Q3, 2026 results After-Market on Apr 08, 2026お知らせ • Jan 15Applied Digital Appoints Co Jason Zhang as PresidentApplied Digital announced the appointment of its co-founder and current Chief Strategy Officer, Jason Zhang, as the company’s President. As one of the founders of Applied Digital, Mr. Zhang has been instrumental in fueling the company’s innovation, working closely with co-founder Wes Cummins. The appointment reflects the role Mr. Zhang has long played in shaping the company’s strategy and long-term growth trajectory. As President, Mr. Zhang will continue to partner with Mr. Cummins (who will remain Chairman and CEO of the company) to define and steer the company's strategic course as Applied Digital advances through its next phase of AI infrastructure growth. Mr. Zhang most recently served as the company’s Chief Strategy Officer since August 2025. A seasoned technology investor, he founded Valuefinder in 2019, an investment and advisory firm focused on technology companies. Prior to that, he was on the investment team at Sequoia Capital, where he focused on AI, blockchain, digital infrastructure, enterprise software, consumer internet, and hardware investments. He was previously on the investment team at MSD Capital, where he focused on both private and public investments. Mr. Zhang holds a bachelor’s degree in economics from Harvard University.Reported Earnings • Jan 08Second quarter 2026 earnings released: US$0.11 loss per share (vs US$0.67 loss in 2Q 2025)Second quarter 2026 results: US$0.11 loss per share (improved from US$0.67 loss in 2Q 2025). Revenue: US$126.6m (up 98% from 2Q 2025). Net loss: US$31.2m (loss narrowed 78% from 2Q 2025). Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Germany.Breakeven Date Change • Jan 02Forecast breakeven date pushed back to 2028The 9 analysts covering Applied Digital previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$363.2m in 2028. Average annual earnings growth of 101% is required to achieve expected profit on schedule.お知らせ • Dec 19Applied Digital Corporation to Report Q2, 2026 Results on Jan 07, 2026Applied Digital Corporation announced that they will report Q2, 2026 results After-Market on Jan 07, 2026お知らせ • Oct 19Applied Digital Corporation announced that it expects to receive $5 billion in funding from Macquarie Asset Management Credit Advisers US, LLCApplied Digital Corporation announced a preferred equity facility for gross proceeds of $5,000,000,000 on October 17, 2025. The transaction includes participation from returning investor, Macquarie Asset Management Credit Advisers US, LLC.お知らせ • Sep 24Applied Digital Corporation to Report Q1, 2026 Results on Oct 09, 2025Applied Digital Corporation announced that they will report Q1, 2026 results After-Market on Oct 09, 2025お知らせ • Sep 15Applied Digital Corporation, Annual General Meeting, Nov 05, 2025Applied Digital Corporation, Annual General Meeting, Nov 05, 2025.Recent Insider Transactions • Aug 18Independent Director recently sold €379k worth of stockOn the 12th of August, Charles Hastings sold around 30k shares on-market at roughly €12.62 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Insiders have been net sellers, collectively disposing of €3.3m more than they bought in the last 12 months.お知らせ • Jul 14Applied Digital Corporation to Report Q4, 2025 Results on Jul 30, 2025Applied Digital Corporation announced that they will report Q4, 2025 results After-Market on Jul 30, 2025お知らせ • Jun 03Applied Digital Corporation has filed a Follow-on Equity Offering in the amount of $200 million.Applied Digital Corporation has filed a Follow-on Equity Offering in the amount of $200 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • May 01Applied Digital Corporation announced that it expects to receive $150 million in fundingApplied Digital Corporation announced that it has entered into a private financing arrangement to issue 150,000 convertible preferred stock at a price of $1,000 per share for the gross proceeds of $150,000,000 on April 30, 2025. The Facility has a term of 36 months, over which the Company can draw up to $150 million at its discretion, in increments of $25 million, as long as certain conditions are met.お知らせ • Apr 01Applied Digital Corporation to Report Q3, 2025 Results on Apr 14, 2025Applied Digital Corporation announced that they will report Q3, 2025 results After-Market on Apr 14, 2025お知らせ • Feb 08Applied Digital Corporation Announces Executive ChangesApplied Digital Corporation announced the hiring of a new Chief Operating Officer to drive the execution of the Company’s strategic vision and oversee all aspects of day-to-day operations, and recently hired a General Counsel to further build out its internal capabilities. In furtherance of these executive enhancements, the Company’s Chief Administrative Officer, David Rench, is transitioning to a consulting role with the Company, effective January 31, 2025. The Company is eliminating the position of Chief Administrative Officer and redistributing Mr. Rench’s responsibilities to other members of the leadership team. In connection with Mr. Rench’s transition, the Company intends to enter into a transition agreement with Mr. Rench, the terms of which will be disclosed in an amendment to this Current Report on Form 8-K. Mr. Rench will continue to serve the Company as a consultant. The Company thanks Mr. Rench for his valuable service and contributions to the Company’s growth and success during his tenure as Chief Financial Officer (through October 15, 2024) and as Chief Administrative Officer (through January 31, 2025). In addition, Michael Maniscalco, the Company’s Chief Technology Officer, has informed the Company that he is resigning, effective January 31, 2025, to pursue other opportunities. The Company will commence a search for a new Chief Technology Officer and continue to build its leadership in delivering next-generation data center solutions and GPU cloud services. Mr. Maniscalco’s resignation was not the result of any disagreement with the Company on any matters relating to the Company’s operations, policies or practices. In connection with his resignation, the Company intends to enter into a separation agreement with Mr. Maniscalco, the terms of which will be disclosed in an amendment to this Current Report on Form 8-K.お知らせ • Jan 06Applied Digital Corporation Appoints Laura Laltrello as Chief Operating OfficerApplied Digital Corporation welcomes Laura Laltrello as the Company’s new Chief Operating Officer. The onboarding of Ms. Laltrello is intended to enhance the Company’s position as a leader in next-generation data centers and digital cloud solutions at the forefront of the AI revolution. As COO, Ms. Laltrello will work closely with the Applied Digital leadership team to drive the execution of the Company's strategic vision and oversee all aspects of day-to-day operations. She brings to her new role nearly 20 years of executive leadership experience, an ability to execute complex strategies, and deep expertise in data center operations, building technologies, and large-scale infrastructure projects. Most recently, Ms. Laltrello held the position of Vice President and General Manager of Building Automation Services with Honeywell International Inc., a Fortune 500 company that invents and manufactures technologies to address tough challenges linked to global macrotrends such as safety, security, and energy. Her career spans a range of senior leadership positions where she has led teams to deliver transformative projects and services for global technology leaders, demonstrating an exceptional track record in operations, strategic execution, and profit management. Ms. Laltrello holds a Bachelor of Applied Science degree in Applied Mathematics: Operations Research and Economics from Clemson University and completed the Executive Leadership Program at the International Institute for Management Development.お知らせ • Dec 19Applied Digital Corporation to Report Q2, 2025 Results on Jan 14, 2025Applied Digital Corporation announced that they will report Q2, 2025 results After-Market on Jan 14, 2025お知らせ • Nov 01Applied Digital Corporation (NasdaqGS:APLD) announces an Equity Buyback for $31.3 million worth of its shares.Applied Digital Corporation (NasdaqGS:APLD) announces a share repurchase program. Under the program, the company will repurchase up to $31.3 million worth of its shares, at a price of $7.36 per share. The source of funding for the repurchase will be from the net proceeds of the offering of $375 million Convertible Senior Notes. The repurchase is part of the company's strategy to manage its capital structure and enhance shareholder value.財務状況分析短期負債: FLH0の 短期資産 ( $2.4B ) が 短期負債 ( $1.0B ) を超えています。長期負債: FLH0の短期資産 ( $2.4B ) は 長期負債 ( $2.7B ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: FLH0の 純負債対資本比率 ( 37.5% ) は 満足できる 水準であると考えられます。負債の削減: FLH0の負債対資本比率は、過去 5 年間で23.4%から104.9%に増加しました。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: FLH0は、現在の フリーキャッシュフロー に基づくと、キャッシュランウェイ が 1 年未満です。キャッシュランウェイの予測: FLH0は、フリーキャッシュフローが毎年72.4 % の歴史的率で減少し続ける場合、キャッシュランウェイが 1 年未満になります。健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 15:37終値2026/05/20 00:00収益2026/02/28年間収益2025/05/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Applied Digital Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Pierre-Marie D'OrnanoArete Research Services LLPNicholas GilesB. Riley Securities, Inc.Gregory MillerCitizens JMP Securities, LLC11 その他のアナリストを表示
Breakeven Date Change • 16hNo longer forecast to breakevenThe 8 analysts covering Applied Digital no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$1.26m in 2028. New consensus forecast suggests the company will make a loss of US$520.6m in 2028.
お知らせ • Mar 20Applied Digital Corporation to Report Q3, 2026 Results on Apr 08, 2026Applied Digital Corporation announced that they will report Q3, 2026 results After-Market on Apr 08, 2026
お知らせ • Jan 15Applied Digital Appoints Co Jason Zhang as PresidentApplied Digital announced the appointment of its co-founder and current Chief Strategy Officer, Jason Zhang, as the company’s President. As one of the founders of Applied Digital, Mr. Zhang has been instrumental in fueling the company’s innovation, working closely with co-founder Wes Cummins. The appointment reflects the role Mr. Zhang has long played in shaping the company’s strategy and long-term growth trajectory. As President, Mr. Zhang will continue to partner with Mr. Cummins (who will remain Chairman and CEO of the company) to define and steer the company's strategic course as Applied Digital advances through its next phase of AI infrastructure growth. Mr. Zhang most recently served as the company’s Chief Strategy Officer since August 2025. A seasoned technology investor, he founded Valuefinder in 2019, an investment and advisory firm focused on technology companies. Prior to that, he was on the investment team at Sequoia Capital, where he focused on AI, blockchain, digital infrastructure, enterprise software, consumer internet, and hardware investments. He was previously on the investment team at MSD Capital, where he focused on both private and public investments. Mr. Zhang holds a bachelor’s degree in economics from Harvard University.
Reported Earnings • Jan 08Second quarter 2026 earnings released: US$0.11 loss per share (vs US$0.67 loss in 2Q 2025)Second quarter 2026 results: US$0.11 loss per share (improved from US$0.67 loss in 2Q 2025). Revenue: US$126.6m (up 98% from 2Q 2025). Net loss: US$31.2m (loss narrowed 78% from 2Q 2025). Revenue is forecast to grow 42% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the IT industry in Germany.
Breakeven Date Change • Jan 02Forecast breakeven date pushed back to 2028The 9 analysts covering Applied Digital previously expected the company to break even in 2027. New consensus forecast suggests the company will make a profit of US$363.2m in 2028. Average annual earnings growth of 101% is required to achieve expected profit on schedule.
お知らせ • Dec 19Applied Digital Corporation to Report Q2, 2026 Results on Jan 07, 2026Applied Digital Corporation announced that they will report Q2, 2026 results After-Market on Jan 07, 2026
お知らせ • Oct 19Applied Digital Corporation announced that it expects to receive $5 billion in funding from Macquarie Asset Management Credit Advisers US, LLCApplied Digital Corporation announced a preferred equity facility for gross proceeds of $5,000,000,000 on October 17, 2025. The transaction includes participation from returning investor, Macquarie Asset Management Credit Advisers US, LLC.
お知らせ • Sep 24Applied Digital Corporation to Report Q1, 2026 Results on Oct 09, 2025Applied Digital Corporation announced that they will report Q1, 2026 results After-Market on Oct 09, 2025
お知らせ • Sep 15Applied Digital Corporation, Annual General Meeting, Nov 05, 2025Applied Digital Corporation, Annual General Meeting, Nov 05, 2025.
Recent Insider Transactions • Aug 18Independent Director recently sold €379k worth of stockOn the 12th of August, Charles Hastings sold around 30k shares on-market at roughly €12.62 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Insiders have been net sellers, collectively disposing of €3.3m more than they bought in the last 12 months.
お知らせ • Jul 14Applied Digital Corporation to Report Q4, 2025 Results on Jul 30, 2025Applied Digital Corporation announced that they will report Q4, 2025 results After-Market on Jul 30, 2025
お知らせ • Jun 03Applied Digital Corporation has filed a Follow-on Equity Offering in the amount of $200 million.Applied Digital Corporation has filed a Follow-on Equity Offering in the amount of $200 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • May 01Applied Digital Corporation announced that it expects to receive $150 million in fundingApplied Digital Corporation announced that it has entered into a private financing arrangement to issue 150,000 convertible preferred stock at a price of $1,000 per share for the gross proceeds of $150,000,000 on April 30, 2025. The Facility has a term of 36 months, over which the Company can draw up to $150 million at its discretion, in increments of $25 million, as long as certain conditions are met.
お知らせ • Apr 01Applied Digital Corporation to Report Q3, 2025 Results on Apr 14, 2025Applied Digital Corporation announced that they will report Q3, 2025 results After-Market on Apr 14, 2025
お知らせ • Feb 08Applied Digital Corporation Announces Executive ChangesApplied Digital Corporation announced the hiring of a new Chief Operating Officer to drive the execution of the Company’s strategic vision and oversee all aspects of day-to-day operations, and recently hired a General Counsel to further build out its internal capabilities. In furtherance of these executive enhancements, the Company’s Chief Administrative Officer, David Rench, is transitioning to a consulting role with the Company, effective January 31, 2025. The Company is eliminating the position of Chief Administrative Officer and redistributing Mr. Rench’s responsibilities to other members of the leadership team. In connection with Mr. Rench’s transition, the Company intends to enter into a transition agreement with Mr. Rench, the terms of which will be disclosed in an amendment to this Current Report on Form 8-K. Mr. Rench will continue to serve the Company as a consultant. The Company thanks Mr. Rench for his valuable service and contributions to the Company’s growth and success during his tenure as Chief Financial Officer (through October 15, 2024) and as Chief Administrative Officer (through January 31, 2025). In addition, Michael Maniscalco, the Company’s Chief Technology Officer, has informed the Company that he is resigning, effective January 31, 2025, to pursue other opportunities. The Company will commence a search for a new Chief Technology Officer and continue to build its leadership in delivering next-generation data center solutions and GPU cloud services. Mr. Maniscalco’s resignation was not the result of any disagreement with the Company on any matters relating to the Company’s operations, policies or practices. In connection with his resignation, the Company intends to enter into a separation agreement with Mr. Maniscalco, the terms of which will be disclosed in an amendment to this Current Report on Form 8-K.
お知らせ • Jan 06Applied Digital Corporation Appoints Laura Laltrello as Chief Operating OfficerApplied Digital Corporation welcomes Laura Laltrello as the Company’s new Chief Operating Officer. The onboarding of Ms. Laltrello is intended to enhance the Company’s position as a leader in next-generation data centers and digital cloud solutions at the forefront of the AI revolution. As COO, Ms. Laltrello will work closely with the Applied Digital leadership team to drive the execution of the Company's strategic vision and oversee all aspects of day-to-day operations. She brings to her new role nearly 20 years of executive leadership experience, an ability to execute complex strategies, and deep expertise in data center operations, building technologies, and large-scale infrastructure projects. Most recently, Ms. Laltrello held the position of Vice President and General Manager of Building Automation Services with Honeywell International Inc., a Fortune 500 company that invents and manufactures technologies to address tough challenges linked to global macrotrends such as safety, security, and energy. Her career spans a range of senior leadership positions where she has led teams to deliver transformative projects and services for global technology leaders, demonstrating an exceptional track record in operations, strategic execution, and profit management. Ms. Laltrello holds a Bachelor of Applied Science degree in Applied Mathematics: Operations Research and Economics from Clemson University and completed the Executive Leadership Program at the International Institute for Management Development.
お知らせ • Dec 19Applied Digital Corporation to Report Q2, 2025 Results on Jan 14, 2025Applied Digital Corporation announced that they will report Q2, 2025 results After-Market on Jan 14, 2025
お知らせ • Nov 01Applied Digital Corporation (NasdaqGS:APLD) announces an Equity Buyback for $31.3 million worth of its shares.Applied Digital Corporation (NasdaqGS:APLD) announces a share repurchase program. Under the program, the company will repurchase up to $31.3 million worth of its shares, at a price of $7.36 per share. The source of funding for the repurchase will be from the net proceeds of the offering of $375 million Convertible Senior Notes. The repurchase is part of the company's strategy to manage its capital structure and enhance shareholder value.