View Past PerformanceApplied Digital 대차대조표 건전성재무 건전성 기준 점검 2/6Applied Digital 의 총 주주 지분은 $2.6B 이고 총 부채는 $2.7B, 이는 부채 대 자기자본 비율을 104.9% 로 가져옵니다. 총자산과 총부채는 각각 $6.2B 및 $3.7B 입니다.핵심 정보104.88%부채/자본 비율US$2.69b부채이자보상배율n/a현금US$1.73b자본US$2.57b총부채US$3.68b총자산US$6.25b최근 재무 건전성 업데이트업데이트 없음모든 업데이트 보기Recent updatesRecent Insider Transactions • May 03Independent Director recently sold €710k worth of stockOn the 30th of April, Richard Nottenburg sold around 25k shares on-market at roughly €28.38 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €27m more than they bought in the last 12 months.Breakeven Date Change • Apr 24No 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$144.5m in 2028. New consensus forecast suggests the company will make a loss of US$27.5m in 2028.New Risk • Apr 13New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$120m Forecast net loss in 2 years: US$42m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$1.8b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Shareholders have been diluted in the past year (28% increase in shares outstanding). Significant insider selling over the past 3 months (€7.4m sold).New Risk • Apr 10New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$1.8b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$1.8b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Shareholders have been diluted in the past year (28% increase in shares outstanding). Significant insider selling over the past 3 months (€7.7m sold).Reported Earnings • Apr 09Third quarter 2026 earnings released: US$0.36 loss per share (vs US$0.16 loss in 3Q 2025)Third quarter 2026 results: US$0.36 loss per share (further deteriorated from US$0.16 loss in 3Q 2025). Revenue: US$126.6m (up 139% from 3Q 2025). Net loss: US$100.9m (loss widened 179% from 3Q 2025). Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the IT industry in Italy.Breakeven Date Change • Apr 09No 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$363.2m in 2028. New consensus forecast suggests the company will make a loss of US$144.5m in 2028.공지 • 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, 2026Recent Insider Transactions • Feb 01Independent Director recently sold €1.5m worth of stockOn the 29th of January, Charles Hastings sold around 46k shares on-market at roughly €32.33 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.2m. Insiders have been net sellers, collectively disposing of €26m more than they bought in the last 12 months.Recent Insider Transactions • Jan 17Chairman recently sold €5.2m worth of stockOn the 16th of January, Wesley Cummins sold around 165k shares on-market at roughly €31.40 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Wesley has been a net seller over the last 12 months, reducing personal holdings by €10m.공지 • 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 7.7% growth forecast for the IT industry in Italy.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.공지 • 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, 2026New Risk • Nov 14New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (€16m sold).Recent Insider Transactions • Oct 29Chief Financial Officer recently sold €4.1m worth of stockOn the 28th of October, Mohammad Saidal Mohmand sold around 138k shares on-market at roughly €29.79 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.2m. Mohammad Saidal has been a net seller over the last 12 months, reducing personal holdings by €5.1m.Breakeven Date Change • Oct 23Forecast breakeven date pushed back to 2028The 9 analysts covering Applied Digital previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 64% per year to 2027. The company is expected to make a profit of US$246.9m in 2028. Average annual earnings growth of 97% is required to achieve expected profit on schedule.공지 • 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.Reported Earnings • Oct 10First quarter 2026 earnings released: US$0.11 loss per share (vs US$0.029 loss in 1Q 2025)First quarter 2026 results: US$0.11 loss per share (further deteriorated from US$0.029 loss in 1Q 2025). Revenue: US$64.2m (up 5.8% from 1Q 2025). Net loss: US$27.8m (loss widened US$23.5m from 1Q 2025). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Italy.Breakeven Date Change • Oct 10Forecast breakeven date moved forward to 2027The 7 analysts covering Applied Digital previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 35% to 2026. The company is expected to make a profit of US$1.29m in 2027. Average annual earnings growth of 108% is required to achieve expected profit on schedule.공지 • 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, 2025공지 • Sep 15Applied Digital Corporation, Annual General Meeting, Nov 05, 2025Applied Digital Corporation, Annual General Meeting, Nov 05, 2025.Recent Insider Transactions • Sep 08Chairman recently sold €5.2m worth of stockOn the 3rd of September, Wesley Cummins sold around 400k shares on-market at roughly €13.07 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Wesley's only on-market trade for the last 12 months.Recent Insider Transactions • Aug 16Independent 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.Recent Insider Transactions • Aug 07Independent Director recently sold €1.2m worth of stockOn the 4th of August, Charles Hastings sold around 100k shares on-market at roughly €11.52 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.Reported Earnings • Aug 01Full year 2025 earnings released: US$0.81 loss per share (vs US$0.65 loss in FY 2024)Full year 2025 results: US$0.81 loss per share (further deteriorated from US$0.65 loss in FY 2024). Revenue: US$144.2m (up 5.5% from FY 2024). Net loss: US$163.6m (loss widened 121% from FY 2024). Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Italy.Breakeven Date Change • Jul 15Forecast to breakeven in 2028The 6 analysts covering Applied Digital expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$122.2m in 2028. Average annual earnings growth of 72% is required to achieve expected profit on schedule.공지 • 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, 2025공지 • 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 OfferingBreakeven Date Change • Jun 03Forecast to breakeven in 2028The 7 analysts covering Applied Digital expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$114.7m in 2028. Average annual earnings growth of 74% is required to achieve expected profit on schedule.공지 • 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.재무 상태 분석단기부채: 1APLD 의 단기 자산 ( $2.4B )이 단기 부채( $1.0B ).장기 부채: 1APLD의 단기 자산($2.4B)이 장기 부채($2.7B)를 충당하지 못합니다.부채/자본 비율 추이 및 분석부채 수준: 1APLD 의 순부채 대 자기자본 비율( 37.5% )은 satisfactory로 간주됩니다.부채 감소: 1APLD의 부채 대비 자본 비율은 지난 5년 동안 23.4%에서 104.9%로 증가했습니다.대차대조표현금 보유 기간 분석과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.안정적인 현금 활주로: 1APLD 현재 무료 현금 흐름을 기준으로 1년 미만의 cash runway를 보유하고 있습니다.예측 현금 활주로: 무료 현금 흐름이 매년 72.4 %의 역사적 비율로 계속 감소할 경우 1APLD 의 현금 활주로는 1년 미만입니다.건전한 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 건실한 기업.View Dividend기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 09:20종가2026/05/07 00:00수익2026/02/28연간 수익2025/05/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Applied Digital Corporation는 14명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Pierre-Marie D'OrnanoArete Research Services LLPNicholas GilesB. Riley Securities, Inc.Gregory MillerCitizens JMP Securities, LLC11명의 분석가 더 보기
Recent Insider Transactions • May 03Independent Director recently sold €710k worth of stockOn the 30th of April, Richard Nottenburg sold around 25k shares on-market at roughly €28.38 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €27m more than they bought in the last 12 months.
Breakeven Date Change • Apr 24No 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$144.5m in 2028. New consensus forecast suggests the company will make a loss of US$27.5m in 2028.
New Risk • Apr 13New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$120m Forecast net loss in 2 years: US$42m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$1.8b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$42m net loss in 2 years). Shareholders have been diluted in the past year (28% increase in shares outstanding). Significant insider selling over the past 3 months (€7.4m sold).
New Risk • Apr 10New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$1.8b This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$1.8b free cash flow). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risks Shareholders have been diluted in the past year (28% increase in shares outstanding). Significant insider selling over the past 3 months (€7.7m sold).
Reported Earnings • Apr 09Third quarter 2026 earnings released: US$0.36 loss per share (vs US$0.16 loss in 3Q 2025)Third quarter 2026 results: US$0.36 loss per share (further deteriorated from US$0.16 loss in 3Q 2025). Revenue: US$126.6m (up 139% from 3Q 2025). Net loss: US$100.9m (loss widened 179% from 3Q 2025). Revenue is forecast to grow 45% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the IT industry in Italy.
Breakeven Date Change • Apr 09No 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$363.2m in 2028. New consensus forecast suggests the company will make a loss of US$144.5m in 2028.
공지 • 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
Recent Insider Transactions • Feb 01Independent Director recently sold €1.5m worth of stockOn the 29th of January, Charles Hastings sold around 46k shares on-market at roughly €32.33 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.2m. Insiders have been net sellers, collectively disposing of €26m more than they bought in the last 12 months.
Recent Insider Transactions • Jan 17Chairman recently sold €5.2m worth of stockOn the 16th of January, Wesley Cummins sold around 165k shares on-market at roughly €31.40 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Wesley has been a net seller over the last 12 months, reducing personal holdings by €10m.
공지 • 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 7.7% growth forecast for the IT industry in Italy.
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.
공지 • 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
New Risk • Nov 14New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 33% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (15% average weekly change). Shareholders have been substantially diluted in the past year (33% increase in shares outstanding). Minor Risk Significant insider selling over the past 3 months (€16m sold).
Recent Insider Transactions • Oct 29Chief Financial Officer recently sold €4.1m worth of stockOn the 28th of October, Mohammad Saidal Mohmand sold around 138k shares on-market at roughly €29.79 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.2m. Mohammad Saidal has been a net seller over the last 12 months, reducing personal holdings by €5.1m.
Breakeven Date Change • Oct 23Forecast breakeven date pushed back to 2028The 9 analysts covering Applied Digital previously expected the company to break even in 2027. New consensus forecast suggests losses will reduce by 64% per year to 2027. The company is expected to make a profit of US$246.9m in 2028. Average annual earnings growth of 97% is required to achieve expected profit on schedule.
공지 • 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.
Reported Earnings • Oct 10First quarter 2026 earnings released: US$0.11 loss per share (vs US$0.029 loss in 1Q 2025)First quarter 2026 results: US$0.11 loss per share (further deteriorated from US$0.029 loss in 1Q 2025). Revenue: US$64.2m (up 5.8% from 1Q 2025). Net loss: US$27.8m (loss widened US$23.5m from 1Q 2025). Revenue is forecast to grow 53% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Italy.
Breakeven Date Change • Oct 10Forecast breakeven date moved forward to 2027The 7 analysts covering Applied Digital previously expected the company to break even in 2028. New consensus forecast suggests losses will reduce by 35% to 2026. The company is expected to make a profit of US$1.29m in 2027. Average annual earnings growth of 108% is required to achieve expected profit on schedule.
공지 • 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
공지 • Sep 15Applied Digital Corporation, Annual General Meeting, Nov 05, 2025Applied Digital Corporation, Annual General Meeting, Nov 05, 2025.
Recent Insider Transactions • Sep 08Chairman recently sold €5.2m worth of stockOn the 3rd of September, Wesley Cummins sold around 400k shares on-market at roughly €13.07 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Wesley's only on-market trade for the last 12 months.
Recent Insider Transactions • Aug 16Independent 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.
Recent Insider Transactions • Aug 07Independent Director recently sold €1.2m worth of stockOn the 4th of August, Charles Hastings sold around 100k shares on-market at roughly €11.52 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.6m more than they bought in the last 12 months.
Reported Earnings • Aug 01Full year 2025 earnings released: US$0.81 loss per share (vs US$0.65 loss in FY 2024)Full year 2025 results: US$0.81 loss per share (further deteriorated from US$0.65 loss in FY 2024). Revenue: US$144.2m (up 5.5% from FY 2024). Net loss: US$163.6m (loss widened 121% from FY 2024). Revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Italy.
Breakeven Date Change • Jul 15Forecast to breakeven in 2028The 6 analysts covering Applied Digital expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$122.2m in 2028. Average annual earnings growth of 72% is required to achieve expected profit on schedule.
공지 • 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
공지 • 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
Breakeven Date Change • Jun 03Forecast to breakeven in 2028The 7 analysts covering Applied Digital expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$114.7m in 2028. Average annual earnings growth of 74% is required to achieve expected profit on schedule.
공지 • 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.