Applied Digital 과거 순이익 실적
과거 기준 점검 0/6
Applied Digital 의 수입은 연평균 -47.8%의 비율로 감소해 온 반면, IT 산업은 연평균 9.1%의 비율로 증가했습니다. 매출은 연평균 58.8%의 비율로 증가해 왔습니다.
핵심 정보
-47.81%
순이익 성장률
-5.16%
주당순이익(EPS) 성장률
| IT 산업 성장률 | 22.43% |
| 매출 성장률 | 58.77% |
| 자기자본이익률 | -3.32% |
| 순이익률 | -37.51% |
| 최근 순이익 업데이트 | 28 Feb 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • Jun 03
APLD: Hyperscale Lease Concentration Will Threaten Long Term Cash Flow Certainty
Narrative Update on Applied Digital The analyst price target for Applied Digital has been raised materially, with recent firms moving into the $60 to $70 range per share, as analysts point to faster hyperscale contracting, the addition of a fourth large hyperscaler lease, and more than $30 billion in contracted revenue as key supports for the higher valuation. Analyst Commentary Recent research on Applied Digital has centered on rapid hyperscale contracting activity, rising contracted revenue, and the build out of large scale data center capacity.Seeking Alpha • May 23
Applied Digital: Massive Revenue Backlog Escalation Underway
Summary Applied Digital remains a compelling AI infrastructure investment, driven by a surging revenue backlog and hyperscaler demand. APLD's new 15-year deal with a leading U.S. hyperscaler adds $7.5B to its backlog, now totaling $31B. I see further upside in APLD's valuation, as ongoing AI Data Center buildouts could add billions more to its contracted revenues. Key risks include potential hyperscaler spending slowdowns, but current momentum supports a bullish outlook. Read the full article on Seeking Alpha
내러티브 업데이트 • May 15
APLD: Long Duration Power And Hyperscale Leases Will Support Future AI Demand
Analysts have lifted their fair value estimate for Applied Digital to $52.80 from $50.09, citing updated assumptions for revenue growth, profitability and future P/E following recent research that highlights the impact of new colocation leases and long term contract wins linked to the company. Analyst Commentary Recent research on Applied Digital centers on how new colocation leases and large contract wins could shape the company's revenue mix, execution risks and perceived valuation support.내러티브 업데이트 • Apr 30
APLD: Hyperscale AI Leases And Power Contracts Will Support Future Upside
Narrative Update Analysts have lifted their fair value estimate for Applied Digital to $40.00 from $36.00, citing updated price targets, a slightly lower discount rate, adjusted revenue growth and margin assumptions, and a higher future P/E multiple following recent research commentary highlighting contract visibility and continued interest in the shares on weakness. Analyst Commentary Recent research around Applied Digital has centered on price targets, contract visibility, and reaction to share price moves, with emphasis on how new contracts and customer relationships could influence earnings power and valuation multiples over time.내러티브 업데이트 • Apr 16
APLD: Long Duration Power Contract Will Support Future AI Infrastructure Demand
Analysts have lifted the implied fair value estimate for Applied Digital to about $50 from about $45, citing recent research that highlights ongoing hyperscaler and colocation lease activity, as well as supportive commentary that recent share price volatility reflects headline risk rather than changes in the underlying investment case. Analyst Commentary Bullish Takeaways Bullish analysts describe Applied Digital as a top pick and view recent share price weakness as a potential opportunity rather than a signal of a weaker investment case.
내러티브 업데이트 • Apr 02
APLD: Hyperscale Power Contracts Will Define Future Pure Play AI Infrastructure
Analysts are maintaining a $58 price target on Applied Digital, citing strong AI infrastructure demand, advanced discussions for 900MW of hyperscale capacity, and recent colocation and power contract developments as factors supporting the updated revenue growth and risk assumptions. Analyst Commentary Recent Street research reflects a broadly constructive tone around Applied Digital, with several bullish analysts pointing to hyperscale demand, contracted power projects, and AI colocation activity as key supports for the current valuation framework.내러티브 업데이트 • Mar 19
APLD: Hyperscale Power Contracts And New AI Campuses Will Drive Future Upside
Analysts kept the fair value estimate for Applied Digital at $36.00, with small tweaks to assumptions such as a slightly higher revenue growth outlook, modestly stronger profit margins, and a somewhat lower future P/E multiple. This reflects ongoing interest around new hyperscaler leases and large power contracts tied to its AI infrastructure build out.내러티브 업데이트 • Mar 04
APLD: Hyperscale Power Leases And New AI Campuses Will Drive Future Upside
Analysts are keeping their $36 price target on Applied Digital steady, citing recent hyperscaler leases, expanded AI infrastructure contracts, and continued buy ratings across the Street as reasons to maintain their existing valuation framework, even as they update assumptions for discount rate, growth, margins, and future P/E. Analyst Commentary Street research on Applied Digital has generally highlighted strong interest in its AI focused infrastructure model, supported by long term colocation leases and a growing pipeline of potential hyperscaler agreements.내러티브 업데이트 • Feb 18
APLD: Hyperscale Power Agreements Will Define Future Pure Play AI Infrastructure Narrative
Narrative Update on Applied Digital The analyst price target for Applied Digital has shifted from $56.11 to $58.00, with analysts citing stronger demand for AI infrastructure, progress on hyperscaler and colocation leases, and continued Q2 momentum as key supports for the updated outlook. Analyst Commentary Bullish analysts remain broadly constructive on Applied Digital, pointing to recent contract activity, funding support, and AI data center buildout as key parts of the story.내러티브 업데이트 • Feb 04
APLD: Long-Term Hyperscale Leases And Power Access Will Support Future AI Demand
Analysts have lifted their price target for Applied Digital by about US$1.57, citing stronger expected revenue growth, updated discount rate assumptions, and higher implied future P/E multiples, tempered by more conservative profit margin expectations and increased confidence in hyperscaler leasing momentum and AI infrastructure demand. Analyst Commentary Recent Street research on Applied Digital has been broadly constructive, with multiple firms updating price targets and initiating coverage around the company’s AI focused data center and hyperscaler leasing story.내러티브 업데이트 • Jan 21
APLD: Hyperscale Power Contracts Will Redefine Pure Play AI Infrastructure Narrative
Narrative Update: Applied Digital The analyst price target for Applied Digital has shifted from about US$24.00 to roughly US$56.11. Analysts point to recent bullish initiations, higher targets tied to strong hyperscale demand, progress at PF1 and PF2, and the company's positioning as a scalable AI infrastructure landlord as key drivers of the change.분석 기사 • Jan 15
Rainbows and Unicorns: Applied Digital Corporation (NASDAQ:APLD) Analysts Just Became A Lot More Optimistic
Shareholders in Applied Digital Corporation ( NASDAQ:APLD ) may be thrilled to learn that the analysts have just...내러티브 업데이트 • Jan 07
APLD: Long Term Hyperscale Power Contracts Will Drive Future AI Campus Leasing
Narrative Update on Analyst Price Targets The analyst fair value estimate for Applied Digital has moved from US$13 to US$36. Analysts point to stronger expected EBITDA margins from the Polaris Forge projects, expanding power capacity for AI data centers, and a series of higher Street price targets in the mid US$30s to low US$40s as key drivers.내러티브 업데이트 • Dec 23
APLD: Long-Term Hyperscale Power Access Will Drive Future AI Leasing Demand
Analysts have lifted their average price target on Applied Digital to about $40 from roughly $23, citing the validation of its hyperscale data center strategy through the $11B CoreWeave contract, stronger than expected Q1 results, and a growing multi-gigawatt AI infrastructure pipeline supported by robust financing. Analyst Commentary Bullish analysts emphasize that Applied Digital is emerging as a key beneficiary of the accelerating shift toward AI infrastructure, with recent sector transactions underscoring the strategic value of power access and scalable data center capacity.내러티브 업데이트 • Dec 08
APLD: Long-Term Hyperscale Power Control Will Drive Future Sector Leadership
Analysts have lifted their price targets on Applied Digital, in many cases doubling them to the mid to high $30s and low $40s per share, citing stronger than expected Q1 results, long term hyperscale contracts, a deep multi gigawatt development pipeline, and increasing confidence that the company can scale and monetize its AI focused data center footprint. Analyst Commentary Street research following the quarter has turned markedly more constructive on Applied Digital, with a wave of target price increases reflecting rising confidence in the company’s ability to convert its development pipeline and power portfolio into durable, high margin AI data center revenues.내러티브 업데이트 • Nov 24
APLD: Long-Term Hyperscale Lease Agreements Will Drive Sector Leadership
Analysts have raised their price target for Applied Digital significantly. The consensus has moved from the mid $20s to the high $30s and low $40s, citing robust Q1 results, a deep AI data center pipeline, and accelerating demand for high-performance computing infrastructure as key drivers for the upward revision.내러티브 업데이트 • Nov 07
APLD: Expanding Hyperscale Pipeline Will Drive Demand For AI Data Centers
Analysts have significantly raised their price target for Applied Digital, doubling it from $20 to as high as $43 per share. They cite strong execution, major new contracts, and growing demand for AI data center capacity as key drivers behind the upward revision.내러티브 업데이트 • Oct 24
Power Control And Long-Term Leases Will Drive AI Data Center Expansion
Applied Digital’s analyst price target has surged from $27 to $43.70 per share as analysts cite robust pipeline growth, major contract wins, and sector tailwinds as key drivers for the substantial uplift. Analyst Commentary Recent research notes show a surge in optimism around Applied Digital, as well as some caution tied to execution risks as the company scales.내러티브 업데이트 • Oct 10
15-Year CoreWeave Lease And AI Demand Will Elevate Data Centers
The consensus analyst price target for Applied Digital has increased from $21.11 to $27.00. Analysts cite strong leasing momentum with AI-focused hyperscale customers and recent high-value agreements as key drivers for this upward revision.내러티브 업데이트 • Sep 26
15-Year CoreWeave Lease And AI Demand Will Elevate Data Centers
Applied Digital's consensus price target has been raised to $21.11, reflecting increased long-term revenue visibility from CoreWeave’s 400 MW lease, valuation uplift from new datacenter sites, and growing confidence in sustained demand and market share, particularly as further contract discussions progress. Analyst Commentary Bullish analysts highlight the full lease execution at Ellendale (400 MW) by CoreWeave, providing long-term contractual revenue visibility (approx.내러티브 업데이트 • Sep 11
15-Year CoreWeave Lease And AI Demand Will Elevate Data Centers
Analysts raised Applied Digital’s price target to $20.00, citing long-term revenue visibility from major lease agreements, expanding datacenter footprint, undervalued shares versus peers, and growing demand from hyperscale customers. Analyst Commentary Bullish analysts highlight Applied Digital's successful 400MW lease at Ellendale to CoreWeave, bringing substantial long-term revenue visibility (estimated at ~$11B over 15.5 years).분석 기사 • Aug 31
Why Investors Shouldn't Be Surprised By Applied Digital Corporation's (NASDAQ:APLD) 28% Share Price Surge
Despite an already strong run, Applied Digital Corporation ( NASDAQ:APLD ) shares have been powering on, with a gain of...내러티브 업데이트 • Aug 22
15-Year CoreWeave Lease And AI Demand Will Elevate Data Centers
Applied Digital’s consensus price target has been raised to $18.75, reflecting the multi-billion dollar Ellendale lease with CoreWeave, expanding customer momentum, and favorable market comps that highlight undervalued datacenter assets. Analyst Commentary Full execution of the 400MW Ellendale lease to CoreWeave, representing a multi-billion dollar, long-term revenue stream and enhancing earnings visibility.분석 기사 • Jul 08
What You Can Learn From Applied Digital Corporation's (NASDAQ:APLD) P/S After Its 30% Share Price Crash
Applied Digital Corporation ( NASDAQ:APLD ) shares have retraced a considerable 30% in the last month, reversing a fair...Seeking Alpha • Apr 16
Applied Digital: REIT Focus Is A Strategic Pivot For Growth
Summary Applied Digital mentioned a plan to transition into a REIT for the first time since announcing its strategic shift to building and leasing HPC data centers. The sale of the cloud services segment could provide Applied Digital with $570 million in cash, potentially reducing its exposure to future debt financing. I expect the lease agreement to be announced in the second half of 2025, especially with Macquarie’s involvement with Applied Digital. I’m reiterating my strong buy rating for Applied Digital, but lowering my price target to $47 by mid-2028, representing 1255% upside from its current valuation. Read the full article on Seeking Alpha
새로운 내러티브 • Mar 22
400-Megawatt Ellendale Campus Will Increase HPC Capacity For AI
Strategic partnerships and extended financing improve Applied Digital's capital resources for expansion in high-performance computing and data center projects.Seeking Alpha • Mar 08
Applied Digital: A High-Risk Lottery Ticket In The AI Infrastructure Gold Rush
Summary Despite Nvidia's 3% stake, Applied Digital's stock is down 23% since November, with fundamentals still concerning. The company is transitioning from crypto mining to AI cloud services and HPC hosting, but has yet to secure major clients for its North Dakota facilities. Applied's financing deals (12.75% preferred equity with Macquarie and other debt) suggest unfavorable terms, with current monthly cash burn at $21M. While 400MW of AI infrastructure could theoretically generate $2B in annual revenue, Applied faces entrenched competitors and remains a speculative "lottery ticket" investment. Read the full article on Seeking AlphaSeeking Alpha • Jan 15
Applied Digital: Assessing The Macquarie Deal And FY Q2-25 Earnings
Summary Applied Digital's $5 billion investment announcement is contingent on closing a 100 MW deal with a hyperscaler, which remains uncertain. The company reported a 51.3% YoY revenue increase in Q2 FY 2025, but significant operating losses persist. Despite a strong cash position, dilution concerns remain as shares outstanding nearly doubled year over year. The MAM deal could benefit shareholders if it closes, but the timeline for the hyperscaler lease remains unclear, warranting cautious optimism on APLD. Read the full article on Seeking AlphaSeeking Alpha • Jan 06
Applied Digital: Building A Starter Position On This High Growth Play
Summary Applied Digital is transitioning from operating data centers for crypto mining customers to building and operating data centers for larger hyperscaler companies. There is significant growth potential ahead as they are close to signing a 100MW lease deal with a hyperscaler and seeing high interest for an additional 300MW of capacity. The ~$880 million annual revenue potential if the 400MW of capacity gets leased out is far from being priced in by consensus revenue estimates. Revenue and EBIT delivery is starting to beat consensus expectations. Recent fund raises have bolstered the balance sheet and indicate positive investor sentiment. Premium valuations and delays in lease signings are key risks, which is why despite bullish technicals, I am inclined to start with 20% of my intended position size, with plans of adding 20% for every 100MW of capacity lease finalized. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Applied Digital: A Generational Opportunity In The HPC Data Center Industry
Summary Applied Digital could announce the signing of its $2.2 billion lease agreement and a new lease with another hyperscaler during its Q2 earnings on January 14th after hours. Applied Digital’s HPC data centers could have a technological edge over existing data centers due to its close relationship with Nvidia, whose engineers helped design the company’s Ellendale data center. The strategic location of Applied Digital’s data centers in the Dakotas presents significant cost saving opportunities to hyperscalers. My price target for Applied Digital is $109 by mid-2028, implying a 1202% upside from its current valuation. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Applied Digital가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 28 Feb 26 | 319 | -120 | 183 | 0 |
| 30 Nov 25 | 246 | -55 | 126 | 0 |
| 31 Aug 25 | 174 | -205 | 101 | 0 |
| 31 May 25 | 144 | -161 | 83 | 0 |
| 28 Feb 25 | 192 | -169 | 45 | 0 |
| 30 Nov 24 | 183 | -196 | 53 | 0 |
| 31 Aug 24 | 135 | -47 | 40 | 0 |
| 31 May 24 | 137 | -74 | 45 | 0 |
| 29 Feb 24 | 144 | -91 | 80 | 0 |
| 30 Nov 23 | 115 | -35 | 60 | 0 |
| 31 Aug 23 | 85 | -52 | 67 | 0 |
| 31 May 23 | 55 | -44 | 54 | 0 |
| 28 Feb 23 | 41 | -43 | 45 | 0 |
| 30 Nov 22 | 28 | -38 | 36 | 0 |
| 31 Aug 22 | 15 | -13 | 10 | 0 |
| 31 May 22 | 9 | -22 | 19 | 0 |
| 28 Feb 22 | 1 | -18 | 15 | 0 |
| 30 Nov 21 | 0 | -16 | 15 | 0 |
| 31 Aug 21 | 0 | -15 | 13 | 0 |
| 31 May 21 | 0 | -1 | 0 | 0 |
양질의 수익: APLD 은(는) 현재 수익성이 없습니다.
이익 마진 증가: APLD는 현재 수익성이 없습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: APLD은 수익성이 없으며 지난 5년 동안 손실이 연평균 47.8% 증가했습니다.
성장 가속화: 현재 수익성이 없어 지난 1년간 APLD의 수익 성장률을 5년 평균과 비교할 수 없습니다.
수익 대 산업: APLD은 수익성이 없어 지난 해 수익 성장률을 IT 업계(2%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: APLD는 현재 수익성이 없으므로 자본 수익률이 음수(-3.32%)입니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/08 12:25 |
| 종가 | 2026/06/08 00:00 |
| 수익 | 2026/02/28 |
| 연간 수익 | 2025/05/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 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 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Applied Digital Corporation는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| Andrew Charles Beale | Arete Research Services LLP |
| Nicholas Giles | B. Riley Securities, Inc. |