Breakeven Date Change • May 31
Forecast to breakeven in 2029 The 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$375.8m in 2029. Average annual earnings growth of 25% is required to achieve expected profit on schedule. Breakeven Date Change • May 20
No longer forecast to breakeven The 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. Announcement • Mar 20
Applied Digital Corporation to Report Q3, 2026 Results on Apr 08, 2026 Applied Digital Corporation announced that they will report Q3, 2026 results After-Market on Apr 08, 2026 Announcement • Jan 15
Applied Digital Appoints Co Jason Zhang as President Applied 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 08
Second 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 02
Forecast breakeven date pushed back to 2028 The 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. Announcement • Dec 19
Applied Digital Corporation to Report Q2, 2026 Results on Jan 07, 2026 Applied Digital Corporation announced that they will report Q2, 2026 results After-Market on Jan 07, 2026 Announcement • Oct 19
Applied Digital Corporation announced that it expects to receive $5 billion in funding from Macquarie Asset Management Credit Advisers US, LLC Applied 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. Announcement • Sep 24
Applied Digital Corporation to Report Q1, 2026 Results on Oct 09, 2025 Applied Digital Corporation announced that they will report Q1, 2026 results After-Market on Oct 09, 2025 Announcement • Sep 15
Applied Digital Corporation, Annual General Meeting, Nov 05, 2025 Applied Digital Corporation, Annual General Meeting, Nov 05, 2025. Recent Insider Transactions • Aug 18
Independent Director recently sold €379k worth of stock On 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. Announcement • Jul 14
Applied Digital Corporation to Report Q4, 2025 Results on Jul 30, 2025 Applied Digital Corporation announced that they will report Q4, 2025 results After-Market on Jul 30, 2025 Announcement • Jun 03
Applied 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 Announcement • May 01
Applied Digital Corporation announced that it expects to receive $150 million in funding Applied 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. Announcement • Apr 01
Applied Digital Corporation to Report Q3, 2025 Results on Apr 14, 2025 Applied Digital Corporation announced that they will report Q3, 2025 results After-Market on Apr 14, 2025 Announcement • Feb 08
Applied Digital Corporation Announces Executive Changes Applied 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. Announcement • Jan 06
Applied Digital Corporation Appoints Laura Laltrello as Chief Operating Officer Applied 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. Announcement • Dec 19
Applied Digital Corporation to Report Q2, 2025 Results on Jan 14, 2025 Applied Digital Corporation announced that they will report Q2, 2025 results After-Market on Jan 14, 2025 Announcement • Nov 01
Applied 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. 
