Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It operates through: Data Center Hosting Business, and HPC Hosting Business. The company offers infrastructure services to crypto mining customers; and GPU computing solutions for critical workloads related to AI, machine learning, and other HPC tasks. It also engages in the designing, constructing, and managing of data centers to support HPC applications. The company was formerly known as Applied Blockchain, Inc. and changed its name to Applied Digital Corporation…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Feb 2026 | $126.6M | — | $-99.3M | $-0.36 | — | 42.5% | -20.5% |
| Q 2025 Nov 2025 | $126.6M | — | $-17.5M | $-0.07 | — | 20.6% | -24.5% |
| Q 2025 Aug 2025 | $64.2M | — | $-16.9M | $-0.07 | — | 13.4% | -32.0% |
| Q 2025 May 2025 | $-33.3M | — | $-52.5M | $-0.24 | — | — | — |
| Q 2025 Feb 2025 | $52.9M | — | $-35.6M | $-0.16 | — | 7.1% | -35.8% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Why is Applied Digital Data Center stock sliding hard just as billion-dollar hyperscaler leases and AI campus expansion hit the tape?
