Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
APLD
STRONG SELLApplied Digital Corporation · Technology · United States · $7.8B · Avg Vol: $576M/d
COMPANY DESCRIPTION
Applied Digital Corporation designs, builds, and operates next-generation digital infrastructure for high-performance computing (HPC) and artificial intelligence applications. The company secures low-cost, ultra-high-density power contracts to run specialized data centers tailored for AI workloads and GPU cloud services. It positions itself as a critical infrastructure provider in the rapidly expanding AI hardware hosting market.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 8.5M | 55.4M | 136.6M | 144.2M | 156.5% | 611.3M | 184.1M | — | 13.0% |
| EPS | -0.14 | -0.16 | -0.63 | -1.04 | — | -0.91 | -0.95 | -0.25 | — |
| Shares | 287.9M | 287.9M | 287.9M | 224.9M | -21.9% | 287.9M | — | — | — |
| Debt | 13.5M | 91.8M | 135.7M | 702.9M | 273.0% | 5.1B | — | — | — |
| Equity | 72.3M | 59.5M | 124.8M | 633.7M | 106.2% | — | — | — | — |
| Op CF | -0.9M | 58.7M | 13.8M | -115.4M | -76.5% | 89.7M | — | — | — |
| Inv CF | -45.9M | -132.1M | -172.4M | -667.7M | — | — | — | — | — |
| Fin CF | 81.3M | 70.6M | 146.8M | 874.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of APLD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| APLD | Applied Digital Corporation(you) | $7.8B | 13 | STRONG SELL |
| CIFR.MX | Cipher Digital Inc. | $10.3B | 12 | STRONG SELL |
| CSQR | Csquare, Inc. | $3.5B | 10 | STRONG SELL |
| KEEL | Keel Infrastructure Corp. | $2.6B | 10 | STRONG SELL |
| CHRN | ChronoScale Holdings Corporation | $3.1B | 21 | SELL |
| PSN | Parsons Corporation | $6.3B | 41 | HOLD |
| SHAZ | SharonAI Holdings Inc. | $2.3B | 2 | STRONG SELL |
| BBAI | BigBear.ai Holdings, Inc. | $1.3B | 3 | STRONG SELL |
| WYFI | WhiteFiber, Inc. | $912M | 20 | STRONG SELL |
| KD | Kyndryl Holdings, Inc. | $2.7B | 49 | HOLD |
Peer medians: ROE 7.9% · P/E 38.1x · Gross margin 54.2%