Down 40% in 3 months while the S&P 500 was flat.
−2Long-term trend
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| Holding it back | Moves 10.8% a day with no profit behind it |
| Latest filing | 8-K, Oct 7 |
TodayData center, chip, and memory stocks fell together: “OpenAI pledges data center power cuts”
Wed Nov 4: Annual meeting, online12:00 PM ET. Proxy filed Sep 25.
After its last 4 reports it closed +0.3% on average, higher 3 of 4 times.
APLD is #245 of 271 by Quality Score.
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Net income over four quarters: APLD -$351M, GLXY -$278M.
Expected to report Wed Jan 6, after the close (in 65 days). Expected.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $341.9M.
| Line | Q1 FY27 | Q1 FY26 |
|---|---|---|
| HPC Hosting Business | $184M | $26.3M |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 7)
| Measure | Figure |
|---|---|
| Delivered critical IT load across North Dakota campuses | 300 MW |
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Oct 7, 2026 | +2.3% | +0.2% | -14.6% |
| Jul 27, 2026 | +1.6% | +0.9% | +11.8% |
| Apr 8, 2026 | -6.3% | -8.0% | +10.9% |
Sales grew every year from 2024 to 2026, to $611M. It lost money in each of the three years.
2 insiders bought $6.7M across 2 filings, and one insider sold $3M across 2 filings, in the last 6 months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: APLD is under 0.1% of FTEC, under 0.1% of VGT, and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
Applied Digital Corp is a U.S. based designer, developer, owner, and operator of large-scale, purpose-built data centers engineered to support high-performance computing (HPC) workloads, including artificial intelligence (AI), machine learning, and other accelerated-compute applications. It design, build, and operate high-performance, sustainably engineered data centers which it refer to as AI factories and deliver that capacity to investment-grade hyper scalers and other compute customers under long-term lease and hosting arrangements. The company has two segments Data Center Hosting Business, and HPC Hosting Business. The company generates majority of revenue from Data Center Hosting Business segment. Its solutions are Digital Infrastructure, and AI Factories.
“We operate in a competitive market for the development and operation of data centers serving HPC and AI workloads.”
APLD scores -4 today, which Breakaway calls Poor. It is #245 of 271 in Software by Quality Score, with 1 of 14 chart checks firing. Down 40% in 3 months while the S&P 500 was flat. Shares: 13.9% more than a year ago (to Aug 31). Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
APLD scores -4 today, which Breakaway calls Poor (below zero). That is #245 of 271 in Software by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind APLD's -4.
2 insiders bought $6.7M across 2 filings, and one insider sold $3M across 2 filings, in the last 6 months. The newest is Jason Gechen Zhang, President, who bought $5.7M on Oct 16. Every filing, with the scored weight, for Pro members.
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