Management Credibility Analysis

Unavailable
Verified Management Score Unavailable
Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed
Verified Catalysts Unavailable
No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive
Not disclosed
Headquarters
3811 TURTLE CREEK BLVD., SUITE 2100, DALLAS, TX
Founded
Not disclosed

📈 Company Timeline

Major business events
Positive
Negative
Neutral
8 Oct 2026

Applied Digital Corporation filed Form 10-Q

Applied Digital Corporation submitted Form 10-Q to the SEC for the period ending Aug 31, 2026.

8 Oct 2026

Applied Digital Corporation reported Operating or financial results

Applied Digital Corporation filed an 8-K covering operating or financial results, supporting financial statements or exhibits.

26 Sep 2026

Applied Digital Corporation proxy and shareholder-vote filing

Applied Digital Corporation filed materials concerning shareholder voting, governance, director elections or executive compensation.

26 Sep 2026

Applied Digital Corporation proxy and shareholder-vote filing

Applied Digital Corporation filed materials concerning shareholder voting, governance, director elections or executive compensation.

31 Jul 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Applied Digital Corporation.

Capital Structure & Financial Position

Financial strength and liquidity analysis
Cash and equivalents (USD)$2.95B
Total assets (USD)$11.71B
Total liabilities (USD)$7.91B
Shareholders' equity (USD)$1.60B
Long-term debt (USD)$7.19M

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated

Peer Comparison - Technology

Company Price Market Cap
NVDA - NVIDIA Corporation $221.97
Yahoo Finance
$5.35T
AAPL - Apple Inc. $343.99
Yahoo Finance
$5.02T
GOOGL - Alphabet Inc. $334.76
Yahoo Finance
$4.09T
MSFT - Microsoft Corporation $532.95
Yahoo Finance
$3.96T
META - Meta Platforms, Inc. $697.52
Yahoo Finance
$1.78T

📋 Corporate Actions

Recent and upcoming corporate events
Verified Corporate Actions Unavailable
Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis
QuarterRevenue (USD)Operating incomeNet incomeDiluted EPS (USD)Filed
Q3 2026$262.76M−$62.38M−$184.06M−$0.8210-Q · 7 Oct 2026
Q1 2026$126.64M−$85.67M−$70.56M−$0.3610-Q · 8 Apr 2026
Q4 2025$126.59M−$30.96M−$14.45M−$0.0710-Q · 8 Jan 2026
Q3 2025$80.93M−$9.76M−$16.93M−$0.0710-Q · 7 Oct 2026
Q1 2025$52.92M−$18.94M−$35.56M−$0.1610-Q · 14 Apr 2025
Q4 2024$36.16M−$12.81M−$138.73M−$0.6610-Q · 8 Jan 2026

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy
Target: $55.67
165.3% upside potential
📈
Strong Buy
Unavailable
👍
Buy
7
⏸️
Hold
2
📉
Sell
0
9 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved Targets range 22.00–83.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments
Verified Dividend Data Unavailable
Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable
Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity
16
Oct 2026
Cummins Wes
Director, CEO; Chairman
Open-market purchase
$18.04 per share
55,803 shares
SEC Form 4
16
Oct 2026
Zhang Jason Gechen
President
Open-market purchase
$18.86 per share
300,000 shares
SEC Form 4
13
Oct 2026
Nottenburg Richard N
Director
Open-market sale
$21.84 per share
31,250 shares
SEC Form 4
10
Oct 2026
Cummins Wes
Director, CEO; Chairman
Option exercise
Unavailable per share
100,000 shares
SEC Form 4
10
Oct 2026
Cummins Wes
Director, CEO; Chairman
Tax withholding
$23.68 per share
39,350 shares
SEC Form 4
4
Oct 2026
Mohmand Mohammad Saidal LaVanway
Chief Financial Officer
Option exercise
Unavailable per share
81,666 shares
SEC Form 4
4
Oct 2026
Mohmand Mohammad Saidal LaVanway
Chief Financial Officer
Tax withholding
$25.38 per share
32,136 shares
SEC Form 4
12
Sep 2026
Zhang Jason Gechen
President
Tax withholding
$26.42 per share
49,188 shares
SEC Form 4
4
Aug 2026
Nottenburg Richard N
Director
Open-market sale
$31.15 per share
75,000 shares
SEC Form 4
4
Aug 2026
Mohmand Mohammad Saidal LaVanway
Chief Financial Officer
Other
Unavailable per share
13,408 shares
SEC Form 4

Top Shareholders

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36.372% change
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22,518,887 shares
-2.413% change
6/30/2026
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15,384,616 shares
14.142% change
6/30/2026
Vanguard Portfolio Management Llc
13,728,812 shares
-7.287% change
6/30/2026
Situational Awareness Partners Lp
13,478,438 shares
New% change
3/31/2026
Blackrock, Inc.
13,375,070 shares
-35.993% change
6/30/2026
Vanguard Capital Management Llc
11,555,819 shares
7.24% change
6/30/2026
Two Sigma Investments, Lp
10,299,117 shares
546.685% change
6/30/2026
Equitec Proprietary Markets, Llc
8,373,964 shares
New% change
6/30/2026
Goldman Sachs Group Inc
6,980,959 shares
-12.786% change
6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed · 17 minutes ago