Discover why Applied Digital's massive new contracts could spark one of the biggest AI infrastructure rallies of the decade.Applied Digital (APLD +16.44%) is gaining momentum as billions in long-term AI data center leases reshape its financial future. With demand for compute surging, the company's shift toward high-margin recurring revenue could unlock explosive upside for investors willing to bet on its execution.Stock prices used were the market prices of Dec. 15, 2025. The video was published on Dec. 19, ...

公司股价表现 - Applied Digital (NASDAQ:APLD) 股价在周五大幅上涨16.5% [1] - 此次上涨发生在此前仅两天股价暴跌17.5%之后 [1]

We recently published 10 Firms in the Limelight. Applied Digital Corp. (NASDAQ:APLD) is one of the best performers on Friday. Applied Digital extended its winning streak to a second day on Friday, surging 16.53 percent to close at $27.85 apiece as investors loaded positions early ahead of the results of its earnings performance. In an update on Thursday, Applied Digital Corp. (NASDAQ:APLD) said that it would announce the results of its second quarter earnings performance for the fiscal year 2026 after ma ...

Key Points Micron's blockbuster earnings report helped set off a rally in the AI market. Applied Digital announced on Thursday that it has secured new funding from a key financing partner. The company is at risk of overextending itself in its rush to build new data centers. 10 stocks we like better than Applied Digital › Shares of Applied Digital (NASDAQ: APLD) jumped on Friday, finishing the day up 16.5%. The gain came as the S&P 500 and the Nasdaq Composite finished up 0.8% and 1.3%, respectiv ...

行业概况 - 全球人工智能基础设施市场预计将从2025年的1820.7亿美元增长至2030年的3940.5亿美元，期间复合年增长率为19.4% [2] - Applied Digital 是专注于为AI工作负载优化的定制化数据中心和高性能计算设施的纯AI基础设施开发商 [1][3] - Dell Technologies 专注于AI优化服务器、企业硬件和集成数据中心解决方案 [1][6] Applied Digital 业务与财务分析 - 公司采用纯AI基础设施开发商模式，专注于超大规模数据中心园区，通过长期、可循环的租赁收入与Dell的硬件中心模式形成差异化 [3] - 已与CoreWeave签订了约110亿美元的合同租赁收入，覆盖Polaris Forge 1园区的400兆瓦容量，确立了长期收入可见性 [3] - 一旦设施完全投入运营，公司预计每年可产生约5亿美元的净营业收入 [3] - 已开始建设Polaris Forge 2，初始容量为300兆瓦，可扩展至1吉瓦 [4] - 两个园区共有700兆瓦容量正在建设中，并有4吉瓦的活跃开发管道 [4] - 与麦格理资产管理公司达成的50亿美元优先股权融资安排，可能释放总计200亿至250亿美元的项目融资能力 [4] - 其专有的冷却设计目标是实现1.18的电力使用效率比，带来运营成本优势 [4] - 根据Zacks共识预期，公司2026财年第二季度预计每股亏损0.10美元，过去30天未变；去年同期每股亏损为0.66美元 [5] - 公司股票在过去六个月中飙升了131.4% [11] - 公司远期市销率为15.71倍，反映了其向高利润率循环租赁收入的转型及其纯AI基础设施的定位 [14] Dell Technologies 业务与财务分析 - 公司作为成熟的AI基础设施硬件供应商，通过集成销售服务器、存储和网络系统设备，与Applied Digital的设施租赁模式形成差异化 [6] - 在2026财年前九个月，累计获得了300亿美元的AI服务器订单，并建立了184亿美元的积压订单，显示出超大规模企业、云服务提供商和企业客户的强劲需求 [6] - 硬件模式在设备发货时即确认收入并产生当期利润，提供近期的现金生成 [6] - 与包括英伟达在内的技术提供商建立了战略合作伙伴关系，确保了下一代GPU平台（如GB300架构）的设计中标 [7] - 其工程能力使得AI机架能在24-36小时内完成部署，正常运行时间超过99% [7] - 面临DRAM和NAND等用于AI服务器的组件显著的商品成本通胀，这在2026财年第三季度挤压了利润率 [7][9] - AI服务器订单履行周期为12-18个月，在组件供应、制造产能和交付时间方面存在执行风险 [9] - 根据Zacks共识预期，公司2026财年第四季度预计每股收益为3.46美元，过去30天上调了0.33美元；去年同期每股收益为2.68美元 [10] - 公司股票在过去六个月中仅上涨了3% [11] - 公司远期市销率为0.67倍，与其成熟的硬件业务相符 [14] 投资比较与结论 - Applied Digital 近期的市场表现优于 Dell Technologies，反映了投资者对纯AI基础设施的偏好 [8][11] - Applied Digital 的纯AI基础设施定位、高利润率循环租赁模式和110亿美元的合同收入，使其成为更强的增长机会 [17] - Dell Technologies 提供已建立的盈利能力，但面临商品价格压力和竞争动态，限制了其增长潜力 [17] - 凭借优于Dell的增长轨迹和六个月的市场表现，Applied Digital 被认为是AI基础设施领域更具吸引力的投资标的 [17]

We recently published 10 Firms Stealing the Show on Wall Street. Applied Digital Corp. (NASDAQ:APLD) is one of the best performers on Thursday. Applied Digital bounced back by 8.64 percent on Thursday to close at $23.90 apiece as investors cheered its successful raising of $100 million in fresh funds from a loan facility. In a statement, Applied Digital Corp. (NASDAQ:APLD) said that its wholly owned subsidiary APLD DevCo LLC entered into a loan facility with Macquarie Group’s Commodities and Global Mark ...

Applied Digital's buildout continues.Shares of Applied Digital (APLD +8.46%) jumped on Thursday, finishing the day up 8.6%. The spike came as the S&P 500 and the Nasdaq Composite finished up 0.7% and 1.3%, respectively.The artificial intelligence (AI) data center company announced today that it secured $100 million in financing to "fund the pre-lease development costs for new data center projects."NASDAQ : APLDApplied DigitalToday's Change( 8.46 %) $ 1.86Current Price$ 23.86Key Data PointsMarket Cap$6.1BDay ...

Welcome back to Market on Close. I'm Sam Bartis live from the floor of the New York Stock Exchange. It's time now for overlooked stocks.We are watching shares of Applied Digital today after a rise coming off the back of the company closing a loan facility for AI data center development. So, George Phyllis is with us, senior markets correspondent to help get us across what the details are here and uh obviously this is why we're seeing a nice 10% pop here. George, talk us through uh this report.>> Yeah. Yeah, ...

DALLAS, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) ("Applied Digital" or the "Company"), a designer, builder, and operator of high-performance, sustainably engineered data centers and colocations services for artificial intelligence, cloud, networking and blockchain workloads, will host a conference call on Wednesday, January 7, 2026, at 5:00 p.m. Eastern Time to discuss its operations and financial results for the fiscal second quarter ended November 30, 2025. A press rele ...

We recently published 10 Big Names Investors Are Dumping. Applied Digital Corp. (NASDAQ:APLD) is one of the worst performers on Wednesday. Applied Digital slashed its share prices by 9.24 percent on Wednesday to close at $22 apiece as investors turned increasingly wary about the AI industry, supported by an investment firm’s withdrawal of its financial support for one of Oracle Corp.’s data center projects. On the same day, a report said that Blue Owl Capital backed out from a plan to support Oracle’s da ...