APLD
Applied Digital Corp.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Applied Digital has 6 disclosed suppliers and 4 disclosed customers in SEC filings.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+0.17%
vs ±9.1% implied · ×0.02
shaded = implied · ▲▼ = realized
Applied Digital Corp.
18.03
Expected move
Inputsspot 17.82exp Jan 15ATM strike 17ATM straddle 6.37IV 100%
SentenceDuring fiscal year 2026, this business segment was comprised of one customer accounting for 59% of our total revenue from continuing operations.
basisAPLD FY2026 revenue $611M
APLD 10-Kaccession 0001144879-26-000048
SentenceDuring fiscal year 2026, this business segment was comprised of one customer accounting for 25% of our revenue from continuing operations.
basisAPLD FY2026 revenue $611M
APLD 10-Kaccession 0001144879-26-000048
SentenceData Center Hosting Business During fiscal year 2026, this business segment was comprised of one customer accounting for 25% of our revenue from continuing operations.
basisAPLD FY2026 revenue $611M
APLD 10-Kaccession 0001144879-26-000048
SentenceBecause power distribution, cooling architecture, and data hall layouts are standardized across our campuses, we are able to consolidate purchasing around a common set of trusted, qualified partners—including ABB for electrical equipment, BASX for mechanical and cooling systems, and Caterpillar for backup generation—and to place bulk orders against a multi-gigawatt development pipeline.
SentenceBecause power distribution, cooling architecture, and data hall layouts are standardized across our campuses, we are able to consolidate purchasing around a common set of trusted, qualified partners—including ABB for electrical equipment, BASX for mechanical and cooling systems, and Caterpillar for backup generation—and to place bulk orders against a multi-gigawatt development pipeline.
APLD 10-Kaccession 0001144879-26-000048
SentenceIn addition, through our partnership with Base Electron Corporation ("Base Electron"), an independent power producer, we are pursuing the development of approximately 1.2 GW of front-of-the-meter, natural gas-fired generation in the Dakotas, which we expect to unlock additional power capacity for our development pipeline.
APLD 10-Kaccession 0001144879-26-000048
SentenceBecause power distribution, cooling architecture, and data hall layouts are standardized across our campuses, we are able to consolidate purchasing around a common set of trusted, qualified partners—including ABB for electrical equipment, BASX for mechanical and cooling systems, and Caterpillar for backup generation—and to place bulk orders against a multi-gigawatt development pipeline.
APLD 10-Kaccession 0001144879-26-000048
SentenceOn June 2, 2025, we entered into a Sales Agreement with Northland Securities, Inc. and Wells Fargo Securities, LLC (the "June 2025 Sales Agreement").
APLD 10-Kaccession 0001144879-26-000048
SentenceOn June 2, 2025, we entered into a Sales Agreement with Northland Securities, Inc. and Wells Fargo Securities, LLC (the "June 2025 Sales Agreement").
APLD 10-Kaccession 0001144879-26-000048
SentenceOn March 30, 2026, the Company and CoreWeave amended the ELN-02 Lease to suspend the term for two of the four data halls covered by the lease (the "ELN-02 Lease Amendment") and the Company entered into a new datacenter lease with CoreWeave Compute Acquisition Co. VIII, LLC ("CoreWeave SPV"), a wholly owned subsidiary of CoreWeave, for those two data halls on substantially the same terms as the ELN-02 Lease (the "ELN-02 SPV Lease").