Price
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Smart Score
Top tierWe are 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. We design, build, and operate high-performance, sustainably engineered data centers—which we refer to as AI factories—and deliver that capacity to investment-grade hyperscalers and other leading compute customers under long-term lease and hosting arrangements.
In the company’s own words · 10-K filed Jul 29, 2026 · SEC EDGAR
Business segments
Jun 2026 · $125.6MThe company’s own SEC segment disclosure.
- HPC Hosting Business$88.3M70%
- Data Center Hosting Business$37.3M30%
Applied Digital Corporation (APLD) reported revenue of $127M in Q3 2026 (quarter ended Feb 28, 2026), up 139% from the same quarter a year earlier. That came with a gross margin of 42% and net loss of $71M. For the full year FY2025, revenue was $144M (+5.5% year on year) and net income −$231M. Its largest segment in Jun 2026 was HPC Hosting Business at $88M, 70% of the disclosed total, well ahead of Data Center Hosting Business at 30%.
Raw charts
10 series · TTMAs reported to the SEC, without any scoring.
Information Technology Services
Ranks #2 of 28 by Smart Score