Applied Digital will host a conference call on October 9, 2025, to discuss Q1 financial results.
Quiver AI Summary
Applied Digital Corporation announced it will host a conference call on October 9, 2025, at 5:00 p.m. Eastern Time to discuss its fiscal first-quarter financial results for the period ending August 31, 2025. A press release with these results will be issued after market close that day. During the call, management will deliver prepared remarks followed by a question-and-answer session. The call will be accessible to the public via dial-in and will also be available for replay for one year. Applied Digital specializes in high-performance, sustainable data centers for AI, cloud, networking, and blockchain services and has been recognized for its innovative designs and economic initiatives. The company also shared caution regarding forward-looking statements and the potential risks that could impact its future operations and performance.
Potential Positives
- Applied Digital has been recognized as the Best Data Center in the Americas for 2025 by Datacloud, enhancing its reputation in the industry.
- The upcoming conference call scheduled for October 9, 2025, indicates transparency and provides investors an opportunity to gain insights into the company’s operations and financial results.
- The company's innovative approach, including proprietary waterless cooling technology and rapid deployment capabilities, positions it as a leader in sustainable data center solutions for high-demand sectors like AI and blockchain.
Potential Negatives
- Forward-looking statements included in the press release highlight considerable uncertainty about the company's future performance, which may raise concerns for investors.
- The company acknowledges potential risks such as construction delays, reliance on key customers, and the ability to obtain financing, which could negatively impact its operations.
- The press release indicates a dependence on the HPC (High-Performance Computing) industry's fluctuations, suggesting vulnerability to market dynamics.
FAQ
What is the date and time of the upcoming conference call?
The conference call is scheduled for Thursday, October 9, 2025, at 5:00 p.m. Eastern Time.
How can I join the Applied Digital conference call?
You can join by dialing 1-800-549-8228 and entering Conference ID: 39290.
Will there be a replay of the conference call available?
Yes, a phone replay will be available from October 9, 2025, at 8:00 p.m. Eastern Time until October 16, 2025.
What is Applied Digital's primary business focus?
Applied Digital designs, builds, and operates high-performance, sustainably engineered data centers for AI, cloud, networking, and blockchain workloads.
Who should I contact for investor relations queries?
For investor relations, please contact Matt Glover and Ralf Esper at Gateway Group, Inc. at (949) 574-3860.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$APLD Insider Trading Activity
$APLD insiders have traded $APLD stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $APLD stock by insiders over the last 6 months:
- WES CUMMINS (CEO; Chairman) sold 400,000 shares for an estimated $6,104,000
- CHUCK HASTINGS has made 0 purchases and 2 sales selling 130,000 shares for an estimated $1,774,900.
- MOHAMMAD SAIDAL LAVANWAY MOHMAND (Chief Financial Officer) sold 75,000 shares for an estimated $1,144,500
- RICHARD N NOTTENBURG has made 0 purchases and 3 sales selling 44,936 shares for an estimated $636,250.
- DOUGLAS S MILLER has made 0 purchases and 2 sales selling 20,000 shares for an estimated $286,300.
- RACHEL H. LEE sold 24,212 shares for an estimated $169,484
- ELLA G. BENSON sold 18,242 shares for an estimated $118,573
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$APLD Hedge Fund Activity
We have seen 166 institutional investors add shares of $APLD stock to their portfolio, and 182 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- OASIS MANAGEMENT CO LTD. removed 7,700,000 shares (-88.2%) from their portfolio in Q2 2025, for an estimated $77,539,000
- BNP PARIBAS FINANCIAL MARKETS added 5,198,223 shares (+24356.8%) to their portfolio in Q2 2025, for an estimated $52,346,105
- CLEARFIELD CAPITAL MANAGEMENT LP removed 3,607,000 shares (-86.4%) from their portfolio in Q2 2025, for an estimated $36,322,490
- D. E. SHAW & CO., INC. removed 3,381,851 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $34,055,239
- VOLORIDGE INVESTMENT MANAGEMENT, LLC added 3,266,164 shares (+inf%) to their portfolio in Q2 2025, for an estimated $32,890,271
- SITUATIONAL AWARENESS LP added 2,556,200 shares (+63.3%) to their portfolio in Q2 2025, for an estimated $25,740,934
- PERTENTO PARTNERS LLP removed 2,235,113 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $22,507,587
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$APLD Analyst Ratings
Wall Street analysts have issued reports on $APLD in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Craig-Hallum issued a "Buy" rating on 08/18/2025
- Lake Street issued a "Buy" rating on 07/31/2025
- HC Wainwright & Co. issued a "Buy" rating on 07/31/2025
- Needham issued a "Buy" rating on 07/31/2025
- Compass Point issued a "Buy" rating on 07/25/2025
- B. Riley Securities issued a "Buy" rating on 06/04/2025
- JMP Securities issued a "Market Outperform" rating on 06/03/2025
To track analyst ratings and price targets for $APLD, check out Quiver Quantitative's $APLD forecast page.
$APLD Price Targets
Multiple analysts have issued price targets for $APLD recently. We have seen 10 analysts offer price targets for $APLD in the last 6 months, with a median target of $15.5.
Here are some recent targets:
- Kevin Dede from HC Wainwright & Co. set a target price of $20.0 on 08/25/2025
- An analyst from Craig-Hallum set a target price of $23.0 on 08/18/2025
- John Todaro from Needham set a target price of $16.0 on 07/31/2025
- Rob Brown from Lake Street set a target price of $18.0 on 07/31/2025
- Ed Engel from Compass Point set a target price of $13.0 on 07/25/2025
- Nick Giles from B. Riley Securities set a target price of $15.0 on 06/04/2025
- Greg Miller from JMP Securities set a target price of $18.0 on 06/03/2025
Full Release
DALLAS, Sept. 24, 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 Thursday, October 9, 2025, at 5:00 p.m. Eastern Time to discuss its operations and financial results for the fiscal first quarter ended August 31, 2025. A press release detailing these results will be issued after the market closes on the same day.
Applied Digital management will provide prepared remarks, followed by a question-and-answer period.
Date: Thursday, October 9, 2025
Time: 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time)
Participant Dial-In: 1-800-549-8228
Conference ID: 39290
The conference call will be broadcast live and available for replay for one year here .
Please call the conference telephone number approximately 10 minutes before the start time. An operator will register your name and organization. If you have difficulty connecting with the conference call, please get in touch with Applied Digital’s investor relations team at 1-949-574-3860.
A phone replay of the call will also be available from 8:00 p.m. Eastern Time on October 9, 2025, through October 16, 2025, at 11:59 p.m. Eastern Time.
Replay Dial-In: 1-888-660-6264
Playback Passcode: 39290 #
About Applied Digital
Applied Digital (Nasdaq: APLD) named Best Data Center in the Americas 2025 by Datacloud — designs, builds, and operates high-performance, sustainably engineered data centers and colocation services for artificial intelligence, cloud, networking, and blockchain workloads. Headquartered in Dallas, TX, and founded in 2021, the company combines hyperscale expertise, proprietary waterless cooling, and rapid deployment capabilities to deliver secure, scalable compute at industry-leading speed and efficiency, while creating economic opportunities in underserved communities through its award-winning Polaris Forge AI Factory model.
Caution About Forward-Looking Statements
This press release contains “forward-looking statements” as defined in the Private Securities Litigation Reform Act of 1995 regarding, among other things, future operating and financial performance, product development, market position, business strategy and objectives and future financing plans. These statements use words, and variations of words, such as “will,” “continue,” “build,” “future,” “increase,” “drive,” “believe,” “look,” “ahead,” “confident,” “deliver,” “outlook,” “demonstrates,” “expect,” “project” and “predict.” Other examples of forward-looking statements may include, but are not limited to, (i) statements that reflect perspectives and expectations regarding lease agreements, the new lease agreement, and campus development, (ii) statements about the HPC industry, (iii) statements of Company plans and objectives, including our evolving business model, or estimates or predictions of actions by suppliers, (iv) statements of future economic performance, and (v) statements of assumptions underlying other statements and statements about the Company or its business. You are cautioned not to rely on these forward-looking statements. These statements are based on current expectations of future events and thus are inherently subject to uncertainty. If underlying assumptions prove inaccurate or known or unknown risks or uncertainties materialize, actual results could vary materially from the Company’s expectations and projections. These risks, uncertainties, and other factors include: our ability to complete construction at the data centers at our of the Polaris Forge 1 and Polaris Forge 2 campuses; changes to AI and HPC infrastructure needs and their impact on future plans; risks associated with the leasing business, including those associated with counterparties; costs related to the HPC operations and strategy; our ability to timely deliver any services required in connection with completion of installation under the lease agreements; our ability to raise additional capital to fund ongoing and future data center construction and operations; our ability to obtain financing of the lease agreements on acceptable financing terms, or at all; our dependence on principal customers, including our ability to execute and perform our obligations under our leases with key customers, including without limitation, the lease agreements; our ability to timely and successfully build hosting facilities with the appropriate contractual margins and efficiencies; power or other supply disruptions and equipment failures; the inability to comply with regulations, developments and changes in regulations; cash flow and access to capital; availability of financing to continue to grow our business; decline in demand for our products and services; maintenance of third party relationships; and conditions in the debt and equity capital markets. A further list and description of these risks, uncertainties and other factors can be found in the company’s most recently filed Annual Report on Form 10-K and Quarterly Report on Form 10-Q, including in the sections captioned “Forward-Looking Statements” and “Risk Factors,” and in the company’s subsequent filings with the Securities and Exchange Commission. Copies of these filings are available online at www.sec.gov, on the Company’s website (www.applieddigital.com) under “Investors,” or on request from the Company. Information in this release is as of the dates and time periods indicated herein, and the Company does not undertake to update any of the information contained in these materials, except as required by law.
Investor Relations Contacts
Matt Glover and Ralf Esper
Gateway Group, Inc.
(949) 574-3860
[email protected]
Media Contact
JSA (Jaymie Scotto & Associates)
(856) 264-7827
[email protected]