Stock Library / APLD

APLD Unclassified Latest YouTube: Q4 FY2026 Published 2026-07-28

APLD

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Latest earnings video

Applied Digital (APLD) Q4 FY2026: A $36B AI Data-Center Backlog vs $5B of Debt — Real Transformation or Priced for Perfection?

Published 2026-07-28

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Library coverage

Episodes tracked

1

Episodes linked

1

Latest video

Q4 FY2026

2026-07-28

Podcast available

Yes

Current price

$26.62

-0.79 (-2.88%)

Trailing / Forward P/E

—

Forward: 210.15x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

580.7%

Earnings: —

Margins

-48.2% op

Gross: 45.4% · Net: -59.5%

Balance sheet

2.38x current

Debt / Equity: 136.2

52-week range / Beta

$9.79 - $50.72

Beta: 5.68

Analyst target

$73.32

Upside: 175.4%

Cash / shareholder return

-19.53% FCF yield

Dividend yield: —

Company context

Industry: Information Technology Services

Country: United States

Employees: —

Price to book: 4.80x

Return on equity: -5.6%

Applied Digital Corporation designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America. It operates through: Data Center Hosting Business, and HPC Hosting Business. The company offers infrastructure services to crypto mining customers; and GPU computing solutions for critical workloads related to AI, machine learning, and other HPC tasks. It also engages in the designing, constructing, and managing of data centers to support HPC applications. The company was formerly known as Applied Blockchain, Inc. and changed its name to Applied Digital Corporation in November 2022. Applied Digital Corporation has an lease agreement with CoreWeave for an additional 150MW at its Polaris Forge 1 Campus in Ellendale, North Dakota. Applied Digital Corporation is based in Dallas, Texas.

Price chart

Market context for APLD

Competitive view

APLD vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

APLD latest YouTube video thumbnail

APLD

APLD

YouTube Spotify Podbean

Latest video

Q4 FY2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

SS&C Technologies Holdings Inc. latest YouTube video thumbnail

SS&C Technologies Holdings Inc.

SSNC

YouTube Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

Danaher Corporation latest YouTube video thumbnail

Danaher Corporation

DHR

YouTube Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

APLD

$7.66B

APLD

SSNC

$18.76B

SS&C Technologies Holdings Inc.

DHR

$139.93B

Danaher Corporation

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

APLD

—

APLD

SSNC

21.6x

SS&C Technologies Holdings Inc.

DHR

35.1x

Danaher Corporation

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

APLD

210.2x

APLD

SSNC

10.1x

SS&C Technologies Holdings Inc.

DHR

21.5x

Danaher Corporation

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

APLD

580.7%

APLD

SSNC

10.3%

SS&C Technologies Holdings Inc.

DHR

5.5%

Danaher Corporation

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

APLD

—

APLD

SSNC

34.7%

SS&C Technologies Holdings Inc.

DHR

59.7%

Danaher Corporation

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

APLD

-48.2%

APLD

SSNC

24.6%

SS&C Technologies Holdings Inc.

DHR

19.8%

Danaher Corporation

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

APLD

45.4%

APLD

SSNC

48.1%

SS&C Technologies Holdings Inc.

DHR

58.8%

Danaher Corporation

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

APLD

-59.5%

APLD

SSNC

13.2%

SS&C Technologies Holdings Inc.

DHR

15.9%

Danaher Corporation

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

APLD

-5.6%

APLD

SSNC

12.6%

SS&C Technologies Holdings Inc.

DHR

7.6%

Danaher Corporation

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

APLD

-19.5%

APLD

SSNC

6.9%

SS&C Technologies Holdings Inc.

DHR

3.1%

Danaher Corporation

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

APLD

136.23x

APLD

SSNC

115.90x

SS&C Technologies Holdings Inc.

DHR

52.97x

Danaher Corporation

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

APLD

2.38x

APLD

SSNC

1.06x

SS&C Technologies Holdings Inc.

DHR

1.65x

Danaher Corporation

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

APLD

5.68

APLD

SSNC

1.11

SS&C Technologies Holdings Inc.

DHR

0.82

Danaher Corporation

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

APLD

—

APLD

SSNC

0.7%

SS&C Technologies Holdings Inc.

DHR

0.7%

Danaher Corporation

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

APLD

175.4%

APLD

SSNC

18.5%

SS&C Technologies Holdings Inc.

DHR

14.3%

Danaher Corporation

Related research

Non-quarter videos featuring APLD

Special-topic videos, explainers, and shorts connected to this ticker.

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Shorts and Clips 2026-07-28

Applied Digital (APLD): A $36B AI Backlog — But Priced for Perfection? #APLD #AIstocks #datacenter

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

YouTube

Episode timeline

Episode archive for APLD

Each row is one earnings episode with every verified platform link available.

Q4 FY2026

Episode live

2026-07-28

Published youtube podcast complete

Applied Digital (APLD) Q4 FY2026: A $36B AI Data-Center Backlog vs $5B of Debt — Real Transformation or Priced for Perfection?

Quarterly earnings-analysis entry for APLD. Use the links on the right to open the video or podcast episode.

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