Applied Digital

Applied Digital shares dropped about 4% as a jump in long-term Treasury yields increased the cost of debt for capital-intensive AI data center buildouts. The move reflects market repricing of financing risk for pure-play builders, with Cipher Mining and Core Scientific also sliding sharply while broader data center ETFs hold up. Higher yields shrink the present value of multi-year contracted revenues and raise funding costs for unfinished capacity, heightening volatility for these leveraged developers. » Mere på finance.yahoo.com

Applied Digital reported adjusted EPS of $0.04 and revenue of $258.7 million for Q4 2026, with both metrics well above analyst expectations. Revenue growth of 407% quarter‑over‑quarter and adjusted EBITDA of $42.4 million reflect the ramp-up of its AI data‑center hosting; contractually committed long‑term rental value now stands at $36 billion. Management called the quarter a turning point, is building multiple hyperscaler sites, and expects further earnings increases as capacity comes online. » Mere på de.investing.com

Applied Digital reported Q4 2026 revenue of $258.7 million, significantly beating consensus and the prior year; adjusted earnings per share were $0.04 versus expected -$0.19. The company signed three 15-year take-or-pay contracts with a hyperscaler for 810 MW, which contractually generate about $20.2 billion in revenue and raise total contracted IT load to 1.4 GW and aggregated rental income to roughly $36 billion. In addition, the cloud services segment was spun out into ChronoScale Holdings and a comprehensive financing package was secured; the stock rose sharply in after-hours trading. » Mere på de.investing.com