Applied Digital

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. » More on 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. » More on de.investing.com

The options market is expecting an implied swing of around 13% for Applied Digital stock after the quarterly results on July 27. In four of the last eight earnings periods, the actual price move exceeded the volatility priced in by the options market, including large swings of 32.6% on January 7, 2026, and 36% on October 9, 2025. For other releases, however, the real move was sometimes significantly below the implied size, suggesting uneven reactions of the stock to results. » More on de.investing.com