APLD
Applied Digital Corporation24.24
+1.26+5.48%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
6.77BP/E (TTM)
-Basic EPS (TTM)
-1.01Dividend Yield
0%Recent Filings
8-K
Closed $2.15B notes offering
Applied Digital's subsidiary closed a $2.15 billion 6.750% senior secured notes offering due 2031 on March 10, 2026, issued at 98% of par to fund 200MW IT load construction at its Polaris Forge 2 AI Factory campus leased to Oracle. Funds sit in escrow pending conditions; parent guarantees completion if needed. CFO earned $750,000 bonus for financing efforts. Covenants curb debt and payouts.
8-K
Prices $2.15B notes for AI campus
Applied Digital's subsidiary APLD ComputeCo 2 priced $2.15 billion of 6.750% senior secured notes due 2031 at 98%, eyeing a March 10 close. Proceeds fund 200MW IT load buildout at the Oracle-leased Polaris Forge 2 AI campus in North Dakota, plus reserves and fees. Secured by subsidiary assets. Completion hinges on market conditions.
8-K
Guarantees $2.4B power plant deal
Applied Digital guaranteed Base Electron's obligations under a $2.4B design-build agreement with Babcock & Wilcox for a 1.2 GW power facility to fuel data centers. In exchange, it receives 10% of Base Electron's equity. Exposure caps via termination options like $50M fee. Backed by insiders, yet off-balance sheet risks loom.
8-K
Proposed $2.15B notes offering
Applied Digital's subsidiary APLD ComputeCo 2 LLC announced plans for a $2.15 billion senior secured notes offering due 2031, subject to market conditions. Proceeds will fund 200MW IT load development at the leased Polaris Forge 2 AI campus in North Dakota, plus reserves and fees. Notes secured by subsidiary assets; parent provides completion guarantees. Offering not assured.
8-K
APLD to control Ekso via Cloud merger
Applied Digital announced a Contribution and Exchange Agreement on February 15, 2026, contributing its Cloud subsidiary's 1,200 shares to Ekso Bionics in exchange for 138,216,820 Ekso shares, yielding ~97% ownership of the combined entity (to be renamed ChronoScale). Closing, targeted for Q2 2026, hinges on stockholder approval, $15M minimum cash (including PIPE proceeds), and Nasdaq listing. APLD secures board control and preemptive rights, yet PIPE dilution looms.
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