Shares of Applied Digital Corporation (APLD) have gained 13.1% over the past four weeks to close the last trading session at $7.79, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $10.71 indicates a potential upside of 37.5%.The mean estimate comprises seven short-term price targets with a standard deviation of $1.11. While the lowest estimate of $9 indicates a 15.5% increase fr ...

文章核心观点 - 公司完成了4.5亿美元的可转换优先票据发行,用于股票回购和一般公司用途 [1][2][3] - 公司与初始购买者签订了4.72美元的封顶调期交易,以降低发行可转换票据的潜在摊薄影响 [2] - 公司预计将使用约8400万美元的发行所得净额进行股票回购 [3] 公司概况 - 公司是一家专注于开发、建设和运营下一代数据中心和云基础设施的公司 [4] - 公司的设施专门为加速计算而设计,可提供安全、可扩展和可持续的数字托管服务,以及全方位的云服务解决方案 [4] - 公司拥有丰富的超大规模专业知识和可用电力管道,可满足人工智能、区块链和高性能计算等最苛刻的工作负载 [4] 财务信息 - 公司完成了4.5亿美元的可转换优先票据发行,发行所得净额约为4.345亿美元 [3] - 公司将使用约8400万美元的发行所得净额进行股票回购,包括5270万美元用于预付回购交易,3130万美元用于直接回购股票 [3] - 公司将使用约5180万美元的发行所得净额支付封顶调期交易的成本 [3]

DALLAS, Oct. 31, 2024 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) (“Applied Digital” or the “Company”), a designer, builder, and operator of next-generation digital infrastructure designed for High-Performance Computing (HPC) applications, today announced the upsize and pricing of its offering of $375 million aggregate principal amount of 2.75% Convertible Senior Notes due 2030 (the “Convertible Notes”). The Convertible Notes will be sold in a private offering to persons reasonably believ ...

DALLAS, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Applied Digital Corporation (Nasdaq: APLD) ("Applied Digital" or the "Company"), a designer, builder, and operator of next-generation digital infrastructure designed for High-Performance Computing (HPC) applications, today announced that it intends to offer, subject to market conditions and other factors, $300 million aggregate principal amount of convertible senior notes due 2030 (the “Convertible Notes”) in a private offering to persons reasonably believed to be q ...

Applied Digital Corporation (APLD) shares have appreciated 22.7% year to date, outperforming the broader Finance sector's return of 18.4% and the Zacks Financial Miscellaneous Services industry's appreciation of 9.8%. This designer, builder, and operator of next-generation digital infrastructure designed for high-performance computing applications, cloud services, and data center hosting has been benefiting from strong top-line growth. In first-quarter fiscal 2025, revenues jumped 67% year over year to $60. ...

These three under-the-radar small-cap companies offer potential for substantial returns, though they come with higher volatility than their larger peers.Investors often overlook small-cap stocks in favor of household names, but these smaller companies can offer compelling opportunities for patient investors. While these investments typically experience more price volatility than their larger counterparts, the potential for substantial returns makes them worthy of consideration.Small-cap companies often oper ...

文章核心观点 - 人工智能(AI)正在转变各个行业,并创造巨大的经济机会 [1] - 随着AI热潮的加速,投资者正在寻找隐藏的潜力股,从这场技术革命中获益 [1] - 文章探讨了3家在AI行业悄然崛起的公司,它们各自提供了独特的方式来利用这项变革性技术 [1] 行业总结 人工智能基础设施 - Navitas Semiconductor 专注于开发关键的下一代电源解决方案,提高AI数据中心的能源效率 [2][3] - Applied Digital 正在快速扩展其高性能计算基础设施,以满足AI和机器学习应用日益增长的计算需求 [4][5][6] - Iris Energy 正在利用其在比特币挖矿基础设施方面的专业知识,转向AI云服务市场 [7][8] 行业风险与前景 - 这些公司目前都处于亏损状态,面临激烈的市场竞争 [9] - 它们的成功很大程度上取决于AI技术的持续增长和普及 [9] - 对于愿意承担更高风险以寻找潜在AI赢家的投资者来说,这些较为鲜为人知的参与者可能会成为正在进行的技术转型的重要受益者 [9]

Applied Digital Corp. NASDAQ: APLD stock has been volatile since it reported earnings after the market closed on October 9. After gaining 4% in after-hours trading, APLD stock moved sharply lower by 12.8% in pre-market trading. However, as of this writing, the stock is up about 6%, but that’s still about 4% below its October 9 closing price.  Applied Digital TodayAPLDApplied Digital$6.89 -0.51 (-6.89%) 52-Week Range$2.36▼$8.78Price Target$9.00Add to WatchlistThat may lead you to believe the company delivere ...

财务数据和关键指标变化 - 公司本季度收入增长67%至6,070万美元,其中数据中心托管业务贡献3,480万美元,云服务业务贡献2,590万美元 [10] - 公司本季度调整后EBITDA增加至2,000万美元 [11] - 公司本季度调整后净亏损2,160万美元,每股亏损0.15美元 [11] - 公司季末现金及受限现金8,660万美元,负债1.436亿美元,股东权益2.418亿美元 [11] 各条业务线数据和关键指标变化 - 数据中心托管业务目前拥有286兆瓦的托管能力,全部被客户承租 [8] - 云服务业务目前有6个集群在线运营,公司正在修订GPU租赁融资,以更好反映该业务的经济性 [9] - 公司计划在下半财年开始部署更多云服务集群,以满足市场需求 [24][25] 各个市场数据和关键指标变化 - 公司近期看到来自3家额外的大型云服务商的大量需求,主要集中在2025年和2026年的数据中心容量 [28][29] - 公司正在积极与这些客户洽谈,预计可能在2024年底前签署另一处数据中心的租赁协议 [30][31] 公司战略和发展方向及行业竞争 - 公司正在建设专为高性能计算应用设计的数据中心,提供先进的冷却、高功率密度、安全性等特性 [13] - 公司认为这种专用设计的数据中心将成为行业的领先趋势,并有望与更多大型云服务商达成合作 [14][15] - 公司正在探索加快其1.4吉瓦管线的资产变现,包括寻求提前付款等融资方式 [59] 管理层对经营环境和未来前景的评论 - 管理层对公司业务发展趋势持乐观态度,认为正在见证行业对公司专用HPC数据中心的强烈需求 [13][14] - 管理层表示,公司近期获得的战略投资充分证明了公司的发展方向是正确的 [6][15] - 管理层认为,公司在2025年和2026年的数据中心容量供给紧缺的环境下,有望进一步拓展市场份额 [28][29] 其他重要信息 - 公司将进行高管人事调整,David Rench将担任首席行政官,Saidal Mohmand将接任首席财务官 [15] 问答环节重要的提问和回答 问题1 **Lucas Pipes 提问** 询问Ellendale数据中心租赁协议的最新进展,独家谈判期是否已经到期 [17][18] **Wes Cummins 回答** 独家谈判期已到期,公司选择不再续期,正在推进租赁文件的最终确定 [18] 问题2 **Darren Aftahi 提问** 询问Ellendale数据中心租赁协议的具体情况,是否只涉及100兆瓦,还是包括其他容量 [20][21] **Wes Cummins 回答** 初期租赁100兆瓦,后续300兆瓦将以不同形式进行,预计整个园区的容量都将由同一租户承租 [21] 问题3 **George Sutton 提问** 询问Ellendale数据中心租赁协议的最终确定进度 [33][34][36][37] **Wes Cummins 回答** 租赁协议的主要条款已基本确定,预计在未来6-8周内完成最终签署,公司已准备好相关的项目融资 [34][36][37]

Applied Digital Corporation (APLD) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.28. This compares to loss of $0.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 89.29%. A quarter ago, it was expected that this company would post a loss of $0.23 per share when it actually produced a loss of $0.52, delivering a surprise of -126.09%.Over the last four quarters, the compan ...