The Top 5 Analyst Questions From Applied Digital’s Q3 Earnings Call

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Oct 16

Applied Digital's third quarter results were well received by the market, as the company surpassed Wall Street’s expectations for both revenue and adjusted earnings per share. Management attributed ...

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Management attributed ...</p>\n\n<a href=\"https://stockstory.org/us/stocks/nasdaq/apld/news/earnings-call/the-top-5-analyst-questions-from-applied-digitals-q3-earnings-call\">Source Link</a>\n\n</div>\n","source":"stock_story_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Top 5 Analyst Questions From Applied Digital’s Q3 Earnings Call</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Top 5 Analyst Questions From Applied Digital’s Q3 Earnings Call\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-16 13:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://stockstory.org/us/stocks/nasdaq/apld/news/earnings-call/the-top-5-analyst-questions-from-applied-digitals-q3-earnings-call><strong>stock_story_highlight</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applied Digital's third quarter results were well received by the market, as the company surpassed Wall Street’s expectations for both revenue and adjusted earnings per share. Management attributed ...</p>\n\n<a href=\"https://stockstory.org/us/stocks/nasdaq/apld/news/earnings-call/the-top-5-analyst-questions-from-applied-digitals-q3-earnings-call\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4116","symbol_name":"互联网服务与基础架构","start_time":0,"source_url":"https://stockstory.org/us/stocks/nasdaq/apld/news/earnings-call/the-top-5-analyst-questions-from-applied-digitals-q3-earnings-call","article_id":"2575719388","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_story_highlight","url":"https://stockstory.org/us/stocks/nasdaq/apld/news/earnings-call/the-top-5-analyst-questions-from-applied-digitals-q3-earnings-call","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2575719388","pubTimestamp":1760592660,"columns":[],"sourceInfo":{"source_id":"stock_story_highlight","name":"StockStory"},"weMediaInfo":null,"summary":"Applied Digital's third quarter results were well received by the market, as the company surpassed Wall Street’s expectations for both revenue and adjusted earnings per share. Management attributed the outperformance to accelerated demand for AI and high-performance computing infrastructure, as well as expanded long-term lease agreements with major hyperscale customers. CEO Wes Cummins emphasized that the company’s ability to secure and deliver on large-scale data center projects, particularly through its partnership with CoreWeave, drove a significant ramp in contracted revenue and operational integration.","collect":0,"end_time":0,"defaultTopTitle":"stockstory.org","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4116":"互联网服务与基础架构","BK6008":"电脑与电子产品零售","BK4609":"英伟达持仓股","BK6514":"零售商股","5BI.SI":"POLARIS公司","APLD":"APPLIED DIGITAL CORP","BK4023":"应用软件","BK4608":"AI应用概念股"},"translate_title":"Applied Digital第三季度收益看涨期权提出的5个分析师问题","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"5BI.SI":0.63,"APLD":1},"content_text":"Applied Digital's third quarter results were well received by the market, as the company surpassed Wall Street’s expectations for both revenue and adjusted earnings per share. Management attributed the outperformance to accelerated demand for AI and high-performance computing infrastructure, as well as expanded long-term lease agreements with major hyperscale customers. CEO Wes Cummins emphasized that the company’s ability to secure and deliver on large-scale data center projects, particularly through its partnership with CoreWeave, drove a significant ramp in contracted revenue and operational integration. Is now the time to buy APLD? Find out in our full research report (it’s free for active Edge members). Applied Digital (APLD) Q3 CY2025 Highlights:Revenue: $64.22 million vs analyst estimates of $54.59 million (84.3% year-on-year growth, 17.6% beat)Adjusted EPS: -$0.03 vs analyst estimates of -$0.16 (80.6% beat)Adjusted EBITDA: $537,000 vs analyst estimates of $2.01 million (0.8% margin, 73.3% miss)Operating Margin: -32%, down from 3.2% in the same quarter last yearMarket Capitalization: $10.56 billionWhile we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. \nThose are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. \nHere is what has caught our attention. Our Top 5 Analyst Questions From Applied Digital’s Q3 Earnings Call\nNick Giles (B. Riley Securities) asked about the timeline and structure of project financing for both buildings at Polaris Forge One, with CFO Saidal Mohmand confirming efforts to secure facility-wide financing and noting it is one of the largest tenant-backed deals in the market.\nRob Brown (Lake Street Capital Markets) inquired about the pace of negotiations with new hyperscalers for additional campus sites. CEO Wes Cummins responded that ongoing discussions are expected to be a constant feature, reflecting accelerating market demand.\nMike Randolph (Northland Securities) questioned how the Macquarie financing structure would affect future capital needs, with Cummins stating it enables scaling up without repeated equity raises and provides clarity on expected dilution.\nLogan (Craig-Hallum, for George Sutton) asked if large-scale, gigawatt-level site capacity is becoming standard for hyperscaler leases, and Cummins confirmed that most customers now require rapid initial capacity with the ability to scale to a gigawatt or more over time.\nMichael Donovan (Compass Point) sought clarification on supply chain constraints for long-lead equipment, with Cummins explaining that Applied Digital pre-secured manufacturing capacity, mitigating risks from industry-wide lead time inflation.\nCatalysts in Upcoming QuartersIn the coming quarters, our team will be watching (1) the pace at which Applied Digital converts its development pipeline into signed long-term leases with new hyperscaler customers, (2) updates on the timing and execution of ongoing construction projects, particularly at Polaris Forge One and Two, and (3) management’s ability to maintain efficient cost structures and project financing as expansion accelerates. Progress on divesting the cloud services business and developments in supply chain partnerships will also be critical markers of execution.Applied Digital currently trades at $37.95, up from $29.25 just before the earnings. Is there an opportunity in the stock?See for yourself in our full research report (it’s free for active Edge members). Our Favorite Stocks Right NowTrump’s April 2025 tariff bombshell triggered a massive market selloff, but stocks have since staged an impressive recovery, leaving those who panic sold on the sidelines. Take advantage of the rebound by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI?  See the open roles here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}