Applied Digital Posts Strong Q2 As Talks With New Hyperscaler Tenant Advance

Benzinga_recent_news01-09

Applied Digital Corp (NASDAQ:APLD) reported a strong beat for the second quarter of fiscal 2026 and said it is in advanced talks with a new hyperscaler tenant, according to Needham. The Applied ...

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Todaro noted that the final numbers are significantly higher than what the Street expected.\nCheck out other analyst stock ratings.\nApplied Digital reported revenues of $126.6 million and adjusted EBITDA of $20 million, he added.\nThe company brought the first 100MW online for CoreWeave Inc (NASDAQ:CRWV) on schedule. Management expressed confidence in meeting the timelines for the additional builds, the analyst stated.\n\"The company is in advanced talks with an IG hyperscaler across 3 sites that represent in total 900MW with [the] possibility of a finalized lease in early 2026 (albeit the leases will likely be signed in phases),\" Todaro added.\nApplied Digital has plans to spin out its cloud compute segment in a business combination with Ekso Bionics Holdings Inc (NASDAQ:EKS). 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