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Applied Digital Corporation

APLD-馃嚭馃嚫 USA
Price
$15.50
as of Nov 6, 2026
Market cap
$4.7B
as of Nov 6, 2026

Deals

Major deals (2)

Exactly one named customer.

CoreWeaveAug 2025
SitePolaris Forge 1 路 USA
Contracted capacity150 MW
Contract value$4B
Revenue per MW$1.78M/MW/yr
Start rentmid-2027
Contract duration15 yrs, to 2042
Lease structureModified gross
Take-or-payYes
View communication
CoreWeaveJun 2025
SitePolaris Forge 1 路 USA
Contracted capacity250 MW
Contract value$7B
Revenue per MW$1.87M/MW/yr
Start rentQ4 2025
Contract duration15 yrs, to 2040
Lease structureModified gross
Take-or-payYes
View communication

Other announced deals (4)

Undisclosed customerJul 2026
SitePolaris Forge 3 路 USA
Contracted capacity300 MW
Contract value$7.5B
Revenue per MW$1.67M/MW/yr
Start rentH2 2027
Contract duration15 yrs, to 2042
Take-or-payYes
View communication
Undisclosed customerJun 2026
SiteDelta Forge 2 路 USA
Contracted capacity210 MW
Contract value$5.2B
Revenue per MW$1.65M/MW/yr
Start rentQ1 2028
Contract duration15 yrs, to 2043
Take-or-payYes
View communication
Undisclosed customerApr 2026
SiteDelta Forge 1 路 USA
Contracted capacity300 MW
Contract value$7.5B
Revenue per MW$1.67M/MW/yr
Start rentmid-2027
Contract duration15 yrs, to 2042
Take-or-payYes
View communication
Undisclosed customerOct 2025
SitePolaris Forge 2 路 USA
Contracted capacity200 MW
Contract value$5B
Revenue per MW$1.67M/MW/yr
Start rentH2 2026
Contract duration15 yrs, to 2041
Take-or-payYes
View communication