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UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption

I reiterate Applied Digital Corporation with a Strong Buy and a revised of $70. APLD now boasts 1,410MW of contracted IT load across five campuses, equating to $36 billion in initial 15-year lease rev

Applied Digital delivered a strong 4Q26, with $258.7M in revenue and $0.04 in non-GAAP EPS, both beating consensus estimates. APLD has secured $36B in contracted lease value, up 125% YoY, anchored by

Applied Digital Corporation (APLD) Q4 2026 Earnings Call Transcript

Applied Digital NASDAQ: APLD reported fiscal fourth-quarter revenue of $258.7 million for the period ended May 31, 2026, as the company expanded its contracted AI data center capacity and secured fina

Applied Digital Corp. (NASDAQ:APLD) is set to report fiscal fourth-quarter results after Monday's close. The AI data center builder enters the print with roughly $36 billion in contracted lease revenu

Applied Digital receives a Buy rating, driven by robust triple-digit revenue growth and strong future demand signals. APLD is positioned as a significant beneficiary in the data center market, which m

Applied Digital has successfully pivoted from crypto mining to AI-focused data center operations, securing long-term hyperscaler contracts. APLD boasts $36 billion in contracted lease value over 15 ye