{ "ticker": "APLD", "reference_close": "2026-09-25", "analysis_path": "data/analyses-data/APLD.json", "analysis_sha256": "baca80ba26a90f863c21233c9ab98dff2a7c1794a4f83002b85f97f0dfef6596", "claims": [ { "path": "meta.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "27 septembre 2026", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Applied Digital : bailleur de centres de données IA au carnet de ~36 Md$ de baux à quinze ans, mais financé par 5 Md$ de dette et une dilution permanente. Revenus 611 M$ (+167 %), perte nette 250 M$, flux libre très négatif. Close du 25 septembre, aucun ordre.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "Applied Digital : ~36 Md$ de baux IA contractés, mais 5 Md$ de dette, flux libre négatif et dilution active ; bêta > 5, résultats le 8 octobre. Aucun ordre.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-27T21:39:45.16671339Z", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-27T21:39:45.16671339Z", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-16T04:35:54.763Z", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "clôture au stop le 2026-09-10 (25.78)", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 25.78, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "meta.statusHistory.1.at", "value": "2026-09-27T21:39:45.16671339Z", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.statusHistory.1.at" }, { "path": "meta.statusHistory.1.note", "value": "refonte v3 du 27 septembre au close du 25 : le plan du 15 septembre a été arrêté au stop le 10 septembre ; titre à 26,25 $, sous ses moyennes à vingt, cinquante et deux cents séances, résultats attendus le 8 octobre ; aucun ordre au cours actuel", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/meta.statusHistory.1.note" }, { "path": "meta.statusHistory.1.close", "value": 26.25, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/meta/statusHistory/1/close" }, { "path": "header.price", "value": 26.25, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -2.9933481152993324, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/header/changePct" }, { "path": "header.badges.0.text", "value": "AUCUN ORDRE — RÉSULTATS LE 8 OCTOBRE", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/header.badges.0.text" }, { "path": "header.metrics.marketCap", "value": "7,65 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "14,0 M", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evRevenue", "value": "18,1×", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/header.metrics.evRevenue" }, { "path": "verdict.score", "value": 48, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 25 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Applied Digital a changé de métier. Après avoir cédé son activité cloud en mai, la société n’est plus un exploitant de calcul GPU mais un bailleur : elle construit des campus de centres de données et les loue à des hyperscalers par des baux « take-or-pay » à quinze ans. Le carnet est spectaculaire — environ 36 Md$ de revenus locatifs contractés pour cinq campus loués à CoreWeave et à deux hyperscalers de qualité investissement. Le problème est le chemin pour y arriver. Construire ces campus coûte des milliards par an ; le flux de trésorerie libre de l’exercice est négatif de près de 2,8 Md$, financé par une dette de 5,0 Md$ et par une émission continue d’actions — programme « at-the-market » et surtout un accord d’émission d’actions préférentielles convertibles de 2 Md$ dont plus de la moitié est déjà tirée et convertie. À 26,25 $, le titre a rendu près de la moitié de son plus haut de l’été, clôture sous ses moyennes à vingt, cinquante et deux cents séances, et publie ses résultats le 8 octobre. Un carnet de commandes n’est pas du cash : tant que les campus ne produisent pas, on n’achète pas ce titre au cours actuel. Aucun ordre.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Le carnet de commandes est hors norme : environ 36 Md$ de revenus locatifs contractés à quinze ans, jusqu’à 86 Md$ avec les renouvellements, sur des baux « take-or-pay » avec CoreWeave et deux hyperscalers de qualité investissement.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "Le chiffre d’affaires a bondi de 167 % sur l’exercice à 611,3 M$, et de 407 % au quatrième trimestre à 258,7 M$ : la bascule vers l’hébergement de capacité IA se lit déjà dans les comptes.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.3", "value": "La trésorerie atteint 1,59 Md$ et le crédit des baux CoreWeave a été renforcé (garanties de CoreWeave, structure dédiée), après le refinancement de qualité A3 de ce dernier.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "La dette atteint 5,0 Md$ pour une trésorerie de 1,6 Md$, soit une dette nette de 3,4 Md$, sur une société encore en perte : la valorisation suppose que les campus paieront la facture.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Le flux de trésorerie libre de l’exercice est négatif d’environ 2,8 Md$ (flux opérationnel de 89,7 M$ contre 2,87 Md$ d’investissements) : chaque campus à construire exige un financement externe.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "La dilution est structurelle : accord d’émission d’actions préférentielles convertibles de série G de 2 Md$, dont 1,04 Md$ déjà tiré et l’essentiel converti en actions ordinaires, plus un programme « at-the-market » et plusieurs séries de bons de souscription.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "Le titre est à haut risque de marché : bêta supérieur à cinq, positions vendeuses à 22 % du flottant, sous toutes ses moyennes, et des résultats binaires attendus le 8 octobre.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 25 septembre.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.evidence", "value": "5,0 Md$ de dette, accord d’émission préférentielle de 2 Md$ (1,04 Md$ tiré), ATM et bons de souscription, lus dans le 10-K et le POSASR.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Clôture à 26,25 $, sous les moyennes à vingt, cinquante et deux cents séances ; publication attendue le 8 octobre, mouvement implicite d’environ 8 %.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "business.overview", "value": "

Applied Digital construit et exploite des campus de centres de données et loue leur capacité — puissance électrique, refroidissement, espace — à des clients qui font tourner de l’intelligence artificielle. Depuis la cession de son activité cloud en mai 2026, la société ne vend plus de calcul GPU en direct : elle est devenue un bailleur d’infrastructure, un modèle plus proche d’une foncière spécialisée que d’un fournisseur de cloud.

Le cœur de la thèse est le carnet de commandes. Applied Digital a signé des baux « take-or-pay » à quinze ans — le locataire paie même s’il n’utilise pas toute la capacité — avec CoreWeave sur son campus d’Ellendale (Dakota du Nord) et, plus récemment, avec deux hyperscalers de qualité investissement pour de nouveaux campus en Louisiane et ailleurs. Au total, la société revendique environ 36 Md$ de revenus locatifs contractés sur les durées de base, jusqu’à 86 Md$ si toutes les options de renouvellement sont exercées, pour cinq campus en construction.

Le revers est financier et physique. Construire ces campus — acheter le foncier, l’électricité, les transformateurs, le refroidissement — coûte des milliards avant le moindre loyer. Sur l’exercice clos le 31 mai, les investissements ont atteint 2,87 Md$ pour un flux opérationnel de 89,7 M$. Le trou est comblé par la dette (billets sécurisés à 9,250 % échéance 2030 pour 2,35 Md$ émis par une filiale dédiée, billets à 7,000 % échéance 2031 pour 1,59 Md$, facilité renouvelable Goldman Sachs) et par l’émission continue d’actions. Les premiers campus doivent entrer en service à partir de 2027 : jusque-là, la société dépense sans encaisser les loyers promis.

", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.pct", "value": "Baux 15 ans « take-or-pay »", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.0.description", "value": "Location de capacité à CoreWeave et à deux hyperscalers ; ~36 Md$ contractés, cinq campus en construction.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.segments.0.description" }, { "path": "business.segments.2.revenue", "value": "Cédée en mai 2026", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.segments.2.revenue" }, { "path": "business.segments.2.description", "value": "Contribuée à une entité tierce contre 138,2 M actions ; ne fait plus partie des activités poursuivies.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.segments.2.description" }, { "path": "business.sourceRefs.0.name", "value": "Applied Digital 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000048/apld-20260531.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-07-29", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Applied Digital 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000044/apldq426earningsreleaseasf.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2026-07-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.sourceRefs.2.name", "value": "Applied Digital 8-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.name" }, { "path": "business.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000149315226021333/form8-k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.url" }, { "path": "business.sourceRefs.2.date", "value": "2026-05-05", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.sourceRefs.2.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 27 juillet et 10-Q ; prochaine publication au 8 octobre, source calendaire unique, non confirmée par l’émetteur.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "business.coverageMatrix.2.decision", "value": "Exercice 2026 complet clos le 31 mai 2026, reconstitué depuis les données XBRL officielles ; premier trimestre 2027 non encore publié.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.coverageMatrix.2.decision" }, { "path": "business.coverageMatrix.3.decision", "value": "Dette, PEPA série G, ATM et bons de souscription lus dans le 10-K et le POSASR ; dette et capitaux propres séparés.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.coverageMatrix.3.decision" }, { "path": "business.coverageMatrix.6.decision", "value": "Mouvement implicite d’environ 8 % avant résultats relevé ; non rattaché comme niveau à la clôture de référence.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/business.coverageMatrix.6.decision" }, { "path": "news.0.date", "value": "2026-05-05", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.detail", "value": "La société contribue 100 % de son activité cloud (calcul GPU) à une entité tierce contre 138,2 M actions nouvelles de cette dernière. Elle déconsolide un métier capitalistique et peu margé pour se concentrer sur la location de capacité de centres de données.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.0.detail" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000149315226021333/form8-k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-06-26", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Facilité renouvelable de 430 M$ (jusqu’à 550 M$) et sixième avenant au programme préférentiel", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "Facilité de crédit renouvelable sécurisée arrangée par Goldman Sachs, échéance 2029, et sixième avenant à l’accord d’émission d’actions préférentielles convertibles : la société élargit à la fois sa dette et sa capacité de dilution pour financer la construction.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.1.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000149315226030333/form8-k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.1.sourceUrl" }, { "path": "news.2.date", "value": "2026-07-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Résultats : chiffre d’affaires +407 % au trimestre, EBITDA ajusté positif, carnet de 36 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.detail", "value": "Chiffre d’affaires trimestriel de 258,7 M$ (+407 %) en activités poursuivies, EBITDA ajusté de 42,4 M$, mais perte nette attribuable aux actionnaires ordinaires de 110,6 M$. La société revendique environ 36 Md$ de revenus locatifs contractés et cinq campus en construction.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.2.detail" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000044/apldq426earningsreleaseasf.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "news.3.date", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.3.date" }, { "path": "news.3.detail", "value": "Après −6,7 % en cinq séances, Applied Digital clôture à 26,25 $, sous ses moyennes à vingt (26,85 $), cinquante (28,48 $) et deux cents séances (30,09 $), à environ deux semaines de sa publication du 8 octobre.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/news.3.detail" }, { "path": "fundamentals.rows.0.metric", "value": "Chiffre d’affaires du 4e trimestre (activités poursuivies)", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.metric" }, { "path": "fundamentals.rows.0.value", "value": "258,7 M$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+407 % sur un an, communiqué du 27 juillet", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.metric", "value": "EBITDA ajusté du 4e trimestre", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.metric" }, { "path": "fundamentals.rows.1.value", "value": "42,4 M$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.2.metric", "value": "Perte nette du 4e trimestre (actionnaires ordinaires)", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.metric" }, { "path": "fundamentals.rows.2.value", "value": "−110,6 M$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Soit −0,39 $ par action, communiqué du 27 juillet", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.metric", "value": "Chiffre d’affaires GAAP sur l’exercice 2026", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.metric" }, { "path": "fundamentals.rows.3.value", "value": "611,3 M$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "Exercice clos le 31 mai 2026 (XBRL SEC), +167 % sur un an", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "−236,5 M$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Perte opérationnelle, exercice clos le 31 mai 2026", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "−250,3 M$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Exercice clos le 31 mai 2026, après intérêts minoritaires et préférentiels", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "−169,1 M$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.7.value", "value": "89,7 M$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Faiblement positif, exercice clos le 31 mai 2026", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "2,87 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Construction des campus, exercice clos le 31 mai 2026", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.value", "value": "−2,78 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.10.metric", "value": "Dette au 31 mai (billets + location-financement)", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.metric" }, { "path": "fundamentals.rows.10.value", "value": "5,03 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Billets à long terme et courants + passifs de location-financement, bilan du 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.11.metric", "value": "Trésorerie et équivalents au 31 mai", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.metric" }, { "path": "fundamentals.rows.11.value", "value": "1,59 Md$", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Liquidités et équivalents, bilan du 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.12.value", "value": "18,1×", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Valeur d’entreprise au close du 2026-09-25, 291,5 M actions, sur revenus GAAP de l’exercice 2026", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.13.value", "value": "9,16 $ par action", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Scénario : multiple ramené à dix fois les revenus GAAP de l’exercice 2026, dette et trésorerie du 31 mai inchangées, soit −65 % sous le close du 2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Applied Digital 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000048/apld-20260531.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-07-29", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Applied Digital 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000044/apldq426earningsreleaseasf.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-07-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Quatrième trimestre de l’exercice 2026 (clos le 31 mai 2026, activités poursuivies) : chiffre d’affaires de 258,7 M$ (+407 %), EBITDA ajusté de 42,4 M$, résultat net ajusté de 12,9 M$, mais perte nette GAAP attribuable aux actionnaires ordinaires de 110,6 M$ (−0,39 $ par action). Sur l’exercice, chiffre d’affaires de 611,3 M$ et perte nette GAAP aux actionnaires ordinaires de 250,3 M$. La société ne publie pas de guidance chiffrée classique ; sa visibilité vient des baux contractés, pas d’une prévision trimestrielle. Aucune date de prochaine publication n’est confirmée par l’émetteur ; le 8 octobre provient d’une source calendaire unique.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.nextEarnings", "value": "Publication du premier trimestre de l’exercice 2027 attendue le 8 octobre 2026 selon une source calendaire unique, non confirmée par l’émetteur ; mouvement implicite d’environ 8 % relevé sur les options.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/earnings.nextEarnings" }, { "path": "earnings.sourceRefs.0.name", "value": "Applied Digital 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000044/apldq426earningsreleaseasf.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-07-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "291 469 112 actions ordinaires au 28 juillet 2026 (page de garde du 10-K)", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.shareHistory", "value": "Le nombre d’actions en circulation est passé d’environ 261,5 millions au 29 juillet 2025 à 291,5 millions au 28 juillet 2026, et continue d’augmenter. Trois mécanismes alimentent cette dilution. D’abord l’accord d’achat d’actions préférentielles (PEPA) du 30 avril 2025, amendé six fois : il autorise l’émission de jusqu’à 2 Md$ d’actions préférentielles convertibles de série G, dont 1 068 300 déjà émises pour 1,04 Md$ bruts et 995 146 déjà converties en actions ordinaires ; l’amendement post-effectif du 25 septembre enregistre jusqu’à 75,2 millions d’actions ordinaires de conversion pour revente. Ensuite un programme « at-the-market » de vente d’actions ordinaires, utilisé régulièrement. Enfin plusieurs séries de bons de souscription (CoreWeave, STB, PEAK6, Jane Street, Building 4). En face, la dette financière atteint environ 5,0 Md$ (billets à 9,250 % échéance 2030 pour 2,35 Md$, billets à 7,000 % échéance 2031 pour 1,59 Md$, facilité renouvelable et location-financement). Le message est simple : chaque campus se finance par de la dette et par de nouvelles actions, et les deux pèsent sur l’actionnaire existant. Un nombre d’actions pleinement dilué à date n’est pas calculable depuis ces seuls dépôts, la conversion de la série G dépendant du cours et l’ATM étant continu.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.warrants.1.series", "value": "STB / Building 4", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.1.series" }, { "path": "capitalStructure.warrants.2.series", "value": "PEAK6 / Jane Street", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.warrants.2.series" }, { "path": "capitalStructure.atm.used", "value": "Utilisé régulièrement pour financer la croissance (produits récents d’environ 196 M$ relevés)", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.atm.used" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Applied Digital 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000048/apld-20260531.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-07-29", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000149315226044312/formposasr.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "capitalStructure.sourceRefs.2.name", "value": "Applied Digital 8-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.name" }, { "path": "capitalStructure.sourceRefs.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000149315226030333/form8-k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.url" }, { "path": "capitalStructure.sourceRefs.2.date", "value": "2026-06-26", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.2.date" }, { "path": "filingsReview.summary", "value": "Cinq dépôts décisionnels ouverts et hachés, sur un inventaire de 133 formulaires hors déclarations d’initiés. Ils séparent trois réalités que le récit du carnet de commandes tend à confondre : les résultats et le carnet, réels et impressionnants ; le financement, par dette lourde et par dilution continue ; et la transformation du périmètre, avec la cession de l’activité cloud. Aucun rapport de vendeur à découvert activiste ni fonds hostile identifié dans la période.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.summary" }, { "path": "filingsReview.filings.0.date", "value": "2026-07-29", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "10-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001144879-26-000048", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Rapport annuel de l’exercice clos le 31 mai 2026 : chiffre d’affaires de 611,3 M$ (+167 %), perte opérationnelle de 236,5 M$, perte nette attribuable aux actionnaires ordinaires de 250,3 M$. L’accord d’achat d’actions préférentielles (PEPA) autorise l’émission de jusqu’à 2 Md$ d’actions préférentielles convertibles de série G ; 1 068 300 actions ont déjà été émises pour 1,04 Md$ bruts, dont 995 146 converties en actions ordinaires. Les billets sécurisés à 9,250 % échéance 2030 (2,35 Md$) sont émis par la filiale APLD ComputeCo. Baux « take-or-pay » à quinze ans avec CoreWeave et deux hyperscalers de qualité investissement.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000048/apld-20260531.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-07-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001144879-26-000044", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Communiqué du quatrième trimestre (activités poursuivies) : chiffre d’affaires de 258,7 M$ (+407 %), perte nette attribuable aux actionnaires ordinaires de 110,6 M$, EBITDA ajusté de 42,4 M$. Exercice 2026 : chiffre d’affaires de 611,3 M$. Nouveaux baux « take-or-pay » à quinze ans (300 MW chacun) avec un hyperscaler de qualité investissement, environ 36 Md$ de revenus locatifs contractés au total (environ 86 Md$ options de renouvellement comprises), cinq campus en construction pour deux hyperscalers et CoreWeave.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000044/apldq426earningsreleaseasf.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2026-06-26", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "8-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001493152-26-030333", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Facilité de crédit renouvelable sécurisée portée à 430,0 M$ (jusqu’à 550,0 M$ avec l’accordéon), arrangée par Goldman Sachs, échéance mai 2029 ; sixième avenant à l’accord d’achat d’actions préférentielles de série G. Financement mixte dette et capacité d’émission d’actions préférentielles.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000149315226030333/form8-k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.accession", "value": "0001493152-26-044312", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Amendement post-effectif à la déclaration d’enregistrement automatique : revente de jusqu’à 78 225 643 actions ordinaires, dont 75 225 643 issues de la conversion des actions préférentielles convertibles de série G émises au titre du PEPA. Chiffre la dilution en actions ordinaires déjà engagée par le programme préférentiel.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000149315226044312/formposasr.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-05-05", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "8-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001493152-26-021333", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Cession de l’activité cloud (calcul GPU) au titre d’un accord de contribution et d’échange : Applied Digital contribue 100 % de sa filiale cloud en échange de 138 216 820 actions nouvelles de l’entité acquéreuse. L’activité cloud est déconsolidée ; Applied Digital devient un bailleur d’infrastructure de centres de données.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000149315226021333/form8-k.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.contrarianRisks.0", "value": "Le carnet de 36 Md$ est un revenu futur contractuel, pas encaissé : il dépend de la mise en service de cinq campus encore en construction, entre 2027 et 2028.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.0" }, { "path": "technicals.rsi14", "value": 46.81, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": -0.29, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": -0.56, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 26.85, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 28.48, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 30.09, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 1.74, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.2", "value": "Résultats binaires le 8 octobre", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/technicals.badges.2" }, { "path": "technicals.supports.0", "value": 25.96, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 23.39, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 22.93, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 29.099, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 33.04, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 35.8, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 26,25 $, sous ses moyennes à vingt (26,85 $), cinquante (28,48 $) et deux cents séances (30,09 $), RSI à 47, MACD sous zéro mais repassé au-dessus de sa ligne de signal — un début de stabilisation, pas un retournement. Il a rendu près de la moitié de son plus haut de l’été (au-dessus de 50 $ en juin) et se stabilise dans une base autour de 23,39 $–26,25 $. Aucun ordre : les niveaux du plan précédent, entrée 26,96 $ et stop 26,06 $, sont archivés et inactifs. Supports : 25,96 $, 23,39 $ et 22,93 $. Résistances : 29,10 $, 33,04 $ et 35,80 $. ATR de 1,74 $, soit une volatilité élevée cohérente avec un bêta supérieur à cinq.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.ivMean", "value": "Mouvement implicite d’environ 8 % avant résultats", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/options.ivMean" }, { "path": "options.unusual", "value": "Le marché price une publication très volatile le 8 octobre (mouvement implicite ~8 %)", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/options.unusual" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "22,10 % du flottant", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "3,90 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.trend", "value": "Positions vendeuses élevées pour la taille : plus de vingt pour cent du flottant, environ 58 millions d’actions. Un dénouement forcé après une bonne nouvelle est possible, mais ce n’est pas une thèse d’achat en soi.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/shortInterest.trend" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Aucun achat de dirigeant relevé en septembre. Le mouvement documenté le plus récent est une retenue fiscale du président Jason Gechen Zhang (49 188 actions retenues le 12 septembre à 26,42 $, code F), c’est-à-dire un règlement d’impôt sur l’acquisition de droits, pas une vente de marché. La couverture officielle des transactions d’initiés est incomplète sur la période : aucun solde net acheteur ou vendeur n’est affirmé.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "insiders.sourceRefs.1.name", "value": "Applied Digital 10-K", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.1.name" }, { "path": "insiders.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000048/apld-20260531.htm", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.1.url" }, { "path": "insiders.sourceRefs.1.date", "value": "2026-07-29", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.1.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "26,25 $, séance complète", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "−6,65 %", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "−2,31 %", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "risks.riskScore", "value": 8, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskCards.0.points.0", "value": "Dette d’environ 5,0 Md$ contre 1,6 Md$ de trésorerie ; billets à 9,250 % et 7,000 %.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Flux de trésorerie libre négatif d’environ 2,8 Md$ sur l’exercice : la construction consomme le capital.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.1.points.0", "value": "Programme d’actions préférentielles convertibles de 2 Md$ (série G), tiré à 1,04 Md$ et converti pour l’essentiel.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/risks.riskCards.1.points.0" }, { "path": "risks.riskCards.2.points.0", "value": "Cinq campus à livrer entre 2027 et 2028 ; dépendance à l’électricité, aux permis et aux équipements.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/risks.riskCards.2.points.0" }, { "path": "risks.riskCards.3.points.0", "value": "Bêta supérieur à cinq ; positions vendeuses à 22 % du flottant.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "Résultats attendus le 8 octobre, mouvement implicite d’environ 8 %.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "risks.pedagogy", "value": "Applied Digital illustre la différence entre un carnet de commandes et un compte de résultat. Le carnet — 36 Md$ de loyers contractés — est réel, mais il se transforme en trésorerie seulement quand les campus sont construits et allumés, entre 2027 et 2028. D’ici là, la société finance sa construction par de la dette à taux élevé et par une émission continue d’actions : c’est pourquoi elle vaut environ dix-huit fois ses revenus tout en perdant de l’argent. Côté marché, le titre échange environ 371 M$ par séance : la liquidité est excellente, mais un bêta supérieur à cinq et des résultats binaires le 8 octobre imposent de petites positions : un gap à l’ouverture après la publication peut sauter un stop d’un coup. Dimensionner à partir de la distance au stop et d’un budget de perte fixé d’avance, jamais à partir de l’objectif. Ici, la bonne décision est d’attendre : mieux vaut ne pas courir après le titre avant résultats ; pas de base confirmée, pas de trade.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/risks.pedagogy" }, { "path": "tradeIdea.archiveReferenceClose", "value": "2026-09-15", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/tradeIdea.archiveReferenceClose" }, { "path": "tradeIdea.statusNote", "value": "Aucun ordre actif. Les niveaux affichés — entrée 26,96 $, stop 26,06 $, TP1 29,61 $, TP2 31,48 $ — sont ceux, archivés, du plan précédent, arrêté au stop le 10 septembre : inactifs et non exécutables. Aucun nouvel ordre au cours actuel, sous toutes les moyennes et à deux semaines d’une publication à fort mouvement implicite.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 26.96, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 26.0599, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 29.61, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 31.4799, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-3.3%", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+9.8%", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+16.8%", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:2.94 TP1 / 1:5.02 TP2", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Aucune entrée. Les niveaux ci-dessus sont archivés et non exécutables. Conditions de réexamen, sans ordre : d’abord passer les résultats du 8 octobre, puis une base tenue au-dessus de 23,39 $ et une clôture au-dessus de 29,10 $ (plus haut du rebond de mi-septembre) sur volume, sans nouveau dépôt de financement dilutif. Liquidité : environ 371 M$ échangés par séance ; ATR de 1,74 $. Toute position devrait rester réduite compte tenu du bêta et du risque de gap.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Applied Digital est une histoire de carnet de commandes contre bilan. Le carnet — environ 36 Md$ de loyers contractés à quinze ans — est spectaculaire ; le bilan — 5 Md$ de dette, un flux libre négatif de 2,8 Md$, une dilution permanente — l’est tout autant. On n’achète pas ce titre à 26,25 $, sous toutes ses moyennes et à deux semaines d’une publication binaire, quand la thèse repose sur des campus encore en construction. Le plan précédent a été arrêté au stop ; le prochain se construira, s’il se construit, sur une base tenue après résultats et une reprise au-dessus de 29,10 $. La valeur suppose une exécution parfaite d’un chantier financé à crédit : ce pari se prend après confirmation, pas avant.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Les résultats du 8 octobre : premier point d’étape sur la montée en puissance des campus et la consommation de trésorerie.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "Une clôture au-dessus de 29,10 $ sur volume, après une base tenue au-dessus de 23,39 $.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "globalScore.keyTakeawaysPositive.0", "value": "Carnet locatif contracté d’environ 36 Md$ à quinze ans, jusqu’à 86 Md$ avec renouvellements.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.0" }, { "path": "globalScore.keyTakeawaysPositive.1", "value": "Chiffre d’affaires +167 % sur l’exercice, EBITDA ajusté trimestriel redevenu positif.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysPositive.1" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Dette de 5 Md$ et flux de trésorerie libre négatif d’environ 2,8 Md$.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "globalScore.keyTakeawaysNegative.1", "value": "Dilution structurelle : programme préférentiel de 2 Md$, ATM et bons de souscription.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.1" }, { "path": "globalScore.keyTakeawaysNegative.2", "value": "Bêta supérieur à cinq, sous toutes les moyennes, résultats binaires le 8 octobre.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.2" }, { "path": "social.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/social.sourceRefs.0.date" }, { "path": "disclaimer", "value": "Document de recherche éducatif. Ni conseil financier, ni signal de trading. Statut aucun ordre : le plan affiché est archivé et arrêté ; les résultats du 8 octobre sont un risque binaire.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/disclaimer" }, { "path": "blastRadius.asOf", "value": "2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/blastRadius.asOf" }, { "path": "blastRadius.observationTime", "value": "2026-09-27T21:39:45.16671339Z", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": 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thèse.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.firstOrder" }, { "path": "blastRadius.scenarios.2.confirmation", "value": "Une clôture sous 22,93 $ ou un dépôt de financement fortement dilutif.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/blastRadius.scenarios.2.confirmation" }, { "path": "blastRadius.missingData.1", "value": "Prochaine date de résultats (8 octobre) issue d’une source calendaire unique, non confirmée par l’émetteur.", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/blastRadius.missingData.1" }, { "path": "blastRadius.sourceRefs.0.date", "value": "2026-09-27", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.0.date" }, { "path": "blastRadius.sourceRefs.1.name", "value": "Applied Digital 8-K / Exhibit 99.1", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/blastRadius.sourceRefs.1.name" }, { "path": "blastRadius.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1144879/000114487926000044/apldq426earningsreleaseasf.htm", "as_of": 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"2026-09-25", "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/string_numeric_claims/performance.windowReturns.endDate" }, { "path": "performance.windowReturns.rows.0.returnPct", "value": -2.31, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/performance/windowReturns/rows/0/returnPct" }, { "path": "performance.windowReturns.rows.1.returnPct", "value": 10.67, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/performance/windowReturns/rows/1/returnPct" }, { "path": "performance.windowReturns.rows.2.returnPct", "value": 21.36, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/performance/windowReturns/rows/2/returnPct" }, { "path": "performance.windowReturns.rows.3.returnPct", "value": -1.78, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/performance/windowReturns/rows/3/returnPct" }, { "path": "performance.windowReturns.rows.4.returnPct", "value": -1.62, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/performance/windowReturns/rows/4/returnPct" }, { "path": "performance.windowReturns.rows.5.returnPct", "value": 13.96, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/performance/windowReturns/rows/5/returnPct" }, { "path": "performance.windowReturns.rows.6.returnPct", "value": 11.48, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/performance/windowReturns/rows/6/returnPct" }, { "path": "performance.windowReturns.rows.7.returnPct", "value": 0.28, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": 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"source_pointer": "/values/performance/windowReturns/rows/10/returnPct" }, { "path": "performance.windowReturns.rows.11.returnPct", "value": 15.7, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/performance/windowReturns/rows/11/returnPct" }, { "path": "performance.windowReturns.rows.12.returnPct", "value": 9.14, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": "3b9754980ff4dd5e58b1015742e14997712d78b5e03f8fa93b156cab4d881212", "source_pointer": "/values/performance/windowReturns/rows/12/returnPct" }, { "path": "performance.windowReturns.rows.13.returnPct", "value": -3.98, "as_of": "2026-09-25", "source_artifact": "analyses/APLD/_runs/20260927/revision/numeric-evidence.json", "source_sha256": 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