- Direction
- Unknown
- Own history
- —
- Peers
- 93th
- Persistence
- TRANSIENT
· Services-Computer Processing & Data Preparation
RESEARCH SNAPSHOTApplied Digital Corp.'s latest supported as-filed period reports revenue of $262.8M, 309.2% above the comparable as-filed period. Every value below links to its SEC accession and metric lineage.
No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
Separate current dimensions—not a universal score or investment ranking.
A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Level · gp.fundamentals.capex_revenue_ratio
Raw value 789.59% · OPTIONAL
Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
Raw value 24.33% · OPTIONAL
Yoy · gp.fundamentals.revenue
Raw value 309.17% · CORE
Level · gp.fundamentals.gross_margin
Raw value 6.49% · CORE
Level · gp.fundamentals.operating_margin
Raw value -23.74% · CORE
Level · gp.fundamentals.sbc_revenue_ratio
Raw value 25.31% · OPTIONAL
Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
Interpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
Latest available comparable states within 180 days, normalized with robust median/MAD statistics.
The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
This cluster groups 3 independently calculated changes: Revenue increased 309.2%; Operating margin moved 1098 bp higher; Operating income decreased 179.8%.
3 evidence-backed componentsThis cluster groups 3 independently calculated changes: Revenue increased 309.2%; Operating margin moved 1098 bp higher; Operating income decreased 179.8%.
3 evidence-backed componentsThis cluster groups 3 independently calculated changes: Revenue increased 139.3%; Operating margin moved 3185 bp lower; Operating income decreased 352.2%.
3 evidence-backed componentsThis cluster groups 2 independently calculated changes: Cash & equivalents changed across a low base; Operating cash flow increased 832.8%.
2 evidence-backed componentsThis cluster groups 2 independently calculated changes: Capital expenditure increased 731.8%; Capex / revenue moved 40119 bp higher.
2 evidence-backed componentsFree-cash-flow proxy changed -506.7% from the comparable as-filed period.
Each point keeps the date investors could first observe it and its accession.
APLD · as filed with the SEC · reported-date aware
Direct SEC links, filing dates, report periods, and amendment flags.
0001391935-26-000009SEC ↗4Oct 19, 2026Period Oct 16, 20260001900445-26-000006SEC ↗4Oct 15, 2026Period Oct 13, 20260001166816-26-000007SEC ↗4Oct 13, 2026Period Oct 10, 20260001391935-26-000007SEC ↗10-QOct 7, 2026Period Aug 31, 20260001144879-26-000059SEC ↗8-KOct 7, 2026Period Oct 7, 20260001144879-26-000057SEC ↗4Oct 5, 2026Period Oct 4, 20260001628280-26-065122SEC ↗Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
| Filed / transacted | Reporting owner | Semantics | Shares | Price | Notional | Source |
|---|---|---|---|---|---|---|
| Oct 16, 2026Filed Oct 19, 2026 | Cummins WesCEO; Chairman | Open Market PurchaseDirect | 55,803 | $18 | $1.0M | Form 4 ↗ |
| Oct 16, 2026Filed Oct 19, 2026 | Zhang Jason GechenPresident | Open Market PurchaseDirect | 300,000 | $19 | $5.7M | Form 4 ↗ |
| Oct 13, 2026Filed Oct 15, 2026 | Nottenburg Richard NDirector | Open Market SaleDirect | 31,250 | $22 | $682,500 | Form 4 ↗ |
| Oct 10, 2026Filed Oct 13, 2026 | Cummins WesCEO; Chairman | Option ExerciseDirect | 100,000 | — | — | Form 4 ↗ |
| Oct 10, 2026 |
GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗Operating income changed -179.8% from the comparable as-filed period.
Operating margin changed +1098 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Free-cash-flow proxy changed -186.3% from the comparable as-filed period.
Operating income changed -352.2% from the comparable as-filed period.
Operating cash flow changed +832.8% from the comparable as-filed period.
Revenue changed +309.2% from the comparable as-filed period.
Method note “Materiality” here is an analytical magnitude band, not a legal conclusion. Full filing-text semantic changes remain unpublished while excerpt rights and review thresholds are unresolved.
Latest supported period in this snapshot: 2026-08-31. Duration facts use direct quarterly or annual SEC contexts; GrossPattern does not manufacture missing Q4 values.
0001900445-26-000004| Cummins WesCEO; Chairman |
| Tax WithholdingDirect |
| 39,350 |
| $24 |
| $931,808 |
| Form 4 ↗ |
| Oct 10, 2026Filed Oct 13, 2026 | Cummins WesCEO; Chairman | Option ExerciseDirect | 100,000 | $0 | $0 | Form 4 ↗ |
| Oct 4, 2026Filed Oct 5, 2026 | Mohmand Mohammad Saidal LaVanwayChief Financial Officer | Option ExerciseDirect | 81,666 | — | — | Form 4 ↗ |
| Oct 4, 2026Filed Oct 5, 2026 | Mohmand Mohammad Saidal LaVanwayChief Financial Officer | Tax WithholdingDirect | 32,136 | $25 | $815,612 | Form 4 ↗ |
| Oct 4, 2026Filed Oct 5, 2026 | Mohmand Mohammad Saidal LaVanwayChief Financial Officer | Option ExerciseDirect | 81,666 | $0 | $0 | Form 4 ↗ |
| Sep 12, 2026Filed Sep 14, 2026 | Zhang Jason GechenPresident | Tax WithholdingDirect | 49,188 | $26 | $1.3M | Form 4 ↗ |
| Aug 4, 2026Filed Aug 6, 2026 | Nottenburg Richard NDirector | Open Market SaleDirect | 75,000 | $31 | $2.3M | Form 4 ↗ |