Yahoo Finance | EN590 Commodities
EN590 Commodities GroupNatural Gas / LNG 2026-09-04T00:06:12+00:00
Applied Digital (APLD)has fallen 44.3% over the past three months while the S&P 500 returned 1.4%, and at about $24.90 the stock sits roughly 50% below its 52-week high. It still trades at12.4 times sales against 3.2 for the S&P 500. Both are true at once, because the price has little to do with the business you can see today. Why Does Applied Digital Still Look Expensive? Start with what is switched on. Trailing twelve-month revenue was $0.6 billion, and by management's own account the fiscal Q4 2026 HPC data center financials primarily reflect only the initial 100 megawatts online at Polaris Forge 1, with 75 megawatts more delivered there since. Contracted critical IT load across the campuses is 1.41 gigawatts. Set that against $36 billion of contracted long-term lease value, up from $7
About EN590 Commodities Group
25+ years in mineral exploration and extraction. 15+ years of global commodity trading. Based in New York, USA serving 75+ countries.