Can APLD's AI Infrastructure Momentum Drive Revenue Growth in 2026?

Key Takeaways APLD is moving from development to revenues as Polaris Forge 1 begins operations and new AI campuses scale.Zacks Consensus Estimate pegs APLD's 2026 revenue at $280.9M, implying 26.99% year-over-year growth.APLD's ability to convert new AI campuses into revenue will be tested as multiple sites scale simultaneously.Applied Digital (APLD) stands at a pivotal juncture as its expanding AI infrastructure portfolio transitions from development to revenue generation. With Polaris Forge1 beginning ope ...