Contracted lease value reaches $36 billion at Q4 2026
Company: Applied Digital
The claim, verbatim
Contracted lease value reached $36 billion at fiscal Q4 2026, more than doubling from $16 billion at fiscal Q3 2026
Source (primary)
Can Applied Digital Stock Recover On Leases It Has Already Signed? - Trefis (-, news_article)
View cached copy (2026-09-20)Live source ↗
Quote: “Contracted lease value more than doubled between its fiscal Q3 2026 and fiscal Q4 2026 reports. By its own account, contracted lease value was $16 billion at its fiscal Q3 2026 report and $36 billion at its fiscal Q4 2026 report.”
How we checked this
Checked on September 25, 2026. The cited source supports every part of this claim.
The article states both figures and says contracted lease value more than doubled between the fiscal Q3 and Q4 2026 reports.
Confirmed in the source:
- Applied Digital's contracted lease value was $16 billion at its fiscal Q3 2026 report
- Contracted lease value was $36 billion at its fiscal Q4 2026 report
- Contracted lease value more than doubled between those two reports
What we did: Read our cached copy of the publisher (https://www.trefis.com/stock/apld/articles/615734/can-applied-digital-stock-recover-on-leases-it-has-already-signed/2026-09-17) in full (11,286 characters, retrieved September 20, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Can Applied Digital Stock Recover On Leases It Has Already Signed? - Trefis
Quote: “Contracted lease value more than doubled between its fiscal Q3 2026 and fiscal Q4 2026 reports. By its own account, contracted lease value was $16 billion at its fiscal Q3 2026 report and $36 billion at its fiscal Q4 2026 report.”