$1 billion NOI run rate accelerated timeline
Company: Applied Digital
The claim, verbatim
Now expects $1 billion net operating income run rate one year from July 2026 report, three years ahead of original goal
Source (primary)
Can Applied Digital Stock Recover On Leases It Has Already Signed? - Yahoo Finance (-, news_article)
View cached copy (2026-09-22)Live source ↗
Quote: “It now expects that run rate a year from its July report, three years early”
How we checked this
Checked on September 26, 2026. The cited source supports every part of this claim.
The article says the company now expects the $1 billion run rate a year from its July report, three years early. The year 2026 is inferred from the article's September 2026 date and its fiscal Q4 timing.
Confirmed in the source:
- Applied Digital now expects a $1 billion net operating income run rate one year from its July report
- This timeline is three years earlier than the original five-year goal
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/applied-digital-stock-recover-leases-194158184.html) in full (9,760 characters, retrieved September 22, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Can Applied Digital Stock Recover On Leases It Has Already Signed? - Yahoo Finance
Quote: “It now expects that run rate a year from its July report, three years early”