H1 2027 lease rates materially higher than H1 2026
Company: Applied Digital
The claim, verbatim
Cummins said the company expects expansion and new-campus lease rates in the first half of 2027 to be materially higher than contracts signed in the first half of 2026.
Source (primary)
Applied Digital Q1 Earnings Call Highlights - Yahoo Finance (-, news_article)
View cached copy (2026-10-09)Live source ↗Archive.org ↗
Quote: “the company expects expansion and new-campus lease rates in the first half of 2027 to be materially higher than its contracts signed in the first half of 2026”
How we checked this
Checked on October 14, 2026. The cited source supports every part of this claim.
The article reports Cummins making this lease-rate expectation.
Confirmed in the source:
- Cummins said the company expects expansion and new-campus lease rates in the first half of 2027 to be materially higher than contracts signed in the first half of 2026
What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/applied-digital-q1-earnings-call-000214656.html) in full (15,656 characters, retrieved October 9, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Applied Digital Q1 Earnings Call Highlights - Yahoo Finance
Quote: “the company expects expansion and new-campus lease rates in the first half of 2027 to be materially higher than its contracts signed in the first half of 2026”